2019 Sessions & Speakers

New ideas, leading expertise and innovative solutions all came together at this year's conference. Explore the sessions offered at Exchange Europe 2019. 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

              May 15

              Thursday

              May 16

              10:30 - 10:50

              VAT Determination Demo

              Andrew Hallsworth

              Maximilian Foyer

              Managing VAT calculations and tax coding in ERP systems can be a complex, highly technical effort since ERP systems have no embedded VAT content. Companies need to build this content, and once coding is complete they must continually update it as regulations change. In this flash session, learn how Vertex Indirect Tax O Series interacts with an ERP system, how it automates tax coding and VAT calculations, and enables for automated updating as VAT regulations change. Presenters will also show you how the solution makes tax management more visible to tax professionals and supports management of complex supply chains for VAT.

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

              • Get the most from your ERP by using Vertex O Series to automate tax coding and VAT calculation
              • Make tax management more visible to tax professionals 
              • Support management of complex supply chains for VAT

              Session Number: FL01

              11:00 - 11:20

              Understanding Hybrid Deployment Options for Vertex Indirect Tax

              Chris Livingston

              Maximilian Foyer

              At Vertex, we know that one size does not fit all. That's why we offer flexible deployment options for Vertex Indirect Tax O Series. In this flash session, we will review the differences and similarities across Vertex O Series On Premise, Vertex Cloud Indirect Tax, and Vertex Indirect Tax O Series On-Demand. In addition, presenters will share highlights regarding the additional benefits that only a SaaS offering can deliver.

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

              • Explain the differences between SaaS single tenant, SaaS multi-tenant and on-premise Vertex O Series software
              • Understand who manages Vertex O Series when it's managed in the cloud versus on premise
              • Understand how a Vertex Cloud – SaaS deployment managed by Vertex reduces IT involvement

              Session Number: FL02

              11:30 - 12:15

              Plenary: Advancing Tax Technology at the Pace of Business

              David DeStefano

              Maximilian II

              The world is changing. Businesses are growing and operating everywhere because technology enables them to do so. As a result, borders are blurring and new types of partnerships are emerging. Everything is more connected. Hear from David DeStefano, President and CEO, to understand how Vertex is helping our customers make trusted transactions, conquer complexity and seize opportunities.

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

              • Understand the latest technology advancements from Vertex
              • See how Vertex is connecting with what matters to our customers

              Session Number: PL100

              13:15 - 14:05

              Digitalisation and Real-time Reporting: Trends in VAT Compliance

              Aleksandra Bal

              Reece Duncan

              Emmie Nygard

              Maximilian II

              In the European Union, VAT compliance is in the midst of a major transition. Periodic VAT returns where all transactions are summarised in a few boxes are no longer sufficient. Businesses must now provide electronic submissions of transaction data in many jurisdictions. Some countries have gone one step further by requiring real-time transmission of invoices. This session examines how indirect tax compliance has been affected by two major trends -- digitalisation and real-time data transmission -- and how you can successfully navigate the changing VAT compliance landscape.

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

              • Learn about current trends in VAT compliance
              • Explain why VAT compliance is undergoing transformation
              • Discuss new compliance regimes in selected countries (Spain, Italy, Hungary, UK, and Poland)
              • Learn what to do to successfully navigate the changing VAT compliance landscape

              Session Number: S100

              13:15 - 14:05

              Tips and Tricks for Ensuring a Successful Vertex O Series Implementation

              Fiona Reyford

              Sarah Lindsay

              James Minneman

              Maximilian I

              Are you planning to implement Vertex Indirect Tax O Series? Then this session is for you! Come hear from two presenters who implemented Vertex O Series successfully and then lived with the product after it was implemented. They will share key lessons and tips based on their experience, as well as the many customers they have spoken with. You'll also benefit from their experience-based advice on what to consider in advance to ensure a successful outcome.

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

              • Understand the key considerations as you plan for your implementation
              • Learn tips and tricks to help you avoid common mistakes and ensure a successful outcome
              • Learn from the experience of others just like you who have implemented Vertex O Series before 

              Session Number: S502

              14:30 - 15:20

              SAP and Ariba

              Geof Gajes

              Donal Colbert

              Maximilian I

              When employees make purchases of products and services needed for your business, it's critical to ensure that tax has been correctly calculated by the vendor and recorded for VAT deduction and reporting in each transaction. Once an invoice has been paid, it can be very challenging to request a vendor to correct the VAT treatment on its invoice. In this session, learn how Vertex solutions reduce your organisation's tax compliance risk by providing the ability to perform a validation of the vendor VAT treatment of invoices processed through SAP Ariba Cloud, and outlining the VAT treatment to be recorded by your business.

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

              • Explain the requisition and invoice reconciliation process 
              • Understand the importance of having accurate tax calculations on every vendor purchase
              • Understand the challenges and tax compliance risks associated with procurement processes 
              • See how Vertex solutions can mitigate these risks for invoices processed through SAP Ariba Cloud

                Session Number: S501

                14:30 - 15:20

                Vertex Indirect Tax Returns for VAT

                Ellen Van Daal

                Ellen Van Daal

                Hofgarten III/IV/V

                For most tax departments, VAT-related filing is a time-consuming, painstaking and highly manual process with costly consequences for errors. Issues such as high staff turnover, geographically-scattered filing activities and a rapidly changing VAT compliance landscape only complicate matters. In this session, we’ll share the key to VAT compliance success: automation. Come see how the Vertex Indirect Tax Returns solution automates the preparation of signature-ready VAT returns and related submissions for over 40 countries. You’ll also learn about new enhancements to the Vertex Indirect Tax Returns module that future-proofs the solution as new VAT reporting regimes are released.

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

                • Learn how Vertex Returns can help you automate the production and transmission of signature-ready VAT returns, Intrastats, ESLs, and related data-rich audit reports
                • Understand how Vertex Returns works with Vertex Indirect Tax O Series or your ERP software
                • Determine whether Vertex Returns would be beneficial to your company's VAT-related filing efforts

                Session Number: S200

                14:30 - 15:20

                The Changing Landscape of Global Updates

                Nicole van Wandeloo

                Alex Baulf

                Alex Baulf

                Maximilian II

                The landscape of global VAT and GST never stays the same. As business models evolve, tax authorities also have to keep up with changing ways of doing business. 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 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 recent and future VAT/GST changes
                • Respond to these changes by changing processes and mitigating risks
                • Develop a proactive and strategic roadmap to prepare for required changes to systems, processes and data

                Session Number: S201

                15:40 - 16:30

                Vertex Accelerator for SAP ERP: Opportunity and Benefits

                Geof Gajes

                Brian Wilchusky

                Maximilian I

                The Vertex Indirect Tax Accelerator for SAP ERP was introduced to help reduce integration complexity and improve the benefits for Vertex Indirect Tax O Series. Join this session to learn about how it helps SAP customers easily address common gaps in the tax determination process, make transaction tax operations more precise globally and realise a quicker return on their investment. You'll hear from experienced people who designed the Vertex Accelerator and helped many companies implement the solution successfully to address common issues. You'll also explore how it improves functional and configuration control of tax processes, enables more robust reporting and reconciliation, and delivers enhanced tools that help you get value out of your global tax automation solution.

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

                • Describe the various features of Vertex Accelerator with Vertex O Series and SAP ECC or S/4 HANA such as data mapping, reporting, RFC queue management, master data related validation, and troubleshooting 
                • Understand the exceptional value it provides across a wide range of use cases
                • Learn from real-world customer experiences

                Session Number: S302

                15:40 - 16:30

                The Vertex Cloud Roadmap: An Overview

                Chris Livingston

                Hofgarten III/IV/V

                Cloud is central to the strategy of global enterprises today, with many focusing on how it can help improve the scalability and elasticity of specific back-office business functions. Join this session for insight into the Vertex Cloud Indirect Tax roadmap, including our global capabilities. Presenters will cover current capabilities and the high-level, go-forward plan for the next 12 months. You'll leave with an overview of the Vertex Cloud solution, including its value-added tax capabilities, - ERP and eCommerce integrations and more.

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

                • Understand an overview of the Vertex Cloud solution
                • Understand the scope of its value-added tax capabilities
                • Describe key ERP and eCommerce integrations and more

                Session Number: S300

                15:40 - 16:30

                The Wayfair Case: Implications for Inbound Compliance for Foreign Companies

                David Pelton

                George L. Salis

                Adrian Steller

                Maximilian II

                Following the Wayfair case, non-U.S. companies must register for state sales tax collection and comply with state SUT compliance obligations, which vary by state. In this session, Vertex experts will answer key questions such as: What are the actual economic nexus thresholds under Wayfair? Why is Wayfair often considered a type of digital tax? Can Wayfair be preempted or set aside by US federal legislation? Can one state force another to enforce a court judgment to collect sales taxes levied by another, if it's uncollected by another state? Vertex can help you comply with Wayfair. You'll leave more informed and prepared to do business across the U.S.

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

                • Understand the state tax implications of the Wayfair Decision upon foreign companies 
                • Explore the Wayfair Economic Presence Nexus threshold of inbound sales by non-US companies in several states
                • Learn which products and services sold in the U.S. are subject to SUT under specific thresholds, and how much presence is needed
                • The basis for exceptions and exemption that may apply to foreign company products and services 
                • How new federal legislation may preempt or set aside the Wayfair decision rules and establish new taxable nexus criteria for foreign and remote sellers
                • Explain the economic presence standard as a form of digital taxation
                • Understand how Vertex can help you manage the increased level of compliance due to Wayfair

                Session Number: S301

                9:00 - 9:50

                Plenary: The Digital Way to Better Compliance and Business Growth

                Christian Kaeser

                Maximilian II

                Join Christian Kaeser for an inside look at how the tax office at Siemens is applying new approaches, tools and advanced technologies to deliver business results in the digital age. As Global Head of Tax for a leading Fortune 500 company, Christian will share perspective on how his team is tackling the emergence of new tax laws and government regulations. He will also share how the digital transformation is helping to redefine tax as a critical business partner, introducing new process flows, improved reporting and analytics, and new digital leadership roles.

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

                • Better understand the impacts of digitalization on the tax office
                • Share perspective on how tax can help drive business outcomes
                • Explore tools that are improving results for the team at Siemens

                Session Number: PL200

                10:10 - 11:00

                What’s Happening in Latin America with Transaction Taxes?

                Fernando Silva

                Thomas Steppe

                Maximilian I

                Multinational companies are increasing their investment in Latin American (LATAM) countries, but with trepidation because transactional taxes are handled very differently. In fact, the Brazilian tax system is considered one of the most complex in the world, and the new e-Reporting project called SPED has been used as a reference to other countries across the region. Join this session to learn about what's happening in LATAM, explore new requirements being created by governments, and understand how to minimise risks for your business.

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

                • Understand business complexities around LATAM
                • Explain major country scenarios and requirements, such as new requirements for electronic invoice and reporting and the SPED project
                • Understand how Vertex Indirect Tax O Series provides a unified tax solution for dealing with complex tax LATAM scenarios

                Session Number: S400

                10:10 - 11:00

                The Digitalisation of Supply Chains: A Tax Perspective

                George L. Salis

                David Deputy

                Hofgarten III/IV/V

                Digitalisation of supply chains is a hot trend today - and no wonder. It enables more efficient planning and execution, greater transparency and increased access to financing. Tax plays a key role in shaping digital supply chains. This session will explore the intersections of tax, finance, and treasury with supply chains. Presenters will also share supply chain projects underway in the Vertex Innovation Labs, and insight into indirect tax strategy and digital technology.

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

                • Understand how the global digital economy is disrupting supply chains
                • Rethink supply chains as digital ecosystems impacted by BEPS
                • Compare digitally-driven supply chains and value chain networks
                • Explain the need for business and supply chain integration with your tax strategy
                • Learn how the Vertex Innovation Labs is working with clients and partners to leverage digital technology to improve supply chain management

                Session Number: S401

                10:10 - 11:00

                Vertex and SAP: What's Coming in 2019

                Brian Wilchusky

                Geof Gajes

                Eliza Alberts-Muller

                Maximilian II

                The partnership and cooperation between Vertex and SAP extends over 25 years. In this session, Vertex leadership from our SAP Partner group will present and facilitate discussions around our SAP-specific solutions, as well as roadmaps and best practices for integrating Vertex solutions globally with SAP software. Examples of planned topics include scope and plans for our SAP integrations, lessons learned when integrating with Vertex, international tax considerations and strategies, and customer use cases.

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

                • Explore Vertex's solution strategy and roadmap with SAP solutions - both current and planned
                • Learn about best practices and lessons learned from real-world SAP and Vertex customers
                • 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 Indirect Tax O Series with SAP from our Alliance Partners

                Session Number: S402

                11:20 - 12:10

                Taxing the Digital Economy: Current and Future Plans

                Aleksandra Bal

                Maximilian I

                More countries are seeking to impose special taxes on digital companies. The question is, will there be a global, consensus-based solution to taxing the digital economy? Or unilateral approaches that will lead to a patchwork of inconsistent rules that will increase the risk of double taxation? What would either approach look like? And how will EU changes make VAT appropriate for the complex digital economy? Join this session for expert answers. Vertex will provide an overview of the current state of direct and indirect tax worldwide, and explore the expected impact of proposed taxation measures.

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

                • Understand the progress of the OECD BEPS work and how it could impact regulatory compliance and planning
                • Delve into the latest thinking on solutions for taxing the digital economy and the likelihood of various options
                • Explore the digital services taxes in the EU, as well as new EU VAT obligations for online platforms and VAT E-commerce package that will take effect in 2021
                • Discuss the obstacles hindering broad multi-country adoption of consistent tax regimes for the digital economy

                Session Number: S500

                11:20 - 12:10

                Vertex O Series: A Crash Course for Beginners

                Fiona Reyford

                Sarah Lindsay

                Hofgarten III/IV/V

                Are you considering a deployment of Vertex Indirect Tax O Series? Or is an implementation pending? Then this session is for you. Come get a high-level overview of the software's functionality, and learn about key terms and functions, what it looks like, and how it works in the course of day-to-day business. You'll leave with a solid understanding of what it can do and the value it can provide your tax department.

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

                • Understand the key functional areas of Vertex O Series
                • Describe what the software looks like and how it works at a high level
                • Explain its value to tax departments

                Session Number: S202

                11:20 - 12:10

                The Coca-Cola Company Case Study: Vertex O Series and SAP S/4HANA

                Neelu Daswani

                Yves Geens

                Christoph Zenner

                Maximilian II

                Most companies have historically relied on native ERP for VAT determination and reporting. With the evolution of e-commerce and other drivers of business complexity, getting VAT right the first time has become a big challenge for businesses doing business globally. Tax authorities are also demanding transaction level details at ever increasing speeds with real and near-time mandates as being seen in Spain, Hungary, Italy and other countries. Come hear how The Coca-Cola Company refreshed their tax technology roadmap to prepare themselves for these and any new challenges that may be thrown at them.

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

                • Understand the various scenarios where an external VAT engine could provide a superior ROI to native ERP
                • Understand how the external VAT engine Vertex O Series addresses specific native ERP VAT determination shortcomings
                • Understand the high-level project plan to implement a tax engine and methods to evaluate project ROI

                Session Number: S110

                13:00 - 13:20

                A 20-minute Introduction to Blockchain and Its Tax Implications

                David Deputy

                George L. Salis

                Maximilian Foyer

                Blockchain is an enigma to many. Some claim it will form the basis of Web 3.0 as we move from the "Internet of information" into the "Internet of value," as it will democratise money itself. Others see blockchain as a more efficient way to remove intermediaries and directly share information between stakeholders in a business process. In this flash session, Vertex experts will provide a quick, non-technical introduction and explore key use cases where blockchain-based systems are gaining traction. They will also explore the implications of blockchain on tax processes and professional skill requirements.

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

                • Explain what blockchain is and the problems it can solve
                • Understand its implications for tax processes and professionals
                • Describe key use cases for blockchain

                Session Number: FL03

                13:30 - 14:20

                Plenary: Exploring SAP's Framework for Global Tax Management

                Brian Wilchusky

                Dr. Knut Barthel

                Maximilian II

                Global requirements for tax are becoming more complex every day -- from reporting and real-time invoice submissions to determination challenges. In this session, learn about SAP's framework for Global Tax Management, which helps companies address these challenges. You'll gain a better understanding of how companies are being impacted by changing tax requirements across the world and how Vertex is participating with SAP on its tax framework journey.

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

                • Understand how companies are being impacted by changing tax requirements worldwide
                • Understand SAP's approach to addressing these changes and how Vertex is participating with SAP on its journey
                • Learn about the impact of new technologies on tax compliance

                Session Number: PL300