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ON-DEMAND SESSIONS

Vertex Exchange 2022 featured thought-provoking sessions centered on strategic
solutions for global tax management. During the event, we provided insights on
tax trends, regulatory changes and implications, and the latest solutions for
managing global tax compliance.

 

If you missed the event or would like a recap on the sessions, you can view
these on-demand below.




OPENING REMARKS: INTRODUCTION

Kicking off Vertex Exchange Europe 2022 is an introduction from the CEO.

 

SPEAKER:
David DeStefano, President, CEO & Chairperson of the board - Vertex

 

WATCH ON-DEMAND

 





THE DRIVERS OF TAX REFORM: THE KEY PLAYERS AND KEY FORCES FOR CHANGE

We live in turbulent times with international discussions on fair share
taxation, climate change and requirement to tax with the need to use new
technologies. Who are the players and what are the drivers in these discussions?
These drive global tax reforms with a serious current and future impact on
indirect tax operations for businesses. 

Prof. Dr. Jeffrey Owens will guide us through this landscape and highlight the
international policy agenda, and the challenges and opportunities of a digital
roadmap for tax administrations.

 

SPEAKER:
Prof. Jeffrey Owens, Director of the WU Global Tax Policy Center - Institute for
Austrian and International Tax Law
 

WATCH ON-DEMAND

 





THE CHANGING ROLE OF THE TAX FUNCTION

The world is changing at rapid speed, affecting global trade, and the way taxes
are collected. The tax function needs to adjust to accommodate and be ahead of
these changes, but what are your options for people, systems, processes, and
organization? You will need to assess what’s coming and what’s on the tax
administration’s horizon.

In this session, we will explore this as we dive into tax digitization from both
a business and a government perspective.

 

SPEAKER:
Peter Boerhof, VAT Director - Vertex Inc.

 

WATCH ON-DEMAND

 





INDIRECT TAX - THE FINANCE SYSTEM TRANSFORMATION

As the external tax landscape evolves it creates a demand for an internal
transformation to effectively meet these evolving demands.

Embarking on a transformation of your tax function whether it is initiated by an
overall finance transformation or just a focus on indirect tax, is quite a
daunting journey. The drivers for this change might be a stressed relationship
with IT due to legal fiscal requirements burdening an ERP not fit for purpose.
Change might also be needed because your existing tax infrastructure is slowing
down business growth or the ability to enter new markets or different channels. 

Coupling these internal challenges with a constantly changing tax landscape
means high visibility, an impossible time scale and most importantly, the demand
that the solution can see the future and will meet the continually increasing
demand for data, accuracy and real-time reporting.

 

We will discuss how you can keep up with the constantly changing tax and
regulatory landscape and transform tax in your business.

 

SPEAKERS:
Wendy Fischnaller, Business Development Director - Vertex Inc.
Harry Porter, TTP Business Lead - Innovate Tax

 

WATCH ON-DEMAND

 





IMPLEMENTING A TAX ENGINE – OPPORTUNITIES AND CHALLENGES IN A GLOBAL ENVIRONMENT

Siemens decided to change its global ERP landscape from SAP R/3 to SAP S4 in the
next years, harmonizing business processes and following the SAP standard.

The global tax department is using this fundamental change to implement a tax
engine to be more flexible, having less maintenance effort and secure its high
compliance standards.

In this session, we discuss approaching the change and what opportunities and
challenges lie in this journey.

 

SPEAKER:
Andrea Spandau, VP and Head of Digital Tax Ecosystem - Siemens

 

WATCH ON-DEMAND

 





RISE OF THE OMNICHANNEL

The covid pandemic has accelerated a trend that has been in place for some time.
There is increasing demand on businesses to diversify how they engage with
customers, which presents both opportunities and challenges.

Embracing omnichannel promises significant increases in total addressable market
and new opportunities to diversify business models. These changes come with new
tax challenges that businesses frequently find themselves unprepared to deal
with in short timeframes.

In this session we will look at some of the typical channel and model changes
that we see in the market, and we will look at the typical tax challenges that
arise on the back of these changes and how businesses might best address these
challenges.

 

SPEAKERS:
Oliver Froehlich, Channel Sales Manager - Vertex
John McCarthy, President, eCommerce & Marketplace - Vertex

 

WATCH ON-DEMAND

 





TAX TECHNOLOGY AND THE ONLINE MARKETPLACE – CHALLENGES AND OPPORTUNITIES

In 2021, the EU and the UK introduced new tax regulations impacting the
collection and reporting of VAT by online marketplaces and the sellers on their
platform. 

In this session Deloitte will unpack the legislation that’s impacting some of
their clients, and will be joined by Vertex to talk through the solutions
they’ve implemented and look at the challenges and opportunities in doing this.

 

SPEAKERS:
Ann Jackson, Managing Director
Jane Curran, Partner, Tax & Legal - Deloitte Tax LLP
Adam Gray, Partner, Tax & Legal - Deloitte Tax LLP
Adam Runnals. Lead Consultant Europe - Vertex

 

WATCH ON-DEMAND

 




ADDRESSING COMPLEXITIES OF VAT COMPLIANCE BEYOND THE LEGAL REQUIREMENTS

This session will survey VAT compliance complexities from the lens of the VAT
Manager; spanning the challenge of preparing VAT reporting data from different
ERPs and source systems, readiness for both internal and external audits and
scalability of compliance processes to support evolving legislation as well as
the scalability of available data for reconciliation purposes.

The content will be shared by presenters with hands-on industry expertise in an
interactive, engaging format including snapshots of Vertex VAT Compliance
solution.

 

SPEAKERS:
Sue Ahimovic, Director Compliance Suite - Vertex
Isabelle Desmeytere, SME, E-Invoicing and E-Reporting - Vertex
Ellen van Daal, Sales Engineer - Vertex

 

WATCH ON-DEMAND

 




HOW TO IMPLEMENT A TAX ENGINE – THE PRACTICAL APPROACH

Tax departments are increasingly seeking tax engine solutions for the automation
of VAT activities. Join us in our session where we will discuss the practical
and viable approach to the implementation of a tax engine for VAT based on live
customer use cases. 

The session will focus on the key items and issues to consider across the
implementation cycle, including how to implement a tax engine including
integrations such as CFA, key considerations and pitfalls to look out for and
recommendations.

 

SPEAKERS:
Angelo Torres, Managing Director, VAT Tax Technology -  DuCharme, McMillen &
Associates, Inc
Dietmar Hinz, Managing Director Global automation - DuCharme, McMillen &
Associates, Inc

 

WATCH ON-DEMAND

 




EXPERT PANEL SESSION

Our panel of seasoned indirect tax and IT specialists will discuss the ever
changing legislative landscape and best practices for indirect tax automation.
They will highlight opportunities for the tax function and share some of their
expectations on the future.

 

SPEAKERS:
Prof. Jeffrey Owens, Director of the WU Global Tax Policy Center - Institute for
Austrian and International Tax Law
Karin Hartmann, Senior Manager International VAT Tax, Customs & Foreign Trade -
GEA
Michiel Ruys, Associate Partner, Indirect Tax Technology - EY
Peter Boerhof, VAT Director - Vertex
Sal Visca, Chief Technology Officer - Vertex

 

WATCH ON-DEMAND

 

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