September 
30
, 
2021
2021 Deloitte Manufacturing Day
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5:00pm – 5:15pm

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5:00pm – 5:15pm

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5:00pm – 5:15pm

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  • Details
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Wednesday
, 
December 
1
, 
2021
5:00PM
 – 
8:00PM 
CDT
2021 Deloitte Manufacturing Day
2021 Deloitte Manufacturing Day

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This event may qualify you for CPE credit.

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Event details

Learn about some of the latest industry trends and insights for the manufacturing industry. Hear interactive panels on manufacturing supply chain issues and finance transformation. 

Our speakers will present on topics of interest to manufacturing executives, including:

  • Manufacturing industry trends

  • The future of work in a factory

  • Industry 4.0 tax implications

  • Advancing ESG update

  • A virtual tour of The Smart Factory @ Wichita

This event may qualify you for CPE Credits.

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Featured speakers

Paul Wellener

Vice Chair, US Industrial Products & Construction Leader

Deloitte LLP

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Christopher Lindsey

Industrial Products & Construction Principal, Risk & Financial Advisory

Deloitte LLP

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Victor Reyes

Managing Director, Human Capital

Deloitte Consulting LLP

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Ann Scheuerman

Partner, US Industrial Products & Construction Tax Leader

Deloitte Tax LLP

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Stephen Davenport

International Tax Partner, Value Chain Alignment
Houston

Deloitte Tax LLP

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Susan Hogan

Principal, US Finance Transformation Practice Leader

Deloitte LLP

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Daniel Evans

Senior Manager, Deloitte Tax Global Investment & Innovation Incentives

Deloitte LLP

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Leeann Arthur

Senior Manager, Sustainability & ESG services

Deloitte & Touche LLP

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Chris Ruggeri

Transactions and Business Analytics LLP, Principal, Risk & Financial Advisory

Deloitte LLP

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Glenn Yauch

Principal, Deloitte Risk & Financial Advisory

Deloitte & Touche LLP

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Mark Koeppen

Principal, Energy, Resources & Industrials

Deloitte Consulting LLP

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Alex Becker

Senior Manager

Deloitte LLP

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This event may qualify you for CPE credits

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Agenda

Thursday
, 
September 
30
, 
2021
5:00PM
 – 
8:00PM 
CDT

8:00AM - 9:00AM

Breakfast

9:00Am – 10:00Am

Deloitte Greenhouse Breakthrough Lab

Thursday
, 
September 
30
, 
2021
5:00PM
 – 
8:00PM 
CDT

9:00am - 10:00am

Meet & greet: 

10:00am - 11:00am

Breakfast [Optional]

11:00am - 3:00pm

Deloitte Greenhouse Breakthrough Lab

Event details

Learn about some of the latest industry trends and insights for the manufacturing industry. Hear interactive panels on manufacturing supply chain issues and finance transformation. 

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Agenda

8:00am - 9:00am

Breakfast

9:00am - 5:00pm

Deloitte Greenhouse Breakthrough Lab

5:00pm – 5:15pm

Meet & greet

5:00pm – 5:15pm

Meet & greet

5:00pm – 5:15pm

Meet & greet

Learn about some of the latest industry trends and insights for the manufacturing industry. Hear interactive panels on manufacturing supply chain issues and finance transformation. 

Optional List Element Subtitle:

  • This is a space to list event details in a bulleted list format.
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Agenda

Thursday
, 
September 
30
5:00PM
 – 
8:00PM 
CDT

8:00am - 9:00am

Breakfast

Join us in the Deloitte Greenhouse Café for an optional breakfast to start the day

Optional Speaker Name

9:00am - 5:00pm

Deloitte Greenhouse Breakthrough Lab

Breaks and meals will be provided throughout the day

Optional Speaker Name

Thursday
, 
September 
30
5:00PM
 – 
8:00PM 
CDT

9:00am - 10:00am

Meet & greet: 

Make sure to arrive early to meet our speakers.

Optional Speaker Name

10:00am - 11:00am

Breakfast [Optional]

Join us in the Deloitte University Market Alcove to meet other attendees

Optional Speaker Name

11:00am - 3:00pm

Deloitte Greenhouse Breakthrough Lab

Workshop Sessions

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Additional information

This session leverages Zoom Enterprise technology and requires you to be on the latest version to participate. Upon registering, your confirmation email will include a calendar file containing the join URL. We encourage you to test your connection in advance of the session to ensure your audio and video are working properly.

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COVID-19 guidelines

Location guidelines

The LOCATION NAME will follow strict safety guidelines to ensure the overall safety of participants.

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Deloitte guidelines

The safety and well being of our guests is our top priority. 

  • Deloitte policy requires all guests (Deloitte employees, clients and external guests) to be fully-vaccinated (two weeks after second dose in a two-dose series or two weeks after a single-dose vaccine) prior to attending an event or program.
  • Deloitte follows CDC guidelines while also ensuring adherence to state and local laws related to COVID-19.
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CPE credit information 

Course description

Join us for 2021 Deloitte Manufacturing Day on Wednesday, December 1. This virtual event will provide manufacturers with strategies and insights to help navigate the unprecedented challenges facing the industry today, while continuing the Industry 4.0 journey. Learn about some of the latest industry trends and insights for the manufacturing industry. Hear interactive panels on manufacturing supply chain issues and finance transformation.

Learning objectives

Upon completion, participants will be able to explore and define topics of interest to manufacturing executives, including:

  • Manufacturing industry trends
  • The future of work in a factory
  • Industry 4.0 tax implications
  • Advancing ESG update
  • A virtual tour of The Smart Factory @ Wichita

Additional information

CPE credit is only awarded for participation in the live program, and not a recording of the presentation.

 

Disclaimer: Technological difficulties and/or user errors renders an offering or an individual ineligible for CPE credit.

 

CPE certificates for eligible viewers are emailed 4-6 weeks following the conclusion of the live webinars.

Delivery method

Virtual Instructor-Led (Group Internet-Based)

Course level

Overview

Recommended credit amount

3.5

Recommended subject area

Specialized Knowledge

Registration method

Virtual registration

Attendance method

Webinar technology

Pre-requisites

N/A

Advanced preparation

N/A

Questions/concerns

Kim Buchanan

NASBA Sponsor Statement

Click here to access the NASBA Sponsor Statement

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Paul Wellener

Vice Chair, US Industrial Products & Construction Leader

Deloitte LLP

Paul is a Vice Chair, Deloitte LLP, and the leader of the US Industrial Products & Construction practice with Deloitte Consulting LLP. He has more than three decades of experience in the industrial products and automotive sectors and has focused on helping organizations address major transformations. Paul drives key sector industry initiatives to help companies adapt to an environment of rapid change and uncertainty—globalization, exponential technologies, the skills gap, and the evolution of Industry 4.0. Based in Cleveland, Paul also serves as the managing principal of Northeast Ohio.

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Ricae Feigleson is a host of exceptional ability. Studies show that a vast majority of guests attending events by Ricae have been known to leave more elated than visitors to Santa's Workshop, The Lost of Continent of Atlantis, and the Fountain of Youth.

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We encourage you to join using your laptop or phone video camera. An audio and/or visual warning will be provided upon entering the meeting and once recording commences. If you continue to participate in the meeting following this warning, your participation will serve as your express consent to such recording. Participant names may also be visible to all who join.

Christopher Lindsey

Industrial Products & Construction Principal, Risk & Financial Advisory

Deloitte LLP

Chris is the US Risk & Financial Advisory Industrial Products & Construction sector leader with Deloitte Transactions and Business Analytics LLP. He also serves as the US Machinery and Equipment Valuation leader and serves on the Global Valuation and Modeling Executive Committee representing industry and tangible asset valuations. Chris has experience in the analysis of construction and fixed assets for purchase accounting, sale-leaseback, depreciation, and project tax planning purposes. He has performed fair market valuations and studies including purchase allocations, ad valorem, insurance, and domestic, and cross-border lease transactions.

Victor Reyes

Managing Director, Human Capital

Deloitte Consulting  LLP

Victor is a Managing Director in Deloitte’s Human Capital practice, focused on helping organizations reimagine their people strategies and HR capabilities to deliver business results, enhance talent experience, and anticipate and embrace future workforce challenges. He serves as Deloitte’s Human Capital consulting leader for the Industrial Products & Construction sector. 


In his more than 23 years as a management consultant, he has designed and implemented programs that include talent strategy, acquisition, and development; HR technology strategy and deployment; global shared services and outsourcing; mergers, acquisitions and divestitures; and workforce analytics. 


Victor has served clients in the Americas, Europe, and Southeast Asia, and has worked in multiple industries, including energy, aerospace, financial services, telecom, healthcare, consumer products, retail, and real estate.


He holds an MBA from Harvard Business School and a BA in Government from Harvard College, and is a certified Senior Professional in Human Resources (SPHR) and SHRM Senior Certified Professional (SHRM-SCP).  For over 15 years, he has led pro bono consulting projects for non-profits across the country. He and his wife live in Washington, DC.

Ann Scheuerman

Partner, US Industrial Products & Construction Tax Leader 

Deloitte Tax LLP

Ann is a partner based in the Atlanta, GA office with more than 20 years of experience leading our clients through change related to tax issues arising in areas of merger and acquisitions, international tax issues, consolidated returns, accounting method changes, and Accounting for Income Taxes (ASC 740 and IAS12).


She is a client-focused, results-oriented tax and business advisor who has provided tax consulting and project implementation services to both major multinational corporations and private companies in the consumer products, manufacturing, and transportation services industries. In addition to serving clients and leadership roles in Talent, Ann is currently the leader of the US Tax Industrial Products & Construction practice.

Stephen Davenport

International Tax Partner, Value Chain Alignment, Houston 

Deloitte Tax LLP

Stephen Davenport is an International Tax Partner in Deloitte’s Value Chain Alignment (VCA) national practice, and specializes in bringing a multinational corporation’s tax and legal entity structure into alignment with commercial objectives through cross-border Supply Chain & Intellectual Property planning and legal entity restructuring.


Stephen advises his client on the design and implementation of complex global tax structures often in connection with corporate life events (e.g., acquisitions, divestitures, and mergers) or the execution of strategic operational initiatives (supply chain and commercial operations restructurings, ERP implementations, expansions of digital capabilities, etc.).


Stephen focuses on serving multinational corporations in the following industries/sectors: Consumer, Life Sciences, and Technology.

Susan Hogan

Principal, US Finance Transformation Practice Leader

Deloitte Tax LLP

Susan is the Global Leader of Deloitte’s Finance & Performance Practice creating a seamless experience for our global clients.  In addition, in the U.S. she leads Deloitte’s US Finance Transformation Offering which integrates specialties across Deloitte’s Consulting, Advisory, Audit, and Tax practices to deliver unmatched value for clients. With more than 28 years of transformation consulting experience, primarily in Finance and Global Business Services, she is a key trusted advisor to senior executives at Deloitte’s top-tier clients.


Susan’s personal specialty is leading organizations through complex restructuring of their finance and enabling function service delivery models which requires significant organizational and multi-dimensional synchronization. Susan is passionate about solving client problems and also spearheads the creation of industry-leading research and articles used by executives around the globe.


Susan holds an MBA from Harvard University and a BS in Industrial Engineering from North Carolina State University.

Daniel Evans

Senior Manager, Deloitte Tax Global Investment & Innovation Incentives

Deloitte Tax LLP

Dan Evans is a Senior Manager in the Deloitte Tax Global Investment & Innovation Incentives (Gi3) group located in the Pittsburgh, PA office. Dan has over fifteen years of tax credits and incentives (“C&I”) consulting experience, which includes federal and state credit and incentives services such as the Research & Development Tax Credit, Orphan Drug Credit, Employee Retention Credit, New Markets Tax Credit, Disaster Relief Credits, and various sustainability related credits. Dan has specialized in developing C&I methodologies, leveraging technology to efficiently deliver services, and assisting clients with dispute resolution strategies with the taxing authorities.  Dan has extensive experience in the manufacturing, chemical, financial, software and technology, life sciences, and food industries and is a frequent lecturer at Deloitte Sponsored training conferences.

Leeann Arthur

Senior Manager, Sustainability & ESG services

Deloitte & Touche LLP

Leeann is a senior manager in the Deloitte Center for Board Effectiveness where she advises executives, boards of directors, and others active in governance. Leeann’s work focuses on delivering resources pertaining to current boardroom issues and governance trends. In particular, Leeann leads one of the Center’s annual marquee pieces of research and analysis in Audit committee-related proxy disclosures. She also crafts and delivers unique transition lab experiences for board members.

 

Prior to joining the Center for Board Effectiveness, Leeann managed strategic initiatives for the firm’s chief risk and regulatory affairs officer and was responsible for maturing the firm’s reputational sensing capability. She has consulted for clients in the national security space, assisting them with risk management initiatives and large-scale transformation efforts. Leeann holds a Bachelor of Arts from the University of Southern California and a Master of Public Administration from The George Washington University.

Chris Ruggeri

Deloitte Transactions and Business Analytics LLP, Principal, Deloitte Risk & Financial Advisory

Deloitte LLP

Chris, a principal at Deloitte Transactions & Business Analytics LLP, is the Crisis & Resilience leader for the Cyber & Strategic Risk practice of Deloitte Risk & Financial Advisory. With more than 30 years of experience, she is focused on helping our clients manage strategic risk to drive sustainable shareholder value, financial flexibility and agility, and improve stakeholder confidence. Chris has also served as the Strategy and Innovation leader and the M&A leader where she advised companies, boards of directors, and special committees on negotiated and unsolicited transactions to understand the value of business enterprises and associated risk factors. Chris has been quoted by top-tier media on M&A trends, corporate development, and how boards can approach investor relations in response to shareholder activism.

Glenn Yauch

Principal, Deloitte Risk & Financial Advisory 

Deloitte & Touche LLP

Glenn is a Deloitte Risk & Financial Advisory principal in the Strategic Risk and Reputation Management practice of Deloitte & Touche LLP. Glenn serves as a lead relationship partner for several global industrial and manufacturing clients. He has previously served as the regional leader for the Central Region Advisory practice, and currently leads the supply chain product offering. With extensive experience in the areas of internal audit, information systems consulting, and risk management consulting, Glenn has led many global initiatives around enterprise risk management.

Mark Koeppen

Principal, Energy, Resources & Industrials

Deloitte Consulting LLP

Mark is a principal in Deloitte Consulting LLP’s Strategy & Operations practice where he supports oil and gas (O&G) clients in the areas of digital finance transformation.


Mark has over 15 years of experience focused on process improvement and operating model redesign in support of the CFO and controllership organizations. He currently leads the O&G Finance practice nationally for Deloitte Consulting. In this role, Mark helps oil and gas companies solve their most complex finance challenges, while also overseeing the investment Deloitte is making in its O&G blockchain practice.


Prior to joining Deloitte, Mark was a Finance Analyst for a major oil company. He supported their refining and chemical businesses in major capital project analysis and financial close processes for the Gulf Coast region.

Alex Becker

Senior Manager

Deloitte LLP

Alex is a cross-border tax planning specialist with an emphasis on post-acquisition integration and pre-divestiture preparation. In his practice, Alex helps align global tax planning with a multinational’s corporate and operational initiatives, inclusive of holding company restructurings, legal entity simplification, value chain alignment, and M&A financing. In addition, Alex supports talent development programs and is a regular facilitator at national training events.

 

Academic Background

- Master of Taxation, Villanova University
- Master of Accounting, University of North Carolina
- Bachelor of Arts in Political Science, University of Florida

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