Wolters Kluwer to Share Fintech Expertise at 2019 Securities Industry Institute

Stevie Conlon’s tax, fintech knowledge highly sought in an
environment of change

WASHINGTON–(BUSINESS WIRE)–Stevie
Conlon
, vice president, tax and regulatory counsel in Wolters
Kluwer’s Compliance Solutions business
, will speak on “Successfully
Managing Financial Innovation and Disruption” at the Securities
Industry Institute® (SII)
conference in early March. The event will
take place at the University of Pennsylvania’s Wharton School at 12:30
p.m. ET on Tuesday, March 5, 2019 and is co-hosted with SIFMA (The
Securities Industry and Financial Markets Association). The SII is an
executive development program designed for professionals in all areas of
financial services, including participants from financial exchanges and
regulatory agencies.

“Technological change has had a radical impact on our daily lives and it
is having a similar affect on the financial industry,” says Conlon.
“Banks, financial firms and consumers are adopting new technologies and
looking for process efficiencies. However, financial firms are subject
to significant, ongoing regulatory compliance responsibilites. My goal
is to frame these regulatory concerns in a world of technological change
by focusing on the compliance challenges presented by cryptocurrencies
and financial derivatives, including tax reporting issues.”

At Wolters Kluwer, Conlon leads the firm’s U.S. Advisory Services group,
which offers consultative expertise to help financial institutions
comply with regulatory requirements. She is also a leader with the
firm’s Investment Compliance Solutions line of business, where she
oversees tax regulatory issues and corporate actions. Both businesses
are part of Wolters Kluwer’s Compliance Solutions business unit. Conlon
also leads the firm’s Compliance Solutions Fintech Task Force and is a
frequent contributor to Wolters Kluwer’s Fintech
Consulting Advisory Center
, a resource for thought leadership on cryptocurrency,
fintech,
financial
derivatives tax and regulatory issues
, and solutions such as GainsKeeper
Cryptocurrency
, which helps holders of digital currencies manage
their tax obligations.

Following her SII presentation, Conlon will speak at the following
industry events:

  • National
    Association of Bond Lawyers’ The Institute
    (formerly Tax &
    Securities Law Institute): Conlon is the featured General Session
    speaker, “Why Cryptocurrency And Blockchain Will Be Relevant For You,”
    and will cover the essentials of crypto & blockchain activity,
    regulatory concerns, and municipal finance possibilities for an
    audience of close to 400 NABL bond lawyers gathered to discuss
    high-level trends and challenges in public finance law. Thursday,
    March 7, Hyatt Regency Coconut Point, Bonita Springs, Fla.
  • Federal
    Bar Association 42
    nd Annual Tax Law Conference
    :
    “The Block Chain Gang: Criminal Enforcement & Tax Reporting for
    Crypto.” Conlon will moderate a panel looking at existing IRS guidance
    for cryptocurrency and important open issues, including tax gains and
    losses on cryptocurrency and tokens and potential recognition
    limitations and concerns; and tax reporting, enforcement risks, and
    related IRS initiatives and statements for cryptocurrencies and ICO
    tokens. Friday, March 8, Ronald Reagan Building & International Trade
    Center, Washington D.C.
  • 2019
    Tax Reporting & Withholding Conference
    : “Broker
    Reporting and Cost Basis Issues.” Conlon will speak on a range of
    issues involving cost basis, broker reporting, §871(m),
    cryptocurrencies, Forms 1099-B, INT and DIV for an audience of tax
    reporting and withholding professionals. Tuesday, April 30, The
    Ritz-Carlton, Pentagon City, Arlington, Va.
  • 43rd
    Annual Texas Advanced Estate Planning & Probate
    : In
    an event hosted by the State Bar of Texas, Conlon and other panelists
    will present advanced instruction examining the administration of
    estates with specialty assets, with Conlon providing expertise on
    virtual currency issues. June 18-20, La Cantera Resort & Spa, San
    Antonio, Texas.

Wolters Kluwer Compliance Solutions, part of the company’s Governance,
Risk & Compliance division, is a market leader and trusted provider of
risk management and regulatory compliance solutions and services to U.S.
banks and credit unions, insurers and securities firms. The business
helps these financial institutions efficiently manage compliance
obligations tied to loan and deposit origination transactions and
workflows, manage risk and regulatory compliance challenges, and gain
the insights needed to focus on better serving their customers and
growing their business.

About Wolters Kluwer Governance, Risk & Compliance
Governance,
Risk & Compliance (GRC) is a division of Wolters
Kluwer
, which provides legal and banking professionals with
solutions to ensure compliance with ever-changing regulatory and legal
obligations, manage risk, increase efficiency, and produce better
business outcomes. GRC offers a portfolio of technology-enabled expert
services and solutions focused on legal entity compliance, legal
operations management, banking product compliance, and banking
regulatory compliance.

Wolters Kluwer (AEX: WKL) is a global leader in information services and
solutions for professionals in the health, tax and accounting, risk and
compliance, finance and legal sectors. Wolters Kluwer reported 2018
annual revenues of €4.3 billion. The company, headquartered in Alphen
aan den Rijn, the Netherlands, serves customers in over 180 countries,
maintains operations in over 40 countries and employs 19,000 people
worldwide.

Contacts

David Feider
Corporate Communications Manager, Banking & Regulatory
Compliance
Governance, Risk & Compliance Division
Wolters
Kluwer
Tel: +1 612-852-7966
David.feider@wolterskluwer.com
On
Twitter: @davidafeider

Wolters Kluwer to Share Fintech Expertise at 2019 Securities Industry Institute

Stevie Conlon’s tax, fintech knowledge highly sought in an
environment of change

WASHINGTON–(BUSINESS WIRE)–Stevie
Conlon
, vice president, tax and regulatory counsel in Wolters
Kluwer’s Compliance Solutions business
, will speak on “Successfully
Managing Financial Innovation and Disruption” at the Securities
Industry Institute® (SII)
conference in early March. The event will
take place at the University of Pennsylvania’s Wharton School at 12:30
p.m. ET on Tuesday, March 5, 2019 and is co-hosted with SIFMA (The
Securities Industry and Financial Markets Association). The SII is an
executive development program designed for professionals in all areas of
financial services, including participants from financial exchanges and
regulatory agencies.

“Technological change has had a radical impact on our daily lives and it
is having a similar affect on the financial industry,” says Conlon.
“Banks, financial firms and consumers are adopting new technologies and
looking for process efficiencies. However, financial firms are subject
to significant, ongoing regulatory compliance responsibilites. My goal
is to frame these regulatory concerns in a world of technological change
by focusing on the compliance challenges presented by cryptocurrencies
and financial derivatives, including tax reporting issues.”

At Wolters Kluwer, Conlon leads the firm’s U.S. Advisory Services group,
which offers consultative expertise to help financial institutions
comply with regulatory requirements. She is also a leader with the
firm’s Investment Compliance Solutions line of business, where she
oversees tax regulatory issues and corporate actions. Both businesses
are part of Wolters Kluwer’s Compliance Solutions business unit. Conlon
also leads the firm’s Compliance Solutions Fintech Task Force and is a
frequent contributor to Wolters Kluwer’s Fintech
Consulting Advisory Center
, a resource for thought leadership on cryptocurrency,
fintech,
financial
derivatives tax and regulatory issues
, and solutions such as GainsKeeper
Cryptocurrency
, which helps holders of digital currencies manage
their tax obligations.

Following her SII presentation, Conlon will speak at the following
industry events:

  • National
    Association of Bond Lawyers’ The Institute
    (formerly Tax &
    Securities Law Institute): Conlon is the featured General Session
    speaker, “Why Cryptocurrency And Blockchain Will Be Relevant For You,”
    and will cover the essentials of crypto & blockchain activity,
    regulatory concerns, and municipal finance possibilities for an
    audience of close to 400 NABL bond lawyers gathered to discuss
    high-level trends and challenges in public finance law. Thursday,
    March 7, Hyatt Regency Coconut Point, Bonita Springs, Fla.
  • Federal
    Bar Association 42
    nd Annual Tax Law Conference
    :
    “The Block Chain Gang: Criminal Enforcement & Tax Reporting for
    Crypto.” Conlon will moderate a panel looking at existing IRS guidance
    for cryptocurrency and important open issues, including tax gains and
    losses on cryptocurrency and tokens and potential recognition
    limitations and concerns; and tax reporting, enforcement risks, and
    related IRS initiatives and statements for cryptocurrencies and ICO
    tokens. Friday, March 8, Ronald Reagan Building & International Trade
    Center, Washington D.C.
  • 2019
    Tax Reporting & Withholding Conference
    : “Broker
    Reporting and Cost Basis Issues.” Conlon will speak on a range of
    issues involving cost basis, broker reporting, §871(m),
    cryptocurrencies, Forms 1099-B, INT and DIV for an audience of tax
    reporting and withholding professionals. Tuesday, April 30, The
    Ritz-Carlton, Pentagon City, Arlington, Va.
  • 43rd
    Annual Texas Advanced Estate Planning & Probate
    : In
    an event hosted by the State Bar of Texas, Conlon and other panelists
    will present advanced instruction examining the administration of
    estates with specialty assets, with Conlon providing expertise on
    virtual currency issues. June 18-20, La Cantera Resort & Spa, San
    Antonio, Texas.

Wolters Kluwer Compliance Solutions, part of the company’s Governance,
Risk & Compliance division, is a market leader and trusted provider of
risk management and regulatory compliance solutions and services to U.S.
banks and credit unions, insurers and securities firms. The business
helps these financial institutions efficiently manage compliance
obligations tied to loan and deposit origination transactions and
workflows, manage risk and regulatory compliance challenges, and gain
the insights needed to focus on better serving their customers and
growing their business.

About Wolters Kluwer Governance, Risk & Compliance
Governance,
Risk & Compliance (GRC) is a division of Wolters
Kluwer
, which provides legal and banking professionals with
solutions to ensure compliance with ever-changing regulatory and legal
obligations, manage risk, increase efficiency, and produce better
business outcomes. GRC offers a portfolio of technology-enabled expert
services and solutions focused on legal entity compliance, legal
operations management, banking product compliance, and banking
regulatory compliance.

Wolters Kluwer (AEX: WKL) is a global leader in information services and
solutions for professionals in the health, tax and accounting, risk and
compliance, finance and legal sectors. Wolters Kluwer reported 2018
annual revenues of €4.3 billion. The company, headquartered in Alphen
aan den Rijn, the Netherlands, serves customers in over 180 countries,
maintains operations in over 40 countries and employs 19,000 people
worldwide.

Contacts

David Feider
Corporate Communications Manager, Banking & Regulatory
Compliance
Governance, Risk & Compliance Division
Wolters
Kluwer
Tel: +1 612-852-7966
David.feider@wolterskluwer.com
On
Twitter: @davidafeider

error: Content is protected !!