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Agenda
10
00AM
-
12
00PM
Economic Outlook: The Vision Beyond 20/20
Dr. Alvin Ang2
00PM
-
4
00PM
Package 2: Understanding the Corporate Recovery and Tax Incentives for Enterprises (CREATE) Act (plus updates on BIR Form 1709, Related Party Transactions)
Atty. Maria Lourdes Lim•Atty. Fabian K. Delos SantosFriday, January 29, 2021
10
00AM
-
12
00PM
Transformational Leadership: How to Lead in the New Normal
Ms. Jikyeong Kang2
00PM
-
4
00PM
The Role of Finance in Navigating through a Crisis, and Beyond
Ms. Maria Rochelle Diaz•Atty. Roel A. Refran•Ms. Maria Kathrina Macaisa-PenaEconomic Outlook: The Vision Beyond 20/20
Speakers
Dr. Alvin Ang
SPEAKER - Director Ateneo Center for Economics Research and Development (ACERD) of ATENEO DE MANILA UNIVERSITYTransformational Leadership: How to Lead in the New Normal
Speakers
Ms. Jikyeong Kang
SPEAKER- President, CEO & Dean of Asian Institute of ManagementJikyeong became the tenth and first female President of the Asian Institute of Management (AIM) on October 6, 2015, only nine months after joining AIM as Dean and MVP Chair in Marketing. In July 2019, in recognition of her numerous and significant contributions, the AIM Board of Trustees extended her appointment as its concurrent President and Dean through 2025.
Since joining AIM, Jikyeong has introduced many new initiatives and four new Masteral programs, and established a new School of Innovation, Technology, and Entrepreneurship to house three of those four new programs (i.e., the Master in Entrepreneurship, Master of Science in Innnovation and Business, and Master of Science in Data Science). The new School, along with the Analytics, Computing, and Complex Systems Laboratory, with the fastest super-computing facility in the Philippines, gained immediate traction and endorsement from industry, government, and potential students. Last year, shortly after launching the new School, she successfully brought in the single largest cash donation in the history of Philippine education, thereby increasing AIM’s endowment by 50%. To honor the donor as well as the intent of the endowment, the new School was named the Aboitiz School of Innovation, Technology, and Entrepreneurship (ASITE).
Prior to assuming her post at AIM, Jikyeong was Director of the DBA Programme at Manchester Business School (MBS) in the UK from 2010 to 2014. At MBS, she also served as Director of the Postgraduate Centre and Director of MBA Programmes where she was instrumental in propelling the full-time MBA Programme’s Financial Times ranking from 47th place in 2002 to 22nd in 2007, the highest ranking the Programme has ever achieved. Whilst she was in charge of the MBA Programmes, MBS became one of the first schools in the world to earn triple accreditation from AACSB, EQUIS, and AMBA.
Package 2: Understanding the Corporate Recovery and Tax Incentives for Enterprises (CREATE) Act (plus updates on BIR Form 1709, Related Party Transactions)
Speakers
Atty. Maria Lourdes Lim
SPEAKER- Tax Managing Partner at PwC - Isla Lipana and Co.Atty. Lim has more than 16 years of professional and extensive experience in providing tax consultancy services for various multinational companies of different industries such as Financial Services, Real Estate, Consumer & Industrial Products and Services (CIPS), Energy, Oil & Gas and Business Process Outsourcing.
Her core experience includes corporate structuring and taxation, with emphasis on in-bound and out-bound investment planning; cross-border acquisitions; advisory on the application and interpretation of domestic laws on tax, investment, corporate and securities regulations; restructuring/reorganization; mergers & acquisitions; tax due diligence/tax health check review; tax assessments and refund claims.
From April 2001 to December 2002, Malou joined the government upon invitation of the Commissioner of Internal revenue as Technical Assistant for Legal and Operations.
Prior to joining the firm, her other professional experience includes working as an accountant and financial analyst for private companies.
She earned her degree in Bachelor of Laws in 1995 from San Beda College, Manila. Prior to law, she finished Bachelor of Science in Business Administration (BSBA) at the Philippine School of Business Administration.
She has attended various PwC training programs and has participated in the Asia Leadership Program at INSEAD Singapore.
Being both a CPA and a lawyer, Malou maintains active memberships at the Philippine Institute of Certified Public Accountants and the Integrated Bar of the Philippines. She is an officer and member of the board of directors of the Tax Management Association of the Philippines.
Atty. Fabian K. Delos Santos
SPEAKER- Partner, Tax Services Leader at SGV & Co.Fame is a CPA-lawyer with proven experience in tax compliance reviews, tax planning and tax advisory work for diverse industries, Philippine Economic Zone Authority (PEZA) and Board of Investments (BOI)-related projects. He is adept at tax due diligence reviews in connection with mergers and acquisitions, tax accounting and provisioning advisory, and estate and family wealth planning. He also oversees the tax clients for SGV’s Cagayan de Oro, Cebu and Davao offices.
Fame earned his law degree from San Beda College after graduating from the New Era University with a Bachelor of Science degree in Business Administration, major in Accounting. He placed sixth in the CPA board exams. He also completed the Leading Professional Service Firms Program – Harvard Business School, Cambridge Massachusetts.
The Role of Finance in Navigating through a Crisis, and Beyond
Speakers
Ms. Maria Rochelle Diaz
SPEAKER- Chief Financial Officer at Max’s Group Inc.
Atty. Roel A. Refran
SPEAKER- Chief Operating Officer at Philippine Stock ExchangeRoel Arco Refran is a certified public accountant (CPA)-lawyer with close to two decades of experience in law, finance, and capital market regulation. In June 2012, he was appointed Chief Operating Officer of The Philippine Stock Exchange, Inc. (PSE).
A subject matter expert and thought leader on capital markets, securities regulation and finance, Roel provides expert testimony before Congress on vital legislation affecting capital markets.
A Professor of Law at Ateneo de Manila University School of Law, Roel is also an Adjunct Professor at University of the Philippines Virata School of Business for the MBA and Master of Science in Finance programs.
He garnered the 4th highest rank in the 1999 national bar examinations, and placed in the top 20 examinees in the May 1995 CPA licensure exams. Roel was a bronze medalist in the 2002 & 2004 Mr. Philippines national bodybuilding competitions in the light-middle and heavy weight divisions, respectively.
Ms. Maria Kathrina Macaisa-Pena
MODERATOR- Partner & Consulting Leader at SGV & Co.About the Event
Speakers
Dr. Alvin Ang
SPEAKER - Director Ateneo Center for Economics Research and Development (ACERD) of ATENEO DE MANILA UNIVERSITY
More Information
Mr. Jose Jerome Pascual lll
REACTOR- Special Advisor and Former CFO at Pilipinas Shell Petroleum Corporation
More Information
Dr. Alvin
Ang
SPEAKER - Director Ateneo Center for Economics Research and Development (ACERD) of ATENEO DE MANILA UNIVERSITY
Atty. Maria Lourdes
Lim
SPEAKER- Tax Managing Partner at PwC - Isla Lipana and Co.
Atty. Lim has more than 16 years of professional and extensive experience in providing tax consultancy services for various multinational companies of different industries such as Financial Services, Real Estate, Consumer & Industrial Products and Services (CIPS), Energy, Oil & Gas and Business Process Outsourcing.
Her core experience includes corporate structuring and taxation, with emphasis on in-bound and out-bound investment planning; cross-border acquisitions; advisory on the application and interpretation of domestic laws on tax, investment, corporate and securities regulations; restructuring/reorganization; mergers & acquisitions; tax due diligence/tax health check review; tax assessments and refund claims.
From April 2001 to December 2002, Malou joined the government upon invitation of the Commissioner of Internal revenue as Technical Assistant for Legal and Operations.
Prior to joining the firm, her other professional experience includes working as an accountant and financial analyst for private companies.
She earned her degree in Bachelor of Laws in 1995 from San Beda College, Manila. Prior to law, she finished Bachelor of Science in Business Administration (BSBA) at the Philippine School of Business Administration.
She has attended various PwC training programs and has participated in the Asia Leadership Program at INSEAD Singapore.
Being both a CPA and a lawyer, Malou maintains active memberships at the Philippine Institute of Certified Public Accountants and the Integrated Bar of the Philippines. She is an officer and member of the board of directors of the Tax Management Association of the Philippines.
Atty. Fabian K.
Delos Santos
SPEAKER- Partner, Tax Services Leader at SGV & Co.
Fame is a CPA-lawyer with proven experience in tax compliance reviews, tax planning and tax advisory work for diverse industries, Philippine Economic Zone Authority (PEZA) and Board of Investments (BOI)-related projects. He is adept at tax due diligence reviews in connection with mergers and acquisitions, tax accounting and provisioning advisory, and estate and family wealth planning. He also oversees the tax clients for SGV’s Cagayan de Oro, Cebu and Davao offices.
Fame earned his law degree from San Beda College after graduating from the New Era University with a Bachelor of Science degree in Business Administration, major in Accounting. He placed sixth in the CPA board exams. He also completed the Leading Professional Service Firms Program – Harvard Business School, Cambridge Massachusetts.
Ms. Jikyeong
Kang
SPEAKER- President, CEO & Dean of Asian Institute of Management
Jikyeong became the tenth and first female President of the Asian Institute of Management (AIM) on October 6, 2015, only nine months after joining AIM as Dean and MVP Chair in Marketing. In July 2019, in recognition of her numerous and significant contributions, the AIM Board of Trustees extended her appointment as its concurrent President and Dean through 2025.
Since joining AIM, Jikyeong has introduced many new initiatives and four new Masteral programs, and established a new School of Innovation, Technology, and Entrepreneurship to house three of those four new programs (i.e., the Master in Entrepreneurship, Master of Science in Innnovation and Business, and Master of Science in Data Science). The new School, along with the Analytics, Computing, and Complex Systems Laboratory, with the fastest super-computing facility in the Philippines, gained immediate traction and endorsement from industry, government, and potential students. Last year, shortly after launching the new School, she successfully brought in the single largest cash donation in the history of Philippine education, thereby increasing AIM’s endowment by 50%. To honor the donor as well as the intent of the endowment, the new School was named the Aboitiz School of Innovation, Technology, and Entrepreneurship (ASITE).
Prior to assuming her post at AIM, Jikyeong was Director of the DBA Programme at Manchester Business School (MBS) in the UK from 2010 to 2014. At MBS, she also served as Director of the Postgraduate Centre and Director of MBA Programmes where she was instrumental in propelling the full-time MBA Programme’s Financial Times ranking from 47th place in 2002 to 22nd in 2007, the highest ranking the Programme has ever achieved. Whilst she was in charge of the MBA Programmes, MBS became one of the first schools in the world to earn triple accreditation from AACSB, EQUIS, and AMBA.
Mr. Jose Jerome
Pascual lll
REACTOR- Special Advisor and Former CFO at Pilipinas Shell Petroleum Corporation
Ms. Maria Rochelle
Diaz
SPEAKER- Chief Financial Officer at Max’s Group Inc.
Atty. Roel
A. Refran
SPEAKER- Chief Operating Officer at Philippine Stock Exchange
Roel Arco Refran is a certified public accountant (CPA)-lawyer with close to two decades of experience in law, finance, and capital market regulation. In June 2012, he was appointed Chief Operating Officer of The Philippine Stock Exchange, Inc. (PSE).
A subject matter expert and thought leader on capital markets, securities regulation and finance, Roel provides expert testimony before Congress on vital legislation affecting capital markets.
A Professor of Law at Ateneo de Manila University School of Law, Roel is also an Adjunct Professor at University of the Philippines Virata School of Business for the MBA and Master of Science in Finance programs.
He garnered the 4th highest rank in the 1999 national bar examinations, and placed in the top 20 examinees in the May 1995 CPA licensure exams. Roel was a bronze medalist in the 2002 & 2004 Mr. Philippines national bodybuilding competitions in the light-middle and heavy weight divisions, respectively.
Ms. Maria Kathrina
Macaisa-Pena
MODERATOR- Partner & Consulting Leader at SGV & Co.
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CERTIFICATE OF ATTENDANCE
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(a) Pre-registration in the PICPA-GlueUp portal is required.
(b) Attendance: Zoom captures the "time in" of participants automatically. Only those who join the event not later than 15 minutes after its official start will qualify to receive the Certificate of Attendance.
(c) Polls – Poll questions flashed on the screen during the webinar should be answered. This serves as a monitoring tool to keep track of the participant's physical presence.
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