Day 1 - 12 May
| 15:00h | Upon arrival, please proceed to the hotel reception desk to check in and collect your badge. |
| 19:00h | Dinner at SUD Restaurant Shuttle transportation provided (see below) | Dress code: smart casual / cocktail |
Day 2 - 13 May
08:30h 08:40h | Welcome words (meeting room: Plenary) | Jenny Stenesjö-Wöhrman | Head of Tax Forvis Mazars Sweden |
08:40h 09:25h | Global Tax in Transition: From Regulatory Creep to Simplification and Fragmentation (meeting room: Plenary) A concise look at the shift in global tax from increasing regulatory complexity to a more fragmented and simplified landscape, and what it means for businesses navigating compliance and strategy. | Prof. João Félix Nogueira | External Speaker |
09:30h 10:30h | Regional Shifts: How Global Tax Rules Play Out on the Ground (meeting room: Plenary) | Moderator: Catherine Hall | Forvis Mazars Global Tax Committee member
Panelists:
Edwin Warmerdam | Europe & Head of Tax Forvis Mazars Romania Jonathan Stuart-Smith | APAC & Head of Tax Forvis Mazars Thailand Asma Charki | Africa / Middle East & Head of Tax Forvis Mazars Morocco Michael Cornett | US & Managing Director at Forvis Mazars US Washington National Tax Office Eline Polak | Forvis Mazars Indirect Tax Community Leader |
10:30h 11:00h | Coffee-break | |
11:00h 12:00h | The Tax Leadership Perspective: From Theory to Practice (meeting room: Plenary) A panel of tax executives from various companies will share the real‑world tax and business challenges shaping their organizations today, creating an open dialogue with our Forvis Mazars tax teams on the issues that matter most. | Trey Ackerman | National Service Leader, Tax at Forvis Mazars US Poppy Sandhu l Group Financial Controller at FootballCo Gerard Bayona l Group Deputy Head of Tax at AXA Rita Marques l Fiscal Affairs Director at Jeronimo Martins José Luís Ferreira l CFO at Repsol Portugal |
12:00h 13:30h | Lunch & closing words | Trey Ackerman | National Service Leader, Tax at Forvis Mazars US Eric Klein Hesseling | Forvis Mazars Group Co-Head of Tax Stefan Hölzemann | Forvis Mazars Group Co-Head of Tax |
13:30h 14:05h | Deep-dive session: Tariffs (meeting room: Morus I) | Eline Polak | Forvis Mazars Indirect Tax Community Leader Michael Cornett | US & Managing Director at Forvis Mazars US Washington National Tax Office Alfredo Hernández l Customs and International Trade Director at Forvis Mazars Mexico
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14:10h 14:45h | Deep-dive session: Tax Transformation (meeting room: Morus I) | Catherine Hall | Forvis Mazars Global Tax Committee member Chris Kavanaugh | Managing Director at Forvis Mazars US - Tax Transformation |
14:50h 15:25h | Deep-dive session: Pillar 2 & Transfer Pricing (meeting room: Morus I) | Florian Mengele | Forvis Mazars Tax Partner Germany Liviu Gheorghiu l Tax Partner Forvis Mazars Romania Eric Flueckiger | Tax Partner at Forvis Mazars US - International Tax Jon Morton | Principal & Practice Leader at Forvis Mazars US – ITS Transfer Pricing |
15:30h 16:00h | Coffee-break | |
| 17:00h | Networking drinks | |
External Speakers:
|
| Prof. João Felix Nogueira João Félix Pinto Nogueira, PhD in Tax Law, is a Professor at the Portuguese Catholic University and a leading expert in European and international tax law, with senior roles at IBFD, academic journals, and regulatory bodies. He has over 20 years of teaching and research experience, extensive international academic and governmental consultancy involvement, and a prominent role in global tax policy forums. |
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| Poppy Sandhu Poppy Sandhu is Group Financial Controller at Footballco, where she leads global financial reporting, consolidation, and IFRS governance across the company’s international operations. A Chartered Accountant (ICAEW), she plays a key role in supporting Footballco’s growth and acquisition strategy, managing a sizeable, multi‑country finance function. |
|
| Gerard Bayona Gerard Bayona is Group Deputy Head of Tax (International Tax and Transformation) at AXA, where he leads global tax transformation initiatives and international tax matters across the group. Based in Madrid, he brings deep expertise in corporate and international taxation, having previously served as Head of Tax for AXA Spain and held senior tax roles at Zurich Insurance. |
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| Rita Marques Rita Marques is Head of Fiscal Affairs at Jerónimo Martins, where she oversees the group’s tax strategy, compliance, and fiscal governance across its international retail operations. Based in Lisbon, she plays a key role within the corporate finance function, supporting Jerónimo Martins’ multi‑country growth and regulatory alignment. |
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| José Luis Ferreira José Luis Ferreira is Chief Financial Officer (CFO) of Repsol Portugal, responsible for finance, tax, and treasury across the country operation. A long‑tenured Repsol executive, he joined the group in 2006 and previously held senior tax leadership roles, bringing deep expertise from earlier positions at PwC and KPMG. |
Additional information
Venue & Logistics
Hotel:
Av. Eng. Duarte Pacheco 15 1070-100 Lisboa, Portugal |
Restaurant for the dinner:
Avenida Brasília Pavilhão Poente 1300-598 Lisboa, Portugal |
Photography & Filming Notice
We kindly inform you that photographs and video recordings will be taken throughout the event. These materials may be used by the organisers for internal and external communication purposes.
If you would prefer not to be included in any video or photographic footage, please let the organising team know.
Practical information for attendees
General Guidance on getting around Lisbon
Lisbon is a walkable city, but its unique landscape is characterised by cobbled streets and hills. We therefore recommend wearing comfortable footwear to ensure a pleasant experience throughout your stay.
Walking is often the best way to explore central areas, while public transport is a convenient option for longer distances.
Lisbon typically enjoys sunny and warm weather, particularly during spring and summer. We recommend bringing sunglasses and staying hydrated throughout the day.
Dress Code
Business casual during conference sessions. Smart casual / cocktail attire for the networking dinner of the 12th.
Transportation
Please arrive at the lobby at 18:00h. Buses will start boarding at 18:15h. The dinner ends at 23:00h, with return buses departing as they fill up throughout the evening.
Participant support
If you have questions, please contact: Events@global.forvismazars.com
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