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2022 Tax Technology Simulive Seminar August 16-September 1, 2022 (12 bi-weekly sessions) Virtual Seminar2022 Tax Technology Simulive SeminarPLANNING COMMITTEE:Wayne MonfriesInternational President, TEICheria CoramChair, TEI’s Technology SubcommitteeCommitteeA. Pilar MataExecutive Director, TEITodd A. LardTax Counsel, TEIThe past two years have highlighted the importance of a nimble taxfunction—whether remote or in person—that can operate seamlessly withtight controls, streamlined data integrity, and effective collaboration andcommunication regardless of physical location.TEI’s first ever Tax Technology Simulive Seminar will broadcast 12 handpicked sessions from our popular fourth annual Tax Technology Seminar(in-person event in May) and provide a forum for tax professionals to shareways to effectively address these pressing needs. The Simulive sessions willbe broadcast bi-weekly between August 16 - September 1. Please visit ourwebsite to register.We are airing these sessions in a Simulive format, which means we will bereplaying the recorded sessions from the seminar and have session speakerson hand to answer questions through chat and a live Q&A at the end of thesession. In addition to the 12 Simulive sessions, attendees will receive ondemand access to 11 more sessions (for a total of 23 sessions) that wererecorded during the live Seminar.August 16-September 1 (12 bi-weekly sessions) Virtual SeminarConnect. Engage. Impact.
2022 Tax Technology Simulive SeminarTime (ET)11:00 am - 12:15 pm1:00 - 2:15 pmTuesday, August 16 - Day 1The Intersection of People, Process & Technology: Where Are We Now?Charlotte Flynn DeloitteJohn Bennecke True Partners ConsultingPowering Tax Transformation with TechnologyDanielle Gonzalez RSMThursday, August 18 - Day 211:00 am - 12:15 pm1:00 - 2:15 pmDriving Tax Digital Transformation with Microsoft Power Apps and PowerAutomateAmit Ringshia KPMGKaren Li KPMGClara Parra Espinosa Microsoft CorporationAutomating the Use Tax FunctionDavid Hillegass Global Tax ManagementTuesday, August 23 - Day 311:00 am - 12:15 pm1:00 - 2:15 pmAutomating on a Budget: Building the Business Case for a PhasedApproachKelly Necessary ForvisMindy McGlaughlin ForvisThe Role of Technology in Adopting BEPS 2.0Haley Dobre BDOSteve Cullimore BDOAugust 16-September 1 (12 bi-weekly sessions) Virtual SeminarConnect. Engage. Impact.
2022 Tax Technology Simulive SeminarTime (ET)11:00 am - 12:15 pm1:00 - 2:15 pmThursday, August 25 - Day 4Centralized Tax Data – Getting Your Data to Work for YouAmit Ringshia KPMGPredictive Analytics for TaxAmit Ringshia KPMGTuesday, August 30 - Day 511:00 am - 12:15 pm1:00 - 2:15 pmEmerging Technology Panel - Perspectives from Incubation LeadersSatnam Singh Thomson ReutersAI – Beyond the HypeIvan Roussev EYYi Liu EYThursday, September 1 - Day 611:00 am - 12:15 pm1:00 - 2:15 pmEvolving Trends of the Tax Automation Op ModelJustin Femmer PwCLeading Technology Transformation for Tax: What’s Next?Justin Femmer PwCAugust 16-September 1 (12 bi-weekly sessions) Virtual SeminarConnect. Engage. Impact.
2022 Tax Technology Simulive SeminarAs an added bonus, registration includes access to an additional 11 sessions that wererecorded during the live seminar in May and available for on-demand playback (these 11sessions are not CPE eligible).Don’t Touch that Data! Leveraging API Integrations to Automate DataTransferDaphne Cheok Getty ImagesMichelle Roden Interstate BatteriesNeal Schneider Crowe, LLPEric Ziemann CSC CorptaxAutomating Tax Credits and Incentives for Improved Compliance andAccuracyNick Panko CFO ServicesMitch Trager TEIThe Dell Tax Automation Journey - Powered by Citizens Developers andIntelligent Automation ToolsKimberly Deeb EYSanthosh Kumar Lalgudi EYLuis Perez DellEric Romanoff EYArtificial Intelligence & the Partnership Schedule K-1Michael Renwick Thomson ReutersNeal Schneider Crowe, LLPUsing Data and Tech to Further U.S. International Tax ModelingMark Gasbarra Forte International TaxGeorge Salis VertexStephanie Walsh Levi Strauss & CoAugust 16-September 1 (12 bi-weekly sessions) Virtual SeminarConnect. Engage. Impact.
2022 Tax Technology Simulive SeminarAs an added bonus, registration includes access to an additional 11 sessions that wererecorded during the live seminar in May and available for on-demand playback (these 11sessions are not CPE eligible).State Apportionment - Common Data Challenges and WorkaroundsKimberly Capizzi BDOSpencer Orlin BDOVikesh Patel The Home Depot, Inc.What to Know After Implementing a Sales Tax Technology SolutionDaphne Cheok Getty ImagesBrian Smith AvalaraChris Vignone PMBAManaging Your Global Tax Footprint Using Data Exchange and AnalyticsToolsBrandon Joseph Grant ThorntonMark Pociask Grant ThorntonMigrating to the Cloud: Best Practices for Tax and IT LeadersAmr Elmeleegy AWSKelley Lear Thomson ReutersJennever Pelaez Thomson ReutersElvira Wallis SAPExecutive Reporting & Analytics - Unleash the Power of Your DataMark Guevin Crowe, LLPThe New Tax Data Hub: Changing the Data Experience for TaxRJ Littleton DeloitteAllison Matthews DeloitteLuis Perez DellAugust 16-September 1 (12 bi-weekly sessions) Virtual SeminarConnect. Engage. Impact.
2022 Tax Technology Simulive SeminarGENERAL INFORMATIONEligibilityRegistrationTEI’s Tax Technology Series is open to TEI Members Only due to restrictions placed on us by someof our speakers. Unfortunately member-eligible non-members are prohibited from registering. Ifyou would like to apply for membership or renew an prior TEI membership, please visit www.tei.org/membership/join.Registration is now open and will be accepted online, by mail, by fax, and by email.By web:www.tei.org. You must log in before registering.By mail:Tax Executives Institute, Lockbox 9407 PO Box 70280, Philadelphia, PA 19176-0280. Sendregistration form with check or credit card information.By fax:By email:Substitution PolicyCancellation or OverSubscription of theSeminar202.638.5607. Credit card registrations only.Scan and send completed registration form with credit card to meetings@tei.org. Applicationsshould be completed in full. The requested information will be used to comply withcontinuing education requirements established by state CPA and bar associations as well asfederal antidiscrimination rules.Substitutions will be permitted for registrants who are unable to attend the Seminar. To request asubstitution, please email meetings@tei.org with the names of the registrant and his or hersubstitute. The substitution fee is 50 per registrant.In the event the conference must be canceled or is oversubscribed, TEI’s liability is limited to thesubscription of the Seminar return of the registration fee.August 16-September 1 (12 bi-weekly sessions) Virtual SeminarConnect. Engage. Impact.
2022 Tax Technology Simulive SeminarGENERAL INFORMATION - CONTINUEDFinancial Aid for IllinoisLicensed AttorneysScholarships to defray tuition expense for this program are available forIllinois licensed attorneys (both TEI members and nonmembers) whoare temporarily unemployed with a demonstrated financial hardship.Scholarships will be reviewed and provided on a case by case basis.Attorneys who qualify will receive at least a 50% reduction in the conferencefee. To request information on whether you might qualify, please contact us atmeetings@tei.org.CPE Credit InformationTax Executies Institute is registered with the National Association of StateBoards of Accountancy (NASBA) as a sponsor of continuing professionaleducation on the National Registry of CPE Sponsors. State boards ofaccountancy have final authority on the acceptance of individual courses forCPE credit. Complaints regarding registered sponsors may be addressed tothe National Registry of CPE Sponsors,150 Fourth Avenue North, Suite 700,Nashville, TN 37219-2417. Website: www.nasba.org.Questions?DateDelivery MethodFor more information regarding administrative policies such as complaint orrefund, please contact, TEI, directly at 202.638.5601.August 16-September 1, 2022 (ET)Internet LiveProgram LevelBasicField of StudyTaxesLearning ObjectivePrerequisiteAdvanced PreparationCPE CreditDisclaimersDesigned to provide the tools and techniques to enable tax professionals torecognize and embrace the role tax technology plays and to develop new skillsets to deliver sustainable value to the companies they serve for both thetechnology novice and expert.No prerequisites.No advanced preparation required.12.0 credits (based on a 50-minute hour).Tax Executives Institute and TEI Education Fund accord to participants ofany race, color, creed, sex or national ethnic origin all the rights, privileges,programs, and activities generally accorded or made available to participantsat its program, courses, and other activities.CPE/CLE requirements vary from jurisdiction to jurisdiction. TEI’s educationprograms are designed to meet NASBA standards, and are generallyaccepted by CPE/CLE agencies across the United States. Registrants shouldcheck the rules in their own jurisdictions to ensure eligibility.August 16-September 1 (12 bi-weekly sessions) Virtual SeminarConnect. Engage. Impact.
2022 Tax Technology Simulive SeminarEligibilityTEI events are open to membersof TEI and other in-house taxprofessionals. Individualsengaged in private law,accounting, or other consultingpractice, as well as governmentemployees, are ineligible toattend.RegistrationFee covers course materials and other items specified in seminar announcement.Applications will be accepted on a first-come, first-served basis. Registrants areencouraged to register via www.tei.org. Credit card registrations may be scannedand emailed to: meetings@tei.org. If paying by check, make checks payable toTax Executives Institute and mail to Tax Executives Institute, Lockbox 9407 POBox 70280, Philadelphia, PA 19176-0280. Do not mail applications to TEI’s streetaddress. Questions? Call 202.638.5601 or email: meetings@tei.org.Registration Fees (in U.S. ) 595 Member FeeNameCompanyMailing AddressCityState/Province Zip/ZoneTelephone FaxEmailTotal Charge:Charge to:VISAMasterCardAmerican ExpressDiscoverDiners ClubCard NumberPrimary Registrant:Exp. Date CVVCardholder Name (print)SignatureThis form can be scanned and emailed to meetings@tei.org.Cancellation - All cancellations must be received in writing by August 11, 2022 at meetings@tei.org. Cancellations will be subject to a 50 cancellation fee. There are no partial refunds ifyou can only attend some of the sessions. Substitutions may be made prior to the start of theseries, however there are no partial registrations or sharing of registration for CPE purposes.August 16-September 1 (12 bi-weekly sessions) Virtual SeminarConnect. Engage. Impact.
2022 Tax Technology Simulive Seminar SponsorsSEMINAR SPONSORSTEI would like to acknowledge the following sponsors of the 2022 Tax Technology Seminar:TEI’s Exclusive Affinity PartnerKPMG International’s Trademarks are the sole property of KPMG International and their use heredoes not imply auditing by or endorsement of KPMG International or any of its member firms
programs, and activities generally accorded or made available to participants at its program, courses, and other activities. CPE/CLE requirements vary from jurisdiction to jurisdiction. TEI's education programs are designed to meet NASBA standards, and are generally accepted by CPE/CLE agencies across the United States. Registrants should
