2019 Sessions & Speakers

Vertex Exchange is your opportunity to engage with industry experts on tax trends, topics, and technology. Expand your knowledge and perspective. Have lively interactions—and strengthen connections.

We are busy developing content for Vertex Exchange 2020 – 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 2019 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.

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



              October 27


              October 28


              October 29


              October 30

              2:40 PM - 3:30 PM

              Mastering Valuable, Underused Functionality in O Series

              Kaveeta Patel

              Tim Kirkpatrick

              Drew Achenbach

              Isabel Lopez

              Colorado B

              Even if you're an experienced user of Vertex Indirect Tax O Series, you're probably not taking full advantage of all its features and functions. Join this panel-based session with PwC to learn about the less frequently used functions in Vertex O Series, such as complex transaction tester scenarios, pre- and post-Tax Assist Rules, technical overrides, and more. Often overlooked during implementations, these areas of functionality can add great value to your organization.

              The panelists will cover infrequently used areas of Vertex O Series given by experienced Vertex O Series implementers as well as provide a customer perspective. Your ideas for topics to discuss are welcomed and can be shared at the session.

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

              • Learn about infrequently used features of Vertex O Series that save time and money and boost ROI on your Vertex O Series investment
              • Identify the basic requirements for using them
              • Share your own ideas for topics to discuss at the session

              Session Number: TP500AL

              2:40 PM - 3:30 PM

              How to Manage Your Upgrade to Vertex O Series 9.0 On-Demand

              Greg Woodward

              Colorado C

              Are you a current On-Demand customer? Are you aware of the mandatory migration coming in 2020? Do you know the new features and functionality of Vertex O Series 9.0? Learn about what Vertex O Series 9.0 offers and understand the migration plan for all Vertex On-Demand customers to Vertex O Series 9.0.

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

              • Learn what to expect from Vertex O Series 9.0
              • Understand the migration plan for all Vertex On-Demand customers to Vertex O Series 9.0
              • Grasp important information about how Vertex will work with existing On-Demand customers to implement the mandatory upgrade to Vertex O Series 9.0
              • Identify key areas where migration planning can begin prior to your scheduled migration date

              Session Number: TP520

              2:40 PM - 3:30 PM

              Best Practices for Tax Research

              Joseph F. Geiger

              Paula Ong

              Colorado D

              There are lots of ways to tackle a tax research problem -- but what's the best way, given your specific challenges? In this session, you will learn proven methods used in basic tax research and key terms and online resources available to help you conduct tax research. This seminar is intended to help you learn and/or to refresh your tax research process and skills and give you guidance on where to start and what resources to check as you research your next tax issue.

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

              • Understand the diverse, online resources available for tax research and how to get the most from them
              • Learn and apply research best practices and document your findings
              • Explain the difference between state and home rule local tax administration
              • Know where to find local ordinances


              Session Number: TP206

              2:40 PM - 3:30 PM

              Case Study: Equinix and Vertex

              Amita Prabhu

              Mohan Dutt

              Red Rock 9

              Is your business planning to go global, or already expanding internationally? Bogged down with legislative requirements mandating that you provide tax jurisdictions with near real-time or real-time reporting? It can be difficult to keep up with demanding and ever-changing tax legislations, rates and rules across the globe. Join this session to hear how Equinix worked with Vertex to address this challenge by implementing a global tax management solution in 24 countries in Asia Pacific, Europe, and North and South America. You'll see how standard features of Vertex Indirect Tax O Series, along with integration to Oracle E-Business Tax and LATAM Tax Engine, enabled them to automate tax processes and centralize, standardize, and provide mandated transparency.

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

              • See how a rapidly growing, global business uses Vertex software to keep up with ever-changing tax legislations and rates and rules across the globe
              • Learn how Vertex can help global companies use Vertex solutions for Oracle ERP/E-Business Suite to accelerate time to market and return on investment

              Session Number: TP516

              2:40 PM - 3:30 PM

              Tax Area IDs (TAIDs): Maintenance and Implementation

              Alex Troychock

              Joshua Moua

              Shannon Barlow

              Willow Lake 3

              Tax Area IDs (TAIDs) are deleted during annual maintenance of Vertex software and need to be updated. Ever wonder why? And how can you simplify updates and implementations? This session will explain why TAID maintenance occurs, the difference between monthly and annual TAID maintenance, and how TAID maintenance benefits you and your business. Vertex presenters will also share tips and tricks to managing maintenance in Vertex Indirect Tax O Series, as well as best practices and tools for successful implementations.

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

              • Understand TAID maintenance
              • Learn why Tax Area IDs are deleted during annual maintenance
              • Share best practices for implementation and tools for success

              Session Number: TP506

              3:35 PM - 3:55 PM

              Archiving and Purging the Tax Journal and Reporting Database

              Joshua Moua

              Flash 1

              Not sure how to archive, back up and purge your tax journal and reporting database? Come learn from the pros! Join this flash session where we'll explain what the tax journal and reporting database do, how they relate and interact, and the best ways to archive, back up and purge them. Our pros have seen it all!

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

              • Understand the roles and relationships between the tax journal and reporting database
              • Learn how to archive and purge them

              Session Number: TF502

              3:35 PM - 3:55 PM

              Vertex Central: Meeting Unique Taxability Requirements with O Series

              Andrea Pownall

              Flash 2

              Does your business need to meet unique taxability requirements? Join this session to learn how to meet them using Vertex Indirect Tax O Series, which supports them with a wide range of tax rules, qualifying conditions and conditional rules. Vertex support pros will share best practices for using Vertex Central, the Vertex O Series user interface, to set up taxability, taxpayers, mappings, drivers, rules, and more.

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

              • Better understand how to set up unique mapping requirements in Vertex Central
              • Learn tips and techniques to accomplish these changes within Vertex O Series using the Vertex Central user interface

              Session Number: TF501

              4:00 PM - 4:50 PM

              Migrate to Vertex Cloud

              Mark Sieczkowski

              Red Rock 8

              Calling Vertex Sales Tax L and Q Series and Vertex Indirect Tax O Series customers who would like to learn about moving to Vertex Cloud Indirect Tax! Learn about the next generation of Vertex tax automation, including functionality that spans from tax calculation to compliance and scalable pricing model. Learn about product feature differences and how to migrate to Vertex Cloud.

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

              • Know the functionality and pricing model of Vertex Cloud
              • Understand the Vertex Cloud deployment option
              • Recognize the functional differences between Vertex L, Q and O Series and Vertex Cloud
              • Understand the steps that need to be taken to migrate to Vertex Cloud from Vertex L, Q and O Series

              Session Number: XP102

              4:00 PM - 4:50 PM

              Vertex O Series: Implementation Tips and Tricks

              Tim Kirkpatrick

              Suzy Soo

              Lu Murphy

              Colorado D

              Is your business preparing to implement Vertex Indirect Tax O Series? Feeling overwhelmed and wondering where to begin? Not clear about the roles of IT and Tax in the implementation? Then this session is for you! In this interactive session with PwC, you'll have the opportunity to interact with and learn from other customers as you share implementation experiences. You'll leave with tips, tricks, and lessons learned -- all based on real-world customer experiences. Be prepared to share your experience and get great ideas!

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

              • Understand the importance of upfront planning for your Vertex O Series implementation
              • Explain the stages of the implementation process
              • Leave with new implementation tips and tricks 
              • Learn who should be part of your implementation team

              Session Number: TP502AL

              4:00 PM - 4:50 PM

              Case Study: How Alamo Group Addressed Wayfair Ramifications

              Timothy McGinnis

              Willow Lake 4

              Are you looking for new strategies for dealing with the ramifications of the Wayfair Supreme Court decision? Learn from the experiences of Alamo Group, whose nexus expanded from under 10 states to over 30 states. In this session, learn how Alamo used Vertex On-Demand solutions to automate the application of tax rates to hundreds of new state and local taxing jurisdictions. In addition, see how Vertex On-Demand helped them handle exemptions for the large percentage of Alamo's customer base eligible for manufacturing, resale or agricultural exemptions and the tax calculations for their dealer network that receives drop-shipments.

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

              • Understand how other companies are meeting the challenges resulting from the Wayfair decision
              • Explain how the Exemption Certificate Wizard can be used to capture Customer Certificates
              • Use the Exemption Certificate module to support audit defense and communicate with Exempt Customers to get updates
              • Get an overview of the JDE-Vertex Indirect Tax O Series integration

              Session Number: TP700

              4:00 PM - 5:40 PM

              Hands-On: Handling Credit Balances in Vertex Returns

              Rachael Lund

              Diana Kenneson, CPA

              Latonya Chase

              Red Rock 3

              Are you using the Credit Balance feature in Vertex Indirect Tax Returns, which enables you to identify negative tax amounts, create credit balances, and apply credit balances against future filing periods? We've significantly upgraded the Vertex Returns Credit Balance feature of this solution and are excited to share how it's now a more powerful tool that will save you time and assist with your credit processing. Join this session for a hands-on learning experience covering both the basics and the latest upgrades.

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

              • Understand the importance of -- and value gained by -- implementing the Credit Balance feature into your monthly tax remittance process
              • Run the feature and use the reports
              • Know best practices shared by subject matter experts

              Session Number: TH403

              4:00 PM - 4:50 PM

              Vertex Leasing: Addressing Complex Leasing Scenarios

              Eric Olson

              Willow Lake 3

              Join us for a deep dive into what's involved in the implementation of Vertex Indirect Tax for Leasing and how the software works with an organization's data elements to drive leasing tax calculations. Grant Thornton presenters will discuss key implementation challenges and how to address them, as well as share a customer case study highlighting implementation best practices. Finally, you'll learn about the research requirements and a special set up for agriculture in the U.S. and Canada.

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

              • Use Vertex Leasing to solve complex leasing scenarios
              • Understand how Vertex Leasing works with your data elements to drive leasing taxes 
              • Understand ways to address common implementation challenges 

              Session Number: TP515AL

              4:00 PM - 4:50 PM

              Using the Vertex Consulting Center of Excellence

              Michael Galella

              Nicole Jupin

              Ian Lalli

              Kurt Stiefel

              Red Rock 9

              On many Vertex implementation projects, support ends at go-live. But going forward, customers often need a helping hand. This is where the Vertex Consulting Center of Excellence (VC COE) steps in. Join this session to learn about how the VC COE helps customers transition from implementation to post-go live by providing key services that supplement their current tax and IT teams. You'll understand the collective knowledge and specialized skill sets of our cross-functional team -- and how it can benefit your business.

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

              • Learn about the value the VC COE can provide to a project both during implementation and/or post-go live
              • See how existing clients have used the specialized skill sets of the VC COE to assist them on their projects

              Session Number: TP503

              4:00 PM - 5:40 PM

              Hands-On: Managing Sales Tax with Vertex O Series

              Matthew McGinn

              Lisa Werkheiser

              Dave Parvensky

              Red Rock 2

              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: TH506

              4:00 PM - 4:50 PM

              The Agile Tax Department: A Panel Session

              Todd Cameron

              Kendall Smith

              Heather Reiter

              Anthony Valley

              Colorado B

              Is your tax department struggling to keep up with the accelerating pace of change in regulations and technology? Hear a panel of tax professionals discuss how their departments have embraced scrum, an agile framework for managing knowledge work, to boost efficiency. Learn about this framework and the benefits it delivers.

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

              • Understand how tax departments can benefit from the scrum framework
              • Grasp the four ceremonies of scrum
              • Lean about real-world uses of scrum in tax departments

              Session Number: GN900

              4:00 PM - 4:50 PM

              SAP & Ariba

              Geof Gajes

              Kristin Schwabenbauer

              Colorado C

              Do you use SAP Ariba and Vertex software? Then this session is for you! When making purchases from vendors, it's critical that tax be calculated correctly. Paying the incorrect amount of tax makes the purchasing department’s job much more complex and risky. Come learn how Vertex solutions provide visibility into the procurement process within SAP Ariba during the requisition and invoice reconciliation processes. You'll also learn how Vertex solutions can help purchasing managers accurately view tax implications on each and every invoice processed through SAP Ariba Cloud, thus reducing your organization's tax compliance risk.

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

              • Understand the challenges and risks associated with procurement processes
              • Explore the requisition and invoice reconciliation process and the importance of accurate tax calculation
              • Understand how to use Vertex solutions to gain visibility into the procurement process within SAP Ariba
              • Reduce tax compliance risk

              Session Number: TP514

              4:00 PM - 5:40 PM

              Hands-On: Creating Exemptions with the Vertex Exemption Certificate Wizard

              Amy Quay

              Jerry Haines

              Larry Catti

              Red Rock 6

              Are you using a manual process to collect and maintain exemption certificates? Want to save time and eliminate the risk of missing, incorrect, or incomplete certificates that create audit risk? Join this session to learn how the Vertex Exemption Certificate Manager (ECM) together with the Vertex Exemption Certificate Wizard can streamline the exemption certificate collection process. See how easy it is to create audit-ready certificates using guided questions from the Wizard, which integrates with Vertex Indirect Tax O Series and sends the data required to create a Vertex O Series exemption record. And get a hands-on preview and opportunity to provide feedback on the solution.

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

              • Explain the Exemption Certificate Wizard (ECW) solution to Vertex customers and their customers
              • Identify different users and user types the ECW accommodates
              • Describe how the ECW works within your customer’s environment
              • Use the ECW to create exemptions for single and multiple jurisdictions
              • Discuss the ECW Portal configuration options

              Session Number: TH700

              4:00 PM - 4:50 PM

              Round Table: Troubleshooting Options with Sales Tax Q Series

              Matthew Knab

              Alexander Uskuraitis

              Homestead 1

              Ever wanted to know why Vertex Sales Tax Q Series calculated tax for a specific transaction the way it did? Have tax calculations ever delivered unexpected results, necessitating that you investigate how the input parameters and logic applied to a transaction? Join Vertex experts for this session on how to do this quickly and easily. Learn how to use register reports, Tax Decision Maker reports, and debug logs to troubleshoot calculation errors. Develop an understanding about how to use these tools to determine why the software calculated tax a certain way for a given transaction.

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

              • Analyze a Vertex Register database report
              • Interpret a Vertex Q Series debug log
              • Read through a TDM Exception Report
              • Troubleshoot tax calculation errors
              • Identify a troubleshooting methodology for potentially resolving errors

              Session Number: TR300

              8:30 AM - 10:10 AM

              How to Configure Vertex O Series Leasing: A How-To Approach

              Mike Maiter

              Dinah Baker

              Red Rock 8

              Are you a Vertex Indirect Tax O Series user? Need some practical illustrations of how to configure it for leasing within your business? Then join this session in which Vertex presenters will provide some "how to" guidance to complement session TP511. They will walk you through a conceptual overview all the way to a more specific set up and configuration - and leave you with the practical knowledge you need to effectively meet your leasing needs. NOTE: You do not have to attend session TP511 before this one, as presenters will overview conceptual information covered in that session.

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

              • Configure Vertex Leasing to meet your organization's unique needs
              • Have practical, hands-on knowledge on how to address specific business requirements

              Session Number: TP512

              8:30 AM - 10:10 AM

              Group Learning: Alternatives to Tax Assist in Vertex O Series

              Matthew Knab

              Jessica Schneck

              Tatyana Martinez

              Red Rock 1

              Do you find Tax Assist is difficult to grasp? Are you new to this functionality or just want to learn more about Vertex Indirect Tax O Series? Then this session is for you! Come learn about the options available to set up taxability for specific scenarios that don't involve setting up a Tax Assist rule. Presenters will show you how to identify tax rule choices, review and describe these choices, and discuss uses for each one and explain commonalities with Tax Assist. You'll then practice what you learned, working with a group to build rules based on given scenarios.

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

              • Know the uses for various non-Tax Assist options under current tax rules
              • Know how these tax rules correlate with Tax Assist
              • Understand why it's sometimes better and easier to use a tax rule than a Tax Assist rule

              Session Number: TG502