Sessions & Speakers

We are busy developing content for Vertex Exchange 2019 – where you’ll be able to select from topics designed to inform and inspire. In the meantime, you can explore the line-up of sessions and speakers from Exchange 2018 below.

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.

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

You can filter sessions by date, tax type, product, delivery method, or content level by selecting one of the icons below.

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              Sunday

              October 28

              Monday

              October 29

              Tuesday

              October 30

              Wednesday

              October 31

              1:15 PM - 2:55 PM

              Hands-On: Managing Consumer Use Tax with Vertex O Series

              Matthew McGinn

              Joe Colombo

              Jessica Schneck

              Diplomat 2

              Ever-changing tax rates and rules create challenges for even the most efficient tax departments. And if you are still relying on manual processes, you may be making your tax compliance processes even more cumbersome and complicated. The good news is, setting up an automated system can reduce complexity while saving you time and money. In this session, hands-on exercises will guide you through an overview of Vertex Indirect Tax O Series functionality from a consumer use tax perspective.

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

              • Identify the purpose of the "My Enterprise" and "Tax Setup" menu option functionality
              • Navigate through Vertex Central
              • Set up basic taxability data, including taxpayers, vendors, taxability drivers, and certificates from a consumer use tax perspective

              Session Number: TH520B

              1:15 PM - 2:55 PM

              Integrating Vertex Cloud with ERP and eCommerce Platforms

              Mark Sieczkowski

              Chris Livingston

              Diplomat 3

              Are you considering integrating your ERP and/or ecommerce platforms with Vertex Cloud Indirect Tax, the next generation of Vertex Indirect Tax Solutions? Join this session to explore how it optimally integrates with your preferred host system using prebuilt integration points. Vertex presenters will also discuss the benefits of tight integration such as faster return on investment, continuous improvement, ease of use and simplified deployment and maintenance.

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

              • Understand the integration points to Vertex Cloud
              • Learn how to configure an integration 
              • Explain the benefits of Vertex Indirect Tax Solutions

              Session Number: XP520O

              1:15 PM - 2:55 PM

              Trends in Sales Tax Audits: Preparing for a Successful Audit

              Larry Mellon

              Diane L. Yetter

              Regency 2

              Audits are a fact of life for taxpayers - and as states get more aggressive in their audit approaches and push more of the work to your tax department, you need to know how to prepare and ensure the best outcome. Join this session to learn about new trends in state audits, how to prepare for and handle audits efficiently and effectively, and gain expert insights into the best audit defense strategies. And because auditors are moving to more electronic methods, we will discuss how to use your Vertex configuration and transaction data to support and defend your audits.

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

              • Learn about audit trends states are employing in their indirect tax audits
              • Understand how you can use Vertex data to help you throughout the audit process
              • Learn different approaches to reviewing the auditor workpapers and how to evaluate your options
              • Gain an understanding of what you can do after an audit to reduce future assessments

              Session Number: TP218O

              1:15 PM - 2:55 PM

              Managing Tax Complexities in Texas, Colorado, Arizona and California

              Gary Fisher

              Larry Catti

              Diplomat 5

              Do you know how to use Vertex Indirect Tax O Series to accurately determine situs in "special" jurisdictions like Texas, Colorado, California, Arizona and others? Attend this group learning session for a brief overview of the situs logic that is used in these applications and learn how to use the Taxability Manager and the transaction testing tool to get accurate results for "special" jurisdictions with complex taxing scenarios. The presenters will also explain situs results.

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

              • Know how to enter Taxability Manager location records for selected states
              • Learn how to add Taxability Drivers and map them to a Taxability Category
              • Follow a sales tax transaction as it traverses the Vertex O Series calculation systems
              • Gain familiarity with the transaction testing tools and see how they can be best utilized in your organization

              Session Number: TG300A

              1:15 PM - 2:55 PM

              Vertex O Series: Latest Release and Roadmap Highlights

              Christopher Lawrence

              Mike Lott

              Regency 3

              Vertex strives to continuously deliver value to our clients by providing the most feature rich and stable solutions on the market. But deploying our enterprise solutions requires planning, preparation, and coordination with other enterprise IT roadmaps. That's why we've developed a release and support strategy to help our clients deploy solutions in support of their global tax roadmap. Join this session to explore the Vertex Indirect Tax O Series roadmap, complete with a recap of key product features delivered in Release 8.0, 7.0 and Service Releases, as well as an overview of the Vertex O Series Transaction Tax Solution Roadmap. The roadmap section will focus on the soon to be released Release 9.0.

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

              • Articulate the features and functions introduced by Vertex to address transaction tax challenges in the near term
              • Understand the mid- to long-term direction of Vertex software and services so you can plan ahead

              Session Number: TP548O

              1:15 PM - 2:55 PM

              Hands-on: Learning the Vertex O Series Batch Client Interface

              Jon Rezendes

              Laura Bel Fadel

              Diplomat 1

              Are you using Vertex Indirect Tax O Series to calculate tax for some - but not all - of your company's business processes? Do you wish you could get all of your reporting data from one place? In this session, which is designed for customers who use Vertex O Series but are still working with tax data from other sources, you'll learn the basics of working with the Batch Client Interface in Vertex O Series.
              This hands-on session will demystify the process of creating a BCI source file, running it through Vertex O Series, and handling the results.

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

              • Learn the basics of creating a BCI input file
              • Understand processing options when running a BCI file through the Vertex O Series web interface
              • Retrieve results and error files
              • Interpret errors, remediate them, and reprocess the data

              Session Number: TH510BAL

              1:15 PM - 2:05 PM

              Case Study: RPA and Vertex Sales Tax Returns Improve Compliance

              Ryan Gravuer

              Mark Rems

              Josh Corbran

              Atlantic 2

              Vertex Sales Tax Returns can significantly improve the accuracy of your returns while reducing tax processing costs. But combining it with robotic process automation (RPA) can significantly boost tax efficiencies. In this session, presenters from Grant Thornton will share how they implemented RPA to automate Vertex Returns - and reduced internal tax man-hours by 25%. You'll leave with a clear understanding of what RPA is, how it can be used to take tax automation to the next level, and the kinds of benefits you can realize.

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

              • Have a better understanding of RPA and how it can be used with other third-party platforms
              • Learn about how a Vertex customer is using RPA and the benefits they are realizing
              • Understand how this customer calculates ROI and uses it to justify leveraging RPA use across their organization   

              Session Number: TP465IAL

              1:15 PM - 2:05 PM

              Validating Vertex O Series Monthly Updates

              Sandy Steinmetz

              Greg LaReau

              212/213 Combined Round Table

              During this interactive customer-led discussion, you'll learn about processes, procedures and best practices for validating Vertex Indirect Tax O Series monthly updates before applying them in production. Geared for customers with both smaller and larger volumes of content and jurisdiction representations, this session will encourage a shared discussion among attendees to share business processes used in validating Vertex tax data. Attendees will benefit by learning how other customers address this task in their organizations.

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

              • Understand how other customers are validating monthly data content from Vertex
              • Apply best practices within your business
              • Share best practice ideas with other customers

              Session Number: TR510A

              3:00 PM - 3:20 PM

              All About the Vertex Innovation Labs

              David Deputy

              Flash 1

              Ever have an idea that you wish Vertex would implement such as a software enhancement or new product? Join this session to learn about the Vertex Innovation Labs, where you can submit ideas for new products and have Vertex create solutions. Learn about how the Vertex Innovation Labs can rapidly develop and market test new solution concepts, and see demos of the types of projects that are underway and our new methods of product development.

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

              • Learn about what the Vertex Innovation Labs does
              • See a list of Vertex Innovation Labs projects
              • Understand the methodologies Vertex uses to rapidly develop products

              Session Number: GF935O

              3:30 PM - 4:20 PM

              What is a GeoCode and the Benefits of ZIP+4

              Alex Troychock

              Shannon Barlow

              Atlantic 3

              Do you know why ZIP+4 is better than ZIP5 for GeoCode assignment? Do you know a GeoCode can consist of a state, county, city and multiple districts? Join this session to learn from our tax and GIS (Geographic Information System) experts. Presenters will compare ZIP5 look-up to ZIP+4 look-up, and share how the use of ZIP+4 improves the accuracy of GeoCode assignment. You will also learn the difference between a GeoCode and an Extended GeoCode; as well as why the Annual GeoCode Maintenance occurs.

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

              • Understand the composition of a GeoCode
              • Understand Extended GeoCodes, what they are and how your company can benefit
              • Learn how using ZIP+4 provides more accurate taxing assignments compared to ZIP5
              • Understand Annual GeoCode Maintenance and how it benefits you

              Session Number: TP250O

              3:30 PM - 4:20 PM

              Making the Most of Vertex Returns

              Zach Laurente

              Rick Engstrom

              Jacque Sappington

              Shawn Schneider

              Heather Villanueva

              Cheryl Curvey

              214

              Producing and filing sales and use tax returns is time-consuming and driven by tight deadlines every month, keeping tax staff from performing other skilled work in Tax and Finance. That's why automation is so critical today. Join this panel discussion to hear how fellow tax professionals are benefiting from Vertex Indirect Tax Returns to save time and reduce workloads. Share useful ideas with your peers and learn how to make the most of the automation available to you to improve operations in Tax and Finance.

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

              • Understand the benefits of using Vertex Returns to automate sales and use tax returns filing
              • Hear how other companies are utilizing Vertex Returns

              Session Number: TN400OR

              3:30 PM - 5:10 PM

              Hands-On: Flexi Imports and Balance To Manual Entry Options in Vertex Returns

              Karen Loomis

              Smruti Phatak

              Latonya Nails

              Diplomat 1

              Do you rely on non-Vertex generated tax data summary files (or flexi imports) to import into Vertex Indirect Tax Returns? If so, you may be unaware that certain settings and configurations with Vertex Returns are better to use in some states than others. And certain settings are likely to lead to better tax compliance and reconciliation. In this session, we'll identify and discuss the importance of "Balance to" and "Manual Entry" options. You'll also learn about best practices to incorporate when choosing tax data settings within Vertex Returns and much more.

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

              • Articulate the four tax data elements and their significance in Vertex Returns
              • Set up flexi imports in Vertex Returns
              • Explain the impact of combined versus separate tax data entry
              • Use import options and gauge their impact on flexi imports
              • Perform a flexi import and discuss the results

              Session Number: TH410A

              3:30 PM - 4:20 PM

              "You Have Us At Hello": Maximizing Your Vertex Support Experience

              Ray Proska

              Paul Palmer

              212/213 Combined Round Table

              Vertex offers many levels of customer support - but how can you make the most of these resources? This session will make you aware of the full range of support resources available and help you expedite the issue resolution process - all with the goal of maximizing your Vertex experience. Whether it's using myVertex or calling into our Contact Center, attend this session so you can share best practices with peers as well as information about Vertex resources available for your licensed solutions.

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

              • Understand the Vertex support process and the full range of Vertex resources available
              • Understand what you can do to facilitate and expedite the support process
              • Learn about resources readily available on myVertex

              Session Number: SP905O

              3:30 PM - 4:20 PM

              Vertex Cloud: Looking Back and Ahead 2018-2019

              Mark Sieczkowski

              Chris Livingston

              Diplomat 3

              Vertex strives to continuously deliver value to our clients by providing the most feature rich and stable solutions on the market. But to deploy them, you need to plan ahead and prepare, as well as coordinate with other enterprise IT roadmaps for your business. That's why we've developed a release strategy that allows our clients to align their global tax roadmap with our release strategy. Join this session for an introduction to some of the major product features we've delivered as part of Vertex Cloud Indirect Tax, and leave with an overview of the Vertex Cloud solution roadmap.

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

              • Articulate the key features and functions of Vertex Cloud
              • Understand how it addresses transaction tax challenges
              • Learn about the mid- to long-term direction of Vertex software and services so you can plan ahead for your organization

              Session Number: XP570

              3:30 PM - 4:20 PM

              Introduction to the Exemption Certificate Wizard

              Mike Lott

              RaNelle Murray

              Atlantic 1

              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: TP710O

              3:30 PM - 4:20 PM

              Data Reconciliation Using SAP, SAP Accelerator, and Vertex O Series

              Dawn Regan

              Regency 2

              To ensure accurate tax compliance and efficient tax audit preparation, you need to have the right calculation for the right jurisdiction in the right reporting period. Join this session to walk through how to use Vertex Indirect Tax O Series to support an efficient reconciliation process and SAP Accelerator for reports and tools. Get a first-hand look at the powerful, integrated functionality these products can provide your tax department - and gain confidence that you've got it covered!

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

              • Build custom data extracts using Vertex O Series
              • Use the reconciliation tools and reports in SAP Vertex Accelerator
              • Use the troubleshooting tools in SAP Vertex Accelerator to analyze trouble areas

                 

                 

              Session Number: TP527I

              3:30 PM - 4:20 PM

              Vertex Cloud Integration with Oracle Cloud

              Adam Weinstein

              Somtanu Sarkar

              Martin Lopez

              314

              As more companies implement cloud solutions, there’s a growing need to integrate Vertex Indirect Tax O Series with Oracle ERP Cloud and rapidly release updates based on Oracle's release plan. Join this session for an overview of the Tax department's role in Oracle ERP Cloud initiatives and Vertex’ integration solutions available for Oracle ERP Cloud. Presenters will also showcase a customer case study, focusing on the client’s implementation of Vertex O Series On-Demand with Oracle ERP Cloud to support indirect tax processes.

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

              • Understand the market trends driving adoption of Cloud technologies and the Tax department's role in Oracle ERP Cloud initiatives
              • Learn about the various Vertex Cloud options available with Oracle ERP Cloud
              • See how one customer is leveraging both technologies for indirect taxes

              Session Number: XP505IAL

              3:30 PM - 5:10 PM

              Hands-On: Managing Sales Tax with Vertex O Series

              Thomas DeMartinis

              Amy Quay

              Gary Fisher

              Matthew McGinn

              Diplomat 2

              Ever-changing sales tax rates and rules create challenges for even the most efficient tax departments. And if you are relying on manual processes, you may be making your tax compliance processes even more cumbersome and complicated. The good news is, setting up an automated system can save you time and money. In this session, hands-on exercises will guide you through an overview of Vertex Indirect Tax O Series functionality from a sales tax perspective.

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

              • Identify the purpose of the "My Enterprise" and "Tax Setup" menu option functionality
              • Navigate through Vertex Central
              • Set up basic taxability data including taxpayers, customers, taxability drivers and certificates from a sales tax perspective

              Session Number: TH536B

              3:30 PM - 4:20 PM

              Vertex Alliance Program: Benefits and Opportunities for 2018-2019

              Darrin Carroll

              Dave Homiak

              Atlantic 2

              If you work for a Tax consulting firm, you're well aware that having a strong relationship with Vertex, the market leader in indirect tax software and developer of Vertex Enterprise Tax Performance Engine, can translate into significant new revenue opportunities. In this session, we will discuss the benefits of the Vertex Alliance program in detail, as well as any planned enhancements to the program for 2019. You'll also get insider knowledge about the Vertex Roadmaps so you can plan ahead for new business opportunities.

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

              • Understand the ins and outs of the 2018 Vertex Alliance Program
              • Explain planned enhancements to the 2019 Alliance Program
              • Prepare for new business by having a solid understanding of the Vertex solutions and direction

              Session Number: A01

              3:30 PM - 5:10 PM

              Introduction to Tax Assist in Vertex O Series

              Jessica Schneck

              Matthew Knab

              Alexander Uskuraitis

              Diplomat 5

              Staying compliant with ever-changing tax rates and rules is a challenge for even the most efficient tax departments. And as your business changes, you may face unique tax circumstances that require customized handling. Join this session to learn about how Tax Assist rules can help you customize the standard functionality of Vertex Indirect Tax O Series to meet new and emerging tax requirements. Vertex presenters will help you identify when to use these rules, what they do, and how to set them up - and then have you work with a group to practice creating Tax Assist rules.

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

              • Identify when to use Tax Assist rules
              • Understand the basic functionality of Tax Assist rules
              • Explain the steps to set up Tax Assist rules, including pre-calculation and post-calculation rules

              Session Number: TG500I