2023 Tax Technology Webinar Series: Byte Size Essentials

Date -
Location - Virtual

Event Description

As tax technology matures into a core pillar of every corporate tax department, the ability for tax team members to learn about the latest trends from their peers and advisors becomes increasingly important.
TEI’s first-ever Tax Technology Webinar Series: Byte Size Essentials will feature six sessions tax technology hot topics and provide a forum for tax professionals to learn and share tech and data trends to effectively address their most pressing needs.
Each of the six 90-minute session will be held via Zoom at 12:00 ET and 3:00 ET on November 28, 29, and 30, 2023. Sessions are available as a full series of six sessions, or single sessions can be purchased individually.
Airing these sessions in a Zoom format provides participants easy access to the session speakers to ask questions and share experiences through chat throughout the session.
Preliminary Agenda (Speakers subject to change)

Becoming an Effective, Agile Leader as a Tax Technologist
11/28/23, 12:00 - 1:30 PM ET

Learn Important Soft Skills Required of a Tax Technology Professional to Become an Impactful Leader in Their Organization. This will touch upon how to effectively handle change management within the organization and how to improve the tax function when resources may be limited and/or the tax work is being outsourced.

Amit Ringshia & Chris Zibert, KPMG LLP
Data Readiness for Pillar Two Calculations and the GloBE Information Return

11/28/23, 3:00 - 4:30 PM ET

This session provides practical guidance on what you need to know in order to effectively prepare for the Pillar Two reporting, including Global Minimum Tax (GMT), Transitional CbCR Safe-Harbour determinations, and the components of the GloBE Information Return (GIR), with data assessment and readiness.

Mark Gasbarra & David Merrick, Forte International
Kelly Necessary, Forvis

The New COE: Center of Enablement
11/29/23, 12:00 - 1:30 PM



Are you achieving the outcomes you hoped for by enabling your team with automation capabilities? In this session, we'll explore what's been working well and what hasn't in the last few years for tax departments. Discover how forward-thinking companies are taking a new approach to their automation operating model, especially in today's uncertain business environment. There may not be a one-size-fits-all solution, but you'll gain an understanding of the CoE operating framework, necessary skill sets, governance, and change management strategies that will help your tax team drive value and achieve the outcomes you're looking for.



Allison LeClair & Kristen Sauvigne, PricewaterhouseCoopers LLP
Belinda Buvens, Procter & Gamble
Effective Data Management

11/29/23, 3:00 - 4:30 PM ET

Strategies, Solutions, and Best Practices to Effectively Manage Data and Accessibly Leverage by the Tax Department. In this session, we'll look at where to get started, what tools are available, cover "best practices," and hear from a client on their data management journey.

Amit Ringshia & Bala Thiyagarajan, KPMG LLP
Nick Cimorelli & Leah Standard, Koch Industries
Generative AI & Microsoft Copilot

11/30/23, 12:00 - 1:30 PM ET

Why is there so much buzz around AI, particularly Generative AI? What is Microsoft’s strategy for infusing AI into its products? What does it mean for tax and what should tax departments be thinking about now to be ready for it?

AI could take the firefighting out of tax, and make it a key value driver for the organization. This session offers a deep dive into practical use cases of AI in tax, where algorithms decode complex legislation, scrutinize invoices, and highlight “needle-in-the-haystack” areas so seasoned tax professionals can focus their attention.

We’ll kick off with a common working definition of AI, unpack the reasons behind its meteoric rise, and share our views on what the next 12 months might look like. We’ll spend the rest of the session immersed in joint use cases and demos from Microsoft and EY relevant to your day-to-day.  Join us at the forefront of innovation and make the leap into the AI-driven future of indirect tax -- where compliance meets efficiency, and knowledge becomes power.
Ivan Roussev, Ernst & Young LLP
Alex Soltis, Microsoft Corporation 
Emerging Technology Panel - Perspectives from Incubation Leaders

11/30/23, 3:00 - 4:30 PM ET

Hear from Top Tech Vendors on what they see as the Next Tech-enabled Capabilities to Bring to the Tax Department and what’s on the Horizon for Next Wave Disruptors.

Vikesh Patel, Home Depot, Inc. (Moderator)
Nichol MacDonald, Avalara
Nick Frank, Bloomberg Industry Group
Audrey Media-Lespier, CSC Corptax
Jamie Eagan, insightsoftware
Dhananjay Nagalkar, Thomson Reuters 
Kent Kingery, Vertex, Inc. 
Registration is open now.  Click the blue Register button above.  

CPE/CLE Information

CPE Credit Information: Tax Executives Institute Education Foundation is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of “group live based” continuing professional education on the National Registry of CPE Sponsors. 

Date: November 28-30, 2023 (2 sessions per day)

Delivery Method: Group Internet Based
Program Level: Basic
Prerequisites: None
Field of Study: Taxes
Advanced Preparation: No advanced preparation required
CPE Credits possible:  Approximately 9 CPE credits based on a 50-minute hour.
Learning objectives:

Upon completion, participants will have:
1. An understanding of AI and how it can be used to make tax a key value driver for the organization.
2. Understanding of some key terms and principles of Artificial Intelligence
3. The ability to identify areas where AI can help in their day-to-day business activities 
Sponsoring Organization: Tax Executives Institute, Inc. TEI Education Fund, 1200 G. Street, NW, Suite 300, Washington, DC 20005
State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. To submit a complaint about a specific program, speaker or content, please email meetings@tei.org. Complaints regarding sponsors may be addressed to National Registry of CPE Sponsors, 150 Fourth Avenue North, Ste. 700, Nashville, TN 37219-2417. Website: www.nasbaregistry.org 
For more information regarding administrative policies such as complaint or refund, or for questions related to this or other TEI events please contact TEI, directly, at 202.638.5601 or meetings@tei.org.


To register, click on the blue "Register" button at the top of the meeting page to register. 
Full Series - 6 Sessions
TEI Member price - $250
Non-Member price - $325
** TEAM Discount - TEI is offering a 20% off "team discount" on the third and subsequent person from your organization registering for the Full Series (no discount on single sessions). The first and second registrants would pay full price and then the third and subsequent registrants should put in discount code "23TTWS-TEAM" during the online registration process.  
Single Session  - Per Session 
TEI Member price - $50
Non-Member price - $75
Group Registration (or registering someone other than yourself) - To register a group or to register someone other than yourself, please complete and send back a registration form for each registrant.
Member rates are available to TEI members only. Member benefits, such as member pricing, are not transferrable to non-members.

Need to renew? Visit www.tei.org, login, and select "Membership Expired -- Rejoin Today" above your profile.

Not a member? Learn more about the benefits of membership and join today to save on this event and gain access to all TEI member benefits and TEI educational offerings.

REMINDER:  TEI Events are open to members of TEI and other in-house tax professionals only. Individuals engaged in private law, accounting, or other consulting practice are eligible to attend.  Government employees are also ineligible to attend.


Cancellation and Substitution Policy

Cancellation - All cancellations must be received in writing by November 17, 2023 to meetings@tei.org. 
Cancellations will be subject to a $50 cancellation fee. There is no partial refunds if you can only attend some of the sessions.  
Substitutions may be made prior to the start of the series, however there is no partial registrations or sharing of registration for CPE purposes.  Substitutions requests should be emailed to meetings@tei.org and are subject to a $25 fee.