Tax Technology Seminar / April 27-30, 2021 / Virtual Seminar
PLANNING COMMITTEE: 2021 Virtual Tax Technology Seminar James A. Kennedy International President, TEI The past year has highlighted the importance of a nimble tax function that, whether remote or in person, can operate seamlessly with tight controls, streamlined data Mitchell S. Trager integrity, and collaborate and communicate effectively, unhindered by physical Chair, TEI’s Continuing Education Committee location. TEI’s third annual Tax Technology Seminar, taking place April 27-30, 2021, will directly address this pressing need. Rita Makaris Chair, TEI’s Corporate Tax Management The 2021 Virtual Tax Technology Seminar will survey the strategy, trends, and tools in Committee technology and automation to elevate the tax function – including the sophisticated Cheria Coram processing of data, ranging from ETL and data automation tools to tools that address Chair, TEI’s Technology Subcommittee processes for specific topics, and redefining where and how collaboration happens in digital inclusive workspaces. A. Pilar Mata Director of Operations, TEI Participants will learn about developments in tax technology and automation relevant to tax professionals facing a landscape of evolving markets, complex operations, and rapid business changes. Just as business adapts to a changing marketplace, tax must SPONSORS (as of 4/20/21) adapt to the changing business model. An existing technology roadmap has to be tweaked and adapted, small automation can fill in where IT resources may be scarce. These and THOMSON REUTERS other topics will be addressed in the important discussion regarding the evolution of tax TEI’s Exclusive Affinity Partner technology, which has never been more relevant as companies prepare for the future. f ADP, Inc. f Alteryx, Inc. TEI’s 2021 Virtual Tax Technology Seminar has been designed to facilitate the interactivity, f Avalara engagement, and networking opportunities that made its 2019 and 2020 seminars a resounding success. Sessions will take place in multiple formats, including live streams f BDO USA, LLP and breakout discussion groups, and will be supported with group chats and discussion f Bloomberg Tax & Accounting forums. TEI’s 2021 Virtual Tax Technology Seminar will also feature an interactive exhibit f Crowe LLP hall to learn about new technology tools, as well as member-only fireside chats to share f CSC Corptax best practices and pitfalls faced by in-house tax professionals. These opportunities will f Deloitte Tax LLP provide participants invaluable networking experiences with tax professionals embarking f Ernst & Young LLP upon or well-underway on their technology journey. f Grant Thornton LLP Just Added! TEI is excited to announce that Tax Technology Seminar registrants will be f insightsoftware invited to participate in Alteryx’s Hands-On Virtual Lab on April 30, from 11 am – 1 pm ET! Forte International Tax, LLC f The Hands-On Virtual Lab is a free, instructor-led, hands-on lab to learn how to build f KPMG LLP simple designer workflows to predictive analytics learning models with Alteryx. In this f PricewaterhouseCoopers LLP workshop, you will get started with the Alteryx platform, use trusted third-party sample f RSM US LLP data, and build and deploy a machine learning model to unlock incredible insights. f True Partners Consulting LLC Space is limited and pre-registration for the Lab is required. f Vertex, Inc. April 27-30f, 2021Workiva, / Inc. Virtual Seminar 2021 Virtual Tax Technology Seminar
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Time (ET) TUESDAY, APRIL 27 DAY 1
10:00 - 11:00 AM Registration Open/Sponsor Booths 11:00 - 11:15 AM Welcome & Introductory Remarks Cheria Coram | Starbucks Coffee Company James Kennedy | TEI International President Pilar Mata | Tax Executives Institute 11:15 AM - 12:15 PM Transformation of the Tax Function Amid Disruption Erika Aderholz, Andrea L. Gronenthal | Ernst & Young LLP Marcelo Vieira | Dow Chemical, Inc. 12:15 - 12:30 PM Break | Sponsor Booths 12:30 - 1:30 PM Leveraging Modern Technologies to Collaborate in a Digitally-Inclusive Tax Department Learn what being “digitally inclusive” in the modern workplace means and how it’s transforming how teams work together to unlock new potential, to meet the collaboration needs of teams today and in the future – connecting teams and workstreams beyond physical location and beyond real-time meeting conversations. Darren W. Brady, Dennis Gupta | PricewaterhouseCoopers LLP Mark Guevin, Michael Stenftenagel | Crowe LLP 1:30 - 2:00 PM Break | Sponsor Booths & PricewaterhouseCoopers Demo
2:00 - 3:00 PM BREAKOUT SESSIONS Data Management: The Lifeblood of an Intelligent Tax Function Responding to today’s continuous disruption requires an intelligent tax function: one that thinks about data differently, embraces innovation and adopts advanced and emerging technologies that build in agility and fuel continuous transformation. Data is the lifeblood of the intelligent tax function, and data management strategies are critical to power the tax data supply chain and the value it needs to bring to the enterprise. Santhosh Kumar Lalgudi, Shaun A. Lockhart | Ernst & Young LLP Peter Marzullo | Thomson Reuters Building Blocks for Tax Automation: Where to Start and How to Scale Getting started and building momentum on your transformation journey, scaled to fit organizations of all sizes. Hear real-world examples and practical tips for developing strategy for long-term vision and short-term execution and quick wins. Learn how to conduct assessments of tax process and workflows to determine where and when to deploy automation and evaluating iterative or incremental approaches to minimize risk, improve productivity and gain peace of mind. Lindsay Miller, Mark Pociask, Christopher Spratt, Jeff White | Grant Thornton LLP Adam Schrom | Bloomberg Tax & Accounting 3:00 - 3:30 PM Break | Sponsor Booths
SCHEDULE CONTINUES…
April 27-30, 2021 / Virtual Seminar tei.org 2021 Virtual Tax Technology Seminar
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Time (ET) TUESDAY, APRIL 27 DAY 1 (CONTINUED)
3:30 - 4:30 PM BREAKOUT SESSIONS Adopting Data Analytics to Empower Your Tax Department Learn the ‘what’ and ‘why’ of the big unlock data analytics brings to tax teams. Hear relevant use case and recommendations for getting started and adopting within the tax team. Gary Colbert | CSC Corptax Mark Drenka, Aaron Fell, Eric Sharer | Grant Thornton LLP Creating an Integrated Ecosystem to Address the Full Tax Data Cycle Tax departments acquire and manipulate large amounts of source/transaction level data throughout the entire tax cycle, often utilizing the same data source multiple times per year across multiple tax types. Finding a balanced and efficient combination of solutions to address data automation and analytics holistically is often a challenging and confusing task for tax leaders. This is especially true given the recent influx of self- service and agile technologies into finance organizations paired with the integration of such solutions with existing tax software licensed for use in tax. Addressing these challenges through an enterprise platform approach results in an integrated set of tools which address the full data cycle and create one source of truth across the entire tax function. During this session, a diverse panel of tax, tax transformation and data science experts will describe the opportunity and benefits available by addressing data automation and analytics through the lens of the enterprise platform approach. Lashell Estes | WestRock Company Mindy McGlaughlin, Kelly A. Necessary, Sujay Somasekhar | Dixon Hughes Goodman LLP Amy D. Smith | Charter Communications Leveraging Emerging Tax Technologies in Global Indirect Tax and Customs Operations Learn how newer and emerging technologies, like AI, are helping global indirect tax and customs functions stay on top of regulatory changes to stay compliant, informed, and data-ready. Sona Akmahkian, Christian Jensen | Avalara Robert Fountain | Ernst & Young LLP 4:30 - 5:00 PM Break | Sponsor Booths & Avalara Demo
5:00 - 6:00 PM END OF DAY 1 – ROUNDTABLE BREAKOUT TOPICS Data Strategy/Management Kamel Anjorin, Mark El’Atrache | Ernst & Young LLP Evaluating Processes for Automation Kushal Thakore, Ray Vizza | Grant Thornton LLP Digitally Inclusive Tax Departments Chris Powers | PricewaterhouseCooper LLP Data Analytics - Importance of Adopting Digital Capabilities Mindy McGlaughlin, Kelly A. Necessary | Dixon Hughes Goodman LLP Building the Case for Automation Within Your Organization Cristin Boynton, Paul Hintz, Spencer Odin | BDO USA, LLP
April 27-30, 2021 / Virtual Seminar tei.org 2021 Virtual Tax Technology Seminar
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Time (ET) WEDNESDAY, APRIL 28 DAY 2
10:00 - 11:00 AM Registration Open / Sponsor Booths 11:00 AM - 12:00 PM The Time for Artificial Intelligence is Now: Present Day Tax Use Cases This session will discuss artificial intelligence – what does it mean and what can it do for your tax function. Anu Dodda | Thomson Reuters Geralyn Hurd | Crowe LLP 12:00 - 12:30 PM Break | Sponsor Booths & Thomson Reuters Demo 12:30 - 1:30 PM Executive Reporting & Analytics: Changing the Conversations of Tax and Finance Leadership with Data-Backed Analytics Ju Lee | Fortive Corporation Beth Mueller | Deloitte Tax LLP David Nickson | Ernst & Young LLP 1:30 - 2:00 PM Break | Sponsor Booths & insightsoftware Demo
2:00 - 3:00 PM BREAKOUT SESSIONS Tax Automation Jump Start & Practical Tips to Sustain Momentum Justin Femmer, Elizabeth Robles | PricewaterhouseCoopers LLP Sharing Data and Tools Across Multiple Tax Functions: A Customer’s Story Join the Tax Technology Manager from a Fortune 500 company and CSC Corptax® for an inside look at how tax reform, new leadership, and targeted technology empowered the organization’s tax groups to modernize Tax. Learn how a ‘one touch, one configuration’ single environment drives efficiencies, aligns requirements across 14 tax functions, and continuously evolves with the changing tax world. We’ll also dive into the benefits of a single source of truth for analytics and data-sharing across the company. Chris Bangit | Walgreens Boot Alliance Eric Ziemann | CSC Corptax 3:00 - 3:30 PM Break | Sponsor Booths & Thomson Reuters Demo
3:30 - 4:30 PM BREAKOUT SESSIONS Intersection of People, Process & Technology: Planning for People Within Your Technology Roadmap Factoring in a people strategy into your technology strategy. We’ll discuss how to put together a plan for how people will use and adopt new technologies and take a deeper dive into change management techniques and creating a culture of digital growth mindset to you succeed in your technology transformation goals. Cheria Coram | Starbucks Coffee Company Nate Jones | Crowe LLP Going Beyond Compliance: The Kinetic Tax Data Approach Beyond compliance obligations, how tax can use data and tech tools for more real-time ops, strategic and f orward-thinking work Ray Grove | Thomson Reuters Greg Yeargan | KPMG LLP
SCHEDULE CONTINUES…
April 27-30, 2021 / Virtual Seminar tei.org 2021 Virtual Tax Technology Seminar
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Time (ET) WEDNESDAY, APRIL 28 DAY 2 (CONTINUED)
Leveraging Technology to Maximize Tax Credits & Incentives If you’re like most employers, your business hasn’t unlocked the full potential of your tax compliance technology. All too often, employers fail to realize the full financial return available to their business because they don’t capture or track available credits and incentives. In this session, you’ll learn best practices on deploying cutting edge technology to identify, capture, and manage tax credits and incentives. Ewa M. Cater | ADP Nick Panko | CFO Services Kevin Reddick | Home Depot 4:30 - 5:00 PM Break | Sponsor Booths & ADP Demo
5:00 - 6:00 PM END OF DAY 2 – ROUNDTABLE BREAKOUT TOPICS Analytics & Insights for “Up and Out” Tax Data/Reporting to Executives and Internal Customers Eric Romanoff, Colleen Sebra | Ernst & Young LLP Artificial Intelligence Geralyn Hurd, Crowe LLP Automation Jump Start Michael Charette | RSM Canada LLP Sonia Hollies | Perrigo Company Danish Qureshi | RSM US LLP Jennifer S. Snow | Dycom Industries, Inc. Sprint Approach Balaji Ganapathi, Dom Megna | PricewaterhouseCoopers LLP People Strategy Within the Technology Strategy Nate Jones | Crowe LLP
April 27-30, 2021 / Virtual Seminar 2021 Virtual Tax Technology Seminar
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Time (ET) THURSDAY, APRIL 29 DAY 3
10:00 - 11:00 AM Registration Open / Sponsor Booths 11:00 AM - 12:00 PM Measuring, Evaluating, and Communicating the ROI of Tax Automation Learn success strategies to capture qualitative and quantitative metrics to support your tax automation program and build ongoing sponsorship and championship. Anli Chen | True Partners Consulting LLC Justin P. Femmer | PricewaterhouseCoopers LLP 12:00 - 12:30 PM Break | Sponsor Booths 12:30 - 1:30 PM Thought Leadership on Tax Transformation Hear thought leaders’ perspectives on what’s now and next for tech-enabled capabilities transforming the tax function, and the roles of citizen developers and enterprise strategy. Daren Campbell | Ernst & Young LLP Amit Ringshia | KPMG LLP Andy Ruggles | PricewaterhouseCoopers LLP Satrajit Saha | Deloitte Tax LLP 1:30 - 2:00 PM Break | Sponsor Booths
2:00 - 3:00 PM BREAKOUT SESSIONS Intelligent Automation and the Intelligent Tax Function Intelligent Automation is process led transformation. It means viewing processes through an automation lens, identifying opportunities to enhance efficiency and consistency with less manual effort and then exploring how new technologies can fit. From more mature RPA solutions to advanced applications of blockchain and artificial intelligence tools, Intelligent Automation can help solve some of the key issues faced by Tax and prepare for the adoption of future emerging technologies. It is also a critical step in the journey towards an intelligent tax function - one that embraces continuous innovation to tackle today’s disruption and that is fit for tomorrow. Come take a peek at this exciting future. Kimberly S. Deeb, Ivan Roussev | Ernst & Young LLP ERP and Tax Data Strategy: Single and Multiple Platform Approaches Discuss data strategy as relevant to the tax function in the context of an ERP transformation. Learn success strategies the tax function can employ to improve the quality, productivity and connectedness of data through a transformation. The panel will highlight the opportunities and benefits of migrating to a single platform, discuss ways to achieve connected data environments outside of a single platform, and distinguish the benefits/challenges of each experience. Faraz Hussain, Josh Ingalls | Deloitte Tax LLP Ryan Sheehan | Bloomberg Tax & Accounting 3:00 - 3:30 PM Break | Sponsor Booths
SCHEDULE CONTINUES…
April 27-30, 2021 / Virtual Seminar tei.org 2021 Virtual Tax Technology Seminar
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Time (ET) THURSDAY, APRIL 29 DAY 3 (CONTINUED) 3:30 - 4:30 PM BREAKOUT SESSIONS Tax Task & Resource Management: Relevant Now More Than Ever Before COVID-19 has put a spotlight on how we get work done. Workforce reductions and remote environments, combined with tax law changes, have intensified the need to reallocate internal tax resources, explore external resourcing options and leverage new and existing technology like never before. Michael Charette | RSM Canada LLP Danish Qureshi | RSM US LLP Elevating Your Existing Tax Technology Solutions to Deliver More Let’s explore transformative ways to supercharge your tax function AFTER you’ve undergone a software implementation and as you look to move to the next level on your tax technology roadmap. Are you ready to achieve that holistic view of your tax footprint, achieving flexible scenario planning and being able to turn from reactive to proactive in your decision making? Join us to learn how to leverage your existing tax system, which is the “engine” of your process to extract it’s standardized, organized and historical data to create meaningful analytics. Find out how to pull the curtain back on your data and easily communicate your story to the C-Suite. Jamie Eagan | insightsoftware Haley Dobre | BDO Samm Woodling | Zimmer Biomet, Inc. Co-Developing Commercial Software: A Customer’s Journey Innovation for emerging software and services comes from three sources - statutory and regulatory change, technology advancements and ideas from customers (users). This session will be a case study of how a customer co-developed a commercial software product with a software developer company. The session will show how to move from proof of concept to final production. While many companies may not be this involved in product development, there are many stops along this journey where companies may participate. Stephanie Barr, Dan Hood | Uline Mike Lott | Vertex, Inc. 4:30 - 5:00 PM Break | Sponsor Booths 5:00 - 6:00 PM Tax Department of the Future This session will address how integrated solutions are helping Tax get the most value out of their data and processes, information exchange, and workflow management to support the future of hybrid workplaces and operations for tax. Steve Bonck | Deloitte Tax LLP Dom Megna, Katherine Miller | PricewaterhouseCoopers LLP
Time (ET) FRIDAY, APRIL 30 DAY 4 (OPTIONAL)
11:00 AM - 1:00 PM Alteryx Hands-On Virtual Lab: Data to Decisions – in Minutes Optional instructor-led, hands-on lab, where attendees will learn how to build simple designer workflows to predictive analytics learning models with Alteryx. Space is limited and Alteryx will hold additional workshops for overflow. Pre-registration is required. Nick Smith, Brian Strachman | Alteryx
April 27-30, 2021 / Virtual Seminar tei.org 2021 Virtual Tax Technology Seminar
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■ Please check here if Fee covers course materials and other items specified in seminar announcement. Applications will be you require special accepted on a first-come, first-served basis. Registrants are encouraged to register via www.tei.org. accessibility or Credit card registrations may be scanned and emailed to: [email protected]. If registering by check, assistance at this make checks payable to Tax Executives Institute and mail to Tax Executives Institute, Lockbox 9407 ♿ function. We will PO Box 70280, Philadelphia, PA 19176-0280. Do not mail applications to TEI’s street address. contact you. Questions? Call 202.638.5601 or email: [email protected].
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April 27-30, 2021 / Virtual Seminar tei.org TTS21 2021 Virtual Tax Technology Seminar
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CPE CREDIT INFORMATION
Tax Executives Institute is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. Website: www.nasba.org.
For more information regarding administrative policies such as complaint or refund, please contact, TEI, directly at 202.638.5601.
Date April 27-30, 2021 (ET) Delivery Method Internet-Based Program Level Basic
Field of Study Taxes
Learning Objective Designed to provide the tools and techniques to enable tax professionals to recognize and embrace the role tax technology plays and to develop new skill sets to deliver sustainable value to the companies they serve for both the technology novice and expert.
Prerequisite No prerequisites.
Advanced Preparation No advanced preparation required.
CPE Credit 13.0 (based on a 50-minute hour). * Please note: CPE hours are subject to change.
Disclaimers Tax Executives Institute and TEI Education Fund accord to participants of any race, color, creed, sex or national ethnic origin all the rights, privileges, programs, and activities generally accorded or made available to participants at its program, courses, and other activities.
CPE/CLE requirements vary from jurisdiction to jurisdiction. TEI’s education programs are designed to meet NASBA standards, and are generally accepted by CPE/CLE agencies across the United States. Registrants should check the rules in their own jurisdictions to ensure eligibility.
April 27-30, 2021 / Virtual Seminar TTS21 2021 Virtual Tax Technology Seminar
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SEMINAR SPONSORS TEI would like to acknowledge the following sponsors of the 2021 Virtual Tax Technology Seminar:
TEI’s Exclusive Affinity Partner
KPMG International’s Trademarks are the sole property of KPMG International and their use here does not April 27-30, 2021 / Virtual Seminar imply auditing by or endorsement of KPMG International or any of its member firms