Sessions & Speakers

Vertex Exchange offers opportunities to learn about timely topics, to hear from compelling speakers, to have lively conversations—and make ever-stronger connections. Together, we’re addressing the challenges—and achieving the full potential—of tax.

We're leading tax forward through breakthrough thinking. A stronger tax community. Greater strategic impact. And better results for the tax community. See for yourself by exploring the sessions that were offered at Exchange Europe 2018. You can filter sessions by date, tax type, format, product, audience or content level by selecting one of the icons below.

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DATE
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SESSION FORMAT
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              Wednesday

              April 18

              Thursday

              April 19

              8:30 - 9:30

              Speed Demos: Vertex O Series for VAT & Vertex Indirect Tax Returns

              Andrew Hallsworth

              Nicole Jupin

              Otter & Esperance

              Join this two-for-one interactive demo session focused on two Vertex VAT solutions:

              1. Struggling to make your systems work for VAT in complex supply chains? Too reliant on deep ERP coding and/or manual effort? See how Vertex Indirect Tax O Series can lighten your workload, decrease risk and increase the accuracy of your VAT determinations.

              2. Statutory reporting has never been more stringent. See how Vertex Indirect Tax Returns can streamline collation and filing of your statutory reports, including VAT SAF-T and SII style reports.

              Please bring your questions with you! Our subject matter experts look forward to answering them.

              By the end of the session you will be able to:

              • Learn more about Vertex solutions for VAT determination and reporting
              • Explore the user interfaces of these solutions
              • Get questions answered by subject matter experts

              Session Number: 4D100

              10:00 - 11:20

              Leading Tax Forward Together - Plenary Session

              David DeStefano

              Danny Vermeiren

              Miguel Silva Pinto

              Heian II

              What are the challenges and opportunities brought by new technology and digitalisation to tax administrations? Is the tax administration of the future more a service provider than a tax collector? What changes is the trend toward digitalisation triggering in tax authorities? Hear from Miguel Silva Pinto, Executive Secretary of the Intra-European Organisation of Tax Administrations (IOTA) for an insider’s look at the major digital trends affecting taxpayers, like data flows, real-time payment requirements, online accounts, online cash registers, cargo control systems, e-invoicing and pre-filled tax returns. Miguel will discuss new initiatives and mechanisms used by tax authorities and share best practices. To show how these initiatives and practices are being shared across the region, Miguel will also describe how IOTA is supporting their members in facing the digital age. In addition to Miguel’s address, you will also hear from David DeStefano, Vertex President and CEO.

              By the end of the session you will be able to:

              • Better understand how digitalisation is driving changes in tax administrations
              • Imagine how the tax administration of the future may look
              • Discuss new technological tools at use in the tax field
              • Learn about the role of a regional tax administration in the international tax dialogue

              Session Number: 1G100

              11:40 - 12:40

              What's New with Vertex Enterprise?

              Danny Vermeiren

              Stephanie Nowak

              Matthijs Overbosch

              Christopher Hall

              Heian II

              Struggling with inputting data collected from different ERP and other data sources? Having data management and quality problems? Working too hard to meet different compliance requirements across all tax types? Then come get an overview about how Vertex Enterprise can help, with special focus on the latest features. Presenters will overview how to use it in streamlining data gathering, automating compliance requirements, performing reconciliations, running transactional analytics, and more.

              By the end of the session you will be able to:

              • Understand the new features in Vertex Enterprise 
              • See why customers are considering Vertex Enterprise
              • Learn how to leverage Vertex Enterprise to improve the tax lifecycle

              Session Number: 1G200

              13:40 - 14:40

              Robotics and VAT- Fact or Fiction?

              Danny Vermeiren

              Heian II

              Robotics, robotics, robotics. It’s all you hear these days. Are they really coming to get us all, or are they already here ? In this session, you will learn about Robotic Process Automation (RPA) from industry leading experts so you will be able to separate fact from fiction. Furthermore, you will find out through practical examples how RPA can be deployed to support tax and VAT processes in general and where the benefits and possible pitfalls can be. Finally, we will explore how RPA can be combined with Vertex solutions to enhance automation even further.

              By the end of the session you will be able to:

              • Understand the concept of RPA and how it’s different from other forms of automation
              • Learn how RPA can help tax and VAT processes and identify the potential pitfalls
              • Understand how you can use RPA to supplement your Vertex solutions

              Session Number: 1G900

              13:40 - 14:40

              A Vertex Tax Accounting Overview

              Ellen van Daal

              Griffioen

              Businesses are dealing with increasing legislative changes, shorter time frames for reporting and increased scrutiny of their tax positions. Yet many are still executing tax processes manually in Excel, which introduces risk, and are dependent on Finance to access the data they need. Join this session to learn how Vertex Tax Accounting can address these issues and free you to apply your time and tax expertise where it's needed most, calculating the right tax position. Presenters will overview Vertex Tax Accounting and its connection with the Vertex Tax Performance Engine, discuss how to use our standard data connectors and automation capabilities, and explore how it helps you standardize the tax accounting process.

              By the end of the session you will be able to:

              • Understand how Vertex Tax Accounting can help tax departments streamline, automate, and improve their tax accounting process
              • Reduce risk and generate a complete audit trail
              • Reduce manual labour and hours spent on the tax accounting process
              • Understand how Vertex Tax Accounting can be used for modelling purposes

              Session Number: 2DT01

              14:50 - 15:50

              Cloud for Everyone

              Mark Sieczkowski

              Andrew Hallsworth

              Heian II

              Join this session for an overview of Vertex Cloud Indirect Tax and Software as a Service (SaaS). Cloud platforms and SaaS continue to be a significant global trend, with more and more businesses avoiding on-premise software installations that require costly implementation and maintenance. Global businesses are seeing the benefits of SaaS in terms of improved business agility, consistent tax results across a variety of systems, and lower overall costs. Come to this session to learn how Vertex Cloud and SaaS can enable your company to achieve these benefits.

              By the end of the session you will be able to:

              • Understand the benefits and challenges of cloud platforms and SaaS
              • Understand why using cloud platforms and SaaS is good for tax
              • Learn how Vertex Cloud and SaaS can meet the needs of your business 

              Session Number: 1G300

              14:50 - 15:50

              Global VAT and GST Update

              Alex Baulf

              Griffioen

              The landscape of global VAT and GST never stays the same. As business models evolve, tax authorities also have to keep up with changed ways of doing business. As a result, compliance requirements are constantly changing and tax payers need to provide more and faster information to their local tax authorities. Internal indirect tax teams must face these challenges head on – often while under constant pressure to do more with less. In this session, presenters will discuss new and emerging trends affecting indirect taxes and teams across the globe, as well as specific changes to rates, rules and tax systems.

              By the end of the session you will be able to:

              • Understand the latest changes and trends in the VAT/GST world
              • Anticipate and prepare for indirect tax changes and trends
              • Understand how tax authorities are stepping up their scrutiny of businesses

               

              Session Number: 1G500

              14:50 - 15:50

              Brexit Update and Panel Discussion

              Danny Vermeiren

              Mark Houtzager

              Matthew Paul Clark

              Geoff Peck

              Matthijs Overbosch

              Heian I

              "Brexit is coming! Brexit is coming!" It's on everyone's mind - but what will it really mean for your business? According to our experts, expect massive potential VAT, customs and other changes - especially for organizations with complex cross-border structures. At this session, VAT and customs leaders will answer pressing questions like: What will be the major impacts? And how should companies prepare? You'll also hear from Vertex customers about their views on Brexit impacts and what they are doing to future-proof their businesses. During the panel discussion, you'll have the opportunity to interact with our panelists and ask questions.

              By the end of the session you will be able to:

              • Get an overview of the major impacts of Brexit
              • Understand how you should prepare for the impacts of Brexit
              • Learn about how your peers in the industry are preparing for upcoming changes

              Session Number: 3IT02

              16:00 - 17:00

              What You Need to Know About SAF-T and MTD - Turning Change Into Opportunity

              Danny Vermeiren

              Annelies Dieusaert

              Albert Fleming

              Heian I

              The recent trend towards digital VAT reporting has led to VAT SAF-T filings like SII and Polish JPK and others possibly to come like MTD. But countries like France and Portugal already had SAF-T requirements outside the VAT reporting space and more countries are implementing similar non-VAT reporting requirements. In this session, presenters will explain the current landscape of digital filing obligations, explore the broader concept of SAF-T and scope, and highlight the key challenges companies face when preparing filings. They will also explain how Vertex Enterprise can serve as a single platform for efficiently tackling all of these filings - and support tax departments in the next wave of digital reporting obligations, both for VAT and beyond VAT.

              By the end of the session you will be able to:

              • Learn about the different digital reporting requirements
              • Explain how Vertex Enterprise can be leveraged as a platform to comply with all digital reporting requirements

              Session Number: 1G400

              16:00 - 17:00

              Exploring the Vertex O Series Roadmap

              Christopher Lawrence

              Mark Sieczkowski

              Heian II

              Vertex has developed a release and support strategy that allows our clients to deploy solutions in support of their global tax roadmap. Join this session to learn about the current solutions and future plans for Vertex Indirect Tax O Series and Vertex Cloud. Armed with insights about upcoming solution developments and options, you'll be able to make informed decisions about future upgrades and migration plans.

              By the end of the session you will be able to:

              • Discuss current Vertex indirect tax solution offerings
              • Make better upgrade or migration decisions by understanding the future solution roadmap
              • Explain Vertex solution support plans

              Session Number: 3IT03

              8:00 - 10:00

              SAP Special Interest Group

              Michael Galella

              Brian Wilchusky

              Griffioen

              Join the SAP Special Interest Group (SIG) for an information sharing session with the Vertex/SAP customer community. In this extended session, Vertex leadership from our SAP Partner group will present and facilitate discussions around our SAP-specific roadmaps and best practices for integrating Vertex solutions with your SAP software. Examples of planned topics include SAP integration lessons learned, the Vertex Indirect Tax Accelerator for SAP ERP (and supporting tools), international tax considerations and strategies, and customer use cases.

              By the end of the session you will be able to:

              • Learn about solutions to common implementation challenges for VAT and international tax compliance, as well as common usage issues
              • Share experiences and best practices for use of Vertex O Series with SAP
              • Gain insight into additional SAP solutions on the Vertex roadmap

              Session Number: SAP01

              9:00 - 10:00

              Find, Extract, and Analyse Your Data for VAT and Customs

              Danny Vermeiren

              Marc Hoessels

              Frederik Drappier

              Heian I

              Are you calculating your taxes in a native ERP environment? Join this session to learn how to gain access to the Vertex Indirect Tax O Series tax engine and use it to validate the taxes your ERP have calculated - without having to go through an entire implementation. Specifically, presenters will show you how to gain access to - and improve the quality of - your indirect tax data using a combination of PwC extraction tools and Vertex Enterprise Tax Performance Engine. You'll also see how to run analytics and use a call-out mechanism to Vertex O Series to validate the calculated taxes.

              By the end of the session you will be able to:

              • Discuss indirect tax data challenges and how this data can be extracted using PwC tools
              • Understand how a PwC offering takes indirect tax data and calls Vertex O Series for VAT determination validation
              • Explain other ways of leveraging Vertex Enterprise for analytics

               

              Session Number: 3IT01

              9:00 - 10:00

              Ecommerce Taxation

              George L. Salis

              David Deputy

              Otter & Esperance

              Ecommerce and the digital economy are rapidly leading to the displacement of traditional business models based on physical presence. This trend is challenging regulatory models tied to the physical world and resulting in significant revenue loss for tax authorities around the world. Join this session to learn about the gaps in current tax regulations, the potential impact of proposed government regulations designed to recapture lost revenues (such as OECD BEPS Action 1 and PE), and how changes will create new challenges and opportunities for businesses.

              By the end of the session you will be able to:

              • Explain how proposed actions arising from the OECD BEPS work could impact regulatory compliance and planning in 2018 and beyond
              • Understand the latest thinking on the short and long-term solutions for taxing the digital economy and the likelihood of various options
              • Discuss the obstacles hindering broad, multi-country adoption of consistent tax regimes for the digital economy
              • Discuss the analogy between the EU new DE Directive and the OECD’s BEPS- related policy on the GDE and Virtual PE
              • Forecast how businesses will react to new transactional taxes

              Session Number: 3IT06

              9:00 - 10:00

              US Tax Reform: What It Means for Your Business

              Ellen van Daal

              Bernadette Pinamont

              Heian II

              When your CFO and CEO ask, "What does the US tax reform mean for us?", are you prepared to answer? Join this session for a crash course on what you need to know about the US tax reform, the impact on US subsidiaries and how Vertex software equips you to strategically model and understand these impacts for better, faster planning and decision making, including operational transfer pricing. Presenters will also discuss other responses to US tax reform to look out for and how Vertex technology can help you plan for those as well.

              By the end of the session you will be able to:

              • Explain the impact of the US tax reform on your US subsidiaries
              • Know what other legislative changes/responses to watch for in 2018
              • Understand how tax technology and tax data management can help improve tax planning, including operational transfer pricing, in today's dynamic tax world

              Session Number: 2DT02

              10:15 - 11:25

              Vertex Enterprise in Your Tax World

              Bernadette Pinamont

              Ellen van Daal

              Heian II

              Today's tax professionals work in a perfect storm of economic and regulatory change ranging from Brexit and the US tax reform to new audit trends. In the midst of it all, business leaders are turning to Tax for answers to related, complex business questions. Join this session to learn how technology can help you assess the impact of the global tax environment on your effective rate and tax data management needs, as well as empower you to be an effective, strategic business advisor. Presenters will show you what's possible when you are armed with operational KPIs, heat maps and reports, scenario analysis, and more.

              By the end of the session you will be able to:

              • Understand the various economic factors disrupting efforts by senior tax executives
              • Explain how technology can help you assess the impact of the current tax environment on your effective rate and tax data management needs
              • Understand what's possible when tax departments are viewed as strategic business partners/advisors

              Session Number: 1G600

              11:35 - 12:35

              Case Study: Driving Value at Fortive Leveraging Vertex Enterprise

              Matthijs Overbosch

              Danny Vermeiren

              Heian II

              Come learn how Fortive Global, a Vertex customer, chose to implement Vertex Enterprise to cover all of its taxes. Presenters will share how this global project, which is starting with direct tax in the US and will move to the EU to include VAT processing, will address the company's IT landscape issues and reconcile its fragmented data sources, including data in multiple ERP systems supporting different businesses.

              By the end of the session you will be able to:

              • See how Fortive Global is using Vertex Enterprise to address its IT landscape and data fragmentation issues - and ultimately drive business value
              • Get an overview of the global deployment project itself, including its phases and relevance for VAT processing, in particular 

              Session Number: 2DT03

              11:35 - 12:35

              VAT Reconciliation and Analytics with Vertex Enterprise

              Donal Colbert

              Heian I

              Every company needs to run a VAT reconciliation process, and most do it using a manual, Excel-based process that takes a significant amount of time to complete. They also struggle to ensure that the VAT data that they use for VAT compliance is of good quality, running time-consuming checks and validations on it before using it. Join this session to see how both of those processes can be automated using Vertex Enterprise to increase data and reconciliation accuracy and efficiency.

              By the end of the session you will be able to:

              • Understand the root causes of VAT data challenges and process issues
              • Learn about the functionality in Vertex Enterprise and how it can improve overall VAT process quality and efficiency 

              Session Number: 3IT09

              11:35 - 12:35

              Advanced Vertex O Series Troubleshooting

              Michael Galella

              Nicole Jupin

              Griffioen

              Streamline Vertex Indirect Tax O Series implementations and testing cycles by taking advantage of advanced tools to troubleshoot unexpected results and confirm the accuracy of test cases. Often customers do not realise that Vertex provides tools to assist with this process. In this session, we will explore the available options, such as Transaction Tester, Vertex Logs, and Situs Logs. We will also explore some of the log files available for various ERP systems.

              By the end of the session you will be able to:

              • Use the Vertex O Series Transaction Tester to troubleshoot and to confirm results of your test cases
              • Navigate and review the Standard Log Files available for SAP and Oracle
              • Navigate and review reports available in Vertex O Series for troubleshooting

              Session Number: SLN20

              13:40 - 14:40

              Speed Demos: Vertex O Series for VAT & Vertex Indirect Tax Returns

              Nicole Jupin

              Andrew Hallsworth

              Otter & Esperance

              Join this two-for-one interactive demo session focused on two Vertex VAT solutions:

              1. Struggling to make your systems work for VAT in complex supply chains? Too reliant on deep ERP coding and/or manual effort? See how Vertex Indirect Tax O Series can lighten your workload, decrease risk and increase the accuracy of your VAT determinations.

              2. Statutory reporting has never been more stringent. See how Vertex Indirect Tax Returns can streamline collation and filing of your statutory reports, including VAT SAF-T and SII style reports.

              Please bring your questions with you! Our subject matter experts look forward to answering them.

              By the end of the session you will be able to:

              • Learn more about Vertex solutions for VAT determination and reporting
              • Explore the user interfaces of these solutions
              • Get questions answered by subject matter experts

              Session Number: 4D100R

              13:40 - 14:40

              Blockchain: Now and In the Future

              George L. Salis

              David Deputy

              Heian II

              The world is going digital, and only organizations able to navigate and harness new digital technologies will thrive. In this session, presenters will focus on blockchain, a foundational technology for the digital future. Whether using it to enable new peer-to-peer business models, new ways of funding or investing in businesses or new methods of compliance assurance, businesses and tax professionals must understand how this new technology works. Join this session to learn about the fundamental premises of blockchain, its regulatory frameworks, and how the role of the tax professional may change in a world based upon digitally enforced trust.

              By the end of the session you will be able to:

              • Understand how blockchain is different
              • Explain why it enables new business models
              • Understand how it can be deployed in the tax arena
              • Envision how the role of the tax professional may change in a world based upon digitally enforced trust

              Session Number: 1G800