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: 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.



              October 28


              October 29


              October 30


              October 31

              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

              4:30 PM - 5:20 PM

              Vertex Communications for Tax Content Changes

              Kevin Doyle

              Andrea Pownall

              Shannon Barlow


              Presenters will review the many communications Vertex provides to ensure this information is communicated in a timely manner, such as the Monthly Summary of Changes files (.pdf and .xlsx), and Critical Tax Changes notifications. A brief overview of the new myVertex portal will also be provided.

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

              • Make the most of the Vertex O Series Summary of Changes.pdf file and .xlsx files delivered with Vertex O Series monthly data updates
              • Understand the Critical Tax Change communication process
              • Ensure you know the steps needs to receive pertinent tax content communications within the myVertex portal

              Session Number: TP571B

              4:30 PM - 5:20 PM

              Procurement Taxability Precedence in Vertex O Series version 7.0/8.0

              Devinn Root

              Danielle Koshak

              Atlantic 3

              As a Vertex Indirect Tax O Series user, have you ever added a procurement taxability mapping or tax rule that did not result in the desired taxability? Did you find a "unrelated" configuration that conflicted with your rule and took precedence in the tax determination? Come learn how each layer of Vertex configurations is evaluated in the tax calculation in Vertex O Series. In this session, Vertex presenters will explain the levels of Vertex O series configuration, as well as the data drivers and options available for customizing taxability precedence for procurement transactions. The focus will be specifically related to versions 7.0 and 8.0.

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

              • Explain the importance of data driver selection and the various ways procurement rules can be set up in Vertex during tax solution design
              • See how Vertex O Series allows for flexibility in accommodating exceptions without conflicting with other rules

              Session Number: TP515IAL

              4:30 PM - 5:20 PM

              Tax Assist in Vertex Cloud

              Mark Sieczkowski

              Dave Parvensky

              Diplomat 3

              Tax rates and rules for specific jurisdictions are constantly changing - and don’t necessarily coincide with the timing of updates and changes to automated tax systems. If not addressed, these discrepancies in functionality can result in inaccurate tax results. In this session, Vertex presenters will discuss how to use Vertex Cloud Tax Assist functionality to address the "gaps" in functionality between development cycles. You'll learn to identify when to use Tax Assist functionality, get an overview of this functionality in Vertex Cloud, and review the key steps in setting up Tax Assist rules.

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

              • Get an overview of Tax Assist functionality
              • Get hands-on experience setting up individual Tax Assist rules
              • Create lookup tables and allocation tables, as well as the associated Tax Assist rules
              • Perform test transactions to validate the expected outcomes

              Session Number: XP550

              4:30 PM - 5:20 PM

              Tax Technical Update: SUT and VAT Changes Around the World

              Faranak Naghavi

              Regency 1

              Tax compliance is not optional, so the focus needs to be on optimally managing compliance, and reputational and business risks in an ever-changing environment. Attend this session for an expert overview of recent tax law and compliance requirement changes around the globe. You'll learn what they are and how other taxpayers are addressing them, with a special focus on indirect tax technical changes on SUT and VAT spanning such topics as India's GST, SAF-T, and US sales and use tax changes.

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

              • Get an overview of key tax law and compliance changes globally, with a focus on indirect tax
              • Learn about SUT and VAT changes, including India's GST, SAF-T,  and US sales and use tax changes

              Session Number: TP518IAL

              4:30 PM - 5:20 PM

              Using Integrated Vertex Solutions with Magento


              Are you struggling to understand and manage complex tax issues regarding the Magento ecommerce platform? Join this session to learn about where tax comes into play with Magento, the most common tax challenges when using Magento, and how integrated Vertex tax solutions can be used to address even the most complex Magento tax challenges. This session will also cover Vertex software integration with Magento.

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

              • Understand the complexities of tax when using the Magento ecommerce platform
              • Learn about how integrated Vertex software can address them

              Session Number: TP500O

              4:30 PM - 5:20 PM

              Reporting with Vertex O Series

              Mike Lott

              Todd Cameron

              212/213 Combined Round Table

              You need immediate access to accurate transaction tax data to support management reporting, audits, monthly reconciliations and general business processing. Vertex Indirect Tax O Series records this information in a database as it calculates tax. Join this roundtable for an open discussion with Vertex subject matter experts and other Vertex users. The session invites customers to freely discuss their reporting needs, the current processes they use to address these needs, their experiences using Vertex O Series to generate reports, and common user issues. You will leave with information from Vertex and your peers that can help you resolve many of the reporting challenges that tax professionals face today.

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

              • Share and learn about reporting needs with other Vertex users
              • Gain understanding, tips and techniques that you can use to address these needs

              Session Number: TR600A

              4:30 PM - 5:20 PM

              RPA Use Cases for the Tax Department

              Angela Myers

              Camilo Paredes

              Atlantic 1

              Are you already using Robotics Process Automation (RPA)? RPA can be an easy to implement solution that enhances your existing technology stack to eliminate manual processes and rework in the tax function. Join this session to better understand what RPA is and how it can help your tax department. See some live examples of "bots" in action. And finally, learn how Ryan is using RPA internally and for clients to create robotic workforces relevant to the tax function.

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

              • Explain what RPA is, what RPA is not, and the cost and challenges of deploying it
              • Understand the value proposition for RPA
              • Learn about how a tax department can harness this technology to create value

              Session Number: GP235OAL

              4:30 PM - 5:20 PM

              The Vertex Tax Solution for NetSuite

              Vince Morasco

              Atlantic 2

              Are you using NetSuite, or planning on using NetSuite? Then come learn about how Vertex software integrates with NetSuite and the benefits this can provide your business and tax department. Vertex presenters will cover a wide range of topics, including setup and configuration of the NetSuite-Vertex integration, as well as the overall tax capabilities supported by the integration. You'll leave informed about Vertex's capabilities within the NetSuite platform, as well as how to use the Vertex integration to solve complex tax issues in conjunction with NetSuite.

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

              • Have a strong working knowledge of Vertex's capabilities within the NetSuite platform
              • Understand how a Vertex integration supports solving complex tax issues within your NetSuite deployments

              Session Number: TP235O

              4:30 PM - 5:20 PM

              Troubleshoot Vertex O Series Using VG.logs, Situs.logs and Diagnostics

              Sandy Steinmetz

              Regency 2

              Are you familiar with the tools and log files in Vertex Indirect Tax O Series that can help you troubleshoot problems? Join this session to learn how to read, understand, and use vg.logs and discover how to use situs.logs to debug situs issues. Presenters will also teach you how to use the diagnostic tool included with Vertex O Series to help ensure you maintain a healthy system.

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

              • Understand and use the information included in the vg.logs and situs.logs to troubleshoot Vertex O Series issues
              • Use the information included in the diagnostic output, Diag.html, to ensure a healthy system going forward

              Session Number: TP523A

              8:30 AM - 10:10 AM

              Hands-On: Getting e-File Right with Vertex Returns

              Natalie Gaspari

              Diana Kenneson, CPA

              Rebecca Clark

              Diplomat 1

              Departments of Revenue continue to expand electronic filing requirements for taxpayers. The good news is that Vertex can help by providing software that automatically generates an electronic file according to Department of Revenue standards. In this session, hands-on exercises will walk you through how to file electronically using Vertex Indirect Tax Returns, troubleshoot error and warning messages, view the file, and confirm content using the e-file process.

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

              • View and read the electronic files created in Vertex Returns
              • Cross-reference data on paper returns with data in electronic files to confirm content
              • Diagnose error and warning messages
              • Articulate Vertex plans for new e-file functionality

              Session Number: TH420A

              8:30 AM - 10:10 AM

              Hands-On: The New Vertex Exemption Certificate Wizard

              Mike Lott

              Larry Catti

              Diplomat 2

              Collecting and maintaining exemption certificates is often a manual, time-consuming process. And having missing, incorrect or incomplete certificates creates significant audit risk. Join this session to learn about how Vertex Exemption Certificate Manager, together with the Exemption Certificate Wizard, can streamline the exemption certificate collection process. See first-hand how the easy-to-use Wizard creates audit-ready certificates via guided questions and integrates with Vertex Indirect Tax O Series, allowing you to send required data to create a Vertex O Series exemption record.

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

              • Get hands-on experience with the recently released Vertex Exemption Certificate Wizard
              • Try out this new tool and provide feedback on it
              • See how jurisdiction-specific questions auto-determine the correct form and complete the certificate
              • See how easy it is to electronically submit certificates to Vertex O Series, complete with a signed image

              Session Number: TH700B1

              8:30 AM - 10:10 AM

              Using ECP and ECM to Manage Exemption Certificates

              Alexander Uskuraitis

              Amy Quay

              Tatyana Martinez

              Diplomat 5

              The exemption certificate management process can be overwhelming for many Tax departments. By automating the process, you can improve productivity and communications, as well as have greater oversight and control over certificate data (such as expiration dates and validity information). Join this session to learn about the Vertex Exemption Certificate Manager (ECM) and the customer Exemption Certificate Portal (ECP), which is a self-service web portal that provides automated functionality for certificate collection, validation and provision of electronic signatures, and an enhanced communications workflow.

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

              • Learn about the Vertex Exemption Certificate Manager (ECM) and customer Exemption Certificate Portal (ECP)
              • Understand how automation can vastly simplify the exemption certificate management process
              • Learn best practices during implementation  

              Session Number: TG700B

              9:00 AM - 9:50 AM

              Upgrading from Vertex Q Series to Vertex O Series: Tips and Tricks

              Rafa Diefenthaeler

              Axel Knaf

              Atlantic 2

              As businesses become more and more complex, tax technology needs to keep pace to meet new demands. That's why many companies elect to upgrade their Vertex Sales Tax Q Series environments to Vertex Indirect Tax O Series. Join this session to learn about key considerations when contemplating an upgrade to Vertex O Series, as well as the expanded functionality of the latest O Series release that must be considered during the upgrade process. Presenters will discuss practical tips and tricks that will save time during and after the upgrade project.

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

              • Contemplate key considerations when considering the upgrade to O Series
              • Understand key areas of focus and where additional time and effort will be required
              • Learn many tips, tricks, and "gotchas" experienced by seasoned implementers in real-world situations

              Session Number: TP320AAL

              9:00 AM - 9:50 AM

              Reverse Audits

              Larry Mellon

              Regency 2

              Audits of transaction taxes continue to be a focus of jurisdictions at state and local levels. By increasing ongoing compliance, the costs of funding government will continue to be met. However, auditors find creative ways of applying vague laws and regulations to increase tax collections. In this session, you'll learn how conducting a reverse audit can ensure that your company pays only the "right amount of tax" - no more, no less. We will discuss how you can use reverse audits to achieve sales and use tax savings and gain tax process improvements.

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

              • Develop a well-planned and executed reverse audit to reveal potential refund or rebate opportunities
              • Identify the best mechanisms for performing reverse audits
              • Identify opportunities for tax process improvements

              Session Number: GP200A

              9:00 AM - 10:10 AM

              Implementing High Availability for Vertex O Series

              Brent MacLeod

              Kong Yang

              Regency 1

              As an IT professional, you know that application downtime causes tremendous losses for companies. For example, unplanned downtime for your instances of Vertex Indirect Tax O Series can lead to a loss in real-time transaction processing, which can lead to lost customer trust. Join this IT-focused session to understand why high availability for Vertex O Series is essential for your business and explore different approaches to deploying it in a highly available environment. By adopting these best practices, your IT team can achieve high availability for Vertex O Series.

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

              • Understand why high availability is essential for Vertex O Series
              • Improve Vertex O Series performance by implementing high availability
              • List the various components to consider for high availability
              • Minimize production impact during Vertex O Series upgrades

              Session Number: IT200

              9:00 AM - 9:50 AM

              Managing Your Upgrade to Vertex On-Demand Version 9.0

              Greg Woodward

              Robyn Graham-Jaghab

              Atlantic 1

              Are you using Vertex On-Demand? Then it's time to prepare for the upcoming, mandatory upgrade to version 9.0 - and get ready for a vastly enhanced product! This session will provide critical information regarding the upgrade schedule, which is now set to start Q1 of 2019 and must be completed by December 30, 2020. You'll also learn about the new features and functionality in release 9.0.

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

              • Learn about what to expect out of the Vertex On-Demand version 9.0 release
              • Plan ahead for the mandatory upgrade plan that must be completed by December 30, 2020

              Session Number: TP517O

              9:00 AM - 9:50 AM

              Making the Most of Vertex O Series Taxability Categories

              Sherry Lepore

              Dave Parvensky

              Greg LaReau

              212/213 Combined Round Table

              Do you know how to optimally map your product drivers to the Vertex-delivered tax data content, or categories, in Vertex Indirect Tax O Series? Join this customer-led roundtable session to learn about the best practices used by other customers, and recommendations by Vertex Research for mapping to Vertex-delivered taxability categories and the qualifying conditions of those categories. Presenters will also help you understand the structure of this tax data content, which is needed so you can map it correctly to ensure future rate changes are picked up by default. This session is meant to be an open dialogue between customers to share best practices used for category mapping.

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

              • Identify best practices for classifying product drivers in Vertex O Series
              • Know how to add user-defined categories to Vertex software
              • Readdress legacy content to best use Vertex O Series tax data content
              • Share best practice ideas with other customers

              Session Number: TR520A

              9:00 AM - 12:30 PM

              SAP Special Interest Group

              Geof Gajes

              Brian Wilchusky

              John Humma

              Mark Sieczkowski

              Eliza Alberts-Muller

              Suzy Soo


              The SAP Special Interest Group (SIG) is designed to provide a forum for exchange of information between Vertex/SAP customers, alliance partners and employees. With over 700 Vertex customers on SAP solutions, there is a wealth of experience and insight that can be leveraged across the customer community. Vertex will facilitate this half-day SIG forum, focusing on solution presentations and open discussions around integrating Vertex solutions with SAP. Examples of planned topics include the exploration of use cases for the Vertex Indirect Tax Accelerator for SAP ERP, implementation and upgrade best practices, discussions around international tax requirements, and alliance/customer case studies.

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

              • Address common implementation and use questions with SAP
              • Tackle challenges implementing VAT and international tax
              • Understand how to get the most value out of the Accelerator and PLUS tools
              • Apply common best practices for Vertex Indirect Tax O Series upgrades and implementations – including the roadmap for SAP S/4 HANA and SAP S/4HANA Cloud
              • Tap the best resources to assist with implementation issues

              We recommend attending the SAP Indirect Tax Accelerator 101 session being offered on Monday, October 29th from 10:30-12:10 to learn how this SAP add-on can help streamline and lower your total cost of ownership while minimizing costly IT involvement.

              Session Number: ST SIG