Driving Your Business

Join us for this half-day business seminar at the Candy Store Club, an exclusive, members-only classic automobiles club located just south of San Francisco.

What do classic cars have in common with today's businesses? They feature a high level of innovation... they retain value...and if you tune them properly, they are capable of delivering incredible performance. That's why we have chosen The Candy Store Club as the venue for our November seminar.

We will spend half a day focusing solely on business performance. We'll look at the financial side of the business operations, zeroing in on transaction taxes in particular. You'll hear about the technology available from three innovative vendors, and then you'll hear from two businesses which have embraced new technologies and new approaches and are now enjoying substantial business benefits ? Countrywide Financial Corporation and 3D Systems.

During breaks, you'll also have the opportunity to view dozens of classic, high performing automobiles from a past era.

"Driving Towards Excellence" is sponsored by three vendors committed to business excellence: Taxware, a company whose transaction tax products are helping companies all across North America and around the world; Group 1 Software, a leading provider of solutions that help over 3,000 organizations worldwide maximize the value of their customer and other data; and Oracle Corporation, the world's largest enterprise software company, and the only vendor to offer solutions for every tier of your business: database, middleware, business intelligence, business applications, and collaboration.


"Taxware and Oracle: Fueling Top-performing Businesses"
Tony Chavez

Tony Chavez
Vice President, Enterprise Solutions
Taxware, LP

Whether you use Oracle Financials or PeopleSoft Enterprise, you can make a seamless connection to Taxware Enterprise, Taxware's next-generation transaction tax engine. During Tony's presentation, you'll hear about the currently available integrations from Taxware, discover how well they work, and what kinds of improvements you can expect to see in your tax decision-making as a direct result.


"GeoTAX for Taxware Enterprise: Roadmap to Business Accuracy"
Driving Your Business

Bob Meador
Director of GeoTAX Product Management
Group 1 Software


Would you like to be routinely making the most accurate tax jurisdiction decisions that are technically possible? Then you'll be eager to hear this presentation about a product called GeoTAX from Group 1 Software - a product that can easily be added on to Taxware Enterprise.

During this presentation, you'll learn how high definition data leads to high-definition decisions. Bob will discuss how to significantly improve the accuracy of tax jurisdiction assignments by drawing upon unique GeoTAX features including address standardization and street level geocoding.


Taxware Enterprise at Countrywide
Driving Your Business

Michael Figueroa, First Vice President, Tax Systems & Administration

Kimberly Lebid, Vice President of Transaction Tax

Countrywide Financial Corporation

During this presentation, you will learn about the implementation of the Taxware Enterprise transaction tax system and TaxSolver tax returns module with a PeopleSoft ERP system at Countrywide?s California-based headquarters.

Specifically, Taxware Enterprise is being used to make complex use tax decisions, and is linked directly to the PeopleSoft Enterprise Payables module. You will hear a first hand account of how the tax system was implemented; how they moved from test to actual production; learn about the intricacies of connecting a transaction tax system with an existing ERP system, both from a Tax and Information Technology point of view; and have the opportunity to pose questions to Countrywide?s guest speakers.


Taxware Enterprise at 3D Systems
Driving Your Business

Dylania Grant
Manager-Sales, Use, and Property Tax
3D Systems, Inc.


This case study will examine how 3D Systems recently implemented Taxware Enterprise in an Oracle On Demand environment. You will learn about the best practices that were developed to maximize the use of Taxware Enterprise while overcoming various business and technical challenges. The company connected Taxware Enterprise to both its Oracle Order Management and Oracle Receivables modules for tax decisions on sales to customers. 3D Systems is a leading provider of solid imaging solutions that reduce the time and cost of designing products and facilitate direct and indirect manufacturing.


"Business Benefits of Using Oracle"
Driving Your Business

Robert Teng
Director of Platform Products
Oracle Corporation


How do you make the most of your existing business and transaction tax solution today? Learn how you can deploy mission critical and scalable business solutions with the most comprehensive set of business applications from Oracle. See how Grid Computing strategies can enable you to achieve High Availability (HA) with no single point of failure on low cost hardware, Business Intelligence (BI) & Key Performance Indicators (KPIs) in real-time, business process orchestration between Taxware, Group 1, PeopleSoft, Siebel, JD Edwards, Retek, iFlex, or SAP applications, and web services on Service Oriented Architecture (SOA).



Seminar Details

Date: Thursday, Nov 9

Time: 7:30am - 2pm

Location: Candy Store Club, Burlingame, CA

Cost: Free

CPE Credits: You will earn 2.5 CPE credits for attending this seminar.

RSVP: Seating is limited, so be sure to call 877-TAXWARE, extension 3 by Mon., November 6th to reserve your place.

AGENDA
7:30-8:30am Continental Breakfast
8:30-8:45am Welcome & Introductions
8:45-9:30am "Taxware & Oracle: Fueling Top-performing Businesses"
9:30-10:15am "GeoTAX for Taxware Enterprise: Roadmap to Business Accuracy"
10:15-10:30am Break
10:30-11:00am "Taxware Enterprise at Countrywide"
11:00-11:30am "Taxware Enterprise at 3D Systems" 11:30pm-12:15pm "Business Benefits of Using Oracle"
12:15-2:00pm Lunch, meet the experts, & browse vintage automobiles.

Hotels Near the Candy Store Club

Sheraton Gateway at San Francisco Airport

Hyatt Regency San Francisco Airport

Marriott San Francisco Airport

Embassy Suites Burlingame

Driving Your Business


Taxware 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 final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417, www.nasba.org.

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