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How Global Companies are Gaining Strategic
Advantage by Applying Advanced Technology to
Corporate Transaction Taxes
This seminar is ideally suited for finance,
business, and IT executives responsible for
corporate transaction taxes. It features guest
speakers from ADP Taxware, a global
leader in transaction tax calculation and
compliance; DuCharme, McMillen &
Associates (DMA), a best-in-class provider of
corporate tax solutions; Pitney Bowes Group 1
Software, a company providing the data,
documents, and decisions that drive business; and
IEEE, the world's leading professional
association for the advancement of technology.
Attendees will receive 3.5 CPE credits for participating
in this seminar.
"Addressing the Challenge of Tax Compliance" |
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Charles Collins Vice President of
Government
Affairs ADP Taxware
In this session, Charles will talk about the
pressing challenges of tax compliance in
today's environment. He will discuss how
businesses can turn transaction tax calculation
and compliance from a potential liability into
a business advantage. Charles will 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. He'll
talk about the opportunities that present
themselves at
that time:
· Consolidating multiple tax systems
· Utilizing certified tax systems and content
· Adding international capabilities
· Taking advantage of more modern
technologies
· Reducing liability and minimizing audit risk
You'll leave this session with a much clearer
understanding of how critical a role corporate
transaction taxes play in the larger
organization.
Additionally, you'll be better prepared to
build the case
for a modern transaction tax solution to senior
management.
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| "Performance Metrics and Best Practices in Sales and Use Tax Compliance" |
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J. Eric Buntin National Director Compliance
Services
Ed Burke
Director Benchmarking Services DuCharme,
McMillen & Associates (DMA)
Continued increase in the complexity of Sales and
Use Tax regulations has placed significant demands
on effective tax compliance. Discussion will center on
the findings from extensive Sales and Use Tax
benchmark studies and experiences in managing a
large compliance outsource organization. Specifically,
the session will cover performance attributes and best
practices of "Best- in-Class" Corporate Tax
Compliance Organizations; how these "Best-in-Class"
organizations balance efficiency (cost and productivity)
and effectiveness (quality and error rates); and the
leverage, productivity, and potential cost savings
that technology can provide to the compliance process.
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| "Getting It Right the First Time: Fine-Tuning a Transaction Tax System" |
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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.
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| Strategic Implementation: A Case Study |
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Nimish Shah
Staff Director - Database and
Software Systems
Abb Ramandi
Manager, Oracle Financials Application Development
IEEE
Nimish and Abb will explain the
process of choosing a
tax vendor. They will share their
integration
experience with Siebel CRM and the
challenges that
they faced during the process. They
will also
communicate their success story on
conducting the
Proof Of Concept for the integration
as well as outline
some of the challenges discovered
during the roll out.
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| Seminar Venue: The Rainbow Room |
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The Rainbow Room, the crown jewel of Rockefeller
Center, offers spectacular views from the 64th and
65th floors. Since its debut on October 3, 1934, the
Rainbow Room has epitomized New York style,
glamour and sophistication. The Rainbow Room was
conceived as a formal supper club, an intimate
establishment where the elite and influential of New
York could gather to socialize over cocktails, dine on
fine cuisine, dance to the strains of legendary big
bands on a revolving floor bathed in color lights from
the organ. Today, the Rainbow Room continues to
epitomize Manhattan luxury to both native New Yorkers
and visitors from around the world.
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| CPE Information |
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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.
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Join Us for this Educational Seminar at the Rainbow Room |
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WHEN: Thursday, November 29,
8:30am - 2:00pm
WHERE: The Rainbow Room, 30 Rockefeller Plaza,
65th Floor, New York, NY
COST: FREE
HOW TO REGISTER:
Click here to register online or
call
877-TAXWARE, ext. 2681
AGENDA
8:30-9:00 Breakfast
9:00-9:45 Charles Collins, ADP Taxware
"Addressing the Challenge of Tax
Compliance"
9:45-10:30 J. Eric Buntin and Ed Burke, DuCharme,
McMillen & Associates "Performance Metrics and
Best Practices in Sales and Use Tax
Compliance"
10:30-10:45 Break
10:45-11:30 Bob Meador, Pitney Bowes Group 1
Software "Getting it Right the First Time: Fine-Tuning a
Transaction Tax System"
11:30-12:15 Nimish Shah and Abb Ramandi,
IEEE "Strategic Implementation: A Case
Study"
12:15-2:00 Lunch & one-on-one time with
the speakers and partners
DIRECTIONS
The Rainbow Room is located at 30 Rockefeller Plaza
which is between 49th and 50th street and between
5th and 6th avenue on the 65th floor.
BY BUS
Take the M5, M6, M7 or M27/M50 buses to Rockefeller
Center at 50th Street.
BY SUBWAY
Take the B, D, V, or F trains to Rockefeller Center at
50th Street.
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ADP 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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