Charles Collins
Vice President of Government Affairs
ADP Taxware

Dylania Grant
Enterprise Solutions Group
ADP Taxware

In this session, we'll talk about turning transaction tax calculation and compliance from a potential liability into a truly competitive business advantage.

We'll look at some of the reasons why companies change their transaction tax systems - from dramatic growth and entrance into new markets to mergers and acquisitions or changes in their ERP systems. We'll talk about the opportunities that present themselves at that time:

· Consolidating multiple tax systems into a single, global dashboard
· Utilizing certified tax content
· Adding international capabilities
· Taking advantage of more modern technologies
· Reducing liability and minimizing audit risk

Finally, we'll walk step by step through the process that companies go through in order to successfully implement a new transaction tax solution, from needs analysis and custom adaptor development to integration services, installation/configuration, and project management.

You'll leave this session with a much clearer understanding of how critical a role corporate transaction taxes play in the larger organization, and be better prepared to build the case for a modern transaction tax solution to senior management.

Carlos V. Hernandez
Director, Northeast Operations
DMA

In this session, we will address the elusive balance between customer satisfaction (i.e., sales), tax department requirements and collections (i.e., accounts receivable). Carlos will be joined by a client to discuss a real life case study of how one company overcame these challenges in their quest for excellence. The discussion will be open for participants to share their pains and explore potential remedies.

Bob Bortnick
Director of Tax, Sales and Use Tax Services
ADP MinTax

Having a staff member and/or automated solution dedicated to reviewing constant law and tax rate changes is imperative to effective sales & use tax compliance. Failure to implement any law or tax rate changes, or misinterpretation of the regulations that have a direct impact on your business, can result in the overpayment of sales and use tax which is not an effective use of capital since there is no return on investment. In addition, failure to implement any law or tax rate change can result in a large sales and use tax assessment along with potential penalties and interest.

Bob Meador
Director of GeoTAX Product Management
Pitney Bowes Group 1 Software

Many of today's transaction systems still rely on Zip Code or Zip Plus Four technology. While this may be fine for routing surface mail, it leaves a lot to be desired when it comes to correctly assigning tax jurisdictions. This session will focus on more modern, GPS-based technology that can add pinpoint accuracy to today's transaction tax systems. Attendees will learn how the application of this technology can improve accuracy by 10%, 20% or even 30% - accuracy that translates into appreciable savings in taxes.

Enjoy floor-to-ceiling views of Fenway Park from right above home plate at The EMC Club. With 5-Star menu selections and a dazzling open kitchen, the EMC Club offers an exceptional level of elegant entertaining. You'll enjoy the finest preparations in the company of championship trophies and Fenway Park's famed Green Monster. Luxury and history blend together to create this unique and memorable location.

After the event at the EMC Club, we hope you will join us for a guided tour of Fenway Park immediately following lunch.

CPE credits earned: 3.5
Advanced Preparation: None
Instructional Method: Group-Live
Prerequisites: None
Level of Knowledge: Basic
For more information and to register, contact marketing@taxware.com.