Keynote Address Vincent G. Logan, Special Trustee for American Indians, Office of the Special Trustee,

Department of Interior Moderators and Panelists Kelly Croman, Office of the Tribal Attorney, Confederated Tribes of the Chehalis Reservation Bruce Zimmerman, Tax Director, Confederated Tribes of the Umatilla Indian Reservation Dale White, General Counsel, Tarbell Management Group Aubrey Seffernick, Partner, Miller Nash Graham & Dunn LLP Sharon Swepston, Tax Commissioner, Cherokee Nation of Oklahoma Chad Yazzie, Tax Attorney, Office of the Navajo Tax Commission Wendy Pearson, Pearson Law Offices, PS Mary Mashunkashey, NITA Chairperson Emeritus Kathleen Nilles, Partner, Holland & Knight LLP Jim James, Deputy Special Trustee for Field Operations, Office of the Special Trustee, DOI Robert Winter, Director, Trust Operations, Office of Trust Services, Office of the Special Trustee, DOI Mary Streitz, Partner, Dorsey Whitney LLP Forrest K. Tahdooahnippah, Associate Attorney, Dorsey Whitney LLP F. Michael Willis, Partner, Hobbs, Strauss, Dean & Walker LLP Lisa Koop, Office of the Reservation Attorney, Tulalip Tribes Joe Lennihan, Attorney at Law Leslie Cushman, Senior Tax Counsel, Marine View Ventures, Inc. (A Puyallup Tribal Enterprise) Chris Masse, Partner, Miller Nash Graham & Dunn LLP Nathan Schreiner, Legal Department, Squaxin Island Tribe Christie Jacobs, Director, Indian Tribal Governments, Internal Revenue Service Kenneth W. Parsons, Associate, Holland & Knight LLP James Meggesto, Partner, Holland & Knight LLP Elaine Buckberg, Deputy Assistant Secretary for Policy Coordination, Office of Economic Policy,

Department of the Treasury Denise Turner Walsh, Attorney General, Rincon Band of Luiseno Indians Glen A. Stankee, Partner, Akerman LLP Eric Facer, Attorney at Law John Dossett, General Counsel, NCAI Kitcki Carroll, Executive Director, USET, Inc. John Peebles, Partner, Fredericks, Peebles & Morgan LLP Christie Comanita, Policy & Research Administrator, Tax Policy & Research Division, Arizona

Department of Revenue Catherine Munson, Partner & Co-Chair Native American Practice Group, Kilpatrick, Townsend &

Stockton, LLP Sara Hill, Deputy Attorney General, Cherokee Nation of Oklahoma

Keynote Address, Speakers, Moderators and Panelists

17th Annual Tax Conference

5:30-6:30 pm Conference Pre-Registration 6:30-9:00 pm Welcome Reception 7:30-8:00 am Registration and Continental Breakfast 8:00-8:30 am Welcome and Opening Remarks Mary Mashunkashey, NITA Chairperson Emeritus Kelly Croman, NITA Chairperson and Tribal Attorney, Confederated Tribes of the Chehalis Reservation Welcome to the Seneca Niagara Resort & Casino Maurice A. John, President, Seneca Nation of Indians Ganöyök - Clayton Logan, Seneca Nation of Indians 8:30-9:30 am Keynote Address Vincent G. Logan, Special Trustee for American Indians, Office of the Special Trustee, Department of Interior 9:30-10:15 am Moderator: Dale White, General Counsel, Tarbell Management Group Panelist: Glen A. Stankee, Partner, Akerman LLP 10:15-10:30 am BREAK 10:30-11:45 am Moderator: Kitcki Carroll, Executive Director, USET, Inc. Panelists: John Dossett, General Counsel, NCAI F. Michael Willis, Partner, Hobbs, Strauss, Dean & Walker 11:45-1:00 pm Speakers: Mary Streitz, Partner, Dorsey Whitney LLP Forrest Tahdooahnippah, Associate Attorney, Dorsey Whitney LLP 1:00-2:15 pm Moderator: Chad Yazzie, Tax Attorney, Office of the Navajo Tax Commission Panelists: Leslie Cushman, Senior Tax Counsel, Marine View Ventures, Inc. Joe Lennihan, Attorney at Law

17th Annual Tax Conference Agenda

Pre-Conference Activities - Tuesday, September 15

Day 1 – Wednesday, September 16

General Session 1 – LITIGATION UPDATES

General Session 2 – NCAI AND USET TAX INITIATIVES AND LEGISLATIVE UPDATES

General Session 3 – TRIBAL TAX CODE DEVELOPMENT & ADMINISTRATIVE STRATEGIES

Catered Lunch – AGUA CALIENTE V. RIVERSIDE COUNTY – NITA AMICUS – IMPACTS AND INTERPRETATIONS

Doctrine of Discovery (1 hour run time) will be shown all day September 16 & 17 – Deer Room

2:15-3:15 pm Moderator: Wendy Pearson, Pearson Law Offices PS Panelists: Kenneth W. Parsons, Associate, Holland & Knight LLP Denise Turner Walsh, Attorney General, Rincon Band of Luiseno Indians 3:15-3:30 pm BREAK 3:30-5:00 pm Moderator: Chad Yazzie, Tax Attorney, Office of the Navajo Tax Commission Panelists: Nathan Schreiner, Attorney, Squaxin Island Tribe John Peebles, Partner, Fredericks, Peebles & Morgan LLP Christie Comanita, Policy & Research Administrator, Tax Policy & Research Division, Arizona Department of Revenue Moderator: Kelly Croman, Office of the Tribal Attorney, Confederated Tribes of the Chehalis Reservation Panelists: Leslie Cushman, Senior Tax Counsel, Marine View Ventures, Inc. Joe Lennihan, Attorney at Law Moderator: Bruce Zimmerman, Tax Director, Confederated Tribes of the Umatilla Indian Reservation Panelists: F. Michael Willis, Partner, Hobbs, Strauss, Dean & Walker LLP Eric Facer, Attorney at Law 5:00-5:45 pm Featured Meeting and Question & Answer Session with the Office of the Special Trustee Vincent G. Logan, Special Trustee, Department of Interior 6:00-6:30 pm Iroquois Social Dancing Cultural Presentation - Seneca Nation of Indians 6:30-7:00 pm Rising Eagle Dance Group (Hoop Dancers) 6:00-9:00 pm Reception/Cocktail Hour

Breakout Sessions Day 1 – A, B or C Breakout Session A –TOBACCO MASTER SETTLEMENT AGREEMENTS – E- CIGARETTES

Breakout Session B –TRIBAL TAX CODE ADMINISTRATION AND IMPLEMENTATION – AN IN-DEPTH REVIEW

Breakout Session C –STATE STATUTES, ADMINISTRATIVE RULES, POLICY STATEMENTS AND INTERGOVERNMENTAL TAX AGREEMENTS

General Session 4 – GENERAL WELFARE EXCLUSION ACT PLANNING

7:30-8:00 am Continental Breakfast 8:00-8:30 am Welcome and Ganöyök - Seneca Nation of Indians of Indians Tribute to Retiring NITA Board Member Kathleen Nilles Speakers: Mary Mashunkashey, NITA Board Chair Emeritus and NITA Board 2015 8:30-9:30 am Moderator: Aubrey Seffernick, Partner, Miller Nash Graham & Dunn LLP Panelist: Chris Masse, Partner, Miller Nash Graham & Dunn LLP 9:30-9:45 am BREAK 9:45-11:00 am Moderator: Bruce Zimmerman, Tax Director, Confederated Tribes of the Umatilla Indian Reservation Panelists: Catherine Munson, Partner & Co-Chair Native American Practice Group, Kilpatrick, Townsend & Stockton LLP Glen A. Stankee, Partner, Akerman LLP Lisa Koop, Office of the Reservation Attorney, Tulalip Tribes 11:00-12:00 pm Moderator: Aubrey Seffernick, Partner, Miller Nash Graham & Dunn LLP Panelists: Mary Streitz, Partner, Dorsey Whitney LLP F. Michael Willis, Partner, Hobbs, Strauss, Dean & Walker LLP James Meggesto, Partner, Holland & Knight LLP 12:00-12:30 pm Cultural Presentation - Rising Eagle Dance Group 12:00-1:00 pm LUNCH ON YOUR OWN 1:00-2:00 pm Moderator: Vincent G. Logan, Special Trustee, Office of the Special Trustee Panelists: Jim James, Deputy Special Trustee for Field Operations, OST Robert Winter, Director, Trust Operations, Office of Trust Services, OST 2:00-3:15 pm Moderator: Wendy S. Pearson, Pearson Law Offices PS Panelists: Kathleen Nilles, Partner, Holland & Knight LLP Christie Jacobs, Director, Indian Tribal Governments, IRS Elaine Buckberg, Deputy Assistant Secretary for Policy Coordination, Office of Economic Policy, Department of the Treasury

General Session 5 – MARIJUANA JURISDICTIONAL/REGULATORY CHALLENGES FOR TRIBES & TRIBAL BUSINESSES – A NATIONAL PERSPECTIVE

General Session 6 – STATE CHALLENGES AND INTERPRETATIONS FOR BIA LEASING REGULATIONS – PROPERTY TAX LITIGATION

Day 2 – Thursday September 17

General Session 7 – STATE TAX EXEMPTION PLANNING & REFORM OPTIONS

General Session 8– UPDATES FROM THE OFFICE OF THE SPECIAL TRUSTEE FOR AMERICAN INDIANS

General Session 9 – IRS AND TREASURY UPDATES

3:15-3:30 pm BREAK 3:30-4:30 pm Moderator: Sharon Swepston, Tax Director, Cherokee Nation of Oklahoma Panelists: Mary Mashunkashey, NITA Chairperson Emeritus Sara Hill, Deputy Attorney General, Cherokee Nation of Oklahoma Moderator: Bruce Zimmerman, Tax Director, Confederated Tribes of the Umatilla Indian Reservation Panelists: Kathleen Nilles, Partner, Holland & Knight LLP Wendy Pearson, Pearson Law Offices PS 4:30-5:00 pm Closing - Clayton Logan, Seneca Nation of Indians Closing Remarks – NITA Board of Directors Open Discussion on 18th Annual NITA Tax Conference Venue Adjournment Board of Directors Meeting

Thank you for supporting the National Intertribal Tax Alliance!

Last Update 9/9/15

Breakout Sessions Day 2 – D or E Breakout Session D – TRIBAL LICENSING, VEHICLE TAGS , TRIBAL TAXES AND TAX COMMISSION NETWORKING

Breakout Session E – TAX PLANNING – ENTITY STRUCTURES TO TAKE ADVANTAGE OF TAX-FAVORED OPPORTUNITIES

CLE Accreditation from New York State - Application Pending Certificates of Attendance Available for Submission to Conference Participants