Digital Transformation in Tax Administration Workshop

People, process, and technology towards a taxpayer-first and digital-first strategy for the Bureau of Internal Revenue

June 27-28, 2019 | 8:00 AM to 5:30 PM | Isla Grand Ballroom 3, EDSA Shangri-La Hotel, Ortigas Center, Metro Manila, Philippines

The comprehensive tax reform would not be complete without accelerating the digital transformation of tax administration. This is in line with the Secretary of Finance’s call for the Bureau of Internal Revenue to sustain its effort at completely modernizing tax administration during the National Tax Campaign Kickoff on February 1, 2019. Digital transformation in organizations is inevitable in this age of technology and computing, fast-paced innovation, and globalization. Transformation towards modernization is particularly relevant in tax administration as business transactions and people’s lifestyles become more and more digital.

“It is notable to mention as well that the Bureau [of Internal Revenue] has availed of additional options and facilities to enable taxpayers the convenience of transacting by electronic means. In the future, all transactions with our clients—the taxpaying public—should be seamless and instantaneous.”

- Secretary Carlos G. Dominguez (National Tax Campaign Kickoff, 1 Feb 2019)

This 2-day workshop provides practical insights for the management of the Bureau of Internal Revenue (BIR) as they develop their own transformation roadmap towards a modernized and resilient tax system. It brings in international and local experts as well as practitioners from different tax agencies to share their experiences in transforming their own agencies. Specifically, the workshop will help BIR management and staff to:

  1. Understand the core issues in adopting technology in public policy, particularly in tax administration;
  2. Develop digital fluency and make them better equipped to manage the challenges and exploit the opportunities that technology creates for tax administration; 
  3. Identify networks in BIR to be champions of change; and
  4. Develop and adopt a digital transformation roadmap.
Title Activity
Day 1 – June 27, Thursday
8:00 – 8:15 am Registration and snacks
8:15– 8:20 am National Anthem
8:20– 8:30am Welcome remarks—Bureau of Internal Revenue
Caesar Dulay, Commissioner of Internal Revenue, Philippines
8:30 - 8:40 am Welcome remarks—World Bank
Souleymane Coulibaly, Lead Economist, World Bank
8:40 – 8:50 am Keynote address
Antonette Tionko, Undersecretary, Revenue Operations Group, Department of Finance (DOF)

8:50 – 9:00 am

Digital transformation and the comprehensive tax reform program
Karl Chua, Undersecretary, Strategy, Economics, and Results Group, DOF

Session 1: Introduction to digital transformation
9:00 – 9:30 am Digital transformation opportunities and challenges: the Union Bank experience
Henry Aguda, Chairman of the Board, Senior Executive Vice President, Chief Technology & Operations Officer and Chief Transformation Officer, UnionBank of The Philippines
9:30 – 10:00 am ADB’s experience in digital transformation
Shirin Hamid, Chief Information Officer, Asian Development Bank
10:00 – 10:30 am Digital economy and taxation
Jonathan Leigh Pemberton, Senior Tax Consultant, World Bank Global Tax Team
10:30 – 11:30 am Discussion and open forum
Facilitated by: Jaffar Al Rikabi, Economist, World Bank
11:30 – 12:30 pm Workshop

12:30 – 1:30 pm

Lunch

Session 2: Country experiences in digital transformation
1:30 – 2:00 pm HR trends in tax administration reforms
FRaul Félix Junquera-Varela, Global Lead on Domestic Resource Mobilization, World Bank
2:00 – 2:30 pm Systems modernization in tax administration in Malaysia
Norrizal Daldiri, Principal Assistant Director, Inland Revenue Board of Malaysia
2:30 – 3:00 pm e-Tax Administration in South Korea and its achievements
Jae-Jin Kim, Vice President, Korean Institute of Public Finance
3:00 – 3:30 pm Country experiences in Digital Transformation
Roberto Bassig, Consulting Partner, PwC Philippines
3:30 – 4:30 pm Discussion and open forum
Facilitated by: Marissa O. Cabreros, Deputy Commissioner, Legal Group, Bureau of Internal Revenue
4:30 – 5:30 pm Workshop

5:30 pm

End of day 1

Session 3: Preparing for digital transformation
Day 2 – June 28, Friday
8:15 – 8:30 am Registration and snacks
8:30 – 9:10 am Digital transformation: innovation and design thinking
Christopher Monterola, Executive Managing Director, ACCeSs, Asian Institute of Management
9:10 – 9:50 am The ADB Experience: getting everyone on board through change management and how Digital Agenda 2030 was formulated
Carolyn Dedolph-Cabrera, Information Principal & Technology Specialist (Business Change Management), Asian Development Bank
10:30 – 11:30 am Discussion and open forum
Facilitated by: Antonio Lambino, Assistant Secretary, Department of Finance
11:30 – 12:30 pm Workshop

12:30 – 1:30 pm

Lunch

Session 4: Optimizing data in tax administration
1:30 – 2:00 pm Prerequisites for a successful insight-driven organization
Raul Félix Junquera-Varela, Global Lead, Domestic Resource Mobilization, World Bank
2:00 – 2:30 pm Building and managing data science teams
Erika Legara, Deputy Director, ACCeSs, Asian Institute of Management
2:30 – 3:00 pm Tax policy microsimulation using BIR data: impact of TRAIN
Rong Qian, Senior Economist, World Bank
3:00– 3:30 pm Behavioral design in tax administration
Jaffar Al Rikabi, Economist, World Bank

3:30 – 4:30 pm

Discussion and open forum
Facilitated by: Kevin Chua, Economist, World Bank

Wrap up and closing remarks
4:30 – 4:45 pm Synthesis of workshop results and presentation of preliminary digital transformation strategy
Lanee Cui-David, Deputy Commissioner, Information Systems Group, Bureau of Internal Revenue
4:45 – 5:00 pm Call to action and closing remarks
Arnel Guballa, Deputy Commissioner, Operations Group

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