NABE 2026 Transfer Pricing Symposium

Conference Agenda

July 28 July 29 July 30

July 28

1:00 PM – 1:15 PM

Welcome Remarks

  • Perry Urken, Economics Partners; NABE Transfer Pricing Symposium Chair
1:15 PM – 2:15 PM

Tariffs

  • Sonal Majmudar, Mayer Brown
  • Drew Cummings, Morgan Lewis
  • Jie Pan, Deloitte
  • Wei Wang, DLA
  • Daniel DeJaegher, John Deere
2:15 PM – 3:15 PM

Do terms in intercompany contracts which provide legal entities with incentives for measurable economic performance justify the allocation of incremental profits and support the use of profit split-based pricing policies?

  • Elizabeth Stevens, Caplin & Drysdale
  • Philippe Penelle, Kroll
  • Kartikeya Singh, PwC
  • Shane Koball, Baker
3:15 PM – 3:45 PM

Break

3:45 PM – 5:00 PM

Mock CA Session: Global Mobility

CA Panel

  • Donna McComber, Baker (Moderator)
  • Manuel De los Santos, OECD (Arbitrator)

CA Participants

  • Clark Armitage, Caplin & Drysdale ("US" Team)
  • Jennifer Best, Baker ("US" Team)
  • David Farhat, Skadden ("Europe" Team)
  • Ognian Stoichov, PVH Corp ("Europe" Team)
5:00 - 6:00 PM

Networking Reception 

July 29
8:50 AM – 9:50 AM

Comparability Challenges for TP Analyses Given Volatile U.S. Market Economic Conditions

  • Nicola Lostumbo, Deloitte
  • Sebastien Rheault, Barsalou Lawson Rheault
  • Emmanuel Llinares, NERA
  • Glen Marku, Grant Thornton
9:50 AM – 11:00 AM

The Use of AI for Complex Economic Analysis for TP Purposes

  • Jesse Rosenthal, Warner Bros. Discovery
  • Atulya Sarin, Seemas AI
  • Suresh Nagpal, American Express
  • Ana Maria Romero, EY
  • Nicole Welch, IRS
11:00 AM – 11:30 AM

Break

11:30 AM – 12:30 PM

  • Periodic Adjustments and TP Controversy

  •  Jill Kosonen, Kroll
  • Kathrin Zoeller, Kraft Heinz
  • James Kelly, IRS
  • Andrew O’Brien-Penney, Brattle
12:30 PM – 2:00 PM

Luncheon Speaker

  • Peter Blessing, IRS
2:00 PM – 2:20 PM

Break

2:20 PM – 3:20 PM

Debate

Topic 1: Should valuation practitioners employ a country risk premium when valuing U.S.-based business enterprises?

Topic 2: Should economists incorporate exposure to periodic adjustments in valuation analyses for controlled IP transfers?

Debate Panel

  • Michael Scanlan, Economics Partners
  • Stephanie Beauchamp, Barsalou Lawson Rheault

Debate Participants

  • Marco Fiaccadori, PwC ("Pro" Team)
  • Josh Nixt, Morgan Lewis ("Pro" Team)
  • Tom Amendolari, IRS ("Con" Team)
  • Michelle Martinez, Baker ("Con" Team)
3:20 PM – 3:50 PM

Break

3:50 PM – 4:50 PM

Concurrent Sessions

Session #1

Determining the Arm’s-Length Quantum of Intercompany Debt

    • Mikhail Bulchandani, TP Analytics
    • Bram Isgur, Keystone
  • Stefanie Perella, Kroll
  • Brian Vincent, Economics Partners

Session #2

Practical and Theoretical TP Issues Related to Stock Option Compensation

  • Sirsha Chatterjee, EY
  • Zeb Kelley, IRS
  • Tom Linguanti, Morgan Lewis
  • Steve Wrappe, Grant Thornton
5:00 - 6:00 PM

Networking Reception 

July 30

9:00 AM – 10:15 AM

How Can Economists Most Effectively Assist Judges as Experts in Transfer Pricing Litigation?

  • Perry Urken, Economics Partners
  • Clark Chandler, Alvarez & Marsal
  • Thomas Meyer, NERA
  • Judge Albert Lauber, United States Tax Court
  • Tricia Rexford, J&J
10:15 AM – 10:45 AM

Break

10:45 AM – 12:00 PM

Concerns Regarding the Application of the OECD Risk Control Framework from a U.S. Perspective

  • Bill Morgan, EY
  • Manuel De los Santos, OECD
  • Russell Kwiat, IRS
  • Jessie Coleman, KPMG
  • Jason Osborne, Mayer Brown
12:00 PM – 1:30 PM

Luncheon Speaker

  • Manuel De los Santos, OECD
1:30 PM

Adjournment