The Future of Tax Operations

This dynamic thought leadership series, "The Future of Tax Operations", provides an ongoing dialogue about current issues and trends in tax operations and tax technology. Leaders from corporate tax departments, big 4 consulting firms, research firms and analysts present a unique series of webcasts and whitepapers that provides not only insight and best practices, but real world strategies and experiences.


 

The Future of Tax Transformation

 

 

The Future of Tax Data Management

Preparing for Global Hyper-regulation in the
Corporate Tax Department (Part 1)

 

Restructuring Data Management Resources
(Part 4)

david landersThis session focuses on global regulatory changes and their impact on tax operations, including the drivers behind the changes, the impact of increased audit sophistication and cross border sharing of data, and real-world strategies to stay ahead.

Presenters:
David Landers, Partner, Deloitte Tax
Eric Johnson, Sr. Director of Tax Operations, Intel Corporation
Bob Norton, Chief Income Tax Officer, Vertex

 

Brett ScribnerBest practice for improving data management in the tax department involves people, process, and technology. In this installment, Vertex and tax executives from Transamerica and US Bank discuss their experience in restructuring their people and processes.

Presenters:
Brett Scribner, Vice President, Tax Operations, US BankĀ 
Gary Werkman, Assistant Vice President, Director of Tax, Transamerica
Bob Norton, Chief Income Tax Officer, Vertex

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Next Best Practices in Tax Technology (Part 2)

 

Understanding the New Claims about Tax Data Warehouses (Part 5)

Rich WilkieEmerging technology for tax will not only enable companies to stay ahead of global regulatory changes, but provide a tool allow tax professionals to make a more strategic contribution. These next best practices will bring together enterprise resource planning (ERP) systems with tax applications, data warehousing, and business intelligence tools to enable tax departments like never before.

Presenters:
Rich Wilkie, Sr Director, Product Management, Oracle
Fernando Murias, Partner, PricewaterhouseCoopers
John Viglione, Vice President, Chief Technology Officer, Vertex

 

Robert KugelTax data warehouses are the emerging technology solution for the data challenges faced by tax departments. But all tax data warehouses are not the same, and most tax professionals don't feel IT-savvy enough to evaluate the technology features. Ventana Research and Vertex provide guidance on evaluating the various tax data warehouse options in the marketplace according to five measurements: doability, affordability, usability, integrate-ability, and maintainability.

Presenters:
Robert Kugel, Sr. Vice President, Ventana Research
David Deputy, Director, Tax Data Management, Vertex

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Taking the First Step to Tax Transformation (Part 3)

 

Getting Started on a Tax Data Warehouse Initiative (Part 6)

Robert GuarnieriTax transformation...what is it? why do it? This session explores the value of a tax transformation initiative to improve corporate risk management. Tax leaders from Ernst & Young and Deloitte discuss building a business case and roadmap, and the necessary collaboration between Tax, Finance, and IT.

Presenters:
David Landers, Partner, Deloitte Tax
Robert Guarnieri, US Tax Performance Advisory, Ernst & Young
Albert Lee, EMEIA Tax Performance Advisory, Ernst & Young
Jack Ferraioli, Vice President, Customer Relationship Development, Vertex

 

Brian MorrisYou want to pursue a commercial tax data warehouse, now what? Tax industry experts share real-world experience and offer guidance for taking the first steps, including building a business case, assembling the right internal team (including the role of Finance and IT), evaluating vendors & products, budget and timeline.

Presenters:
Bridgette Link, Sr. Director, Corporate Accounting, Microsoft
Brian Morris, Executive Director, Ernst & Young
Bob Norton, Chief Income Tax Officer, Vertex

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