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Tax and Transfer Pricing Solution Summit

June 08, 2022
9:00 AM to 5:00 PM CST

333 North Green Street
Chicago, IL 60607
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Kara Shively
  • Summary
  • Agenda
  • Co-Sponsor
  • Speakers

Please join BDO and insightsoftware for a morning of insights into the Tax Reporting and Transfer Pricing landscape coupled with an afternoon of technology overviews. Together we’ll bring you leading practices to deploy in your multinational organization, including ways to automate and accelerate the tax function’s ability to report quarterly and/or annual tax provisions, as well as conduct operational transfer pricing analysis to drive visibility into the related adjustments.
Time Session
  9:00 AM – 10:00 AM  Registration & Breakfast
  10:00 AM – 11:00 AM  General Tax Landscape & Transfer Pricing Update
  11:00 AM – 12:00 PM  Panel Discussion
  12:00 PM – 1:00 PM  Lunch
  1:00 PM – 2:00 PM  Longview Provision Solution: Key Functionality and Best Practice Tips
  2:00 PM – 3:00 PM  Longview Transfer Pricing Solution: Key Functionality and Best Practice Tips
  3:00 PM – 5:00 PM  Networking Reception (at Beatrix – 1 block from Convene)


Disclaimer: This webinar is jointly sponsored by BDO USA LLP (“BDO”) and insightsoftware. Information that you submit in connection with this event (e.g., registration information, courses selected) or that we collect about you during your participation in this event will be shared between BDO and insightsoftware. BDO and insightsoftware may use your information for the following purposes: event-related purposes; to contact you with information and offers about BDO or the insightsoftware either individually or together; and as otherwise set forth in BDO’s or insightsoftware’s respective privacy policy. Please contact Kara Shively with any questions.

This event is being held in compliance with all local, state, and  CONVENE COVID-19 guidelines and/or requirements. Please visit state of IL Department of Public Health website for the latest COVID-19 requirements in the State of Illinois.
  • Haley Dobre - Partner, Tax Performance Engineering, BDO USA, LLP
  • Jamie Eagan - Vice President, Product Management, insightsoftware
  • Caroline Fontes - Managing Director, Transfer Pricing, BDO USA, LLP
  • Yvonne Golby - Managing Director, Transfer Pricing Implementation & Automation, BDO USA, LLP
  • Herb Lockyer - Managing Director, Tax Performance Engineering, BDO USA, LLP
  • Matt Panzica - Tax Office Managing Partner, BDO USA, LLP
  • Michael Roseman - Senior Manager, Tax Performance Engineering, BDO USA, LLP
Upon conclusion of this event, attendees will be able to:
  • Discuss recent developments in global tax and transfer pricing impacting multinational organizations
  • Identify opportunities to apply technology within transfer pricing processes and reporting
  • Apply best practices to make tax provision and transfer pricing more strategic and proactive
  • Identify the latest updates and enhancements to the Longview Platform
Delivery: BDO Live Event
Prerequisites: None
Advanced Prep: None
Credits: 4.0 CPE credits in the field of Tax
Program Level: Basic
BDO USA, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org