«Tricia L. Bires University Hospitals Health System Tricia L. Bires has been the Director of Treasury for University Hospitals Health System, an ...»
NYU Langone Medical Center
At NYU Langone Medical Center, Ed Berkovitz serves as the Director of Tax Reporting and
Compliance, is a subject-matter expert, and is responsible for ensuring compliance with tax
regulations at the local, state and federal levels. He takes a lead role in the preparation and
filing of all Medical Center tax compliance and is a key resource in the effort to establish best
practices and policies in this very important area, which reports to the Vice President of Finance.
Prior to his arrival at the Medical Center, Ed served as the Tax Director at Columbia University.
He has also worked as a tax consultant for Deloitte & Touche, PricewaterhouseCoopers and Loeb & Troper. He is a graduate of the NYU Stern School of Business and the Benjamin N.
Cardozo School of Law, where he earned a Juris Doctorate. Ed was admitted to the New York State Bar in May 2002.
Tricia L. Bires University Hospitals Health System Tricia L. Bires has been the Director of Treasury for University Hospitals Health System, an integrated health care system based in Cleveland, Ohio, since October 2003. Ms. Bires is responsible for system-wide tax compliance and research, daily cash management, short- and long-term investments, and debt and derivative transactions. She actively serves in a compliance role for outstanding debt, actively manages the System’s leasing program and provides support for 501r compliance, and community benefit reporting.
Ms. Bires currently serves on the University Hospitals Capital Committee, which oversees capital spending for the System, the University Hospitals Community Benefit Steering Committee responsible for overseeing System-wide community benefit reporting and compliance, and the Community Benefit Grant Program Review Committee, utilized to award System dollars to outside agencies in support of selected community benefit needs.
Tricia Brosnan Pfizer Tricia Brosnan is the Vice President, Global Tax Operations for Pfizer. In this role, Tricia is responsible for Pfizer’s global financial tax reporting. She leads the America’s Tax Center (ATC), which is responsible for US financial tax reporting and compliance. Tricia also co-leads Pfizer’s European Tax Center (ETC), which supports financial tax reporting and compliance for major European markets. Tricia is also actively involved in tax legislative activities and provides support to the tax planning, transfer pricing and audit groups within Tax. Prior to joining Pfizer, Tricia was with KPMG, LLP’s Federal Tax group for 10 years, where she advanced to the senior manager level.
Tricia received her BS in Accounting from Fordham University and her MBA from Columbia University. Tricia is a Certified Public Accountant in New York State. She is married with two children and enjoys running and cooking in her free time.
Ray Bunyard, CPA Baylor Scott & White Health Ray Bunyard is Vice President of Tax Services for Baylor Scott & White Health, the largest notfor-profit health care system in Texas, and one of the largest in the United States. Baylor Scott & White Health was formed from the recent combination of Baylor Health Care System and Scott & White Healthcare in October 2013. The combined system includes 49 hospitals, more than 800 patient care sites, 5,800 affiliated physicians, 38,000 employees and over $9.6 billion in total assets.
Ray has been with the new organization and Baylor Health Care System for over 18 years and is responsible for the direction and oversight of tax planning and compliance matters, including the community benefits reporting for the new combined system. He also participates in the physician contracting review and approval process and other business transactions for the system.
Ray is a Certified Public Accountant in the state of Texas and is a member of the Texas Society of Certified Public Accountants. He currently serves as a member of the IRS Gulf Coast Tax Exempt/Governmental Entities Council and has participated in several projects with the American Hospital Association, Texas Hospitals Association and other organizations regarding the Form 990 reporting, community benefit reporting and other tax-related issues facing nonprofit tax-exempt entities.
Pedro Cespedes, Jr.
Johnson & Johnson Pete Cespedes is the Senior Regional Tax Director for Johnson & Johnson LATAM and is based in Miami, Florida. He is known for successfully driving tax related initiatives involving ASC 740, Sox compliance, and international local tax planning.
Pete received a Master of Science, Taxation from the University of Miami and a Bachelor of Business Administration, Accounting from the University of Notre Dame. Pete is fluent in Portuguese and Spanish.
Amy P. Chambers Eli Lilly and Company Amy Chambers is a Senior Tax Director – International Tax in the global tax division at Eli Lilly and Company, with 25 years of tax experience. In her 20 years at Lilly, she has had experience in corporate tax, international finance and corporate financial planning. She currently oversees international tax and also has experience in tax rate forecasting and accounting, IRS examinations, transfer pricing and other tax advisory services. Prior to joining Eli Lilly, Amy was a tax consultant with Ernst & Young LLP for five years in Indianapolis IN, and Charleston WV.
She earned her BS in Accounting from WV State University, and is a graduate of the Executive Development program at the Kellogg School of Management. Amy is a Certified Public Accountant.
Carolee M. Clarke-ReidJohnson & Johnson
Carolee Clarke-Reid is Director, Indirect Compliance at Johnson & Johnson’s US Tax Operations, Titusville, NJ. Johnson & Johnson is the world's most comprehensive and broadly based manufacturer of health care products, as well as a provider of related services, for the consumer, pharmaceutical and medical devices markets.
In her position as Director, Indirect Compliance, Carolee is responsible for leading and expanding the US Indirect Tax Center. She is also responsible for leading various initiatives to redesign key tax processes in indirect, direct and reporting areas, and for introducing new technologies to the Center’s processes.
Since joining Johnson & Johnson in 2006, Carolee served in various Tax Department positions and led various initiatives, including developing and implementing a US. Indirect Tax Scorecard (KPIs); standardizing direct and indirect tax processes; implementing Vertex Q and O; and coleading the development of the J&J Global Tax Competency model. She has also participated as a professional guest speaker at the University of Florida – Warrington College of Business, Rider University – College of Business Administration, and Tohickon Middle School (PA).
Before joining J&J, Carolee was a field auditor for the Commonwealth of Pennsylvania’s Department of Revenue, Bureau of Audits. She has her undergraduate degree in Accounting from Saint Francis University (PA), a master’s in Taxation & Financial Planning from Widener University, a master’s in Strategic & Organizational Leadership from Neumann University and is Lean Six Sigma – Green Belt Certified.
Dave CourtneyArdent Health Services
Dave Courtney has more than 20 years of tax experience in public and private industry, including the past 16 years with Ardent Health Services as the Vice President of Tax. Prior to his current position with Ardent, Dave held various tax positions with Behavioral Healthcare Corporation, Community Health Systems and Ernst & Young LLP. Dave received his undergraduate degree in Accounting and a Master of Professional Accountancy (Tax emphasis) from the University of Utah. Dave is a member of the AICPA, Tennessee Society of Certified Public Accountants and a past president of Tax Executives Institute – Nashville Chapter.
Brian DeppeIntermountain Healthcare
Brian Deppe has more than 18 years of tax experience, eight of which were in public accounting, working for Deloitte and KPMG in Salt Lake City, Utah. He also spent three years in Deloitte’s national tax office in Washington, DC, in their not-for-profit specialty group. Over the years, he has worked with a variety of organizations, including the JC Penney Foundation, Providence Healthcare, US Ski and Snowboard Association, Huntsman Cancer Foundation, Nature Conservancy, University of Washington and the Ford Family Foundation.
Brian is currently employed as the Corporate Tax Director of Intermountain Healthcare, a notfor-profit health system based in Salt Lake City, Utah, and the largest health care provider in the Intermountain West. The system includes 22 hospitals, 1,400 employed physicians and more than 185 clinics. In addition to tax planning and research, his duties include leading or assisting the organization with all federal and state tax filings, including sales tax, property tax, payroll tax, and all international withholdings and filings.
Brian currently serves on the AICPA’s Exempt Organizations Technical Resource Panel and the Utah Association of Certified Public Accountants’ not-for-profit committee. He is also assisting with the establishment of a West Coast Area Tax Exempt (TE)/Government Entities (GE) Council.
Brian graduated from Brigham Young University’s Marriott School of Management with a Master of Accountancy degree (Tax emphasis).
Scott Dessing Takeda Scott Dessing has been with Takeda since 1999, and presently is responsible for Takeda’s Global Tax Function.
Takeda, founded in 1781 in Osaka, Japan, is a global pharmaceutical leader with a focus on innovative medicines in the areas gastroenterology, oncology, central nervous system, cardiovascular and metabolic, as well as vaccines. Takeda has a presence in over 70 countries with a significant presence in Japan, U.S., Brazil, China, Russia & Europe.
Over the years, Scott has been responsible for starting-up and developing Takeda’s U.S., European & Emerging Market tax function and has supported multiple strategic transactions including the acquisition of Nycomed Group (2011), Millennium Pharmaceuticals (2008) and the split-off of TAP Pharmaceutical Products (former JV with Abbott Labs) (2008).
Scott has gathered significant experience in the area of transfer pricing, including concluding the first product lifecycle bi-lateral Advance Pricing Agreement between the U.S. and Japan along with supporting an application for treaty relief under the mutual agreement process with U.S.
Competent Authority on a double taxation case. He led the structural optimization teams responsible for design and implementation of the Legal Entity Integration of Takeda and Nycomed for more than 20 countries, as well as Takeda’s Principal Company Project.
He is living with his wife and two kids, aged 4 and 6 years, in Zurich/Switzerland where he is currently based.
Karla Fisher Carle Health Care System Karla Fisher serves as a senior accountant for the Carle Health Care System. Based in Urbana, Illinois, The Carle Foundation is the not-for-profit parent company of an integrated health system of hospitals, clinics, a 400+ member physician group, and for-profit health plan.
Karla joined Carle Health Care System in 2006. In her current role, she advises on and is responsible for the direction and oversight of the organization’s nonprofit tax-exempt federal and state return filings, and sales and use tax filings.
Karla earned her BBA in Accounting from McKendree University in 2004, summa cum laude.
David E. Flores Allergan David Flores is a Director of Corporate Tax for Allergan. In this role, David is responsible for Allergan’s corporate federal and state audit controversy, tax compliance, federal and state corporate income tax credits, state income tax provision, state and local indirect tax and state and local negotiated incentives. He also has direct leadership roles involving corporate tax operations, several corporate tax integrations, federal tax provision, tax legislative activities, transfer pricing and tax planning.
Prior to joining Allergan, David was a Senior Manager with over 12 years of Big Four Public Accounting experience in both Federal and State and Local Tax including his tenure with the California State Board of Equalization.
David received his BS in Business Administration from the University of California, Riverside and his Master’s In Business Taxation from the University of Southern California. He is a certified public accountant licensed in California.
Steve Gilmore Ascension Health Alliance Steve Gilmore is the Director, Capital Finance for Ascension Health Alliance. During his 20-year career at Ascension, Steve has had direct deal team participation in the structuring and issuance of approximately $12 billion of municipal health care revenue bonds. He has multiple responsibilities associated with the management of a $5 billion centralized debt financing program for Ascension Health Alliance, the nation's largest and highest-rated not-for-profit hospital system, including the oversight of Ascension’s system-wide debt compliance program.
In connection with this role, Steve has significant experience with project structuring, asset identification, private business use monitoring and calculation, remediation and the Voluntary Closing Agreement Program (VCAP).
Jeff Holtz, CPAJohnson & Johnson
Jeff Holtz is a Tax Director with Johnson & Johnson. In this role, Jeff works closely with the various business units on tax planning initiatives, as well as transfer pricing issues. He has broad experience with many issues including supply chain planning, reorganizations, network optimization and acquisition integrations. Jeff’s prior experience also includes extensive work in both international tax compliance and tax controversies.
Jeff joined Johnson & Johnson in 1996 and has held positions in both the Federal Audit and International Tax Groups. Prior to joining Johnson & Johnson, Jeff worked at Prudential Insurance Company of America and Arthur Andersen & Co. Jeff holds a BS in Accounting and a master’s degree in Taxation.
Ray Imbrogno Pfizer, Inc.
Ray Imbrogno is a Senior Director in Global Tax for Pfizer. In this role, Ray is responsible for Pfizer’s US Indirect Tax Operations and Global Tax Technology.
Prior to joining Pfizer, Ray spent a combined 27 years in Tax with AT&T, Lucent and Avaya in a variety of roles. In addition, he was the Executive Director for the Association for Computers & Taxation for six years.