Sessions

This year we are offering seven learning tracks to help expand your knowledge on Vertex products and the tax industry:

Pre-Conference - Get a jump on your learning by attending a Sunday session.
Financial Applications - Learn more about Vertex's integration with major ERPs.
Lunch & Learn - Enjoy a great meal and a great lesson all in the same hour.
Hands-On Training - Roll up your sleeves and get working on your Vertex applications in an instructor led environment.
Vertex Solutions - We offer training and insight into Vertex products.
Strategic Management - Gain insights from tax industry professionals on how to turn your tax department into a high-value partner.
Tax Sessions - Explore the trends that are effecting taxation today and in the future.

Pre-Conference Sessions
P01	An Orientation: Getting the Most Out of Exchange
P03	From Calculation to Remittance: A Vertex O Series Perspective
P05	Vertex Sales Tax Q Series: TDM Boot Camp
P06	Vertex Sales Tax L Series: TDM Boot Camp

Financial Applications
F01	SAP Exchange
F02	Beginner's Roadmap to a Successful SAP / Vertex Implementation
F03	Fine Tuning your Tax Calculation with SAP Data Management
F04	Implementing Vertex O Series with SAP at The Walt Disney Company
F05	Case Study: SAP & Vertex O Series
F07	Managing Consumer Use Tax in Oracle's Procure to Pay Cycle

Lunch & Learn
L01	Attracting and Retaining the Right People
L02	Income Tax Jeopardy
L03	Stress Management
L05	Transaction Tax Jeopardy
L06	Transaction Tax Deal or No Deal
L07	Social and Professional Networking on the Web

Hands-On Training
H01	Federal Income Tax Compliance: Tips and Techniques
H02	State Income Tax Compliance: Tips and Techniques
H03	State Combined Returns
H04	International Compliance: Tips & Techniques
H05	Schedule M-3: Tips and Techniques
H06	Federal Consolidations and Mixed Returns
H07	Tax Calendar: Tips and Techniques
H08	Form 1118, Schedule H: Automating Interest and R&D Apportionment
H09	Vertex Sales Tax O Series: Taxability Manager for New Users
H10	Vertex Consumer Use Tax O Series: Taxability Manager for New Users
H11	Vertex O Series 4.0 Workshop: Taxability Manager for Experienced Users, Part 1
H12	Vertex O Series 4.0 Workshop: Taxability Manager for Experienced Users, Part 2
H13	An Introduction to Vertex Value Added Tax O Series
H14	Vertex Sales Tax Q Series: Essential TDM for Beginners
H15	Vertex Sales Tax Q Series: Advanced Topics
H16	Vertex Sales Tax Q Series: Strategies for Bridging Your TDM to Vertex Sales Tax Returns
H17	Vertex Sales Tax Returns: Strategies for System Setup
H18	Vertex Sales Tax Returns: Using Tax Data Settings to Meet Your Business Needs
H19	Vertex Sales Tax Returns: Advanced Data Import Techniques with Flexible Reason Codes
H20	Vertex Sales Tax L Series: Essential TDM for Beginners
H21	Vertex Sales Tax L Series: Strategies for Bridging Your TDM to Vertex Sales Tax Returns
H22	Vertex Sales Tax L and Q Series: State Specifics
H23	Vertex Reporting and Analysis: Basic Data Analysis

Vertex Solutions
V03	Security Readiness for Income Tax Departments and Vertex Income Tax Software Users
V04	Vertex Custom Reporter: Overview
V05	Vertex Global Provision: Overview
V06	Global Provision Exchange
V08	Implementing a New G/L System: Issues and Opportunities for Income Tax Departments
V09	Income Tax Process Assessment: Identifying High Leverage Points for Tax Office Operations Improvement
V10	Customer Panel: Benefits of Using the Vertex O Series Solution
V11	Challenges of Enterprise Tax Management in the Retail Industry
V12	Case Study: Implementing a Consumer Use Tax Solution
V13	Case Study: Maximizing Vertex Sales Tax Returns General Ledger and Payment Request Functionality
V14	Case Study: Vertex Reporting and Analysis
V15	Vertex O Series: Reporting and Analysis Options
V16	Vertex O Series: Keys to a Successful Implementation
V17	An Introduction to Vertex O Series: Taking Tax Automation to the Next Level
V18	Moving to O Series: Data and Taxability Setup Considerations
V19	Case Study: Vertex O Series - Business Challenges and Solutions
V20	Case Study: Project Management Approach to Vertex O Series Deployment
V21	Vertex Sales Tax O Series: Lessons Learned and Tips for Go-Live
V22	Vertex O Series: Database Best Practices, Troubleshooting Using System Tools and Log Files
V23	Vertex O Series: Staying Current
V24	Vertex O Series: Upgrade from 2.2 to 4.0
V25	Case Study: Vertex O Series at a Leading Electronics Retailer
V26	Future of the Vertex O Series Retail Solution
V29	Vertex Lease Tax O Series: Product Refresh and Roadmap
V31	Vertex Exemption Certificate Management for Beginners
V32	Vertex Sales Tax Q Series: Keys to a Successful Implementation
V33	Vertex Sales Tax Q Series: Basics
V34	Vertex Sales Tax Q Series: Troubleshooting Using Reports and Debug Files
V35	Vertex Sales Tax Q Series: Archiving Transaction Data
V36	Vertex Sales Tax Q Series: Tips and Tricks to Make Your Life Easier
V37	Vertex Sales Tax Q Series: System Consolidation
V38	Vertex Sales Tax Returns: Overview
V39	Vertex Sales Tax Returns: Management Toolkit Product Overview
V40	Vertex Sales Tax Returns: e-Filing
V41	Vertex Sales Tax Returns: Advanced Reporting Techniques Using the Report Writer
V42	Vertex Sales Tax Returns: Database Management
V44	Vertex Sales Tax L Series: Keys to a Successful Implementation
V45	Vertex Sales Tax L Series: Basics
V46	Vertex Sales Tax L Series: TDM for Accounts Payable
V49	Achieve Pinpoint Accuracy with Address Cleansing and ZIP + 4's in O Series
V51	Sales and Use Tax Outsourcing- Is it Right for Your Organization?
V52	Vertex Income Tax: Fixed Asset Integration Solutions

Strategic Management
S01	A conversation with Jeff Westphal and the Vertex Leadership Team
S03	Building the High Value Tax Department
S06	Developing a Long-Term Vision for your Corporate Tax Department
S08	Apply What You've Learned at Vertex Exchange in Your Workplace
S09	The Paperless Tax Department: Using Adobe and Other Tools
S11	Project Management: Establishing Mutual Understanding and Expectations with Third Parties

Tax Sessions
X01	Federal Income Tax Compliance Exchange
X02	Income Tax: e-File Exchange
X03	International Income Tax Compliance Exchange
X04	State Income Tax Compliance Exchange
X06	Federal Income Tax Legislative Update
X07	FAS 109 Update
X08	International Income Tax Update Led by KPMG
X09	International Update led by the IRS
X10	Schedule M-3: Practical Guide to Compliance
X11	State and Local Income Tax Legislative Update
X13	e-File: IRS Update
X14	e-File: Federal and State Income Tax Program
X15	e-File: Domestic and International Income Tax Compliance
X16	FIN 48 Update
X17	Sales and Use Tax Exchange
X18	SST Business Advisory Council: The Voices of the Business Community
X19	Leasing Tax Exchange
X20	Audit Trends Exchange
X21	The Many Facets of Consumer Use Tax
X22	Reverse Audits: Uncovering Savings Opportunities
X23	Consumer Use Tax: Overview
X24	Audit Preparation: Overview
X25	Puerto Rico Sales Tax
X26	Sales Tax Holidays
X27	Certificate Management: Overview of Resale, Exemption and Manufacturing Certificates
X28	The Basics of Value Added Tax (VAT)
X29	Sales and Use Tax Basics
X30	Tax Matrices: Exploring the Benefits
X31	SST: A Project to Reality
X32	What every Tax Professional Should Know About Service-Oriented Architecture (SOA)
X33	Income Tax Data Management: Challenges and the Vertex Response
X34	Vertex Income Tax Data Management Tools – Demonstrations
X35	Sales Tax Trends Leading to Automated Tax Solutions
X36	Using Automated Sales Tax Compliance Systems for Audit Defense
X37	Sales Tax Automation in the Retail/Multi Location Environment
X38	Tax and IT: Partnering for Success
X39	VAT Automation - The Next Big Thing
X40	Income Tax Apportionment - Topical Issues
X42	Communications Tax Exchange