Program Information
Date: October 27 – 30, 2024
Venue: Hyatt Regency New Orleans
DMA, as a proud Alliance-level sponsor, will be attending and speaking at this year’s Vertex Exchange. Join us, along with Vertex customers, solution experts, and industry tax professionals, to learn about solutions and strategies that can help improve your tax processes and create value for your tax department.
MEET OUR EXPERTS
Sessions by DMA’s Tax Technology Experts
CFA and O Series Implementation Case Study—Eaton Corporation
Tuesday, October 29 | 1:30 PM – 2:30 PM
Angelo Torres, Vice President, Tax Technology VAT Operations
Join this session to learn how Eaton – together with DMA – implemented Chain Flow Accelerator (CFA) and O Series based on a data-driven approach in a complex IT landscape with multiple transactional systems. This is a practical session whereby the presenters will share benefits of the Vertex solutions, implementation plan, key decisions, potential pitfalls, and lessons learned.
Learning Objectives:
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- List the benefits of Vertex O Series and Chain Flow Accelerator
- Recognize common challenges faced during an implementation and identify ways to mitigate them
- Apply learning and observations from the case study to your company’s situation
Migration Panel Discussion: How to Build a Business Case and Plan for Success
Tuesday, October 29 | 1:30 PM – 2:30 PM
Julia Mayer, Manager, Tax Technology
Join this engaging and informative panel discussion exploring the transition from legacy or on-premise tax solutions to cutting-edge Vertex technology that runs in the cloud. Designed for both tax and IT professionals, this panel will include several customers who will share invaluable insights gained from their experiences such as how they formulated and successfully executed their business cases for change. The panel will also examine common hurdles during the migration process and proven strategies for effectively anticipating, managing, and mitigating these risks.
Learning Objectives:
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- Describe the process of migrating from a legacy or on-prem tax solution to a Vertex cloud solution
- Explain how to build a business case for change
- List common obstacles in the migration process and describe how to mitigate them
Transforming Tax Processes in Telecom: T-mobile’s Partnership With Dma
Time: Tuesday, October 29 | 3:00 PM – 4:00 PM
Justin Reinard, Executive Vice President, Tax Technology
Join this session to learn how T-Mobile underwent a comprehensive tax transformation in the telecom space and partnered with DMA to better understand its tax processes and technology landscape.
Learning Objectives:
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- Understand hidden challenges of indirect tax in Telecom
- Learn the DMA approach to tax process review
- Build a business case for automation
- Learn more about the immediate and long-term benefits of automation