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

              4:00 PM - 4:50 PM

              SAP & Ariba

              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

              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:

              • Get an introduction to the Exemption Certificate Wizard 
              • Create and submit certificates using the Exemption Certificate Wizard 
              • Generate certificates that are nearly audit ready to reduce review and submission time

              Session Number: TH700

              4:00 PM - 4:50 PM

              Round Table: Troubleshooting Options with Sales Tax Q Series

              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

              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

              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

              8:30 AM - 10:10 AM

              Hands-On: Using Vertex O Series for Canada for Supplies and Procurement

              Come learn how to set up Vertex Indirect Tax O Series for Canada to support supply and procurement business events. In this hands-on session, presenters will show you how to use menus within Vertex O Series to perform taxability analysis for rules in Canada, as well as analyze those rules to learn what data elements must be passed from your financial system to trigger those rules in Vertex O Series. You'll also learn how to set up exceptions on the supply side for customers and products and test those exceptions.

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

              • Perform taxability analysis to leverage Vertex rule in Vertex O Series
              • Leverage Vertex O Series for supplies of goods and services
              • Use Vertex O Series to account for import VAT

              Session Number: TH502

              8:30 AM - 10:10 AM

              Preparing for a Successful Sales Tax Audit

              Audits are a fact of life for taxpayers, and as states continue to get more aggressive, the work of a tax department has increased as well. In this session, we'll show you the latest state audit trends, how to prepare for audits, and how to ensure the best outcome. In addition, we'll show you how to use your Vertex data to help you through the audit process, review auditors' workpapers, and reduce future assessments.

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

              • Learn the latest audit trends
              • Better use Vertex data to help you through the audit process
              • Learn different approaches to reviewing the auditors' workpapers
              • Understand what you can do after an audit to reduce future assessments 

              Session Number: TP203

              8:30 AM - 10:10 AM

              Hands-On: Getting Started with Vertex Returns

              If you are new to Vertex Indirect Tax Returns, you may be expecting to use this software to remit tax return forms. But how do you set up the software to get started? What core functionality will you have at your disposal when it's set up? Join this hands-on session to get an overview of the basics so you can get started properly and ensure successful tax handling with Vertex Returns.

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

              • Define your organizational structure and tax data settings within Vertex Returns
              • Import tax data from a Vertex front-end product
              • Enter tax amounts and tax credits manually
              • Set up, preview and print tax returns for processing
              • Run and review reconciliation and other reports

              Session Number: TH405

              9:00 AM - 9:50 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: TN400

              9:00 AM - 9:50 AM

              Panel Discussion: Mastering the Exemption Certificate Wizard

              Is your process for collecting and maintaining exemption certificates a manual, time-consuming process? Struggling with missing, incorrect or incomplete certificates that create audit and other types of risk? Then join this panel discussion where Vertex clients who have built the ECW into their exemption management processes will share their experiences. You’ll learn about the easy-to-use Exemption Certificate Wizard (ECW) that streamlines the exemption certificate collection by creating audit-ready certificates using guided questions.

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

              • See how the easy-to-use Exemption Certificate Wizard streamlines the exemption certificate collection process using guided questions
              • Learn how the ECW integrates with Vertex Indirect Tax solutions to send data required to create an exemption
              • See how other clients are integrating the ECW into their process – and explore how it may fit into yours

              Session Number: TN700

              9:00 AM - 12:30 PM

              SAP Special Interest Group

              This must-attend SAP Special Interest Group (SIG) is designed to provide a forum for exchange of information between Vertex and SAP customers, alliance partners and employees. This year's topics will include the Vertex solution roadmap for SAP, implementation Q&As, integration options and lessons learned, challenges implementing VAT and International tax, customer tips, and more!

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

              • Answer common implementation and use questions
              • Address challenges implementing VAT and International Tax
              • Share customer tips and lessons learned
              • Understand the roadmap and functionality of Vertex SAP integration components
              • Meet key Vertex resources who can help with issues

              Session Number: SSIG

              9:00 AM - 9:50 AM

              Troubleshooting Vertex O Series: Using VG.logs, Situs.logs and Diagnostic Output

              Want to know how to use the tools and log files in Vertex Indirect Tax O Series to efficiently identify and resolve issues? Attend this session to learn how to read and understand the vg.logs so you can make better use of the information to troubleshoot problems. You'll also learn how to use the information in the situs logs to debug situs issues and use the diagnostic tool included with the solution to help ensure a healthy Vertex O Series instance.

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

              • Debug Vertex O Series faster and easier
              • Use the information included in the vg.logs, situs.logs, and diagnostic output (Diag.html) to troubleshoot problems efficiently and accurately

              Session Number: TP500

              10:05 AM - 10:25 AM

              Machine Learning and Tax

              Flash 1

              Join this flash session for an overview and example of Machine Learning (ML) so you can better understand articles and podcasts about it, ask more informed questions about ML, and understand what it means to tax now and in the future.

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

              • Understand the distinction among several Artificial Intelligence (AI) concepts, including Robotic Process Automation and Machine Learning
              • Understand Machine Learning in the context of a real-world example
              • Explain AI's relevance to tax

              Session Number: GF901

              10:05 AM - 10:25 AM

              Uploading Files to Vertex Cloud

              Flash 2

              Do you need to move data from disparate systems into Vertex Cloud Indirect Tax? Not sure which file types will work? Attend this session to learn how to properly upload files to Vertex Cloud. The Vertex Cloud team will show you how to upload data from disparate systems into Vertex Cloud and will tell you which file types are supported. You’ll see how this functionality can be used to calculate taxes for batch transactions as well as generate returns based on the uploaded data.

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

              • Learn to upload data from third-party systems that may not be associated with Vertex Cloud
              • Know the types of files that can be uploaded into Vertex Cloud
              • Understand how to generate returns based on uploaded data
              • Know how to calculate taxes for batch transactions
              • Understand that a real-time connector is not required to feed data into Vertex Cloud for returns purposes

              Session Number: XF101

              10:30 AM - 11:20 AM

              Vertex On-Demand: What's New in 2019 and What's Coming in 2020

              Would you like the benefits of the Cloud while still being able to customize your Vertex software with modifications and extensions? Come hear the Vertex On-Demand team review the features and functionality that were rolled out in 2019 and learn about the Vertex Indirect Tax O Series On-Demand roadmap for 2020 and beyond. Join us as we explore the road ahead with Vertex O Series On-Demand.

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

              • Understand the current features and functions of Vertex O Series On-Demand
              • Articulate the product roadmap for 2020
              • Learn about the new features and services that will be rolled out over the next 24 months

                 

              Session Number: TP522

              10:30 AM - 4:00 PM

              IT Professional Techincal Sessions

              More Information To Come

              Session Number: IT900

              10:30 AM - 11:20 AM

              Exploring the Complexity of Sales Tax for Food and Beverages

              There are complex, evolving sales tax rules surrounding food and beverages -- and it's vital that companies stay aware of their responsibility to collect them. In this session, we will discuss what food items and beverages (including alcoholic beverages) are subject to sales tax in the U.S. We will then dig deeper, exploring the difference between fast food, prepared foods and foods for home consumption; when and if it matters where the food is purchased, how it is prepared, who prepares it; and the type of payment used (for example, Groupon).

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

              • Understand how food and beverage taxes differ from sales and use taxes
              • Explain some of the nuances of food and beverage taxes
              • Understand the tax implications of different payment methods

              Session Number: TP207

              10:30 AM - 12:10 PM

              Exploring and Implementing Vertex Cloud

              Is your company leveraging new sales channels or expanding into new markets? In this session you will learn about the benefits of Vertex Cloud Indirect Tax, the functionality that spans tax calculation to returns, and its scalable pricing. You will also hear how to prepare for a Vertex Cloud implementation, including inviting users, navigation, configuration, testing, and going live.

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

              • Understand the functionality, benefits and pricing of Vertex Cloud
              • Grasp how Vertex Cloud delivers value and accuracy quickly and affordably
              • Know the steps that need to be taken to implement Vertex Cloud

                 

              Session Number: XP101

              10:30 AM - 11:20 AM

              Planning Your Upgrade: A Step-by-Step Guide

              To meet global indirect tax requirements, your tax organization needs to periodically upgrade to the latest version of Vertex Indirect Tax O Series. Are you ready? In this session, presenters from Deloitte will overview what to consider when planning a Vertex O Series upgrade, provide a high-level timeline of the key tasks, and walk through the optimal decision-making process in the context of various ERP/Vertex version-specific scenarios. The session will conclude with a walk-through of the steps to success -- all the way through go-live -- so you can mitigate common upgrade risks.

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

              • Understand what goes into a Vertex O Series upgrade, including key decisions you need to make
              • Gain the confidence and vision to plan your own upgrade
              • Mitigate common risks

              Session Number: TP513AL

              10:30 AM - 11:20 AM

              Overcoming Maintenance Challenges for Vertex O Series

              After deploying Vertex Indirect Tax O Series, ongoing maintenance is needed so that your system continues to run well and meet business needs. In this open customer discussion facilitated by Vertex, we'll discuss the challenges of applying product fixes, service releases (including product enhancements), and monthly tax data content updates and how to address them. We'll also discuss why annual processes may be needed, including purging and archiving data to ensure your system performs well.

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

              • Understand the challenges of applying product fixes, service releases and monthly content updates
              • Discuss these challenges with your peers and learn how they have successfully addressed them
              • Learn why annual processes may be necessary

              Session Number: TR502