Co-Chair

Katherine Johnson

Senior Manager, Tax
PWC

Opening Remarks from the Co-Chair

October 18, 2017 8:50 am

Aryeh Snitman

Senior Tax Counsel, Taxation Division
CIBC

Opening Remarks from the Co-Chair

October 18, 2017 8:50 am

SPEAKER FACULTY:

James Carman

Senior Policy Advisor, Taxation
Investment Funds Institute of Canada

Carlene Hornby

Canadian Tax Partner Co-Leader FATCA/QI and CRS Practice
KPMG Canada

Peggy McFarland

Director, Corporate Taxation
Canadian Life and Health Insurance Association Inc. (CLHIA)

Cindy Negus

Director, Competent Authority Services International, Large Business and Investigations Branch
Canada Revenue Agency

Darin Renton

Partner
Stikeman Elliott LLP

Jacqueline Shinfield

Partner
Blake, Cassels & Graydon LLP

Richard Wiersma

Director, Program & Project Delivery
CIBC

Gail Grobe, CPA

AVP, Canadian Taxation
Manulife Financial

Adrian Walrath

Assistant Director
Investment Industry Association of Canada

Danielle Nishida

Principal, Washington National Tax Information Reporting and Withholding
KPMG LLP

Michael Y. Poon

Director, Corporate Tax
KPMG LLP

Masterclass A: CRS Compliance Best Practices

October 18, 2017 12:30 pm

Fabrice Zambito

CEO
OPES Software

Fred Abasian

CRS Program Director
RBC

Matthew Wilson

Partner, U.S. Tax Services Group
Collins Barrow

Nicole Lorenz

Partner,Global Information Reporting
PWC

Andrea Taylor

Senior Manager
EY