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Helen Cousineau

Deloitte Tax LLP

111 S Wacker Drive

Chicago, IL 60606

US

Tel: +1 312 486 1684

Email: hcousineau@deloitte.com

Website: www.deloitte.com

Helen Cousineau, Deloitte Tax LLP in the US, is a director and member of the Customs and Global Trade (CGT) practice. Helen serves clients throughout the United States. In addition to acting as the lead liaison with the national transfer pricing practice on matters involving the link between transfer pricing and related-party customs valuation, Helen leads the CGT practice's service offerings in this area. She also represents the US CGT team in Deloitte Tax LLP in the US' Energy and Resources industry group.

Helen has more than 24 years of experience in the area of international trade. She advises clients in all industries on global import and export compliance issues, and helps them manage trade regulatory requirements in the most cost-effective manner. She also assists clients with the design and implementation of strategies and internal controls that minimise risk, customs duty payments, and international trade costs while maximising duty recoveries and process efficiencies. Helen also regularly presents on the topics of import and export compliance, planning, and management in the US and abroad.

Helen joined Deloitte Tax LLP in the US in 2002 from Andersen's International Trade and Customs Services practice, where she advised clients on a variety of matters involving global import and export issues. Before joining Andersen, she spent six years practising trade law and several years in trade advisory and operational roles.

Helen earned her JD from the Boston University School of Law in 1994 and her MA in international relations from the Boston University Graduate School in 1994. She earned her BA in international business from the California State University at Fullerton in 1987. In addition to being a licensed New York attorney, Helen is a licensed US customs broker and was among the 3.2% of test takers in the US who passed the April 2002 US customs broker examination.

Helen is fluent in French.

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Brian Ertmer

Deloitte Tax LLP

555 East Wells Street, Suite 1400

Milwaukee, WI 53202-3824

US

Tel: +1 414 347 6164

Email: brertmer@deloitte.com

Website: www.deloitte.com

Brian Ertmer is a Deloitte Tax LLP in the US multistate tax partner providing services to some of Deloitte's largest global clients. Brian helps clients achieve their indirect tax objectives relative to sales/use, gross receipts, excise and other indirect taxes. He previously led Deloitte's US sales and use tax team of nearly 175 professionals with a focus on quality, innovation, and training.

Brian has more than 30 years of sales tax experience with companies operating the manufacturing, utilities, technology, retail (including remote sellers), construction, printing, and financial service industries. His knowledge and experience includes technical research, due diligence reviews, voluntary disclosures, audit resolution, refund reviews, energy exemptions, tax accounting and sales and use tax technology integration. In addition, he has significant experience with taxation of software products and services, including digital transfers, software as a service (SaaS) and cloud computing business models. He has more than six years of experience with the Wisconsin Department of Revenue as a senior field auditor. He serves on the advisory board of the Journal of State Taxation and is a frequent speaker on various multistate and local tax matters for national organisations including COST, Tax Executives Institute and Institute for Professionals in Taxation.

Brian was recognised in the 2012 and 2013 editions of ITR's guide to the world's leading tax advisers. He is a certified public accountant and member of AICPA and WICPA. He is also a past chairman of the Wisconsin Taxation Committee at the Wisconsin Institute of CPAs. Brian is a certified sales tax member of the Institute for Professionals in Taxation (CMI) and acted as the CMI's 2012 sales and use tax academy co-chairman. He sits on the board of directors for the business advisory council to the Streamlined Sales Tax Governing Board, finance and tax subcommittees. Brian also sits on the advisory board for the Deloitte Centre for Multistate Tax as well as on the board of Wisconsin State and Local Tax, of which he is the past president.

Brian received his business administration degree in Accounting and Finance from the University of Wisconsin-Oshkosh.

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Dominic Greco

Deloitte Tax LLP

111 S Wacker Drive

Chicago, IL 60606

US

Tel: +1 312 486 9271

Email: dgreco@deloitte.com

Website: www.deloitte.com

Dominic Greco, Deloitte Tax LLP in the US, is a director in the Multistate Tax group in the Chicago office. He is the leader of the central region indirect tax practice. He has more than 32 years of experience in multistate sales and use taxation, excise and income/franchise taxation with specialisation in the consumer business, leasing and manufacturing industries.

Before joining Deloitte in 2002, Dominic was a senior manager in the state and local tax practice at Arthur Andersen for five years, where he was the leader of the Chicago sales and use tax team. Before moving to Arthur Andersen, Dominic spent upwards of 14 years with the Texas Comptroller of Public Accounts as the regional director of audit operations. During that time he directed and managed the audit field work of 15 tax auditors with respect to examinations of numerous Fortune 500 companies for compliance with sales and use tax, franchise, fuels and other miscellaneous Texas state-administered taxes.

Dominic has extensive experience in state and local taxation. He specialises in the sales and use tax area wherein he provides clients with a variety of indirect tax services including: audit defence and controversy resolution, sales and use and fuels excise tax refund reviews, nexus reviews, voluntary disclosure assistance, amnesty assistance, due diligence and transaction planning surrounding mergers and acquisitions, sales tax compliance and automation services, pollution control exemption certifications, and exemption certificate compliance services. Dominic also has experience in the areas of state income and franchise tax, as well as procuring tax credits and incentives.

Dominic received his bachelor's degree in accountancy from DePaul University in Chicago. He is a designated certified member (CMI – sales tax) of the Institute of Professionals in Taxation.

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Chris Halloran

Deloitte Tax LLP

555 Mission Street

San Francisco, CA 94105-0920

US

Office: +1 415 783 5152

Mobile: +1 415 710 9705

Fax: +1 415 783 8937

Email: challoran@deloitte.com

Website: www.deloitte.com

Chris has more than 15 years of global trade experience and advises clients on a wide range of international trade matters, including compliance reviews and audit support; export controls and related requirements for EAR, ITAR, OFAC and other country-specific requirements; implementing compliance programs and management systems; strategic assessments; maximising operational efficiencies via business process improvements and automated trade software implementations.

Chris also leads the global trade technology offering in the US and has extensive enterprise resource planning (ERP) and systems experience including implementing SAP's Global Trade Services application and blending compliance procedures with automated solutions to drive optimal compliance operations management. This is achieved by managing trade and technical configuration teams and delivering a holistic risk-based solution that exceeds client objectives.

Before joining Deloitte Tax LLP, Chris was responsible for export compliance and managing global trade compliance operations with Applied Biosystems, a long-standing life sciences entity with extensive global import and export activity. Previous to that Chris worked for an international trade software company where he had responsibility for advising clients and converting global regulatory requirements to software-based engine rules. Chris also has EU-specific experience stemming from work with Ireland's Department of Enterprise, Trade and Employment with a focus on the telecoms industry and regulatory reform in other key economic sectors. While working for various law firms he also acquired extensive civil litigation legal research and management experience.

Chris has a bachelor's degree from the University of Colorado, Boulder and a master's from Trinity College, Dublin in Ireland. Chris is a licensed US customs broker.

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Michele Elizabeth McGuire

Deloitte Tax LLP

111 S Wacker Drive

Chicago, IL 60606

US

Tel: +1 312 486 9845

Email: mimcguire@deloitte.com

Website: www.deloitte.com

Michele Elizabeth McGuire is the principal in charge of Deloitte Tax LLP's National Customs and Global Trade group.

Michele has more than 25 years of experience advising clients on numerous global trade matters. Michele specialises in the operational side of global trade, helping clients assess and design their global trade management process including automated solutions. Michele's deep regulatory and operational background allows her to apply real life practical solutions for her clients, which are not only compliant with myriad global trade regulations but are also efficient and effective.

Specifically, Michele has extensive experience in advising Fortune 500 companies on numerous customs compliance and international trade issues including: advising clients how to optimise their use of international trade agreements; customs related party valuation compliance and strategy; global cost savings reviews; designing and implementing global export control programmes including denied parties screening, product/commodity classification, and rollout of automated export and import systems, designing and implementing compliance programmes; on-site customs training for clients; customs business process reviews and redesign; preparing for and managing customs audits and assessments; tariff classification; and country of origin determinations and marking.

Before joining Deloitte Tax, Michele was a partner in Arthur Andersen's US International Trade and Customs group. Before moving to Andersen, Michele spent five years as an associate attorney at a Chicago-based law firm where she advised clients on numerous customs and international trade related matters. She also worked as a visiting attorney in the international litigation department of a large London law firm.

Michele earned her bachelor of science degree from Indiana University, her JD degree from the John Marshall Law School, and master's of law in international transactions from the McGeorge School of Law in Salzburg, Austria and Sacramento, California. Additionally, Michele is a US licensed customs broker.

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Kathy Saxton

Deloitte Tax LLP

191 Peachtree Street NE, Suite 200

Atlanta, GA 30303

US

Tel: +1 404 220 1878

Email: katsaxton@deloitte.com

Website: www.deloitte.com

Kathy Saxton, Deloitte Tax LLP in the US, is a director and the Atlanta Indirect Tax practice leader of the Multistate Tax Services group. She has more than 20 years of public accounting experience working in state and local taxation. Kathy is experienced with sales and use tax audit defence, taxability and nexus studies, overpayment reviews, matrixes, due diligence, and income and sales tax restructuring. She has industry experience in manufacturing, telecommunications, SaaS providers, cable, financial services, health care, utilities, transportation, and retail.

As part of Deloitte Tax LLP in the US' national telecommunications practice, Kathy consults with a variety of telecommunications and media clients, including wireless, wireline, mobile virtual network operators (MVNOs), internet service providers (ISPs), prepaid service providers, private line, resellers, and multiple service operators (MSOs). She has an extensive background in research and planning, including preparing and reviewing sales and use tax matrixes in the telecom and cable industries. She works closely with a number of clients to review and populate their Tax Decision Maker programme on purchases and sales; product mappings; and invoice testing as part of the tax automation process with Deloitte Tax LLP in the US' Enterprise Tax Integration (ETI) group within the Tax Management Consulting (TMC) practice and with client in-house teams. She also has deep experience in qualifying, filing, and defending Georgia High Technology exemption refunds.

Kathy has presented various tax topics before industry groups, including telestrategies, the Deloitte member firms' Tax Telecom Institute, Institute of Professionals in Taxation, Committee on State Taxation (COST), the Hartmann Institute, the Wireless Tax Group, and the US Telecom Association.

Kathy is affiliated with the American Society of CPAs (AICPA), Kansas Society of Certified Public Accountants, Missouri Society of Certified Public Accountants, Georgia Society of Certified Public Accountants, Broadband Tax Institute, and the Institute of Professionals in Taxation.

Kathy received both her Bachelor of Science, majoring in Accounting, and her Masters of Accountancy, with an emphasis in tax, from Kansas State University.

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Dwayne Van Wieren

Deloitte Tax LLP

350 South Grand Avenue, Suite 200

Los Angeles, CA 90071-3462

US

Tel: +1 213 593 3734

Email: dvanwieren@deloitte.com

Website: www.deloitte.com

Dwayne Van Wieren is a partner at Deloitte Tax LLP in the US based in Los Angeles, California. He has more than 22 years of experience in state and local tax and is a former sales and use tax auditor with the Texas Comptroller of Public Accounts. Dwayne leads Deloitte's US indirect tax services team, which consists of approximately 200 sales, use, excise and severance tax professionals.

In his current role, Dwayne supervises a national group of sales, use, excise and severance tax professionals that provide clients with consistent and progressive high quality services. Dwayne also advises clients on sales and transaction tax issues, including helping clients with audit defense services and assisting clients in securing significant sales and use tax refunds. Dwayne has extensive experience evaluating transaction tax compliance functions for multistate clients and recommending design improvements to enhance overall compliance. He has assisted many companies in identifying and implementing sales and transactions tax process improvements, including the implementation of Vertex™, Thompson Reuters ONESOURCE™, and other automation solutions. Dwayne's client base is varied and includes companies in the high-tech, utility, manufacturing, petrochemical, oil and gas, construction, telecommunications, healthcare, transportation, and retail industries.

Dwayne frequently speaks on sales and transaction tax-related issues at seminars throughout the country including those hosted by the Council on State Taxation (COST), the Tax Executives Institute (TEI), the Institute for Professionals in Taxation (IPT) and the Paul J Hartman State and Local Tax Forum. He frequently conducts seminars for clients to establish and implement internal control compliance procedures for increasing efficiency and accuracy around the indirect tax function.

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Karen Warner

Deloitte Tax LLP

2200 Ross Avenue, Suite 1600

Dallas, TX 75201

US

Tel: +1 214 840 7181

Email: kwarner@deloitte.com

Website: www.deloitte.com

Karen is a tax partner with Deloitte Tax LLP and is based in Dallas, Texas. She has 30 years' experience specialising in state and local taxation, and is a member of Deloitte Tax LLP's National Multistate Tax Services practice and serves as the National Indirect Tax Clients and Markets leader. Karen's experience includes conducting comprehensive indirect tax recovery and process enhancement projects, indirect tax planning, and state audit controversy. Her industry experience includes serving clients in aviation, telecommunications, energy, retail and public sector.

Karen's prior experience includes serving as Audit Bureau Chief for the Kansas Department of Revenue, responsible for conducting audits of corporate income, sales/use, liquor and fuels taxes, and the administration of audit staff in multiple locations. She worked with the Multistate Tax Commission and the Federation of Tax Administrators on a variety of audit and compliance initiatives.

Karen is a certified public accountant, licensed in Texas, Kansas and Missouri. She earned her BBA/MBA in accounting from Washburn University, where she was also a member of the Phi Kappa Phi National Honour Society. Karen also holds a BGS in personnel administration.

Karen has been invited to speak at numerous industry/professional organisations, including the Committee on State Taxation (COST), National Association of State Comptrollers (NASC), Institute for Professionals in Taxation (IPT), Tax Executives Institute (TEI), and International Air Transportation Association (IATA).

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Craig Beaty

Alvarez & Marsal Taxand

Thomas Boniface

PwC

Damon Chronis

Ryan

Loren Chumley

KPMG

Benjamin Diaz

Alvarez & Marsal Taxand

Timothy Gillis

KPMG

Alejandro Joya

Alvarez & Marsal Taxand

Ginny Kissling

Ryan

Michael Leightman

EY

Michael Lippman

M. Lippman

Shoab Malak

Deloitte

Mark McCormick

EY

Bill Methenitis

EY

Billy Michalewicz

EY

Brendan Moore

Ryan

Brian Pedersen

Alvarez & Marsal Taxand

Matthew Polli

Deloitte Tax LLP

Pat Powers

Baker & McKenzie

Nehal Radia

Deloitte Tax LLP

Frank Sangster

KPMG

Pedro Sarmiento

Deloitte Tax LLP

Jeffrey Saviano

EY

Andrew Street

Deloitte Tax LLP

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