Tax Technology Conference 2020: Keys to Optimizing Tax Processes & Performance

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Tax Technology Conference 2020: Keys to Optimizing Tax Processes & Performance

CPE Credit: 12 Hours

Price: $1,095.00

NASBA Field of Study: Taxes

 

Overview

This all-new, specialized conference is designed to help tax professionals implement and understand the latest software and technological innovations that will have an impact on their operations, now and in the future. This two-day event will cover topics ranging from the latest tax compliance software for dealing with recent tax reforms, to effective digital management of the global tax function, to ERP platforms and cloud computing, to Robotic Process Automation (RPA) and blockchain, to the tools for automating indirect taxes, and much more.
 

AGENDA HIGHLIGHTS

•  Tax Compliance Software: Tax Reform Update

•  Global Tax Management

•  Data Wrangling & Analytics

•  Next Generation ERP for Tax

•  Cases in Emerging Technologies: Robotics, AI, Blockchain

•  Indirect Tax Automation

 

LEARNING OBJECTIVE  To provide tax professionals with an update on the newest technology and best practices for optimizing
their tax departments' business performance.

PREREQUISITE  None.    ADVANCE PREPARATION  None.    PROGRAM LEVEL  Update.   NASBA FIELD OF STUDY  Taxes.
DELIVERY METHOD  Group-Live.

 

This program is also available via live webinar
Tax Technology Conference 2020: Keys to Optimizing Tax Processes & Performance Webinar

 

Agenda

DAY ONE AGENDA*


Deluxe Continental Breakfast & Registration
8:15 – 8:45 AM

Welcome & Opening Remarks
8:45 – 9:30 AM

Tax Compliance Software: Tax Reform Update
9:30 – 11:00 AM
The 2017 US tax legislation introduced significant new calculations and data requirements, yet many tax departments are likely still relying on manual, spreadsheet-based calculation processes to satisfy those requirements. We’ll discuss what tax executives need to know about enhanced tax reform functionality introduced by the major tax technology vendors, as well as lessons learned from efforts to operationalize tax reform and related data requirements.

Break
11:00 – 11:15 AM

Global Tax Management
11:15 AM – 12:30 PM
This session will cover leading practices for document management, workflow, tracking and reporting of internal controls, filing obligations, and other key tax department deliverables. We’ll consider US vs. international considerations and discuss approaches and technologies available to support effective digital management of the global tax function.

Luncheon
12:30 – 1:15 PM

Data Wrangling & Analytics
1:15 – 3:15 PM
Tax professionals have historically spent tremendous amounts of time gathering and manipulating data. The challenge is that corporate tax functions rarely own their own data. Instead, they rely on data created by other functions and departments, which can create dependencies and delays, while tax waits for finance, IT, or other functions to enhance processes or optimize systems. Through a review of available tools and tax use cases, we’ll discuss how data wrangling and analytics technologies can allow tax departments to take significant action now to eliminate much of the repetitive, time-intensive data manipulation required in the past.

Break
3:15 – 3:30 PM

Next Generation ERP for Tax
3:30 – 5:30 PM
Thanks to approaching sunset dates for current versions of large ERP platforms, including SAP and Oracle, many companies are either migrating or planning to migrate to the latest cloud ERP technology platforms. Such migrations present significant opportunities for tax departments to advance toward their digital future. We’ll discuss how cloud technology can serve the tax department, and how you can accelerate the tax shift to the cloud.

Cocktail Reception
5:30 – 6:30 PM

 

DAY TWO AGENDA*


Deluxe Continental Breakfast
8:00 – 8:45 AM

Opening Remarks
8:45 – 9:00 AM

Cases in Emerging Technologies: Robotics, AI, Blockchain
9:00 – 10:15 AM
Robotic Process Automation (RPA) remains a hot topic in finance and tax circles, but how is this type of automation really being applied to provide value for tax departments? What should tax professionals be aware of beyond RPA in the broader realm of cognitive technologies? This session will address current use of RPA by tax departments, and share use cases to illustrate how RPA and other cognitive technologies can help solve common challenges faced by tax departments.

Break
10:15 – 10:30 AM

Indirect Tax Automation
10:30 AM – 12:30 PM
As tax leaders focus more on automating tax processes, many are zeroing in on indirect taxes as a key area of opportunity. Indirect tax engines, procurement systems, and process automation tools can all play a part in transforming indirect tax planning and compliance. We’ll discuss the growing importance of indirect taxes in the broader tax and regulatory environment, the art of the possible in indirect tax automation given the tools available today, and practical considerations for weighing automation alternatives.

Conference Ends
12:30 PM

 

* PLEASE NOTE: Session topics and times are subject to change based on location and speaker availability. Please call 1-800-544-1114 for specific agenda details.

 

This program is also available via live webinar
Tax Technology Conference 2020: Keys to Optimizing Tax Processes & Performance Webinar

 

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