Sessions & Speakers

Vertex Exchange is where Corporate Tax leaders and innovators come together to connect with what matters: Opportunities to expand knowledge and perspectives. Engage with thought-provoking experts. Have lively interactions—and strengthen connections.

Connect with what matters in Corporate Tax: New ideas. Leading expertise. Innovative solutions. Explore the sessions at Vertex Exchange 2019.

Vertex Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. For more information about earning CPE credits at Exchange, see the CPE Information Sheet.

Agenda At-A-Glance Download (PDF)

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              Sunday

              October 27

              Monday

              October 28

              Tuesday

              October 29

              Wednesday

              October 30

              1:30 PM - 2:20 PM

              Exchange 101: Making the Most of the Event

              Want to get the most out of Exchange 2019? Join this "boot camp" session that's perfect for people new to Exchange! You'll get a quick overview of conference highlights, sessions, and partners, and walk through key logistics and locations to save you time. You'll also learn what the Resource Center makes available throughout your time at Exchange.

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

              • Get an overview of conference highlights
              • Have a better understanding of conference content and resources
              • Plan out how you will make the most of the event for you and your business

              Session Number: EXCH101

              1:30 PM - 5:00 PM

              Sales Tax 101

              Are you a new user of Vertex tax automation solutions or seeking to expand your knowledge of indirect sales tax in preparation for attending advanced sessions? Then this pre-conference session is for you! This session explores the various types of nexus included in the court case of Wayfair. This session then discusses compliance requirements in states and local taxing jurisdictions where you are registered. This session also includes how to set up Vertex indirect tax solutions for where you are or are not registered, and how to configure the system to calculate the correct tax outcomes based on your compliance requirements.

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

              • Determine what constitutes nexus
              • Discuss what situs is and its impact on tax calculation
              • List and discuss tax types used in the calculation process
              • Describe varying rules imposed by state and local taxing authorities
              • List various Vertex research tools that can aid your tax compliance requirements 
              • Discuss various state-specific rules impacting situs determination and tax calculation outcomes

              Session Number: TP200

              3:20 PM - 4:10 PM

              Exchange 101: Making the Most of the Event

              Want to get the most out of Exchange 2019? Join this "boot camp" session that's perfect for people new to Exchange! You'll get a quick overview of conference highlights, sessions, and partners, and walk through key logistics and locations to save you time. You'll also learn what the Resource Center makes available throughout your time at Exchange.

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

              • Get an overview of conference highlights
              • Have a better understanding of conference content and resources
              • Plan out how you will make the most of the event for you and your business

              Session Number: EXCH101R

              10:30 AM - 11:20 AM

              Tips and Tricks: Validating Vertex O Series Monthly Updates

              Join this customer-led group discussion about the types of processes and procedures used by Vertex customers for monthly Vertex tax data updates, maintenance, and validation. This session will be an open dialogue where you can join in the discussion with your peers, share what processes you use to validate monthly data content from Vertex, and learn tips and best practices from others. You'll also see a demonstration of a best practice for validating Vertex Indirect Tax O Series monthly updates before putting them into production.

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

              • Learn about the processes and procedures used by other companies to perform monthly data updates, validation, and maintenance
              • Learn a best practice for validating Vertex O Series monthly updates before putting them into production

              Session Number: TR501

              10:30 AM - 11:20 AM

              Vertex Innovation Labs: Projects, Methods, and Highlights

              From technology innovations to new regulations, the world is changing faster than ever. To help you thrive in this reality, Vertex needs to innovate with speed and agility – and Innovation Labs is one of the tools that enables us to deliver on this. In this session, come learn about the latest technologies and product concepts that Innovation Labs is working on, as well as how you can engage with Innovation Labs to collaboratively build the future of tax software. You'll leave understanding how Innovation Labs work and the value they can provide for your business.

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

              • Learn about the current projects underway in Innovation Labs
              • Hear about current areas of exploration
              • See and understand how Innovation Labs work
              • Learn how to engage with Innovation Labs

              Session Number: GP902

              10:30 AM - 12:10 PM

              Canadian Transaction Taxes: Learning the Basics

              Indirect taxation in Canada presents significant complexities for
              US businesses. For example, did you know that requirements for physical presence are unique, there are two levels of taxation, and retailers and E-commerce vendors need to deal with environmental fees on the sales of electronic goods and other household products? Join this session for an overview of taxation requirements in Canada and the taxability differences across provinces. We will discuss the federal and provincial taxes, how to obtain a tax ruling and interpretation, the growing use of environmental fees, as well as cross-border transactions and the Wayfair ruling impact.

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

              • Understand the complexities of tax compliance in Canada
              • Understand the increased use of environmental fees in Canada
              • Understand the tax ruling and interpretation process
              • Learn about the implications of the South Dakota v. Wayfair, Inc. ruling on Canadian tax compliance

              Session Number: TP209

              10:30 AM - 11:20 AM

              Planning Your Vertex O Series Leasing Implementation: Expert Advice

              Sales tax complexities for leasing are driving the need for specific data elements from your source leasing and billing system. Join this session to explore how to configure your sales tax processing for Vertex Indirect Tax O Series to meet these data requirements. You'll learn the key considerations needed to define the data elements you need from an applicable leasing system in order to calculate tax correctly. In addition, you'll learn what changes need to be made to your Vertex Leasing setup to meet jurisdictional requirements.

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

              • Have a basic understanding of lease tax automation using Vertex Leasing
              • Identify requisite steps to define a leasing implementation
              • Identify integration components for a leasing implementation project

              Session Number: TP511

              10:30 AM - 11:20 AM

              Vertex Indirect Tax Accelerator for SAP 101

              Integrating SAP ERP software with Vertex Indirect Tax solutions can be a cumbersome process - unless you have the Vertex Indirect Tax Accelerator for SAP ERP and complementary PLUS tools. Join this session, which will be led by the people who designed the solution, to learn how it provides a simple way to address common gaps in the tax determination process, improves the precision of transaction tax operations and realizes a quicker return on investment. You’ll get an overview of common SAP tax process pain points and challenges, the Accelerator and PLUS tools functionality, and common use cases it supports. You’ll also learn how it can help you achieve strategic goals such as increasing functional and configuration control of tax processes, boosting the robustness of reporting and reconciliation, and getting more value out of tax automation solutions.

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

              • Understand the key features of the Vertex Indirect Tax Accelerator for SAP ERP
              • Gain more functionality with Vertex Indirect tax solutions and SAP ECC or S/4 HANA
              • Learn the business value of the Vertex Accelerator and PLUS tools and the pain points they solve

              Session Number: TP515

              10:30 AM - 4:00 PM

              Retail Tax Special Interest Group

              Do you work in the complex and ever-changing retail industry? Join this retail-specific special interest group that gives tax and technology professionals in the retail industry an opportunity to interact, learn, and share insights amongst peers on topics related to retail taxation, technology and management. Topics to be discussed include: industry trends and drivers in retail, tax management strategies and practices for retail, and leveraging automation to meet the specific needs of retailers.

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

              • Discuss trends and drivers facing the retail industry
              • Discuss tax processes, automation and associated impacts throughout a retail organization
              • Share perspectives and gain insights into the priorities, internal challenges, and accomplishments of participants
              • Develop your peer network of tax technology professionals within the retail industry

                 

              Session Number: RSIG

              10:30 AM - 11:20 AM

              Customer Panel: Making the Most of Vertex Returns

              Producing and filing Sales and Use Tax (SUT) Returns is a time-consuming process that's driven by tight deadlines every month. Automating this work frees up tax professionals who file SUT returns for other skilled work in Tax and Finance. Join this session to learn from other companies how to further exploit Vertex Indirect Tax Returns to lighten your SUT burdens.

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

              • Learn how other companies are reaping the benefits of automating their SUT returns filing using Vertex Returns
              • Explore compelling use cases and emerging trends
              • Meet with Vertex Returns peers to learn how to maximize the value of your Vertex Returns solution

              Session Number: TN400R

              10:30 AM - 12:10 PM

              Hands-On: Introduction to Tax Assist

              Ever-changing tax rates and rules create challenges for even the most efficient tax departments, especially when unique tax circumstances arise that require you to customize the standard functionality of Vertex Indirect Tax O Series. In this introductory course for Tax Assist, delivered in a hands-on format so that everyone can follow along individually, you'll get an overview of how Tax Assist can help you address these complexities. Learn the basic functionality and when to use it, master the Basic tab in the Builder tab, learn pre-calculation and post-calculation rules, walk through real-world examples, and more!

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

              • Get an overview of how to use Tax Assist and when to use it
              • Know how to use the Basic tab in the Builder tab
              • Understand pre-calculation and post-calculation rules
              • Tackle unique situations requiring customization

              Session Number: TH500

              10:30 AM - 11:20 AM

              Using BCI for Vertex O Series Testing Validation

              Are you taking full advantage of the Batch Client Interface (BCI)? This tool pushes tax calculations into Vertex O Series, re-calculates the invoices, and pushes them into a tax journal, but it can be used in other valuable ways as well. In this session, we'll show you best practices for using BCI in Vertex O Series for testing purposes. Vertex support pros will discuss its diverse capabilities and facilitate a group discussion so you can learn how other companies use it, too -- for example, as a quotation tool, for pre go-live testing or monthly data update testing of known tax requirements.

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

              • Discuss how BCI can be used in Vertex O Series for testing purposes
              • Know how to create a BCI file, run a BCI file through Vertex O Series, and analyze BCI file results
              • Participate in a group discussion on how other companies approach this task and use BCI to support other critical tasks such as pre go-live testing

              Session Number: TP508

              10:30 AM - 12:10 PM

              Hands-On: How to Create Tax Drivers and Map Tax Drivers to Categories

              In order for Vertex software to determine the correct taxability of your products, you need to have them categorized properly. If you struggle with identifying your products and figuring out how to map them to one of the Vertex categories, this session is for you. Vertex presenters will walk you through the entire process of setting up a product to obtain correct or desired taxability result.

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

              • Learn best practices for setting up a product or a product class
              • Identify how to choose which Vertex category to map a product to
              • Map a product to the correct Vertex category

              Session Number: TH511

              11:40 AM - 12:30 PM

              Indirect Taxes at the Tip of the Spear

              Tax leaders face a barrage of disruptions that affect how they operate and deal with the requirements for compliance. For example, governments are radically changing their approach to tax audits and tax reporting, shifting their focus to gaining real-time, direct access to corporate data. At the same time, companies are restructuring internally, leveraging new business and workforce models that demand greater speed and efficiency from tax departments. In this session, Ernst & Young experts will discuss what tax and finance professionals need to know from a process and technology perspective to be the "tip of the spear" in responding to these disruptors. You'll also get insights into tax technology trends around indirect tax, the global use of tax engines, data analytics, data warehouses, workflow management, and robotics.

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

              • Discuss the biggest disruptors of tax operations today
              • Have expert strategies for responding to these disruptors
              • Gain insights into the latest tax technology trends

              Session Number: TP512AL

              11:40 AM - 12:30 PM

              Tax and the Agile Software Development Life Cycle

              Come see how Vertex delivers your tax solutions using an efficient, customer-centered agile software development process. You'll get a glimpse under the hood and into our internal processes, including how we create and enhance our state-of-the-art tax solutions, develop data content, and capture and leverage customer requests and ideas to define a roadmap for new software development and innovation.

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

              • See how Vertex listens to customers needs through customer workshops, customer panels, customer user groups, Exchange and more
              • Understand how information from customers is processed using an agile software development life cycle 
              • Learn how our product managers, business owners and project managers drive the development process, resulting in software that meets the pressing needs of our customers 

              Session Number: GP900

              11:40 AM - 12:30 PM

              Taxing the Digital Economy: An International Perspective

              Countries all over the world are actively trying to figure out how to address the tax challenges arising from digitalization of the economy. This session will give you an overview of the current thinking on both direct and indirect taxation, discuss the impact of the proposed measures on your business and if you can challenge these taxes once enacted. We'll also discuss the likelihood of a global, consensus-based solution to taxing the digital economy or unilateral approaches that will lead to a patchwork of inconsistent rules, which will increase the risk of double taxation.

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

              • Explore digital services taxes in the EU and their impact on businesses
              • Explore new EU VAT obligations for online platforms and VAT E-commerce package that will take effect in 2021
              • 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

              Session Number: GP200

              11:40 AM - 12:30 PM

              Visual Implementation Plans: The New Standard

              Have you ever seen an implementation plan that looks like a storyboard or animated timeline? It's powerful, effective, and meaningful for project participants. Join PwC in this session to learn how to create an implementation plan in this new and memorable way. See for yourself how these visualizations boost information retention, provide a view across the entire project life cycle, clarify which stakeholders should be involved when, and more.

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

              • See how to take a traditional project plan and translate it into a visual presentation
              • Explain the typical steps involved in an implementation and what to expect
              • Identify the responsibilities of each team member throughout the project duration 

              Session Number: TP503AL

              11:40 AM - 12:30 PM

              Introduction to the Exemption Certificate Wizard

              Collecting and maintaining exemption certificates is often a manual, time consuming process - and errors are a major cause of audit risk and pain. Join this session to learn about the new Exemption Certificate Wizard that makes it easy for your customers to enter their exemption certificates via a web browser. See how the Wizard facilitates the creation of the certificate via guided questions and produces an audit ready certificate. And understand how it integrates with Vertex Indirect Tax O Series and sends the required data needed to create a Vertex O Series exemption record.

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

              • Streamline the exemption certificate collection process with the easy-to-use Exemption Certificate Wizard 
              • See how it integrates with Vertex O Series and sends the required data needed to create a Vertex O Series exemption record
              • Understand how the Wizard prevents errors and saves time

              Session Number: TP703

              1:30 PM - 3:10 PM

              Beyond Tax Assist Basics: Using Flexible Fields in Vertex O Series

              This session focuses on flexible fields, an optional functionality that's used only when taxability needs cannot be met with standard interface elements. Learn what flexible fields are, what's possible with the three types of flexible fields, and how they can be defined and mapped to taxability categories and tax rules to address complex tax transactions.

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

              • Learn what flexible fields are
              • See how flexible fields can be used with taxability setup
              • Understand the three types of flexible fields and what's possible with each type

              Session Number: TG500

              1:30 PM - 2:20 PM

              Reconciling Vertex Sales & Use Tax Returns and Vertex O Series

              Ever have difficulty reconciling tax data calculated by Vertex Indirect Tax O Series with tax totals imported into Vertex Indirect Tax Returns? Want to cut down on time spent reconciling and documenting these amounts? Join this session to learn how to instantly generate documentation to show that these tax amounts have been reconciled. Vertex presenters will also discuss the differences in how Vertex O Series calculates tax and summarizes data that gets imported into Vertex Returns.

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

              • Understand the circumstances in which totals of taxes filed in Vertex Returns do not match totals of taxes paid in Vertex O Series, and why this occurs
              • Efficiently reconcile the two sets of totals and document the results
              • Determine how often -- and when -- you need to perform a reconciliation to meet both internal and auditor accounting requirements

              Session Number: TP402