Print Page | Contact Us | Report Abuse | Sign In | Join Today
Triangle Region Luncheon Seminar
Tell a Friend About This EventTell a Friend

When: Wednesday, September 27, 2017
11:30 AM - 1:30 PM
Where: Umstead Hotel and Spa
100 Woodland Pond Drive
Cary, North Carolina  27513
United States
Contact: IFA USA

Online registration is closed.
« Go to Upcoming Event List  


Wednesday, September  27, 2017


We will have a panel discussion regarding Tax Technology. Panelists will include David Wiseman, Tax Reporting and Strategy Regional Leader with PricewaterhouseCoopers, Kai Ranabarger, Principal and founder of Tax Technology Group and Rachel Puckett, Vice President of Taxes with Global Knowledge.


We plan to discuss the following issues in depth:


  •  When is the right time to migrate from spreadsheet to a Tax-ERP like OneSource, Hyperion Tax Provision, Khalix for Tax and other tax products?
  • How do Tax-ERP options compare?
  • What are Best Practices?


The increasing demands for tax information / How various software is being used to meet tax challenges.  ?


  • Income Tax / Direct Tax
  • Indirect Tax
  • Statutory Reporting
  • Tax Provision
  • IFRS
  • Transfer Pricing
  • Country by Country reporting
  • Scenario planning


During the event, you will be served lunch prepared by the wonderful kitchen of the Umstead.


The registration fee for the meeting is $25 for IFA members and $45 for non-members


For more information on how to become a member of IFA USA or the local Triangle chapter, contact Marion Bryant at, or any of the members of the Regional Committee.


If you would like to join IFA and receive the discounted member rate, click here and join before registering for the seminar:


Financial Hardship Policy

Scholarships are available in the event of financial hardship. An individual wishing to obtain a scholarship should apply in writing at least 2 weeks in advance of the program date, explaining the circumstances of such person's financial hardship. The amount of the scholarship generally depends on salary as follows:

Unemployed – Full Scholarship; Income up to $15,000 – 75% discount;
Income $15,000–$30,000 – 50% discount; Income above $30,000 – no discount

Cancellation Policy:
Speakers, content and panel order are subject to change without notice, and registrations may be limited due to space or other constraints.

This seminar is subject to cancellation due to insufficient registration or other reasons, in which case refunds will be made free of processing fees. All other refund requests are subject to a $10 processing fee and must be received in writing at the above address on or before September 20, 2017; no refunds will be given with respect to requests received after that date. Substitutions are welcome at any time (including by walk-in registration).

  • 2604 Elmwood Avenue, #347, Rochester, NY 14618
  • Telephone: 866-298-9464
  • Fax: 866-303-0626
  • Email: