John Ams - Mr. Ams is the Executive Vice President and Chief Operating Officer of the National Society of Accountants in Alexandria, VA. He has over 40 years of experience in the federal tax arena with expertise providing legislative and regulatory representation in accounting and federal tax matters to a variety of constituencies including individuals, non-profit organizations, and corporations. At NSA, a professional society whose members practice in the areas of accounting and taxation, he is responsible for all operations and provides information, education and guidance to his membership regarding tax legislation, tax and accounting regulations, and administrative concerns. He has presented testimony to IRS and Congress on numerous occasions and served as a member of the IRS Advisory Council from 2012-14, where he was the 2014 chair of the Professional Responsibility Subgroup. Mr. Ams is a Certified Association Executive, a member of the D.C Bar Association, and a member of Phi Beta Kappa. He holds a J.D. from the Georgetown University Law Center and a BA, magna cum laude, from Michigan State University, East Lansing, MI.
Shannon Bond - Ms. Bonds association with the tax industry started in 2001 with an entrepreneurial franchise company in Jacksonville, Florida. Over the course of the past 15 years she has engaged with hundreds of tax professionals, assisted new preparers in setting up their first tax office, worked with growing firms to establish best practices around compliance and workflow, and convened customer advisory boards to understand how their software can assist them in serving their clients. She has had the opportunity to work with professionals across the industry ranging from individual owners, multi-office operators, VITA locations, franchise systems and larger CPA firms to understand the needs of their business and the client’s they support. She is a board member of CERCA, past secretary of ACTR and co-lead of the Tax Professional Work Group for the Security Summit.
Luanne Brown- Luanne Brown has served as the Director of Payroll Services for Grand Valley State University for the last 11 years. For more than 20 years she has worked in varied industries including sports management, advertising, manufacturing, and higher education. In her current role at the University there has been a major emphasis on data security. She has participated on a Senior Management Cyber Security Team and helped develop new security procedures and policies in the Payroll/Finance area along with communicating to employees on how to protect their personal data from identity theft and steps to take if their information has been compromised. Brown currently serves as Vice President on the American Payroll Association Board of Directors. At the local level, Brown has been a member of the APA’s West Michigan Chapter since 1999 and is currently serving her second term as the chapter’s president. Brown holds a master’s degree in Public Administration with an emphasis on Public Management from Grand Valley State University.
John Breyault - Mr. Breyault joined the National Consumers League in September 2008. Breyault’s focus at NCL is on advocating for stronger consumer protections before Congress and federal agencies on issues related to telecommunications, fraud, technology, and other consumer concerns. In addition, Breyault manages NCL’s Fraud Center and coordinates the Alliance Against Fraud coalition. John is also Research Director for the Telecommunications Research and Action Center (TRAC), a project of NCL. In his role with TRAC, Breyault advocates on behalf of residential consumers of wireline, wireless, VoIP, and other IP-enabled communications services. Prior to coming to NCL, Breyault spent five years as director of research at Amplify Public Affairs, where he helped launch the firm’s Web 2.0-based public affairs practice and focused on producing actionable public policy research. Breyault was a member of the FCC’s Consumer Advisory Committee from 2005 to 2007 and served on the Board of the Arlington-Alexandria Coalition for the Homeless. He is a graduate of George Mason University, where he received a bachelor’s degree in International Relations.
Angela Camp - Ms. Camp has 20 years of experience in the tax industry. Camp has worked for IRS, where she spent time managing relationships and working issues for individual and small business taxpayers, as well as payroll providers. She worked with the electronic tax administration, where she was responsible for managing IRS relationships with software industry partners, States, and the Federation of Tax Administrators and ETAAC to advance electronic filing for businesses and individuals, Free File, and Federal/State electronic initiatives. Camp joined Intuit five years ago to pursue an opportunity in which her focus is to drive tax administration and policy from the point of view of a software provider. Over the past year and a half, Camp has been the key point of contact for Intuit within the IRS Security Summit and working both internally and externally on implementation of the Summit work group initiatives. Camp is also a board member for the NACTP.
John Craig - Mr. Craig is a non-profit consultant specializing in strategy and technical support for Volunteer Income Tax Assistance (VITA) programs. He has more than 15 years of experience in managing and advising on VITA programs across the nation, with diverse expertise in service delivery, consumer advocacy, and use of tax credits to build financial stability among low-income taxpayers. He has worked extensively with the IRS, corporations, and non-profits on electronic filing implementation and improvement. In 2014, he led the Corporation for Enterprise Development’s successful launch of the Taxpayer Opportunity Network, a more than 800-member coalition that promotes delivery of free high quality tax services, protects rights, and promotes financial empowerment of low-income taxpayers. Mr. Craig was also instrumental to the creation of TON’s predecessor, the National Community Tax Coalition and served on its steering committee from 2001-2006. He has managed high-volume VITA tax service programs at the Chicago-based Center for Economic Progress and at Community Tax Aid in the Washington D.C. area, generating more than 100,000 tax returns during his tenure. Mr. Craig holds a B.A. from Earlham College and an M.A. from the Earlham School of Religion, graduating with honors.
Jenine Hallings- Jenine Hallings is a Compliance Risk Manager for Paychex. Her team is responsible for research, analysis and communication of legislative and regulatory changes impacting the company and its clients and partners, and manages Paychex' relationships with various federal and state tax agencies on behalf of clients. Hallings represents Paychex in key industry consortiums to ensure the company is abreast of regulatory trends and developments. Hallings has been at Paychex for over 20 years, and has extensive experience on a broad range of payroll tax matters. Hallings holds an MBA from the Rochester Institute of Technology.
Michael Jackman- Michael Jackman has extensive experience in taxation, tax administration and related information systems. He currently operates a small tax practice and serves as the coordinator for two Volunteer Income Tax Assistance (VITA) sites. Over a 22-year tenure as an IRS employee he held several compliance and information technology positions, culminating in serving in the IRS National Office as the Chief of Systems Development for the original Electronic Filing System. As a consultant, he provided expertise to the IRS in the development of numerous IRS information systems including Modernized E-File, and the Customer Account Data Engine (CADE). In addition, he owned and operated several Jackson Hewitt Tax Service franchises in Maryland, after which he founded Patriot’s Choice Tax Service in Gettysburg. Jackman is an Enrolled Agent and holds an MS in Taxation from the Deming School of Business at William Howard Taft University.
Courtney Kay-Decker- Courtney Kay-Decker was appointed Director of the Iowa Department of Revenue by Governor Terry Branstad in January 2011 and continues to serve in that role under Governor Kim Reynolds. At the Department, Decker has focused on improving administrative rules, guidance and processes to simplify and reduce compliance burdens for Iowa taxpayers. Decker currently serves on the board of directors of the Federation of Tax Administrators and is active in various endeavors to prevent identity theft and tax refund fraud. Decker received her B.A. in Economics from Northwestern University in Evanston, Ill. She holds a Doctorate of Jurisprudence with distinction from the University of Iowa College of Law. Prior to joining the Department, Decker was a partner at Lane & Waterman LLP in Davenport, Iowa. She served as a member of the Iowa State Board of Tax Review from 2000-2007 and was Chair of the Board from 2003-2007.
Suzanne Kruger- Suzanne Kruger currently serves as the Security Specialist for the Montana Department of Revenue and is responsible for the operational security posture for all department information systems. She has served on several committees for the Montana Information Security Advisory Council (MT-ISAC) since its inception in May 2015. MT-ISAC’s mission is to recommend an integrated interagency information security strategy to enhance the state information security posture. Kruger had more than 12 years of experience working with businesses, non-profits and individuals in the accounting, tax preparation and banking fields prior to obtaining a degree in Network Security along with one in Network Administration in 2007. She obtained her Certified Information Systems Security Professional (CISSP) credential in 2014.
Kathy Pickering - Ms. Pickering is the executive director of The Tax Institute (TTI) and vice president of regulatory affairs for H&R Block. With almost 20 years of experience in tax administration, Kathy is responsible for the strategic direction and management of a team of the nation’s top tax experts. As head of The Tax Institute, Kathy oversees a group of 23 credentialed tax experts, with deep knowledge of the industry and regular, direct interaction with tax professionals and taxpayers. This team provides four key functions: 1) providing expert research and analysis to frontline tax professionals and taxpayers, 2) tax law and policy analysis, 3) leading the identification, communication, and integration of tax changes across H&R Block’s corporate structure, and 4) coordination and communication among the IRS, state and local agencies on issues affecting the tax industry. In her role as H&R Block’s vice president of regulatory affairs, Kathy leads the relationship-management strategy with the IRS and state taxing agencies. Kathy is currently focusing on the IRS Security Summit, which brings together representatives from the IRS, state tax agencies, and private industry to work on collaborative solutions to combat stolen identity refund fraud schemes.
Phillip Poirier - Mr. Poirier is a Volunteer and Consultant with the Center for Enterprise Development (CFED). He is also Senior Fellow at the Center for Social Development at Washington University in St. Louis. His work focuses on investigating ways to better leverage the U.S. tax system to improve individual and family financial well-being in personal finance, credit, asset building and savings. He is also a volunteer tax preparer in the IRS Volunteer Income Tax Assistance (VITA) program. He previously served as a Vice President at Intuit Inc., where his responsibilities included policy development and public private partnerships, and as acting general counsel for the company. Mr. Poirier also served in the U.S. Navy and Naval Reserve for nearly three decades, retiring as a captain, and was former chair of the IRS Electronic Tax Administration Advisory Committee (ETAAC), a congressionally mandated IRS advisory board. He holds a J.D. from the University of San Diego School of Law, and a bachelor’s degree in international affairs from the United States Naval Academy.
Lynnette T. Riley- Riley was appointed the Georgia State Revenue Commissioner in January 2015. Riley comes to the Department of Revenue most recently from the Georgia General Assembly, where she served four years in office as the House District 50 (Johns Creek) Representative. While in the General Assembly, she was a member of the Ways and Means, Natural Resources and Environment, Retirement and the Metropolitan Atlanta Rapid Transit Oversight committees, was the Fulton County House Delegation Chair and a floor leader. Commissioner Riley currently serves on the Board of Trustees of the Federation of Tax Administrators, the Southeast Association of Tax Administrators, and Senior Executive Board of the Identity Theft Tax Refund Fraud Information Sharing & Analysis Center.
Gene Salo- Salo has over 25 years of experience in the tax industry, initially in tax preparation and later in tax software development. Recently, Salo has turned his focus to identity theft and tax refund fraud. He is active with the IRS, state tax agencies and tax industry members in the Security Summit, where he is a co-lead for the Tax Professional Working Group. Salo also serves as the Vice Chairman of the Board of Directors of CERCA, an association of tax industry firms that supports electronic filing. Salo earned his MBA from the University of Michigan and has a dual BA in Accounting and Finance from Oakland University. He is a veteran of the US Air Force.
John Sapp - Mr. Sapp has served a key role at Drake Software since 1995, with roles ranging from Chief Financial Officer to Vice President of Drake’s Sales, Marketing, and Education divisions. Today he serves as the Vice President of Strategic Development, where his role is to help shape the future and growth of one of the largest professional tax software companies in the nation. As a CPA, he has considerable experience working in public accounting in technological and private industries. He holds a bachelor’s degree in Accounting from Oral Roberts University, and he has been a Certified Public Accountant since 1987.
Joseph Sica - Mr. Sica, Chief Public Policy Officer for Green Dot/Tax Products Group, has been affiliated with tax time financial products and combating fraud in the tax system for the last 28 years. In the earliest days of e-filing, Mr. Sica worked with the IRS to develop and pilot refund loans as an incentive for people to file electronically. Prior to IRS having increased fraud detection capabilities, he started the Fraud Service Bureau in 1994 in which banks in the tax loan industry electronically exchanged data to identify fraud and shared results with the IRS. Years ago, Mr. Sica changed his primary focus in the tax industry from technology to related policy affairs and assisted in coordination of dialog between the industry and the IRS. As such, he is a co-founding board member and past chair of the Council for Electronic Revenue Communications Advancement (CERCA). Mr. Sica is also a co-founder member and past vice-chair of the American Coalition for Taxpayer Rights (ACTR), a tax industry policy group seeking to preserve taxpayer choices. Recently, he has worked with industry, state revenue departments and the IRS in connection with establishing the IRS Security Summit taking co-lead roles in the Information Sharing and the Financial Services work groups. Mr. Sica completed Executive Development work at The Wharton School in 1996.
Mark Steber - Mr. Steber, Chief Tax Officer with Jackson Hewitt Tax Service, is responsible for several key initiatives to support overall tax service delivery and quality assurance. Mr. Steber serves as a Jackson Hewitt liaison with the Internal Revenue Service, States, other government authorities, Walmart, other retail entities, and banking partners. With over 30 years of tax experience, Mr. Steber is widely referenced as an expert on consumer income tax issues and especially electronic tax and data protection issues. Mr. Steber has been an active participant in the IRS Security Summit Initiative since the founding of the effort in early 2015. He has been involved with all the work groups including the Information Sharing Group, Authentication Work Group and Strategic Threat Assessment and Response (STARS) group and subsequent new groups including the Tax Pro Subgroup of the Security Summit. Mr. Steber is active with various industry groups, including ACTR and CERCA, and has worked directly with leadership members in many instances. In prior years, he served on the IRS Electronic Tax Administration Advisory Committee and was Chairman in 2012.
Doreen Warren - Ms. Warren is the Idaho State Tax Commission’s Public Information Director, in charge of the newly formed Taxpayer Resources Unit. She began her career at the Tax Commission in 1990, and joined Revenue Operations in 1996 as the motor fuels subject matter expert and project coordinator for many division projects including the implementation of the state’s Modernized e-Filing program in conjunction with the IRS. Doreen was hired as the Revenue Operations administrator in 2008. She started her position as the Public Information Director in July, 2016. In addition to her duties for the Tax Commission, she currently represents state interests on a number of IRS Security Summit fraud work groups. Doreen’s education includes an associate degree in computer science, bachelor’s degree in business, and a master’s degree in business administration.