Day 1 - 11 May (click to open)
15:00h 18:00h | Arrival and check-in | Check-in from 15:00h (rooms may be assigned earlier, but access is from 15:00h). Upon arrival, please proceed to reception to check in and collect your badge |
| 19:00h |
Welcome dinner at the Hotel Flor de Lis | |
Day 2 - 12 May (click to open)
08:30h 08:40h | Opening (meeting room: Plenary) | Trey Ackerman | Forvis Mazars US Head of Tax Eric Klein Hesseling | Forvis Mazars Group Co-Head of Tax Stefan Hölzemann | Forvis Mazars Group Co-Head of Tax |
08:40h 08:50h | Welcome to Lisbon (meeting room: Plenary) | Sérgio Santos Pereira | Managing Partner & Head of Tax of Forvis Mazars Portugal |
08:50h 09:30h | Global Economic Outlook, European Choices: The Transatlantic Dimension (meeting room: Plenary) | Mário Centeno | External Speaker |
09:30h 10:00h | Key global Tax service line updates (meeting room: Plenary) We continue the conference with our view on the forces reshaping our world (geopolitics, deregulation, AI and more) and what they mean for our Tax practice. You will hear more about where we are performing, what we’re prioritising, and the cross-border wins that show how we turn collaboration into client impact. | Fran Randall | Forvis Mazars Global Network board member - Forvis Mazars Global Tax Committee member Trey Ackerman | Forvis Mazars US Head of Tax Eric Klein Hesseling | Forvis Mazars Group Co-Head of Tax Stefan Hölzemann | Forvis Mazars Group Co-Head of Tax |
10:00h 10:30h | Network GTM presentation (meeting room: Plenary) This session shows how we are organised to win - how GTM is organised, where our Global Key Accounts focus sits, and what the dashboards are telling us. We will also look ahead at what’s being built to accelerate growth: stronger data foundations, AI in action, sharper market presence, and a practical update on contracting so we can execute consistently across the network. | Mark Kennedy | Forvis Mazars Group Executive Committee member & Member of the Global Go-to-Market Committee David Chaudat | Forvis Mazars Global Network board member & Member of the Global Go-to-Market Committee Fran Randall | Forvis Mazars Global Network board member - Forvis Mazars Global Tax Committee member Trey Ackerman | Forvis Mazars US Head of Tax |
10:30h 11:00h | Coffee-break | |
In the afternoon period (11h - 17h), there will be two parallel tracks running: Tax Community Meetings (with four parallel sessions) and Strategy Sessions with Leadership. Please confirm which session you are allocated to here:
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Tax Community Meetings After the plenary kick-off, participants will join four parallel Tax Community Events throughout the afternoon. These interactive sessions foster focused dialogue, knowledge sharing and peer exchange, while exploring key priorities, challenges and opportunities and strengthening connections across the Forvis Mazars global tax network. | ||
11:00h 17:00h | GCR (meeting room: Vitis IV) | Jim McDevitt Phil Laminack |
| Indirect Tax (meeting room: Vitis III) | Eline Polak Jack Small | |
| Transfer Pricing (meeting room: Vitis II) | Frédéric Barat Jon Morton | |
| International Tax (meeting room: Plenary) | Dennis Kellmann Eric Flueckiger | |
12:30h 13:30h | Lunch | |
15:00h 15:30h | Coffee-break | |
Strategy sessions with Leadership Following the plenary kick-off, leadership will take part in a series of interactive strategy sessions focused on key priorities, enabling them to address critical topics and navigate change with confidence.
Participants will be assigned to a specific room based on the first letter of their first name: Group A (A–I) in Morus I and Group B (J–Z) in Vitis I, and remain there throughout the whole session (11:00–17:00). Speakers will rotate every 40 minutes. | ||
11:00h 12:30h | Succeeding globally Discover how our tax strategy drives sustainable growth, strengthens client relationships and enhances the client experience. Key Topics: Learn how a strong Model Tax Practice and targeted tax strategies drive sustainable growth, collaboration and long-term client relationships. | Mark Kennedy | Forvis Mazars Group Executive Committee member & Member of the Global Go-to-Market Committee David Chaudat | Forvis Mazars Global Network board member & Member of the Global Go-to-Market Committee |
Successful pricing in international tenders Exploring the complexities of pricing in multi-country engagements and presenting a more aligned, global approach designed to enhance consistency, competitiveness, and overall client experience. Key topics: Covers pricing challenges in multi-country RFPs, the risks of uncoordinated approaches, and the shift to a global “one client, one firm” model, introducing a new pricing matrix and future priorities. | Fran Randall | Forvis Mazars Global Network board member - Forvis Mazars Global Tax Committee member Eric Flueckiger | Tax Partner at Forvis Mazars US - International Tax Eric Klein Hesseling | Forvis Mazars Group Co-Head of Tax Stefan Hölzemann | Forvis Mazars Group Co-Head of Tax | |
12:30h 13:30h | Lunch | |
13:30h 15:00h | Gross margin improvement & KPI setting Align Leadership on the Gross Margin Improvement Program and prepare countries for submitting concrete actions and KPIs as part of ES2, with a strong focus on realistic, controllable quick wins. Key Topics: Overview of the Gross Margin Improvement Program, with focus on quick wins, KPIs, ES2 requirements, and key learnings. | Chris Fuggle | Forvis Mazars Group Executive Committee member - Advisory José Jiménez | Forvis Mazars Group Tax Committee member - Performance Aaron Schaal | Lead Tax Partner metro New York at Forvis Mazars US |
Transformation of internal delivery processes Align global leaders on transforming tax services to drive efficiency and deliver a consistent, high-quality client experience worldwide. Key topics: Explores evolving client needs, the shift to data-driven advisory services, and how leadership drives global alignment and transformation. | Adam Quattlebaum l Global Tax Community Leader : R&D - Forvis Mazars US Catherine Hall l Forvis Mazars Global Tax Committee member -Operational Excellence Chris Kavanaugh l Tax Partner Forvis Mazars US Ronald Plat l Forvis Mazars Group Tax Committee member - Operational Excellence | |
15:00h 15:30h | Coffee-break | |
15:30h 17:00h | Working with international clients (UCX) Strengthen a shared understanding of Unmatched Client Experience and equip leaders with behaviours that enhance global collaboration, consistency and client trust. Key Topics: Explore how to deliver an Unmatched Client Experience globally through UCX principles, cross-border collaboration, and practical insights. | Don Dismuke | Forvis Mazars Global Tax Committee member - GTM Elena Aubree | Forvis Mazars Global Tax Committee member - GTM Alejandro Sobredo |Global Compliance & Reporting Partner at Forvis Mazars Switzerland |
Building a high-quality global tax practice Meet regional representatives and explore what defines a high-quality tax practice at both regional and global levels. Key Topics: Group composition and what defines a high-quality tax practice, including key successes, challenges and solutions at both country and global level. | Anja Spitzenberg l Forvis Mazars Global Tax Committee member QRM Phil Laminack l Global Tax Community Leader : GCR - Forvis Mazars US | |
19:00h
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Dinner at Sud Restaurant Shuttle transportation provided (see below) | Dress code: smart casual / cocktail | |
Day 3 - 13 May (click to open)
08:30h 08:40h | Welcome words (meeting room: Plenary) | Jenny Stenesjö-Wöhrman | Forvis Mazars Group Tax Committee member - Talents and Training |
08:40h 09:25h | Global Tax in Transition: From Regulatory Creep to Simplification and Fragmentation (meeting room: Plenary) This session provides a high level and forward looking perspective on global tax trends and the evolving international tax landscape. It opens with an in depth analysis of international tax policy, focusing on key policy developments and emerging areas of tension, featuring João Félix Nogueira as keynote speaker. | Prof. João Félix Nogueira | External Speaker |
09:30h 10:30h | Regional shifts: How Global Tax Rules Play Out on the Ground (meeting room: Plenary) A global panel explores regional tax developments across Latin America, Europe, APAC, Africa & the Middle East, and the US, offering a comprehensive view of the future of international taxation. | Moderator: Catherine Hall | Forvis Mazars Global Tax Committee member
Panelists: José Jiménez | Latam & Head of Tax Forvis Mazars Mexico 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 | Forvis Mazars US Head of Tax Poppy Sandhu | Group Financial Controller at FootballCo Gerard Bayona | Group Deputy Head of Tax at AXA Rita Marques | Fiscal Affairs Director at Jerónimo Martins José Luís Ferreira | CFO at Repsol Portugal
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12:00h 13:30h |
Lunch & closing words | Trey Ackerman | Forvis Mazars US Head of Tax 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 Forvis Mazars 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 at Hotel Bar | |
External Speakers:
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Mário Centeno Mário Centeno is Portuguese economist, university professor, and politician. Ex-Finance Minister of Portugal, former Eurogroup President and ex-Governor of Banco de Portugal.
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| 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. |
| 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. |
| 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. |
| José Luís Ferreira José Luís 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 on the 11th:
 | Flor de Lis Inside the hotel |
Restaurant for the dinner on the 12th:
 | Avenida Brasília Pavilhão Poente 1300-598 Lisboa, Portugal |
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.
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.
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.
Participant support
If you have questions, please contact: events@global.forvismazars.com
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