Advanced Transfer Pricing Course (Benchmarking)
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Advanced Transfer
Pricing Course
(Benchmarking)
July 1-5, 2019 • Vienna (Austria)
WU Campus © boanet
Course Overview
The increasing global trade and the role of multinati-
onal enterprises in the global economy have boosted
the relevance of transfer pricing topics. The number
of countries having transfer pricing legislation in pla-
ce has increased from a mere four in 1994 to more
than 100 in 2016. Therefore, transfer pricing is one
WU Campus © boanet
of the most relevant and challenging topics in the
international tax environment.
The Advanced Transfer Pricing Course (Benchmar-
king) offered by the WU Transfer Pricing Center at
the Institute for Austrian and International Tax Law
meets the increasing demands for education in this
field by offering high quality training. With renowned titute's staff currently comprises of 60 academic staff
experts from all over the world as lecturers, training members, 16 administrative staff members as well as
at the highest international level with a great degree many visiting professors and guest researchers from
of practical relevance is guaranteed. around the world.
The Institute for Austrian and International Tax The WU Transfer Pricing Center (www.wu.ac.at/
Law (www.wu.ac.at/en/taxlaw), part of WU (Vienna taxlaw/institute/wutpc) at the Institute for Austrian
University of Economics and Business), is among the and International Tax Law aims at researching, ana-
largest academic institutions in the world carrying lysing, debating, and teaching transfer pricing topics.
out research and teaching about tax law. Its main Through its activities, it positions itself as a global in-
fields of activities are corporate tax law, international stitution providing the missing nexus between theory
tax law, and European tax law. Staff also participate and practice in approaching transfer pricing topics.
in numerous national and international tax projects The center combines both the academic and practical
and have developed an impressive network with perspectives and its approach is highly international
contacts to over 90 countries over the years. The Ins- and interdisciplinary.
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General Information
The course lasts five days and is held from July 1-5, 2019. The course is entirely held in English.
In order to guarantee a high degree of interactivity, the course is strictly limited to a maximum of 20 partici-
pants. Demand for the course generally is high and an early registration recommended.
The course is structured into four sessions per day of 1.5 hours each. Each topic is analyzed with a highly
practical approach.
Target Group
The course is targeted at professionals around the world who want a more comprehensive and structured trai-
ning on how to use databases and interprete the data retrieved for the day-to-day work in the transfer pricing
practice. Participants typically are tax and transfer pricing advisors (accountants, economists, and lawyers),
in-house tax and finance employees of international companies, government officials, and academics.
Course Level
The course starts at an intermediate level. It is recommended that participants have already completed one or
both of our Advanced Transfer Pricing Courses (General/Specific Topics).
WU Campus © Johannes Zinner
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Content and Structure MONDAY, JULY 1, 2019 BENCHMARKING MANUFACTURING AND DISCTRIBUTION ACTIVITIES 09.00-10.30 How to perform a benchmark analysis for manufacturing and distribution activities: dos and don'ts Jakob Frotscher, Laurette von Grambusch 11.00-12.30 How to identify external comparables for manufacturing and distribution activities using Bureau van Dijk databases Nikita Bogdanov, Luis Carrillo 14.00-15.30 Workshop (First part) • Contract manufacturing • Limited risk distributors • Sales agencies Nikita Bogdanov, Luis Carrillo, Jakob Frotscher, Laurette von Grambusch 16.00-17.30 Workshop (Second part) Nikita Bogdanov, Luis Carrillo, Jakob Frotscher, Laurette von Grambusch TUESDAY, JULY 2, 2019 BENCHMARKING INTRA-GROUP SERVICES (INCLUDING R&D ACTIVITIES) 09.00-10.30 How to perform a benchmark analysis for intra-group services: dos and don'ts Maria Eugenia Palombo, Achim Roeder 11.00-12.30 How to identify external comparables for intra-group services using Bureau van Dijk databases Nikita Bogdanov, Luis Carrillo 14.00-15.30 Workshop (First part) • Contract R&D • Headquarter management services • Shared services (with focus on IT) Nikita Bogdanov, Luis Carrillo, Maria Eugenia Palombo, Achim Roeder 16.00-17.30 Workshop (Second part) Nikita Bogdanov, Luis Carrillo, Maria Eugenia Palombo, Achim Roeder WEDNESDAY, JULY 3, 2019 BENCHMARKING FINANCIAL TRANSACTIONS 09.00-10.30 How to perform a benchmark analysis for financial transactions: dos and don'ts George Galumov, Nik Nolden 11.00-12.30 How to identify external comparables for financial transactions using the Bloomberg database Nazzareno Virdo 4
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14.00-15.30 Workshop (First part)
• Loans (incl. on lending)
• Cash pooling
• (Financial guarantees)
George Galumov, Nik Nolden, Nazzareno Virdo
16.00-17.30 Workshop (Second part)
George Galumov, Nik Nolden, Nazzareno Virdo
THURSDAY, JULY 4, 2019
BENCHMARKING INTANGIBLES
09.00-10.30 How to perform a benchmark analysis for intangibles: dos and don'ts
Jörg Hülshorst
11.00-12.30 How to identify external comparables for intangibles using the RoyaltyStat database
Ednaldo Silva
14.00-15.30 Workshop (First Part)
• Patent/technology/know-how
• Trademark
Jörg Hülshorst, Ednaldo Silva
16.00-17.30 Workshop (Second Part)
Jörg Hülshorst, Ednaldo Silva
FRIDAY, JULY 5, 2019
APPLYING THE TRANSACTIONAL PROFIT SPLIT METHOD AND PERFORMING
FINANCIAL VALUATIONS
09.00-10.30 How to apply the transactional profit split method: dos and don'ts
Philip De Homont, Ralph Meghames
11.00-12.30 Workshop
Philip De Homont, Ralph Meghames
14.00-15.30 How to perform financial valuations: dos and don'ts
Philip De Homont, Ralph Meghames
16.00-17.30 Workshop
Philip De Homont, Ralph Meghames
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Lecturers
Lecturers are international leading transfer pricing experts from advisory firms an ddatabase providers.
DR. RAFFELE PETRUZZI
Managing Director, WU Transfer Pricing Center
Institute for Austrian and International Tax Law
WU (Vienna University of Economics and Business), Vienna (Austria)
CEO, L&P Global
Member, UN Subcommittee on Transfer Pricing
PROF. ALFRED STORCK
Professor of Transfer Pricing and International Taxation
Co-chairman of the Board, WU Transfer Pricing Center
Institute for Austrian and International Tax Law
WU (Vienna University of Economics and Business), Vienna (Austria)
NIKITA BOGDANOV
Sales Consultant – Tax & Transfer Pricing – CEE
Bureau van Dijk, Bratislava (Slovak Republic)
LUIS CARRILLO
Senior Director – Tax & Transfer Pricing Solutions
Bureau van Dijk, London (United Kingdom)
PHILIP DE HOMONT
Associate Director
NERA Economic Consulting, Frankfurt (Germany)
6JAKOB FROTSCHER
Senior Manager, International Tax Services - Transfer Pricing
EY, Düsseldorf (Germany)
GEORGE GALUMOV
Director
Deloitte, Geneva (Switzerland)
DR. JÖRG HÜLSHORST
Partner - Transfer Pricing
PwC, Düsseldorf (Germany)
RALPH MEGHAMES
Principal
NERA Economic Consulting, Paris (France)
NIK NOLDEN
Director, Tranasfer Pricing
Deloitte, Düsseldorf (Germany)
MARIA EUGENIA PALOMBO
Tax Associate Partner
Global Transfer Pricing Services
KPMG, Rome (Italy)
7DR. ACHIM ROEDER
Partner, Tax
Global Transfer Pricing Services
KPMG, Frankfurt (Germany)
EDNALDO SILVA, PH.D.
Founder & Director
RoyaltyStat, Washington, DC (Unites States)
NAZZARENO VIRDO
Fixed Income Application Specialist
Bloomberg , London (United Kingdom)
LAURETTE VON GRAMBUSCH
Associate Partner, International Tax Services - Transfer Pricing
EY, Eschborn/Frankfurt (Germany)
Course participatns 2018
8Registration
I hereby submit my application for the Advanced Transfer Pricing Course (Benchmarking) on July 1-5, 2019
in Vienna (Austria).
Please write clearly using block letters and submit to: christina.sudrat@wu.ac.at
First name
Surname
Academic Title (e.g. BA, MA, LL.M., Dr.)
Gender male □ female □
Nationality
Current position and company / organisation
E-Mail
Phone / Mobile (for urgent issues)
WE WOULD LIKE TO STAY IN CONTACT
Please tick the boxes as appropriate:
I am happy for my personal details to be included in the list of participants which I understand will be distributed
to all registered course participants:
□ Yes (□ Name □ Email □ Country □ Affiliation)
□ No
I consent to being informed about the activities of the WU Transfer Pricing Center / Institute for Austrian
and International Tax Law (e-mail newsletter/post). For this purpose, I allow the Institute for Austrian and
International Tax Law to file and process my data (name, address, e-mail address). I can revoke my consent at
any time, whereby the legality of the data storage and processing on the basis of the prior consent until the
point of the revocation is not affected. My revocation may be declared at any time in writing to the Institute for
Austrian and International Tax Law or by e-mail to officetaxlaw@wu.ac.at.
□ Yes (□ WU TPC □ Institute)
□ No
BILLING ADDRESS
Please indicate the exact name and address to be shown on the invoice. You will receive the invoice by email
only unless you specifically request a hard copy by post.
□ I request a hard copy of my invoice to be sent by registered mail.
□ I do not require a hard copy of my invoice; a PDF sent by email is sufficient.
9Name / company Street Zip-Code, City Country Tax code / Reference Date, Signature PARTICIPATION FEE The course fee is EUR 2,500.- A 10% “early bird discount” is applicable to applications sent by May 15, 2019. The course fee covers course participation, all course materials, lunches, coffee breaks, refreshments, and a welcome dinner (on July 1, 2019). Costs of travel and accommodation are not covered by the course fee. The participants will receive a binder containing the presentations and the case studies discussed during the workshops at the beginning of the course. Additionally, a USB stick containing further documents relevant for the course will be provided. PAYMENT You will receive an invoice for the participation fee of EUR 2,500 (or of EUR 2,250 in case of application of the “early bird discount”). We kindly ask you to transfer your payment within three weeks of the date of the invoice. CANCELLATION Any notification of cancellation of registration must be sent in writing. In case of cancellation before June 1, 2019, the participation fee will be refunded. No refund can be made for cancellations received after this date. PHOTOS We would like to inform you that this event will be photographed. Should you not wish to be photographed, we kindly ask you to avoid the camera and/or inform Ms. Christina Sudrat (christina.sudrat@wu.ac.at). Photos will be used to inform the public about the activities of the Institute. VENUE WU (Vienna University of Economics and Business) Welthandelsplatz 1 1020 Vienna, Austria Building AD,Room Seminar room 0.114 CONTACT DETAILS WU Transfer Pricing Center at the Institute for Austrian and Internatonal Tax Law E transferpricingcenter@wu.ac.at T +43-1-313 36-5958 10
Information and Contact
WU Transfer Pricing Center
at the Institute for Austrian and International Tax Law
WU (Vienna University of Economics and Business)
Welthandelsplatz 1, Building D3.2
1020 Vienna
Austria
E transferpricingcenter@wu.ac.at
T +43-1-313 36-5958
wu.ac.at/taxlaw/institute/wutpc/
linkedin.com/company/wu-transfer-pricing-center
WU (Vienna University of Economics and
Business)
Institute for Austrian and Internatiional Getting there:
Tax Law Underground: U2 Station Messe-Prater or
04/2019
Welthandelsplatz 1, 1020 Vienna, Austria Krieau
wu.ac.at/en/taxlaw/ Bus: 82A Stop SüdportalstraßeYou can also read
