EY Accounting and Public Policy Symposium An Executive Program Presented for the University of Michigan, Ross School of Business, Master of Accounting Program Sunday, February 28, 2016 Presented by February 28 March 4, 2016 Washington, D.C. After 3:00 p.m. Arrival and Check-in Homewood Suites by Hilton Washington 1475 Massachusetts Ave, N.W. Washington, D.C. 20005 Evening Free Monday, March 2, 2015 Monday, February 29, 2016
8:15 a.m. Arrival & Check-in 1150 18th St, N.W., Suite 400 Washington, D.C. 20036 (202) 234-4446 8:30 a.m. WELCOME AND INTRODUCTION TO THE PROGRAM Dr. Shirley Zebroski Senior Vice President Professor Debra L. Krolick, Ph.D., C.P.A. Lecturer, Accounting Stephen M. Ross School of Business University of Michigan 8:45 a.m. THE EXECUTIVE BRANCH: LEGISLATIVE PRESIDENCY 10:00 a.m. Break Mr. Jeffrey Weinberg Attorney Office of Management and Budget (OMB) 10:15 a.m. THE LEGISLATIVE BRANCH: POLITICAL AND POLICY DYNAMICS OF THE 114th CONGRESS 11:45 a.m. Lunch (on own) Ms. Ilona Nickels Lecturer U.S. Senate Education and Training Office and Brookings Institution 1:15 p.m. LOBBYING 101: BUSINESS ADVOCACY AT THE FEDERAL LEVEL 2:30 p.m. Break Ms. Kathryn Hauser Managing Partner Policy Connections International Former U.S. Executive Director TransAtlantic Business Dialogue (TABD) 3:00 p.m. TAX POLICY: THE PROSPECTS FOR TAX REFORM Dr. Aparna Mathur Resident Scholar in Economic Policy American Enterprise Institute 2
4:30 p.m. Break 5:00 p.m. IRS CRIMINAL INVESTIGATIONS: INTERNATIONAL DIVISION 6:00 p.m. Wrap-up 6:15 p.m. RECESS Mr. Eric Hylton Executive Director, International Investigations International Division Internal Revenue Service Tuesday, March 1, 2016 8:00 a.m. THE FEDERAL BUDGET PROCESS: CHOICES AND IMPLICATIONS Group exercise developed by the Concord Coalition 9:45 a.m. Break 10:15 a.m. THE FEDERAL BUDGET DEFICIT: CAUSES AND CONSEQUENCES 11:30 a.m. Break Dr. Joshua Gordon Policy Director The Concord Coalition 11:45 a.m. Depart via charter bus for Cosmos Club 12:00 p.m. Buffet Luncheon Cosmos Club Powell Room Cosmos Club 2121 Massachusetts Ave, NW Washington, D.C. 20008 1:00 p.m. THE ROLE OF MEDIA IN POLITICS AND PUBLIC POLICY Powell Room Mr. James Hohmann National Political Correspondent The Washington Post 2:15 p.m. Return to via charter bus 3
3:00 p.m. THE ROLE OF THE SECURITIES AND EXCHANGE COMMISSION Ms. Julie Erhardt CPA Deputy Chief Accountant U.S. Securities and Exchange Commission 4:30 p.m. Break Dr. Judy Beckman Academic Fellow, Office of the Chief Accountant U.S. Securities and Exchange Commission 5:00 p.m. VALUE ADDED TAXES AND POLICY CONSIDERATIONS 6:00 p.m. Wrap-up 6:15 p.m. RECESS Dr. Kevin Hassett State Farm James Q. Wilson Chair in American Politics and Culture Director of Economic Policy Studies American Enterprise Institute Former Senior Economist Board of Governors Federal Reserve System Wednesday, March 2, 2016 Capitol Hill Day 7:15 a.m. Depart from Homewood Suites Hotel for Capitol Hill (Garfield Circle) via Homewood Suites charter bus. 7:30 a.m. Walk to the Capitol steps (east side) for group photos Capitol steps 8:10 a.m. Walk to Supreme Court steps (photo opportunity) Supreme Court 8:30 a.m. Walk to US Capitol Visitor Center (CVC) and enter through security. CVC 9:00 a.m. Group to proceed with escort to desk to obtain security badges. CVC With badge, proceed to Room SVC 209-08. Room SVC 209-08 9:45 a.m. REMARKS BY THE HONORABLE GARY PETERS AND (GROUP PHOTO) Room SVC 209-08 The Honorable Gary Peters US Senator (D, Michigan) 10:25 a.m. Proceed to US Senate Gallery or US House Gallery with staff CVC/Capitol 4
11:20 a.m. Walk to buses at Peace Circle at base of Capitol Hill Peace Circle 11:30 a.m. Depart from Peace Circle via charter bus to 12:00 p.m. Arrival and Lunch at (lunch provided) THE CLASS WILL NOW SPLIT IN HALF AND FOLLOW SEPARATE SCHEDULES UNTIL 4:00 p.m. GROUP A 1:00 p.m. THE ROLE OF THE CENTER FOR AUDIT QUALITY Ms. Margot Cella Director of Research 2:15 p.m. Break Mr. Kevin Lavin Professional Practice Fellow Ms. Catherine Nance Senior Director of Professional Practice Mr. Brian Cassidy Incoming Professional Practice Fellow 2:30 p.m. THE ROLE OF THE AMERICAN INSTITUTE OF CPAs 3:45 p.m. Break Ms. Kate Kiley Director, Congressional and Political Affairs American Institute of Certified Public Accountants (AICPA) Ms. Rachel Dresen Director, Congressional and Political Affairs American Institute of Certified Public Accountants (AICPA) GROUP B 12:45 p.m. Walk from to PCAOB Public Company Accounting Oversight Board 1666 K Street, NW Washington, D.C. 20006 5
1:00 p.m. Enter PCAOB and check-in at desk. Proceed to designated room. 1:15 p.m. PCAOB PANEL PRESENTATIONS ON STANDARDS, INSPECTIONS, PCAOB ENFORCEMENT, AND RESEARCH AND ANALYSIS PCAOB Staff Panelists 3:15 p.m. Walk to 3:30 p.m. Arrive at GROUP A and GROUP B Reconvene 4:00 p.m. THE UNIVERSITY AS ADVOCATE Mr. Michael Waring Director, Washington, D.C. Office Executive Director of Federal Relations University of Michigan 5:15 p.m. Wrap-up 6:00 p.m. RECESS Ms. Cindy Bank Assistant Director, Washington, D.C. Office University of Michigan Professor Debra L. Krolick Thursday, March 3, 2016 THE CLASS WILL AGAIN SPLIT IN HALF AND FOLLOW SEPARATE SCHEDULES UNTIL 1 p.m. GROUP A 8:40 a.m. Walk from Homewood Suites Hotel to PCAOB Homewood Suites Public Company Accounting Oversight Board 1666 K Street, NW Washington, D.C. 20006 9:00 a.m. Enter PCAOB and check-in at desk. Proceed to designated room. 9:30 a.m. PCAOB PANEL PRESENTATIONS ON STANDARDS, INSPECTIONS, PCAOB ENFORCEMENT, AND RESEARCH AND ANALYSIS PCAOB Staff Panelists 11:30 a.m. Proceed to lunch (on own) 6
12:45 p.m. Walk to GROUP B 8:30 a.m. Arrive at 8:45 a.m. THE ROLE OF THE CENTER FOR AUDIT QUALITY Ms. Margot Cella Director of Research 10:00 a.m. Break Mr. Kevin Lavin Professional Practice Fellow Ms. Catherine Nance Senior Director of Professional Practice Mr. Brian Cassidy Incoming Professional Practice Fellow 10:30 a.m. THE ROLE OF THE AMERICAN INSTITUTE OF CPAs 11:30 a.m. Lunch (on own) Ms. Kate Kiley Director, Congressional and Political Affairs American Institute of Certified Public Accountants (AICPA) Ms. Rachel Dresen Director, Congressional and Political Affairs American Institute of Certified Public Accountants (AICPA) GROUP A and GROUP B Reconvene 1:00 p.m. FEDERAL REGULATION: PROCESS, ADVOCACY, AND POLICY 7
Dr. Mike Lord President and CEO 1:45 p.m. Break 2:00 p.m. A PARTNER S VIEW ON TAX PRACTICE (EY PANEL DISCUSSION) 3:30 p.m. Break Mr. F. Michael Dell Leader Center for Tax Policy EY Mr. Robert Carroll National Director Quantitative Economics and Statistics EY 3:45 p.m. THE GLOBAL PUBLIC POLICY ENVIRONMENT 5:15 p.m. Break 5:45 p.m. Wrap-up 6:00 p.m. RECESS Ms. Shauna Steele Director of Regulatory Policy Office of Public Policy EY Friday, March 4, 2016 8:15 a.m. Arrive at 8:30 a.m. ROLE OF THE FEDERAL AUDITOR Mr. Steven Koons Partner Cotton & Company LLP 9:45 a.m. Break 8
10:15 a.m. THE FUTURE OF HEALTH CARE REFORM Mr. Jim Capretta Fellow, Ethics and Public Policy Center American Enterprise Institute Former Associate Director Office of Management and Budget (OMB) 11:45 a.m. Lunch (provided) 12:30 p.m. Closing remarks Professor Debra L. Krolick 1:00 p.m. Adjournment 9
Locations 1150 18 th Street Suite 400 Washington, DC 20036 (202) 234-4446 Homewood Suites by Hilton Washington 1475 Massachusetts Ave, N.W. Washington, D.C. 20005 Cosmos Club 2121 Massachusetts Ave, NW Washington, D.C. 20008 Public Company Accounting Oversight Board 1666 K Street, NW Washington, D.C. 20006 CONTACT AND VENUE INFORMATION US Capitol Building (direct access only by Member escort) (Between Independence Ave and Constitution Ave facing First St., SE) Washington, DC 20004 Hart Senate Office Building Constitution Avenue between 1 st and 2 nd Street, N.E. Washington DC 20202 US Capitol Visitor Center (CVC) (public entrance to US Capitol) Located underground about 200 feet from east side of Capitol Building) On First St, SE at E. Capitol St., NE (Across from the Supreme Court) Contacts Ms. Alaina Skalski Program Coordinator 10
ASkalski@washcampus.edu Cell: (717) 951-5315 Dr. Shirley Zebroski Senior Vice President SZebroski@washcampus.edu Cell: (202) 669-3680 11