Transforming Tax: The path from data to AI

Data matters to any tax department. To transform your tax department, it is vital that you get the most out of your data and to do so, it is critical that you have a strategy in place. A good strategy defines your tax department data needs and priorities, articulates how you want to use data in your function, plans a course for reaching your goals, and for sets up future technology expansion. In this session about your tax data, you’ll learn how to craft a strategy, best management practices, data types, and how it can be stored and leveraged for analytic indirect tax purpose. In addition, this session will explore future AI technology opportunities with indirect tax use cases.


Tina Yoon Thomson Reuters
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Tina currently leads the integrations team within the Corporate Tax Solution Consulting team and has been with Thomson Reuters for over 15 years. In prior roles, she worked with customers around the world to introduce various ONESOURCE solutions around Data Management, Direct Tax, and Transfer Pricing. Tina was also part of the Professional Services team and successfully managed several data management, process improvement, systems integration and implementation projects involving various ONESOURCE solutions.

Sérgio Silveira Thomson Reuters
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Sérgio has over 20 years working on integrations with the major ERPs in the market. His current role within Thomson Reuters is focused on improving and expanding ERP/Partners plugins and integration methods for ONESOURCE products like Indirect Tax Determination and Global Trade. He has participated on the implementation of global trade and tax solutions integrated with customer ERPs in hundreds of multinational companies interacting with customer global ERP teams around the world. Sérgio received his Bachelor’s Degree in Computer Engineering from The Catholic University of Campinas, SP, Brazil with a minor in Accounting.

Join this interactive panel discussion to learn the latest tax trends and their potential impact on your finance and compliance operations We will cover a wide range of topics from the impact of Brexit to the latest ecommerce tax regulations to new laws for tax reporting that you need understand. Bring your key questions and lessons as you:

  • Learn what global regulations and changes that many enterprises are preparing to support
  • Understand how complexity within IT and finance poses challenges for tax calculation and reporting and what you can do about it
  • Find out how you can prepare audit and reporting teams to meet the emerging tax standards


Rizal Ahmed SAPinsider
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Rizal (Riz) serves as Wellesley Information Service’s Chief of Content. He oversees content and business planning, helping WIS’s global customers and partners discover new ways to leverage content for competitive advantage. Prior to WIS, Riz was a Research Associate with Forrester Research and a reporter for the Manila Times in the Philippines. Riz earned dual degrees from Dartmouth College in History and Economics.

Stephan Ramirez PWC
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Stephan is a Global leader in tax enterprise system tax capabilities and functionality. He works with the largest global companies to simplify and automate global tax and intercompany transfer pricing processes leveraging the latest technology platforms from SAP. Includes shortening financial close cycles, faster monitoring activities to produce real time results and final tax reports, invoicing and draft journal entries.

Chris Reich Thomson Reuters
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Chris is a Director of Product Management and has over 20 years of experience successfully delivering enterprise software applications. Chris is responsible for the vision and roadmap for ONESOURCE Determination. Prior to joining Thomson Reuters in 2015, he was a Senior Product Manager with Intuit. Chris has a BA from Lewis and Clark College and an MBA from the University of Oregon.

Keynote | 2021 Finance Priorities: Driving onward and upward in the wake of disruption

Over a year into the economic disruption caused by COVID-19, most organizations are ready to move on, apply the lessons learned from the past, and reinvigorate their innovation agendas and strategy. While many have had to reset and reprioritize, most finance leaders are now reinvesting in their business and technology portfolios and are ready to transform their finance strategy while strengthening their skillsets and solution portfolios. This interactive panel will inspire you to think differently about your own 2021 priorities as you:

  • Learn what’s topping the agenda of finance executives when it comes to process reinvention, SAP S/4HANA and Central Finance, tax, compliance, and other key initiatives
  • Discover what actions are critical for finance organizations as they navigate the aftermath of the events of 2020 that are still impactful in 2021
  • Find out in which technologies and projects finance teams are investing, how they may be altering their approach, and how they measure success
  • See how the meaning of finance transformation is evolving and how this impacts the entire finance and accounting organization


Cliff Eng PWC
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Cliff is a PwC partner with more than 23 yrs of consulting experience responsible for leading the SAP Finance Transformation delivery capabilities for TMT, FS, PE and other related x-sectors. He concentrates on new system implementation and performance improvement projects enabled on the SAP platform from strategy to execution. Cliff has successfully led a variety of complex programs involving finance, accounting, supply chain and customer involving SAP technologies. He serves as a catalyst for organizations seeking to achieve performance improvement by shaping targeting outcomes and developing achievable plans.

David Davidson Accenture
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David Davidson is a Senior Managing Director and Accenture's Platform Transformation Practice Lead and one of Accenture's leading thinkers in Finance of the Future. He has held positions in Accenture's North America CFO & Enterprise Value Practice, as well as Accenture’s NA Innovation & Thought Leadership Practice. David has more than 28 years of professional experience working across multiple industries and leading large global platform transformation programs leveraging SAP as the digital core. He has led a wide range of finance transformation projects including strategic cost management, shared services, operating model design, organization model design, zero-based budgeting, benchmarking, business process analysis and reengineering, M&A, strategy, reporting & data warehousing, and system implementations.

Scot Stettler Thomson Reuters
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Scot is the Senior Director Tax Solutions at Thomson Reuters.

2 Ways To Streamline And Simplify Your Indirect Tax Data Management

On-Demand Webinar

The average tax department is required to spend significant time researching rates and rules from different sources to comply with global tax authorities to reduce risk and manage cash flow and liquidity. For the already stretched indirect tax team, there is continuous synchronization and reconciliation of data, as well as consolidating, sourcing, and adjusting that data. How can you trust its accuracy with so much manual effort involved?

This webinar will help you address these challenges an build a simpler, more efficient indirect tax management process.
You will:
• Learn how to establish tax data management best practices and what supporting technology infrastructure is needed.
• How to centralize your tax data to reduce operational costs, save time and increase productivity.
• Discover how to provide integration between your indirect tax automation solution and SAP to provide accurate tax results globally in real time.
• Provide your users with detailed sales and purchasing tax data so that they can make confident, proactive business decisions at the right time.

Register Now


Rob Montañez Thomson Reuters
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Rob joined Thomson Reuters in 2013 and has a long track record of providing insights into tax systems, integration, and best practices to both small and large clients.

Over a 25-year career he has successfully served as technical lead and project manager in numerous sales cycles and technology projects from initial concept through implementation and has consistently utilized a consultative approach to find creative solutions to real customer business challenges. In his current role Rob is supporting sales productivity by ensuring that pre-sales activities include technical solutions that accurately address strategic customer needs and are appropriately supported by key customer technical decision-makers.