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National Restaurant Association - Financial Officers & Tax Executives

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Financial Officers & Tax Executives

Thank you for attending!



Grand Hyatt 

  June 15-17, 2016


Network with restaurant tax and finance professionals who face the same challenges, and share on-target, specialized experiences. What better way to discover best practices, solutions to stubborn problems, or opportunities for advancement than from restaurant leaders in your field?

Our Financial Officers & Tax Executives Executive Study Group delivers information essential to your daily workload and long-term career. Whether you need guidance on tax changes, controlling the costs of health benefits or structuring franchise financing, this group is your window into what fellow restaurant industry leaders are doing and which strategies work best.

2015 Presentations


Our group's member-only Listserv is an effective way to ask your colleagues questions, share news, and contribute to discussions on issues important to professionals in your field. To be eligible, you must work full-time in the field of internal audits for a company that is a restaurant member of the National Restaurant Association. Click here to subscribe.

Once you join the list, simply send Internal Audit email messages to fintax@lists.restaurant.org. Your message goes to everyone who is subscribed to the list.

Can I view past messages?
Yes, click here to visit our archives. Registered members of the Listserv can read or search past messages. You can also change the settings of your account.

How do I unsubscribe?
To leave the Financial Officers & Tax Executives Listserv, send a message to fintax-unsubscribe@lists.restaurant.org. Be sure to send this message from the email address you want to remove from the list.


Wednesday, June 15

Noon                   Registration Opens
  Location: Capitol Peak Foyer (38th Floor/Pinnacle Club)
1 p.m. - 2:30 p.m. Financial Officers & Tax Executives Executive Study Group Business Meeting
2:30 p.m. - 3:30 p.m.  Restaurant Sector Outlook, Trends, and Impacts: Considerations for Tax and Finance
  Speaker: Brandon Carlton, National Tax Principal, Ernst & Young
3:30 p.m. - 4 p.m.              Networking Break
4 p.m. - 5 p.m.                      How to Get More Profitable Customers
5 p.m. Welcome Reception
  Location: Crystal Peak AB

Thursday, June 16

8 a.m. - 9 a.m.                   Breakfast
9 a.m. - 10 a.m. Joint Session: Tax & Finance Updates
Chris Banse, Partner, Assurance Services, RSM US LLP
Tracy Burr, Partner, Tax Services, RSM US LLP
  • Restaurant- Retail IIR
  • Path Act/Tax Extenders
10 a.m. - 10:30 a.m. Networking Break
10:30 a.m. - 11:30 a.m. BREAKOUT SESSIONS

2016 Outlook: Opportunities and Challenges for Restaurants

Keith Smith, Managing Director, Prime Policy Group
Patrick Heck, Partner, Capitol Tax Partners

  • Discussion of International Tax
  • Strategic Discussion on 45B FICA Tax Tip
  • Deductions & Credits vs. Lower Rates
  • Costs Recovery Benefits

New Government Financial Disclosures

Speaker: Kristina Launey, Partner, Seyfarth Shaw

  • CEO Compensation - SEC Pay Rule
  • EEO-1 Discrimination Disclosure
  • SEC Rule on Diversity on Corporate Brands
11:30 a.m. - 1 p.m. Lunch
1 p.m. - 2:30 p.m. Federal Reserve Review of Interchange Fees in 2016
  Speaker: Pat Moran, CEO, BlackLine Payments Advisors LLC
2:30 p.m. - 3:30 p.m. Financial Implications of Wage Increases on Restaurant & Foodservice Industry
Andy Rothe, State and Local Affairs, National Restaurant Association
Michael Saltsman, Research Director, Employment Policies Institute
Franklin Coley, Partner, Align Public Strategies
Sonia Riggs, President and CEO, Colorado Restaurant Association
3:30 p.m. - 4 p.m. Networking Break
4 p.m. - 5 p.m. Tax Professionals Roundtable Discussion (Closed Session - Attendee Participants Only)
Finance Professionals Roundtable Discussion (Closed Session - Attendee Participants Only)
5 p.m. Reception
  Location: Capitol Peak Foyer

Friday, June 17

8 a.m. - 9 a.m.                   Breakfast
9 a.m. - 10 a.m. Reputation & Financial Risks - Consumer Impact of Food Safety Crises
Beth Johnson, MS, RD, Principal and Founder, Food Directions LLC
Stacey Stevens, Senior Vice President, FoodMinds, LLC
10 a.m. - 11 a.m. How the Sharing Economy Affects Restaurants
Anna Tauzin, Senior Marketing Manager, Innovation and Entrepreneurial Services, National Restaurant Association
Steve Shur, President & CEO, The Travel Technology Association (Travel Tech)
11 a.m. - 11:30 a.m. Wrap-Up


Thank you to our Council Sponsors:


Contact John Lehmann, Director of Member Engagement Programs at jlehmann@restaurant.org.

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