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Wolters Kluwer to Share Fintech Expertise at 2019 Securities Industry Institute

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


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 effect 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 responsibilities. 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 cryptocurrencyfintechfinancial 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 42nd 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.

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