Vertex Exchange 2008 - Conference Calendar

Sunday 10/19/2008

12:00 pm – 9:00 pm

Registration

2:30 pm – 6:30 pm

104

Maximize the Effectiveness of Vertex Sales Tax O Series

105

Q Series Tax Decision Maker Boot Camp

102

Income Tax Domestic Boot Camp

101

Income Tax International Boot Camp

106

Sales and Use Tax Audit Start to Finish

7:00 pm – 9:00 pm

Resource Center / Exhibit Hall

Welcome Reception

Monday 10/20/2008

7:00 am – 7:00 pm

Registration

7:30 am – 6:00 pm

Resource Center / Exhibit Hall (Closed during Keynote)

7:30 am – 8:25 am

Breakfast

8:30 am – 10:00 am

Keynote with Guest Speaker Rich Teerlink and Vertex Tax Innovation Awards

10:05 am – 10:25 am

Morning Break

10:30 am – 12:10 pm

207

Puerto Rico Sales and Use Tax Update

208

Sales and Use Tax 101

209

Sales Tax L Series 101

210

Sales Tax Q Series 101

202

International Income Tax Compliance Exchange

211

Vertex O Series and SAP: A Beginner's Roadmap for Implementation

212

Vertex Retail Solution 101

200

Hands-On Basics of Corporate State Income Tax

201

Income Tax Trends and Perspective from Vertex's Chief Income Tax Officer

204

Accelerating Accounts Payable with Consumers Use Tax Automation

205

Hands-On Basics of Sales Tax O Series

206

Hands-On Basics of Sales Tax Returns

213

Hands-On Basics of Corporate Federal Income Tax

260

Income Tax Data Management: Challenges and the Vertex Response

203

Uncovering the ROI of Vertex O Series

12:15 pm – 1:15 pm

9251

Income Tax Jeopardy

9250

The Mailroom CEO: Leadership in the World of Collaboration

9252

Transaction Tax Deal or No Deal

9451

Income Tax Support Roundtable

Lunch or Lunch and Learn Sessions

1:20 pm – 3:00 pm

231

Value Added Tax 101

223

Certificate Management: Overview of Resale, Exemption and Manufacturing Certificates

226

Keys to a Successful Sales Tax Implementation

230

Using Automated Compliance Systems for Sales Tax Audit Defense

225

Hands-On Sales Tax Returns: Tax Data Setting

224

Hands-On Basics of Consumer Use Tax O Series

220

International Income Tax Update Led by KPMG

217

e-File : IRS Update

221

State and Local Income Tax Legislative Update

264

Case Study Vertex O Series Consumer Use Tax and SAP

214

Hands-On Basics of Income Tax Custom Reporter

232

Oracle Forum: Vertex and Oracle Partner Update

5201

Income Tax Trends and Perspective from Vertex's Chief Income Tax Officer

218

Income Tax Domestic: State Combined Returns Overview

227

O Series: A Project Management Approach to System Deployment

219

Income Tax Fixed Asset Integration Solution

228

Returns Processing: To Outsource or Produce In-house?

3:05 pm – 3:20 pm

Afternoon Break

3:25 pm – 5:05 pm

239

Sales and Use Tax Audit Trends Panel

249

VAT and Internationalization

245

Sales and Use Tax Opportunities Within a Manufacturing Environment

241

Hands-On Basics of Sales Tax Q Series: Essential TDM

242

Hands-On Sales Tax Returns: Importing to Remittance

244

Puerto Rico Sales and Use Tax Compliance: Reporting Requirements

235

Hands-On Tips and Techniques: Federal Income Tax Compliance

234

Federal Income Tax Legislative Update

261

Income Tax Process Assessment: Identifying High Leverage Points for Tax Office Operations Improvements

236

Income Tax: e-File Exchange

240

Hands-On Basics of L Series: Essential TDM

247

Staying Current with O Series

246

SAP Upgrading from Q Series to O Series

262

Using State Compliance to Conform to New Tax Law Changes

5320

Web-Based Global Provision with Vertex Global Tax Office Overview/Demo

265

Case Study: Michaels Stores, Inc. Sales & Use Tax Automation Decision – Vendor Selection Process

7:00 pm – 10:00 pm

Monday Night Event - USS Midway

Tuesday 10/21/2008

7:00 am – 5:00 pm

Registration

7:30 am – 3:30 pm

Resource Center/Exhibit Hall

7:30 am – 8:25 am

Breakfast

8:30 am – 10:10 am

311

Sales and Use Tax Audit Preparation Overview

313

State and Local Government Administration For Transaction Taxes

314

Sales and Use Tax Matrices: Why You Need One and How to Develop One

307

Hands-On Sales Tax O Series Workshop, Part 1

308

Hands-On Sales Tax Returns: Importing with Flexible Reason Codes

301

e-File: Domestic and International Income Tax Compliance

305

Hands-On State Income Tax Compliance: Tips and Techniques

306

International Update Led by the IRS:– Form 8858

346

O Series Introduction: Taking Tax Automation to the Next Level

304

Hands-On Basics of Income Tax International

315

Managing O Series Data

316

Q Series: A Survival Guide for New Users

371

Fundamentals of Transfer Pricing

263

Vertex O Series Case Study: Tyson Foods, Inc.

370

Accounting For Income Tax Update

10:15 am – 10:30 am

Morning Break

10:35 am – 12:15 pm

327

Consumer Use Tax 101

329

Hands-On Sales Tax O Series Workshop, Part 2

321

Benefits of Automating the Income Tax General Ledger Bridge

322

Benefits of Implementing Vertex Income Tax Custom Reporter

400

Vertex Sales Tax Reporting and Analysis 101

331

SAP and Value Added Tax O Series Integration

318

Building a High Value Tax Department

317

Introduction to Lease Tax O Series

330

Integrating Vertex O Series in an Oracle Applications Environment

300

Hands-On Basics of Income Tax Domestic Federal and State Partnership

325

International Update Led by the IRS: Form 8865

6207

Puerto Rico Sales and Use Tax Update

320

Web-Based Global Provision with Vertex Global Tax Office Overview/Demo

323

Hands-On Basics of the Income Tax Calendar

324

Income Tax Domestic: Federal Insurance Consolidation and Mixed Returns Overview

328

Hands-On Sales Tax Returns Management Toolkit: Document Manager and Tax Calendar

6255

Mapping the Future of Taxation with Vertex CEO Jeff Westphal

12:20 pm – 1:20 pm

9351

Income Tax Deal or No Deal

9352

Transaction Tax Jeopardy

9453

Transaction Tax Support Roundtable

Lunch or Lunch and Learn Sessions

1:25 pm – 3:05 pm

348

Reverse Audits: Uncovering Savings Opportunities

343

Hands-On Sales Tax Returns Management Toolkit: Report Writer

335

Income Tax: A Case Study in Customized Apportionment

342

Hands-On O Series Taxability Manager: Advanced Import Workshop

334

Case Study: Business Case for Automating the Consumers Use Tax Process using Vertex O Series in an Oracle Environment

338

Hands-On Intermediate Income Tax International

339

Hands-On Vertex Income Tax Custom Reporter: Building Reports

6217

e-File : IRS Update

6244

Puerto Rico Sales and Use Tax Compliance: Reporting Requirements

360

Income Tax Data Management Tools: Demonstrations

340

O Series: Technical Planning and System Management

344

Historical Development of Sales Tax and Related Policy & Design Considerations

349

Fine Tuning Tax Calculations with SAP Data Management

362

We Are Tax, Hear Us Roar: Getting IT to Listen and Truly Understand Your Needs

361

Case Study: Vertex Lease Tax O Series at Toyota Financial Services

6370

Accounting For Income Tax Update

3:30 pm – 8:00 pm

Optional Networking Activities

Wednesday 10/22/2008

7:00 am – 3:00 pm

Registration

7:30 am – 3:00 pm

Resource Center / Exhibit Hall

7:30 am – 8:25 am

Breakfast

8:30 am – 10:10 am

407

Implications of Consumer Use Tax and Automated Solutions

409

Hands On Value Added Tax O Series Workshop: Taxability Manager and Transaction Tester

408

Hands On Basics for Vertex Reporting and Analysis

402

International Income Tax: Integrating Form 1118 with Domestic

410

O Series: Upgrades from 2.x to 4.x and 5.x

7305

Hands On State Income Tax Compliance: Tips and Techniques

7208

Sales and Use Tax 101

7221

State and Local Income Tax Legislative Update

7225

Hands On Sales Tax Returns: Tax Data Setting

7230

Using Automated Compliance Systems for Sales Tax Audit Defense

406

Q Series: Support 911

7203

Uncovering the ROI of Vertex O Series

7228

Returns Processing: To Outsource or Produce In-house?

10:15 am – 10:35 am

Morning Break / Hotel Check Out

10:40 am – 12:20 pm

418

Tax Sensitizing a Financial Application: Issues and Opportunities for Income Tax Departments

426

The Many Facets of Consumer Use Tax

7238

State Income Tax Compliance Exchange

7342

Hands On O Series Taxability Manager: Advanced Import Workshop

422

Hands On Q & L Series: Improvements in Colorado and Texas

423

O Series Overview: A Business Point of View

424

Recent Changes in Standards of Certainty Regarding Tax Returns Position

7235

Hands On Tips and Techniques: Federal Income Tax Compliance

7242

Hands-On Sales Tax Returns: Importing to Remittance

432

Shifting from GAAP to IFRS (it's not if, it's when)

12:25 pm – 1:25 pm

9450

Income Tax Consulting Roundtable

9000

Transaction Tax Deal or No Deal

9452

Transaction Tax Consulting Roundtable

Lunch or Lunch and Learn Sessions

1:30 pm – 3:10 pm

416

Hands On Income Tax Calendar: Advanced Tips and Techniques

7302

Federal Income Tax Compliance Exchange

7239

Sales and Use Tax Audit Trends Panel

431

Hands-On Q Series: Strategies for Bridging Your TDM to Sales Tax Returns

7315

Managing O Series Data

7346

O Series Introduction: Taking Tax Automation to the Next Level

433

Guiding Compliance Professionals to Review for Tax Planning Opportunities