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.

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Flash Sessions Agenda/SME Demo Schedule

View suggested sessions based on Vertex solution and/or user experience level.

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              Sunday

              October 27

              Monday

              October 28

              Tuesday

              October 29

              Wednesday

              October 30

              12:30 PM - 5:00 PM

              Leasing Special Interest Group: Hot Tax Issues and Technologies

              Dinah Baker

              RaNelle Murray

              Mike Maiter

              Wayne Robinson

              Kendall Smith

              Wes Lau

              Peter O. Larsen

              Diane Parisi

              Willow Lake 5

              The rapid evolution of the tax industry has created new opportunities and risks for businesses operating in the leasing industry. In this Leasing Special Interest Group, join your industry peers as we discuss a new implementation of Vertex Indirect Tax for Leasing, top tax issues faced by today's lessors, the use of robotic process automation in the tax department, and the latest tax updates. We'll also discuss how technology can streamline processes, reduce risk, and positively impact the bottom line.

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

              • Understand current issues faced by tax professionals in the leasing industry
              • Discuss new implementations of Vertex Indirect Tax for Leasing
              • Learn about opportunities for - and benefits of - process automation within the tax department

              Session Number: LSIG

              1:30 PM - 2:20 PM

              Exchange 101: Making the Most of the Event

              Michele McEvoy

              Paul Palmer

              Colorado C

              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

              Lori Shiel

              Diane L. Yetter

              Colorado B

              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

              Michele McEvoy

              Paul Palmer

              Colorado C

              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

              5:40 PM - 6:00 PM

              Making Vertex Work for You with Different Deployment Options

              Greg Woodward

              Jeff Horner

              Flash 1

              Do you have questions about the differences between Vertex Indirect O Series On Premise, On-Demand (hosted), and Vertex Cloud? Do you currently use Indirect Tax O Series, and are interested in changing to the SaaS deployment option? Or the opposite? Come to this flash session to find out more about the various deployment options that are available.

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

              • Understand 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: XF108

              10:30 AM - 12:10 PM

              Hands-On: Introduction to Tax Assist

              Tom Carter

              Matthew Knab

              Jessica Schneck

              Red Rock 3

              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:

              • Identify why a Tax Assist Rule is needed
              • Use Tax Assist Rules for basic needs

              Session Number: TH500

              10:30 AM - 11:20 AM

              Understanding Hybrid Deployment Options for Vertex Indirect Tax

              Mark Sieczkowski

              Red Rock 9

              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 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: XP109

              10:30 AM - 11:20 AM

              Using BCI for Vertex O Series Testing Validation

              Joshua Moua

              Colorado D

              Are you taking full advantage of the Batch Client Interface (BCI)? This tool pushes tax calculations into Vertex Indirect Tax 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

              Alexander Uskuraitis

              Jerry Haines

              Kevin Doyle

              Red Rock 2

              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

              10:30 AM - 2:30 PM

              Communication Services Special Interest Group (SIG)

              Rob Marino

              RaNelle Murray

              Wes Lau

              Eric Tresh

              Liz Cha

              Homestead 2

              Rapid changes in technology are driving the evolution of communication services. An increasing number of companies are launching communication services to extend solution portfolios and gain competitive advantage. At the same time, existing communication service providers are expanding into other areas. The result of all this change is increased complexity and risk – and tax jurisdictions are scrambling to keep up, broadening existing legislation and passing new legislation. In this special interest group, we will discuss trends in tax legislation that affect communication service providers, current tax issues, and provide an introduction to and demo of Vertex Indirect Tax O Series 9.0, which contains additional tax rules to support calculation of communication services tax for traditional telecom services as well as digital communication services like data streaming, teleconferencing, online chat and more. Vertex experts will also share a roadmap to support communication services going forward.

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

              • Understand how tax jurisdictions are creating and amending tax legislation to address changes in traditional and non-traditional communication services
              • Compare how your peers are responding to these changes to minimize risk and maximize compliance
              • Learn how Vertex O Series is evolving to support traditional and non-traditional communication services

              Session Number: COMMSIG

              10:30 AM - 11:20 AM

              Tips and Tricks: Validating Vertex O Series Monthly Updates

              Sandy Steinmetz

              Greg LaReau

              Homestead 1

              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 - 12:10 PM

              Hands-On: Managing Sales Tax with Vertex O Series

              Lisa Werkheiser

              Dave Parvensky

              Matthew McGinn

              Red Rock 6

              Struggling to stay in compliance with ever-changing tax rates and rules? You're not alone -- even the most efficient tax departments feel this pain. And it's particularly acute for firms still using manual processes, which are cumbersome and complicate tax compliance even further. That's why more tax departments are setting up an automated sales tax system. In this session, you'll get an overview of the Vertex Indirect Tax O Series functionality from a sales tax perspective, as well as hands-on experience setting up Vertex O Series to automatically calculate sales tax.

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

              • Overview Vertex O Series functionality from a sales tax perspective
              • Identify the purpose of the My Enterprise and Tax Setup menu options in Vertex O Series
              • Navigate through Vertex Central
              • Set up basic taxability data from a sales tax perspective

              Session Number: TH506R

              10:30 AM - 11:20 AM

              Vertex Innovation Labs: Projects, Methods, and Highlights

              Karen Loomis

              Red Rock 8

              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

              Sherry Lepore

              Joseph F. Geiger

              Homestead 4

              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

              Dinah Baker

              Mike Maiter

              Red Rock 7

              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

              Geof Gajes

              Brian Wilchusky

              Suzy Soo

              Colorado B

              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 - 3:30 PM

              Retail Tax Special Interest Group

              Tatyana Martinez

              Joshua Moua

              Todd Cameron

              James Blake

              Peter Olanday

              RaNelle Murray

              Matthew Flagg

              Susan Haffield

              Susie James

              Tim Brooks

              Willow Lake 5

              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

              Zach Laurente

              Dean Giovanelli

              Rick Engstrom

              Katee Poulin

              Rebecca Clark

              Gaye Fahle

              Erica Bucklew

              Elizabeth (Betsy) Cummins

              Colorado C

              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

              11:40 AM - 12:30 PM

              Visual Implementation Plans: The New Standard

              Rafa Diefenthaeler

              Serene Chen

              Red Rock 9

              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

              Indirect Taxes at the Tip of the Spear

              Mike Guelker

              Red Rock 8

              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