Workshop LL Interactive CFO, Tax Directors & Counsel Roundtable - PDF document

�� ������������������������������� - �������� ������������������������������������� Workshop LL Interactive CFO, Tax Directors & Counsel Roundtable Wednesday, January 29, 2020 2:00 p.m. to 3:00 p.m.

Biographical Information Eleanor Palmer Bailey, Associate Vice President, Associate General Counsel, Corporate Tax Office of General Counsel Nationwide Insurance One Nationwide Plaza, Mailstop 1-32-102, Columbus, Ohio 43215 Phone: 614-677-6330 palmere5@nationwide.com Eleanor Palmer is a tax attorney in the Office of General Counsel at Nationwide Insurance. She is responsible for identifying and managing Nationwide’s tax exposure and providing counsel on tax matters related to business initiatives. Eleanor has assisted with mergers and acquisitions, tax controversies, investment structuring, employee health & welfare and fringe benefits, agent and executive compensation and various projects presenting unintended tax consequences. In coordination with the Government Relations Team, Eleanor keeps abreast of federal, state and local tax legislation affecting the enterprise, its insurance agents and policyholders and advises the business units on the appropriate course of action. Prior to joining Nationwide, Eleanor was a Manager in Ernst & Young’s State and Local Tax Group. Eleanor is a graduate of The Ohio State University, where she received a Juris Doctor and a Master of Business Administration. She received a Bachelor of Science in Accounting from Oakwood University, and now serves on its National Alumni Association Board of Directors. Eleanor is admitted to the Ohio Bar and is most active with the Columbus Bar Association’s Business Tax Committee and the John Mercer Langston Bar Association. She has been a speaker on tax matters at the Ohio Tax Conference, the Columbus Bar Association, and the Association of Corporate Counsel. Eleanor is currently the chairperson of the Ohio Chamber of Commerce’s Taxation and Public Expenditures Committee. M. Anthony Long, Director, Tax & Economic Policy, Ohio Chamber of Commerce 34 South 3rd St., Suite 100, Columbus, OH 43215 614-629-0910 tlong@ohiochamber.com Tony began his tax career at the Ohio Department of Taxation in Columbus, Ohio. Tony worked in the Legal Division under a number of Tax Commissioners and was responsible for administrative hearings, legislative review, and acted as a liaison with the Ohio Attorney General’s Office for review of mediation requests filed with the Board of Tax Appeals. Tony then moved onto Honda of America Mfg., in 2001. Tony worked within the General Counsel office and supported various internal business groups at Honda. As Tony awaits the publication of his 1st children’s book: Tax Policy Analytics for 3rd Graders, he shifted his focus to government relations. Tony now focuses on tax, economic development, transportation, and general economic policy matters for the 9,000 business members of the Ohio Chamber of Commerce. Tony graduated with a B.A. from Mount Union College and received a J.D. from the Toledo College of Law.

Biographical Information Jeanette R. Addington, MBA, CPA, CGFM , Chief Financial Officer Ludowici Roof Tile, 4757 Tile Plant Road, P.O. Box 69, New Lexington, OH 43764 740-342-5810 jeanette.addington@ludowici.com Jeanette has over 33 years of accounting and auditing experience. She is a recently retired Partner from JC & Company, where she was the CEO (4 years) and CFO (6 years). She was responsible for overseeing the accounting and auditing division for the firm with responsibilities that include technical review, planning of the engagements, overseeing the fieldwork, conducting conferences, coordination of the peer review process, report writing and developing staff. Jeanette is currently the CFO for Ludowici Roof Tile, a manufacturing company of clay roof tiles. The company has been in business for 130 years and produces tile for projects all over the world. Ludowici is the US Division of Terreal France. Education Bachelors in Business Administration majoring in accounting and business pre-law and Masters of Business Administration – Ohio University. Professional Certifications Certified Public Accountant - 1988 Certified Government Financial Manager - 1994 Professional Memberships / Boards American Institute of Certified Public Accountants ♦ Ohio Society of Certified Public Accountants ♦ Association of Government Accountants ♦ Ohio Housing Authority Conference Member ♦ Past board president for local school district ♦ Past president / Board member of Tri-County Joint Career Center ♦ Member of the Accountancy Board for Ohio University ♦ Trustee for Hocking College Al Cliffel, Senior Vice President, Fifth Third Bank 38 Fountain Square Plaza, Cincinnati, Ohio 45263 al.cliffel@53.com 513.534.0235 Fax 513.534.7142 Al is a member of Fifth Third’s Corporate Tax Department responsible for the Tax Research & Planning Group. The Tax Research and Planning Group monitors federal and state tax legislation impacting Fifth Third; provides tax efficient plans for the integration of acquired entities into Fifth Third; provides advice as to structuring new business opportunities in a tax efficient manner; and performs major tax projects such as cost segregation studies and state tax incentives related to new job creation. Prior to joining Fifth Third in 2002, Al spent over 13 years with two Big 4 CPA firms, most recently as a principal with Ernst & Young in the financial services tax practice. Prior to his stint with Ernst & Young, Al was with Coopers & Lybrand (now PricewaterhouseCoopers). Al is a member of the Ohio bar and an Ohio CPA. Al received his BSBA from The Ohio State University College of Business; JD from The Ohio State University College of Law; and LLM (Taxation) from Capital University. Mr. Cliffel holds a Bachelor of Science in Business Administration from The Ohio State University, a Juris Doctorate from The Ohio State University and a LL.M. (Taxation) from Capital University. Mr. Cliffel is a Certified Public Accountant (Ohio), authorized to practice law (Ohio), and admitted to practice law in U.S. Federal Court, Southern District of Ohio and the United States Tax Court.

Biographical Information Ashley Matthews, Director of Tax Crane Group Co., 330 W. Spring St, Columbus OH 43215 614-754-3038 amatthews@cranegroup.com Ashley joined Crane Group as Director of Tax in 2017. She is responsible for overall tax strategy for all Crane Group Companies, investments, family and family entities as well as the research, analysis, and structuring of potential business acquisitions from a tax perspective. Ashley is involved the planning and execution of Crane’s various tax positions, ultimately implementing strategies to minimize the overall tax consequences of the company and family. Prior to joining Crane Group, Ashley worked in public accounting. She began her career at Deloitte in 2006 in the real estate tax practice working with commercial real estate development companies and their owners. She then joined Rea & Associates as a Senior Tax Manager in 2015, working with clients across the firm on formation, structure, and transaction planning issues with a focus on partnership taxation. Ashley received her Bachelor of Science from Ohio Dominican University and is a Certified Public Accountant. Bernie Ostrowski, CPA, Partner, Plante & Moran, PLLC 65 East State Street, Suite 600, Columbus, Ohio 43215 Bernie.Ostrowski@plantemoran.com 614.222.9053 Bernie Ostrowski joined the Columbus office of Plante & Moran in 2003 as a Partner-in-Charge of the Central Ohio Tax Group. The Central Ohio practice specializes in serving middle-market and privately held businesses, including dealerships, manufacturing & distribution companies, construction, service, governmental, and health care. Bernie has more than 23 years’ experience dealing with the entire spectrum of the client's business issues, including tax, employee benefits, and accounting. His background allows him to bring a very diverse combination of tax planning ideas as well as business related advice to many middle-market and privately held businesses. In addition, his focus over the years has encompassed not only federal tax issues, but the multi- state area as well. Bernie holds a juris doctorate degree from Cleveland-Marshall College of Law and a Bachelor of Science degree in accounting from Pennsylvania State University. He is a member of several organizations, including the Ohio Society of CPAs, the American Institute of Certified Public Accountants, and is a board member and treasurer of COSI, and a board member of Capital University. Plante & Moran is the nation’s 10th largest certified public accounting and business advisory firm, providing clients with financial, human capital, operations, strategy, technology, and family wealth management services. Plante & Moran has a staff of more than 1,500 professionals in 18 offices throughout Michigan, Ohio, Illinois, Nashville, Tennessee, and Shanghai, China. Plante & Moran has been recognized by a number of organizations, including Fortune magazine, as one of the country’s best places to work.