About the Speakers and Moderators
Panel 1
Moderator: Josephine (Josie) Scalia – VP, Head of Global Tax at CAE
Josephine (Josie) Scalia is the VP, Global Taxation at CAE and Past International President of the Tax Executives Institute (TEI). For the first 12 years of her career, she worked in the Big Four accounting firms in audit, M&A consulting, and tax. She then moved to an in-house tax role where she led the tax department of a major Canadian shipping company for 9 years. After that role, she accepted her role as VP Tax for Atrium Innovations, which was later acquired by Nestlé and where she was then promoted to Global Head of Tax at Nestlé Health Science.
Ms. Scalia holds CPA licenses in both the United States (Massachusetts) and Canada (Quebec) and has a bachelor’s degree in accounting from Concordia University and an MBA with a concentration in taxation from the University of North Florida.
Ms. Scalia was included in the “ITR Global Tax 50 2023″, the annual report by the International Tax Review (ITR) highlighting the 50 most influential tax individuals globally. She is committed to mentoring and fostering the next generation of tax professionals and is the chair of TEI’s International Tax Student Case Competition held annually in August in Montreal.
Speaker: Cheria Coram – Director, Tax Technology & Data Enablement at Starbucks
Influential tax data and automation leader focused on reimagining the tax function, powered by data and technology, with a passion for infusing innovation into team culture and building teams and capabilities for lasting impact. Cheria Coram is Director of Tax Technology & Data Enablement at Starbucks, where she sets the vision and leads the strategy and delivery of data and automation solutions across the tax function. Her work focuses on elevating the tax data experience, enabling scalable compliance, strong controls, audit readiness, and insight-driven support of business growth. Her background includes expertise in financial accounting and reporting for taxes, SOX controls, redesigning processes, and transformation leadership.
Speaker: David Gielty – Director, Tax Operations, Data and Automation at Atkinsrealis
David is a Director of Tax Operations, Data and Automation at Atkinsrealis, a global engineering services firm with over 38,000 people in 30+ countries. Based in Montréal, Canada he leads initiatives that use both conventional automation and AI workflows to improve tax compliance, data management, and financial operations across a global organization, helping connect tax, finance, and technology teams around the world.
Speaker: Hersh Joshi – Managing Director, Corporate Affairs at Ontario Teachers’ Pension Plan
Hersh Joshi is a Senior Executive with over 20 years of experience in investment management and consulting. As the head of Tax at Ontario Teachers’ Pension Plan (OTPP), he has led global finance and tax functions, supporting OTPP’s strategy through strategic partnerships and assisting in the deployment of billions of dollars in investments worldwide. Hersh is a Chartered Professional Accountant from Ontario, a Certified Public Accountant from Colorado, and a Chartered Accountant from India. He holds a Masters of Taxation from the University of Waterloo, and has completed leadership programs at Ivey Business School, Harvard Business School, and Rotman School of Business, earning the ICD.D designation in 2024.
Passionate about purpose-driven organizations, Hersh builds inclusive teams for optimal outcomes. He has led various philanthropic initiatives and serves on the board of the Centre for Immigrant and Community Services (CICS) and on the Real Estate Advisory Committee to the board of March of Dimes, Canada. Hersh is also the executive sponsor of OTPP’s Mentorship program for new immigrants via TRIEC, and has previously served as a board member of the Toronto chapter of the Tax Executive Institute.
Speaker: Luis Perez – Director, Global Tax Ai Automation at Dell Technologies
Luis Perez leads Dell Technologies’ Global Tax AI Automation team, which he has built from the ground up since 2012. The team applies intelligent process automation, advanced analytics, and emerging agentic AI to modernize compliance, transfer pricing, provision, and controversy operations across Dell’s global tax footprint. His own path started on Dell’s manufacturing floor, assembling laptops and PCs.
Twenty-seven years later, he works at the intersection of tax and technology — indirect tax, multinational compliance, ERP and tax engine integration, and e-invoicing mandates. Every step was built on skills learned on the job, as the work itself kept changing. That shaped how he hires. Luis has grown a global team by finding people who will reskill as fast as the tools do, wherever they come from, rather than recruiting to a profile — and he speaks on what it takes to stand up an automation function inside a tax organization, from sequencing the first wins to building a bench that keeps pace with the technology.
Panel 2
Moderator: Raphaël Clément – Lecturer at HEC Montréal
Raphaël is currently a doctoral student in law at McGill University and a lecturer at HEC Montréal, where he teaches international taxation. His research focuses on the governance mechanisms of the OECD/G20 Inclusive Framework on BEPS, with a particular interest in transparency, inclusivity, and the role of developing countries in global tax policymaking.
He was previously a lawyer with the Department of Justice Canada, where he focused on tax litigation. Raphaël holds an LL.M. in Taxation from HEC Montréal, where he received the Canadian Tax Foundation’s MTax Award for academic excellence.
Moderator: Raphaël Clément – Lecturer at HEC Montréal
Raphaël is currently a doctoral student in law at McGill University and a lecturer at HEC Montréal, where he teaches international taxation. His research focuses on the governance mechanisms of the OECD/G20 Inclusive Framework on BEPS, with a particular interest in transparency, inclusivity, and the role of developing countries in global tax policymaking.
He was previously a lawyer with the Department of Justice Canada, where he focused on tax litigation. Raphaël holds an LL.M. in Taxation from HEC Montréal, where he received the Canadian Tax Foundation’s MTax Award for academic excellence.
Speaker: Luis Perez – Director, Global Tax Ai Automation at Dell Technologies
Luis Perez leads Dell Technologies’ Global Tax AI Automation team, which he has built from the ground up since 2012. The team applies intelligent process automation, advanced analytics, and emerging agentic AI to modernize compliance, transfer pricing, provision, and controversy operations across Dell’s global tax footprint. His own path started on Dell’s manufacturing floor, assembling laptops and PCs.
Twenty-seven years later, he works at the intersection of tax and technology — indirect tax, multinational compliance, ERP and tax engine integration, and e-invoicing mandates. Every step was built on skills learned on the job, as the work itself kept changing. That shaped how he hires. Luis has grown a global team by finding people who will reskill as fast as the tools do, wherever they come from, rather than recruiting to a profile — and he speaks on what it takes to stand up an automation function inside a tax organization, from sequencing the first wins to building a bench that keeps pace with the technology.
Panel 2
Moderator: Raphaël Clément – Lecturer at HEC Montréal
Raphaël is currently a doctoral student in law at McGill University and a lecturer at HEC Montréal, where he teaches international taxation. His research focuses on the governance mechanisms of the OECD/G20 Inclusive Framework on BEPS, with a particular interest in transparency, inclusivity, and the role of developing countries in global tax policymaking.
He was previously a lawyer with the Department of Justice Canada, where he focused on tax litigation. Raphaël holds an LL.M. in Taxation from HEC Montréal, where he received the Canadian Tax Foundation’s MTax Award for academic excellence.
Moderator: Raphaël Clément – Lecturer at HEC Montréal
Raphaël is currently a doctoral student in law at McGill University and a lecturer at HEC Montréal, where he teaches international taxation. His research focuses on the governance mechanisms of the OECD/G20 Inclusive Framework on BEPS, with a particular interest in transparency, inclusivity, and the role of developing countries in global tax policymaking.
He was previously a lawyer with the Department of Justice Canada, where he focused on tax litigation. Raphaël holds an LL.M. in Taxation from HEC Montréal, where he received the Canadian Tax Foundation’s MTax Award for academic excellence.