EVENT DESCRIPTION
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.
Venue: Loews Royal Pacific Resort Orlando, FL
SPEAKING SESSION DESCRIPTION
Migrating from Q Series to O Series to Level Up Your Tax Process
Monday, October 23rd – 1:30 pm – 2:30 pm
Speakers:
Justin Reinard, Executive Vice President of Operations, Tax Technology
Catie Budzowski, Manager, Tax Technology
During this session, participants will learn best practices for migrating from Vertex L Series or Q Series to Vertex O Series. DMA’s panel of experts will provide their professional recommendations and guidance on creating business justifications while also reviewing the step-by-step migration process. Additionally, they will provide insight into creative mechanisms for both efficiency and tax accuracy gains.
Participants and attendees of this speaking session can expect to cover the following key learning objectives:
• Defining the components of a successful business justification for upgrading to Vertex O Series
• Measuring the value of the enhanced functionality delivered by an O Series migration
• Creating a deployment strategy for increased tax accuracy and tax department efficiency