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National Restaurant Association - Financial Officers & Tax Executives

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Financial Officers & Tax Executives

About

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.

2017 Presentations

Listserv

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 tax and finance for a company that is a restaurant member of the National Restaurant Association. Click here to subscribe.

Once you join the list, simply send your email message 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.

2017 Agenda

Wednesday, June 14

1 p.m. - 1:30 p.m. Welcome & Introductions
   
1:30 p.m. - 2:30 p.m. Restaurant Industry Outlook & Trends
  Speaker: Hudson Riehle, Senior Vice President, Research & Knowledge Group, National Restaurant Association
   
2:30 p.m. - 3:45 p.m. CFO Panel
  Moderator:
Mike Gottlieb, Global Leader of Restaurant Practice, Ernst & Young, LLP
Panelists:
Vince Burchianti, CFO, Firehouse of America, LLC
David Deno, Chief Financial & Administrative Officer, Bloomin' Brands
Allen Arroyo, Chief Financial Officer, Blaze Pizza
   
3:45 - 4 p.m. Networking Break
   
4 p.m. - 5 p.m. Cybersecurity
  Speaker: Daimon Geopfert, National Leader of Security, Privacy and Risk Services, RSM US, LLP
   
5:30 p.m. Reception
Location: Pinyon Ballroom 2 & 3

Thursday, June 15 - TAX TRACK

7:30 a.m. - 8:30 a.m. Breakfast
   
8:30 a.m. - 9:30 a.m. Tips Roundtable
  Speakers:
Marianna Dyson, Member, Employee Benefits and Tax Groups; Chair, Employee Benefits Department, Miller & Chevalier
Cicely Simpson, Executive Vice President, Policy and Government Affairs, National Restaurant Association
Michael Lloyd, Member, Miller & Chevalier
   
9:30 a.m. - 10:30 a.m. Employee Benefit and Payroll Tax Issues
  Speaker: Marianna Dyson, Member, Employee Benefits and Tax Groups; Chair, Employee Benefits Department, Miller & Chevalier
   
10:30 a.m. - 10:45 a.m. Networking Break
   
10:45 a.m. - 11:15 a.m. State Tax Legislative/Judicial Update
  Speakers:
Robert Peters, Managing Director, Tax Services, Duff & Phelps, LLC
Dustin Jensen, Director, Sales & Use Tax, Duff & Phelps, LLC
   
11:15 a.m. - Noon R&D and Other Tax Credits
  Speaker: Cicely Simpson, Executive Vice President, Policy and Government Affairs, National Restaurant Association
   
Noon - 1 p.m. Lunch
   
1 p.m. - 2 p.m. Current IRS Developments
  Speaker: Phil Hofmann, Tax Managing Director, BDO USA, LLP
   
2 p.m. - 3 p.m. Tax & Accounting Methods & Periods
  Speakers:
Corinne Baughman, Tax Partner, Moss Adams LLP
Jennifer Schmidt, Director, Moss Adams LLP
   
3 p.m. - 3:15 p.m. Networking Break
   
3:15 p.m. - 5 p.m. Audit Roll Call (Closed Session - Operators Only)
   
6 p.m. - 8 p.m. Off-Site Dinner
Location: El Segundo Taqueria and Margarita Bar, 3200 Las Vegas Blvd.

Thursday, June 15 - FINANCE TRACK

7:30 a.m. - 8:30 a.m. Breakfast
   
8:30 a.m. - 9:30 a.m. EMV & Payment Card Fraud
  Speaker: David J. Hogan, Vice President, Merchant Solutions, Heartland Payment Systems
   
9:30 a.m. - 10:30 a.m. Restaurant Lending & Financing
  Moderator:
Michael Fanelli, Partner, RSM US LLP
Speakers:
Luke Millikin, SVP and Senior Relationship Manager, Restaurant Group, Bank of America Merrill Lynch

Tom Hung, Managing Director, Restaurant Finance, Citizens Bank
John E. "Jeb" Ball, Managing Director, Brookwood Associates
   
10:30 a.m. - 10:45 a.m. Networking Break
   
10:45 a.m. - Noon Back Office Controls & Measures
  Speaker: Bill Lindsey, Chief Growth Officer, Compeat Restaurant Management Systems
   
Noon - 1 p.m. Lunch
   
1 p.m. - 2 p.m. Benchmarking Key Restaurant Success Metrics
  Speaker: Nicole Nelson, Assurance Director, BDO USA, LLP
   
2 p.m. - 3 p.m. Real Estate Leasing Trends
  Speakers:
George Galloway, Managing Principal, Next Realty Mid-Atlantic, LLC
Scott Kadish, Managing Partner, Ulmer Berne LLP
Adam Schwegman, Vice President of Eat/Drink, GGP, Inc.
   
3 p.m. - 3:15 p.m. Networking Break
   
3:15 p.m. - 4:15 p.m. GAAP/Lease Accounting
  Speaker: Bill Bishop, Partner, Audit Services, Grant Thornton LLP
   
4:15 p.m. - 5 p.m. Finance Roundtable
   
6 p.m. - 8 p.m. Off-Site Dinner
Location: El Segundo Taqueria and Margarita Bar, 3200 Las Vegas Blvd.

Friday, June 16

7 a.m. - 8 a.m. Breakfast
   
8 a.m. - 9 a.m. Wall Street View of the Restaurant Industry
  Speaker: Gregory Francfort, CFA, Vice President, Restaurants Equity Research, Bank of America
   
9 a.m. - 10 a.m. Restaurant Industry Legislative Update
  Speaker: Cicely Simpson, Executive Vice President, Policy & Government Affairs, National Restaurant Association
   
10 a.m. - 10:15 a.m. Networking Break
   
10:15 a.m. - 11:15 a.m. Tax Reform
  Speakers:
Brandon Carlton, National Tax Principal, Ernst & Young, LLP
Rayth T. Myers, Senior Manager, National Tax, Quantitative Services, Ernst & Young, LLP
   
11:15 a.m. - 11:30 a.m. Wrap-Up

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