AI Readiness in Tax: How to Evaluate and Elevate your Strategy

As generative AI tools rapidly gain traction across industries, tax departments are under increasing pressure to assess their readiness to adopt these technologies responsibly. Join Chris Zangrilli, Vice-President of Technology Strategy at Vertex Inc, as he guides us through the foundational steps tax leaders must take to ensure clean data, establish robust governance, and thoughtfully integrate AI into their operations. 

During this session we’ll cover:   

• Why tax leaders should collaborate with AI governance teams and how to evaluate policies for transparency, reliability, and accountability.  
• Real-world examples of how finance and audit teams are using AI—offering practical insights tax teams can apply.  
• Understand the critical questions to ask about AI training data, success metrics, and ethical risks before deployment.  

Watch this insightful session to gain a clear understanding of the risks of over-reliance on AI outputs, the importance of validating AI-generated recommendations, and how to unlock significant value in tax automation.