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Tax 2.0 Executive Forum 2011

Tax 2.0 Executive Forum | Thursday, June 16, 2011
Hyatt Regency Philadelphia at Penn’s Landing | Philadelphia, PA

Forum Agenda

Introduce the new Tax 2.0 website and Total Tax Transformation toolset
Launch beta testing of the site and tools in a controlled environment
Enlist Tax 2.0 members for committee involvement
Identify content areas for further development
Define a process to recruit a broader community of tax executives for beta testing

Wednesday, June 15, 2011
4:30 p.m. - 5:30 p.m	Meet and Greet
5:30 p.m.	Group Departure to the Evening Event Bus will leave the hotel promptly at 5:30 p.m. ET
5:30 p.m. - 11:00 p.m.	Philadelphia Phillies vs. Florida Marlins Citizens Bank Park, One Citizens Bank Way, Philadelphia As a kick off to our meeting, an evening event will be hosted at Citizens Bank Park. This event offers an opportunity to network with other Tax 2.0 executives while enjoying the social atmosphere of the Diamond Club as the Philadelphia Phillies take on the Florida Marlins. Dinner will be provided.

Thursday, June 16, 2011
7:30 a.m. - 8:00 a.m.	Continental Breakfast
8:00 a.m. - 8:30 a.m.	Meeting Kickoff / Forum Overview Set the stage for the day’s session Review session agenda and discussion process Outline the objectives for the forum Speaker(s): Michael Davis, Tax 2.0 Executive Director Jeff Westphal, President and CEO, Vertex Inc. Jon Sappey, Director, Industry Relations, Vertex Inc.
8:30 a.m. - 9:30 a.m.	Tax 2.0 Operational Model Discuss Vertex relationship and role Introduce initial committees and roles
9:30 a.m. - 10:30 a.m.	Tax 2.0 Business Model Align around the Tax 2.0 membership model Engage in dialog regarding the eMarketplace Discuss the Vertex funding model
10:30 a.m. - 10:45 a.m.	Break
10:45 a.m. - 12:00 p.m.	Tax2point0.com Site Demo A demonstration of the new Tax 2.0 website and online community. We’ll go behind the curtain for an exclusive walk through of the Beta testing site, including a look at the social networking capabilities and an introduction to the Total Tax Transformation toolset. Provide real-time perspective through facilitated discussion. You’ll also enjoy a hands-on experience with the site, allowing you to Take the online Total Tax Transformation assessment Compare and filter your assessment result Explore the site's new social networking tool
12:00 p.m. - 1:00 p.m.	Lunch
1:00 p.m. - 2:00 p.m.	Exploring the Total Tax Transformation Toolset Introductory overview of the toolset and group dialogue regarding practical use of the results and areas for further development. Get first exposure to the industry’s most comprehensive operational framework for Optimizing Tax Operations. This highly participatory session will engage you for perspective on the value of the tool. Through this session you will Gain a greater understanding of the toolset components Identify content areas for further development Get set up to use the tools within your tax department
2:00 p.m. - 3:00 p.m.	Where Do We Go From Here? Group discussion regarding the path forward for development, planning and promotions in preparation for a broad industry launch in October 2011. Synthesizing input from earlier segments of the meeting, we will collaborate around the roadmap for the next six months and identify areas of focus during that time, including Beta testing the site and toolset Prioritizing areas of content development Launching Tax 2.0 committees Engaging a larger community of tax executives
3:00 p.m. - 3:30 p.m.	Closing Remarks Reflect on the work accomplished Discuss next steps Speaker(s): Michael Davis, Tax 2.0 Executive Director Jeff Westphal, President and CEO, Vertex Inc. Jon Sappey, Director, Industry Relations, Vertex Inc.