CONNECT 2022 Speakers

  • All Speakers
  • Client Speakers
  • Firm Speakers

Clients team up with industry leaders to show Corptax solutions at work.

  • All Speakers
  • Client Speakers
  • Firm Speakers

Abhishek Agarwal

Senior Manager

Ernst & Young LLP

CSC Corptax Certified Professional

Build an Intelligent Tax Function through Automation and Enterprise System Integration

Transform your finance functions and re-platform your ERP with this once-in-a-generation opportunity to fully tax sensitize data at the source and leverage enterprise-level tools and technologies to drive integration and end-to-end automation. Build a compelling tax business case and walk through an automated workpaper solution using Microsoft Power Query and Corptax Office.

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Abhishek is a member of the Ernst & Young LLP (“EY”) Tax Technology and Transformation (TTT) practice. He has over 15 years of direct tax technical experience along with a focus on optimization of tax compliance and provision systems.

Abhishek focuses on direct tax process improvements, tax function assessments, tax system implementation & optimization, and data transformation & analytics projects.

Abhishek also serves as a Corptax subject matter expert within EY where he is focused on enablement of integration between EY’s tax technology solutions and Corptax. He uses his extensive knowledge of Corptax tools (Corptax office, Corptax ODBC, and Data Exchange) along with data transformation knowledge to design and deploy highly advanced and custom solutions for EY’s multinational clients.

Abhishek received his Bachelors in Accounting from Osmania University, India and is a CSC Corptax Certified Professional in Provision.

Alaina Sammartano

Partner

Ernst & Young LLP

Build an Intelligent Tax Function through Automation and Enterprise System Integration

Transform your finance functions and re-platform your ERP with this once-in-a-generation opportunity to fully tax sensitize data at the source and leverage enterprise-level tools and technologies to drive integration and end-to-end automation. Build a compelling tax business case and walk through an automated workpaper solution using Microsoft Power Query and Corptax Office.

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Alaina is a key member of the Ernst & Young LLP US-East Region Tax Technology and Transformation (TTT) practice. She has 20+ years of direct tax technical and tax technology experience

Alaina focuses on direct tax and is skilled in tax function assessments, tax operating model design, global tax provision and compliance process redesign and system implementations. Most recently, she has focused on assisting clients with large finance transformations, merger integrations and tax sensitization of ERPs.

Alaina was the Global Tax Process Lead for two large-scale finance transformations while in industry and has extensive experience with finance transformation efforts including tax sensitizing SAP as well as setting up of direct and indirect tax centers of excellence in the U.S. and abroad.

Alaina received her BBA in Accounting and Masters in Taxation from Hofstra University, is a certified public accountant licensed in New York, and a member of the AICPA.

Anna Pleshakova

Product Manager

Bloomberg Tax

Workflow Automation & Bonus Depreciation Modeling with Bloomberg Tax Fixed Assets

Bloomberg Tax Fixed Assets has workflow automation capabilities which eliminate the pain of inputting and exporting data manually. Reconciliation is easy with an automated approach to identifying and resolving data discrepancies in the reconciliation process. Additionally, see how modeling allows customers to make the best decision when it comes to bonus depreciation elections, and how state books allow users to easily manage state bonus depreciation for non-conforming states.

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Anna is currently a Product Manager for the Software Integrations team at Bloomberg Tax, where she uses her background in data analytics, product management and marketing to help drive the team vision of delivering automation and integration capabilities to Bloomberg Tax customers. She is passionate about the positive impact her work has on customers, and brings new ideas to the table to help them work smarter, not harder.

Benjamin (Ben) Rackley II

Benjamin (Ben) Rackley II

Managing Director

BDO

Leverage Corptax Master Data to Drive Automation

Understand master data and its importance in a reporting ecosystem. Through BDO’s experience automating a broad spectrum of processes inside and outside of Corptax, they’ve developed an approach that’s optimized by maintaining master data centrally, consistently applying master data management throughout all processes, complementing Corptax Compliance and Provision using Corptax add-on tools (Corptax Office, ODBC connectors, and/or Corptax BOTS), and deriving efficiencies and insights from accelerators like Alteryx or RPA solutions and visualization tools like Power BI or Tableau.

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Ben has more than 15 years of accounting and tax experience, including both public accounting and private industry experience. His background includes global income tax accounting, SEC reporting, sales and use tax, property tax, internal controls, and compliance reporting responsibilities. His focus over the past five years has been dedicated to process optimization, automation, maximizing the latest tax technology tools to effectively manage tax provision and compliance processes.

BDO Tax Automation & Innovation provides tax process improvement, automation and software optimization services for BDO clients. Ben primarily functions as solution architect and project manager for tax data migration and tax process automation projects leveraging tools such as Alteryx, Power Query, Power Pivot, Power BI, and UiPath. His broad technical knowledge and technology experience has led BDO to complete successful tax process automation projects and tax data transformation engagements.

Ben is certified in Corptax (Provision), Alteryx, and UiPath​.

Contact Information

brackley@bdo.com

Bret Thompson

Director of Tax

Kellogg Company

Client Success Stories – Provision

Lisa Walters and Bret Thompson will share how Kellogg Company is using Corptax Office. Kellogg found data synergies to improve their processes instead of having to manually enter data in various disconnected processes between Provision and Compliance.

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Bret Thompson joined Kellogg Company in Battle Creek, Michigan in 2005 after 5 years in public accounting at Crowe. At Kellogg Company his main focus has been on International Compliance.

Brian Smith

Senior Manager

KPMG

BEPS 2.0 – Assessing the impact on Your Organization

Check out how the Organization for Economic Co-operation and Development’s (OECD) BEPS 2.0 initiative will change the international tax landscape. Whether the agreement is implemented in a coordinated global fashion or on a more piecemeal basis, the substance of the agreed reforms will impact domestic legislation around the world. KPMG will walk through an analysis of the anticipated implications, both its profit reallocation proposals (known as Pillar One) and its global minimum tax measures (known as Pillar Two). See how your organization could be affected and how Corptax data and processes integrate into that analysis.

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Brian Smith is a Senior Manager with KPMG Ignition – Systems Integration. His team helps clients implement, integrate and optimize their use of  Corptax and enabling technologies to compliment the application. Brian worked in industry for a major retailer in Dallas before entering the Public consulting world including working for Corptax for 11 years. He joined  KPMG in 2016.

Calvin Boyland

Tax Senior Manager

Deloitte

Compliance Enhancements for This Filing Season

Many tax departments are spending tremendous time and effort revamping their tax compliance processes. Perhaps more than ever, that time and effort need to be data and process focused. By optimizing data sources, enabling automation, and leveraging data wrangling tools, tax teams can streamline data collection, calculation, and reporting; and complete the tax life cycle efficiently and effectively. Come join us for a session as we talk through some practical ways to automate your Corptax compliance process this filing season.

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Calvin Boyland is a Tax Senior Manager in the Tax Technology Consulting (TTC) practice of Deloitte Tax LLP, based in McLean VA, specializing in tax systems and tax department process enhancement. Calvin brings over 15 years of tax experience working with multi-national corporations in areas of US tax compliance, tax provision and planning.

Throughout his career, Calvin has worked with large corporate tax departments in planning, implementing and executing federal, state and international reporting functions from both a tax technical and technology perspective, leveraging a variety of tax software packages to achieve department goals of preparation, reporting, data collection and process improvement.

Candice Ditto

Senior Manager, Tax Technology Consulting (TTC)

Deloitte

Compliance Enhancements for This Filing Season

Many tax departments are spending tremendous time and effort revamping their tax compliance processes. Perhaps more than ever, that time and effort need to be data and process focused. By optimizing data sources, enabling automation, and leveraging data wrangling tools, tax teams can streamline data collection, calculation, and reporting; and complete the tax life cycle efficiently and effectively. Come join us for a session as we talk through some practical ways to automate your Corptax compliance process this filing season.

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Candice Ditto is a Senior Manager in the Tax Technology Consulting (TTC) practice with a focus on tax provision process improvement projects. She has led multiple provision implementations in Corptax with a passion for data automation. Overall, Candice enjoys taking a broad look at the full tax lifecycle to find efficiencies across the tax department.

Candice has a Bachelor’s degree from Texas Christian University, and a Masters in Professional Accounting degree from The University of Texas at Austin. She is a licensed CPA in Texas and Washington.

Charlotte Flynn

Tax Partner

Deloitte

Compliance Enhancements for This Filing Season

Many tax departments are spending tremendous time and effort revamping their tax compliance processes. Perhaps more than ever, that time and effort need to be data and process focused. By optimizing data sources, enabling automation, and leveraging data wrangling tools, tax teams can streamline data collection, calculation, and reporting; and complete the tax life cycle efficiently and effectively. Come join us for a session as we talk through some practical ways to automate your Corptax compliance process this filing season.

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Charlotte is a partner in Deloitte Tax LLP’s Tax Technology Consulting (TTC) service line. She serves as the West Region Marketplace Leader for TTC as well as the Corptax market offering leader for Deloitte. As a technical and implementation specialist, she has served corporate tax departments of all sizes across multiple industries in the areas of accounting for income taxes, tax process improvements and, tax department automation utilizing software. Charlotte has managed large software implementations as well as large co-sourcing engagements. She specializes in tax technology, process efficiency, and data gathering.

Charlotte joined the TTC service line more than twelve years ago after spending seven years in the federal corporate tax group. She has worked in all areas of federal taxation including corporate tax planning, tax accounting, and compliance. Charlotte has extensive experience in internal control evaluation and accounting for income taxes.

Charlotte has a bachelor’s degree in Accounting from Baylor University and a Masters of Accountancy from the University of Mississippi. She is a Certified Public Accountant in Texas and is a member of the American Institute of Certified Public Accountants.

Contact Information

chflynn@deloitte.com

Cristin Boynton

Managing Director, Tax Automation & Innovation

BDO

How BDO Helped L3Harris Technologies Optimize Their State Apportionment Process

Soak up the experience and knowledge of BDO and L3Harris tax leadership as they discuss common challenges companies face with gathering, compiling, analyzing, and reconciling state apportionment data used in the compliance, provision, planning and DCAA processes. Learn how to make similar changes within your organization, including obtaining leadership buy-in, to achieve greater efficiency with standardization and automation in your state process!

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Cristin has more than 20 years of domestic and international tax accounting, compliance, process improvement and tax reporting technology implementation experience. Her experience includes working in public accounting, industry, and for two leading tax software companies. ​Cristin has gained Certification in Corptax® Provision and the ONESOURCE Tax Provision applications.

Her experience includes managing projects with stakeholders across tax, finance, compliance, regulatory and information technology with a substantial focus on multi-state and multi-national companies. Cristin has worked with clients to re-engineer and improve their tax functions, including tax accounting and compliance processes, assess their current tax operating environment, remediate internal control deficiencies, tax sensitize financial systems, and evaluate and implement tax technology tools. Her experience in accounting for income tax reporting, includes statutory reporting for insurance, US GAAP and IFRS reporting.

BDO Tax Automation & Innovation provides tax process improvement, automation and software optimization services for BDO clients. Cristin’s tax technical knowledge and broad experience solving tax process challenges, coupled with her knowledge of various technologies, has led to highly successful engagement results.

Contact Information

cboynton@bdo.com

Dan Magnus

Senior Manager-Tax Innovation (Data & Analytics)

KPMG

Alteryx – A Classroom to Business Approach to Help You Integrate Alteryx and Corptax

The utilization of Alteryx in the tax function is increasing, including its integration with other technologies, such as Corptax. Hear from KPMG, leaders in Alteryx and Corptax, on how to use it beyond data preparation and manipulation, including utilizing Corptax APIs to connect directly and perform additional analyses and complex calculations to get more value from Alteryx in your tax department and beyond.

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Dan is a data & analytics specialist and computer programmer with 15+ years of industry experience in selling, planning, developing, implementing, and supporting solutions. Dan leads advanced Alteryx development for key KPMG clients, as well as Alteryx related initiatives for the KPMG tax practice.

David Kovar

Strategic Partnerships Leader

Bloomberg Tax

Using Automation and Tax-Focused Technology

For Corporate Tax Departments, figuring out the tax calculations around Fixed Assets is often times much harder than it needs to be. Large data volumes and high dollar amounts mean lots of risk, and the use of software not designed for tax often makes what should be straightforward calculations difficult and time consuming to perform. Join Bloomberg Tax to learn how the right mix automation and tax-focused technology can alleviate the challenges of processing Fixed Assets data, and even provide space for lucrative tax planning opportunities.

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David is currently the Strategic Partnerships Leader at Bloomberg Industry Group where he devises and executes partner channel strategy. Prior to joining Bloomberg, David served as CEO of Tax Prodigy, a tax software company acquired by Bloomberg Industry Group in 2021. David’s leadership experience includes as a Tax Management Consulting Partner, Chief Tax Technology Strategist, and Tax Technology Innovation Leader in the Big 4 Firms. He has helped corporate tax functions, firm tax practices, and tax software vendors optimize and focus their tax technology investments.

David Lan

Managing Director, International Tax, VCM

KMPG

BEPS 2.0 – Assessing the impact on your organization

Check out how the Organization for Economic Co-operation and Development’s (OECD) BEPS 2.0 initiative will change the international tax landscape. Whether the agreement is implemented in a coordinated global fashion or on a more piecemeal basis, the substance of the agreed reforms will impact domestic legislation around the world. KPMG will walk through an analysis of the anticipated implications, both its profit reallocation proposals (known as Pillar One) and its global minimum tax measures (known as Pillar Two). See how your organization could be affected and how Corptax data and processes integrate into that analysis.

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David is a managing director in KPMG’s New York Value Chain Management and International Tax Services practice. He has more than 15 years of experience in tax planning and structuring of transactions for public and privately held clients. His experience spans across a broad range of industries from life sciences to the digital economy, and has led engagements covering a variety of issues from tax controversy and mergers and acquisitions to supply chain management and transfer pricing. Most recently, as part of WNT (Washington National Tax), David led the tax technical development and global marketing of KPMG Global firm-wide tax models on BEPS 2.0, ESG benchmarking, and global mobility. David is part of KPMG Global’s BEPS 2.0 task force.

Deborah Ohlinger

Senior Tax Analyst

Johnson & Johnson

International Tips & Tricks that Elevate Your Processes

Whether you’re a new user or a seasoned pro, you’ll benefit from tips and tricks to enhance your use of Corptax International. Learn how Corptax helps you meet the latest filing requirements and gather valuable advice on topics like e-file and tax rates to improve how you use Corptax. In addition, hear how your peers leverage Corptax Office to optimize their International processes. Gulom Narmuratov and Deborah Ohlinger from Johnson & Johnson will share how they saved time using Corptax and Corptax Office to quickly generate period over period comparisons such as GILTI and SubPart F.

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Debbie Ohlinger is a Senior Tax Analyst for Johnson & Johnson. She is the Admin for Corptax working with Federal/State Compliance and special projects. Debbie has worked in the tax field for 10 years, has been a Corptax user for 8 years and has been the Admin for 3 years.

Evan White

Product Manager and Business Applications Analyst

USAA

Client Success Stories: Provision

Hear directly from your peers on how they leverage data to optimize their provision process and reporting! Scott Wickert will share how Reynolds Consumer Products implemented Corptax Provision (AETR and Full-Year) and Compliance for a newly public company and saved time in the process!

Evan White with USAA and Lauren Harris with Deloitte will share how USAA uses automation to streamline their state monthly provision as well as how they integrated Corptax with their new ERP system so they can import trial balances without any manual manipulation required!

Lisa Walters and Bret Thompson will share how Kellogg Company is using Corptax Office. Kellogg found data synergies to improve their processes instead of having to manually enter data in various disconnected processes between Provision and Compliance.

Matt Weir and Audrey Kobus of Principal Financial Group along with Steve Ceglarek of Deloitte will discuss how they teamed together to design, construct, test, and successfully implement a workpaper based tax basis balance sheet to facilitate the review, reconciliation, and validation of deferred balances.

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Evan White is a Product Manager and Business Applications Analyst at USAA in San Antonio, TX. He has been with USAA for 15 years leading roles in project management, business process engineering, data automation, and financial modeling/analytics.

As a member of the USAA corporate tax team, he is responsible for planning and delivering workstreams within the tax technology space by partnering with IT and lines-of-business in alignment with the corporate finance strategic vision.

Hamadi Bengabsia

Vice President of Process & Tax Technology

Paramount

Build an Intelligent Tax Function through Automation and Enterprise System Integration

Transform your finance functions and re-platform your ERP with this once-in-a-generation opportunity to fully tax sensitize data at the source and leverage enterprise-level tools and technologies to drive integration and end-to-end automation. Build a compelling tax business case and walk through an automated workpaper solution using Microsoft Power Query and Corptax Office.

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Hamadi Bengabsia is Vice President of Process & Tax Technology with Paramount in New York City. Hamadi has been with Paramount for fifteen years where he manages all Tax Technology and data needs of the Tax Department. He most recently assumed the role of Global Tax workstream lead as part of Paramount’s SAP S/4HANA implementation which includes SAP modules such as Central Finance, Group Reporting and SAP Analytics Cloud.

Before joining Paramount, Hamadi worked at EY for 8 years where he assisted clients to transform their Tax processes by implementing the appropriate provision and compliance tools. In addition to his Corptax expertise, Hamadi has extensive experience working with Corptax, ONESOURCE, Tax Stream and other financial systems.

Josh Collins

Tax Technology Manager

Occidental Petroleum Corporation

Transform Corptax Data via Office and Alteryx Designer

Unify and automate your data prep and analytic processes! Learn how to retrieve data via multiple sources, then discover how to use Alteryx Designer to clean and manipulate your data. In addition, listen to Occidental Petroleum discuss how they used Corptax Office and Alteryx to give their Tax Auditors a way to walk from their consolidated Corptax Tax Basis Balance Sheets back to their book balances reported in their ERP system and yearly 10-K.

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Joshua Collins, Tax Technology Manager for Occidental Petroleum Corporation (Oxy) in Tulsa, OK, manages the Tax Technology Group whose mission is to reduce redundancy, mitigate risk, increase transparency, and provide insight to management through the use of available technologies and process excellence. Josh has been with Oxy for 11 years. Prior to joining Oxy, Josh worked at Samson where he started his career.

Josh holds a Bachelor of Science in Management Information Systems from Oklahoma State University, and a Master’s Degree in Accounting and Finance from Northeastern State University.

Lauren Harris

Tax Manager

Deloitte

Client Success Stories: Provision

Hear directly from your peers on how they leverage data to optimize their provision process and reporting! Scott Wickert will share how Reynolds Consumer Products implemented Corptax Provision (AETR and Full-Year) and Compliance for a newly public company and saved time in the process!

Evan White with USAA and Lauren Harris with Deloitte will share how USAA uses automation to streamline their state monthly provision as well as how they integrated Corptax with their new ERP system so they can import trial balances without any manual manipulation required!

Lisa Walters and Bret Thompson will share how Kellogg Company is using Corptax Office. Kellogg found data synergies to improve their processes instead of having to manually enter data in various disconnected processes between Provision and Compliance.

Matt Weir and Audrey Kobus of Principal Financial Group along with Steve Ceglarek of Deloitte will discuss how they teamed together to design, construct, test, and successfully implement a workpaper based tax basis balance sheet to facilitate the review, reconciliation, and validation of deferred balances.

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Lauren is a Tax Manager in the National Tax Technology Consulting practice within Deloitte. Currently based out of Houston, she has over five years of professional experience serving clients in both provision and compliance.

Her experience has provided her the unique opportunity to combine her technical expertise with expertise in tax technology platforms by implementing technology solutions to make tax processes more accurate and efficient. She is particularly experienced with Corptax and has experience with Alteryx.

Lauren received both her B.S. in Accounting and Master of Accounting with an emphasis in Tax from Brigham Young University and is a licensed CPA in the state of Texas.

Contact Information

lauharris@deloitte.com

Leah Huber

Tax Senior Manager

GE Appliances

State Compliance: Intermediate Concepts

Step up your state return process. Expose the setup of Corptax state income tax returns, review non-standard apportionment accounts, and learn how to use intercompany and throwback sales accounts. Also, discover the benefits of posting back your calculated values to produce management reports. In addition, hear how GE Appliances uses Office to automate getting their State Mods and Intercompany Sales Eliminations into Corptax to reduce manual data entry.

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Leah Huber, CPA joined GE Appliances in Louisville, Kentucky in 2017 after spending 10 years in public accounting at FORVIS (FKA BKD, LLP). At GE Appliances, her role includes management of all state and local income tax compliance, management of all short-term and long-term cash tax forecasting, and team wide Corptax support. In the past three years, she has successfully transitioned all state income tax compliance in-house through development and utilization of Corptax tools. Leah holds her accounting degree from Indiana University

Lisa Walters

Tax Manager

Kellogg Company

Client Success Stories – Provision

Lisa Walters and Bret Thompson will share how Kellogg Company is using Corptax Office. Kellogg found data synergies to improve their processes instead of having to manually enter data in various disconnected processes between Provision and Compliance.

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Lisa has been with the Kellogg Company for 29 years and hold a master’s degree in accounting.  She’s held various finance roles over the years including General Financial Reporting, Brand Level Financial Reporting, Supply Chain Planning and Reporting, Finance Systems Administrator, Accounts Payable Lead, and Tax for the past 9 years. Her tax specialty is Tax Accounting, and Federal and State Compliance.

Michael Harrison

Senior Manager

KPMG

BEPS 2.0 – Assessing the impact on Your Organization

Check out how the Organization for Economic Co-operation and Development’s (OECD) BEPS 2.0 initiative will change the international tax landscape. Whether the agreement is implemented in a coordinated global fashion or on a more piecemeal basis, the substance of the agreed reforms will impact domestic legislation around the world. KPMG will walk through an analysis of the anticipated implications, both its profit reallocation proposals (known as Pillar One) and its global minimum tax measures (known as Pillar Two). See how your organization could be affected and how Corptax data and processes integrate into that analysis.

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Michael is a Senior Manager with KPMG’s Ignition – Systems Integration Practice. At KPMG he has over 15 years of tax experience with a focus on tax technologies, support, implementation, and best practices. Michael briefly served as Tax Technology lead at a large multinational company, providing support and implementing best practices at that company. Michael is a Corptax certified professional with the U.S and International Compliance product along with experience in the various Corptax products; Corptax Provision, State by State Provision, Corptax Office, State Planner, Workflow, and Calendar.

Mike Matias

Senior Manager

BDO

Leverage Corptax Master Data to Drive Automation

Understand master data and its importance in a reporting ecosystem. Through BDO’s experience automating a broad spectrum of processes inside and outside of Corptax, they’ve developed an approach that’s optimized by maintaining master data centrally, consistently applying master data management throughout all processes, complementing Corptax Compliance and Provision using Corptax add-on tools (Corptax Office, ODBC connectors, and/or Corptax BOTS), and deriving efficiencies and insights from accelerators like Alteryx or RPA solutions and visualization tools like Power BI or Tableau.

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Mike has more than 14 years of experience as a tax professional in both public accounting and industry. His experience includes ASC 740 tax reporting, federal compliance, and multi-state direct & indirect taxation for large multi-national corporations. While in industry he focused on implementing process improvements, including trial balance automation & sensitization, state apportionment automation, sales tax dashboarding, and fixed asset process optimization to name a few.

Contact Information

mmatias@bdo.com

Patricia Wilson

Managing Director

KPMG

Alteryx – A Classroom to Business Approach to Help You Integrate Alteryx and Corptax

The utilization of Alteryx in the tax function is increasing, including its integration with other technologies, such as Corptax. Hear from KPMG, leaders in Alteryx and Corptax, on how to use it beyond data preparation and manipulation, including utilizing Corptax APIs to connect directly and perform additional analyses and complex calculations to get more value from Alteryx in your tax department and beyond.

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Patricia Wilson is a Managing Director with KPMG Ignition – Systems Integration, specializing in helping clients implement, integrate and optimize their utilization of Corptax within their Tax Technology Ecosystem. She is a former head of tax of a $5.2B multi-national company, where she licensed and implemented Corptax for compliance and provision prior to 2000. Patricia joined KPMG-Ignition in Spring 2011.

Paul Mattiola

Director of Income Tax Operations

Verizon Communications

Becoming the Heartbeat of the Tax Department

Let’s take a journey to see how Verizon was able to avoid outsourcing and keep their tax work in house. Paul Mattiola will share how he created a world class tax operations team that has become the heartbeat of the Tax Department.

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Paul Mattiola, MBA is the Director of Income Tax Operations for Verizon Communications in Basking Ridge, NJ. With over twenty-five years of corporate tax department experience, Paul is considered an expert in areas of tax compliance, tax process automation, tax system implementation and digital tax automation. Paul has spent the past several years leading Verizon’s Income Tax Operations team through a digital transformation into a world class organization.

Contact Information

paul.mattiola@verizon.com

Ryan Sheehan

Senior Product Lead

Bloomberg Tax

Workflow Automation & Bonus Depreciation Modeling with Bloomberg Tax Fixed Assets

Bloomberg Tax Fixed Assets has workflow automation capabilities which eliminate the pain of inputting and exporting data manually. Reconciliation is easy with an automated approach to identifying and resolving data discrepancies in the reconciliation process. Additionally, see how modeling allows customers to make the best decision when it comes to bonus depreciation elections, and how state books allow users to easily manage state bonus depreciation for non-conforming states.

Using Automation and Tax-Focused Technology

For Corporate Tax Departments, figuring out the tax calculations around Fixed Assets is often times much harder than it needs to be. Large data volumes and high dollar amounts mean lots of risk, and the use of software not designed for tax often makes what should be straightforward calculations difficult and time consuming to perform. Join Bloomberg Tax to learn how the right mix automation and tax-focused technology can alleviate the challenges of processing Fixed Assets data, and even provide space for lucrative tax planning opportunities.

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Ryan Sheehan is a Senior Product Lead for Bloomberg Tax. He is responsible for Bloomberg Tax’s corporate tax products, including Fixed Assets. Prior to Bloomberg Tax, Ryan was a CPA at KPMG’s Washington D.C. Metro office in the Business Tax Services practice.

Samantha Deese

Senior Director of Tax

L3Harris Technologies, Inc.

How BDO Helped L3Harris Technologies Optimize Their State Apportionment Process

Soak up the experience and knowledge of BDO and L3Harris tax leadership as they discuss common challenges companies face with gathering, compiling, analyzing, and reconciling state apportionment data used in the compliance, provision, planning and DCAA processes. Learn how to make similar changes within your organization, including obtaining leadership buy-in, to achieve greater efficiency with standardization and automation in your state process!

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Samantha Deese is a Senior Director of Tax for L3Harris Technologies, Inc. Sam has over 20 years of tax experience working in both industry and public accounting. She has broad experience in many facets of federal, state, and local income, and indirect taxation with a specialty in accounting for income taxes. Sam has a passion for developing, mentoring, and empowering her teams. She is driven by a deep curiosity to understand cause and effect to problem solve and achieve optimum results.

Sam oversees domestic compliance, tax reporting, planning and controversy. She holds a Bachelor’s of Science in Accounting and a Master’s of Science in Taxation from San Diego State University.

Sarah Yanez

Tax Technology Advisor

Occidental Petroleum Corporation

Transform Corptax Data via Office and Alteryx Designer

Unify and automate your data prep and analytic processes! Learn how to retrieve data via multiple sources, then discover how to use Alteryx Designer to clean and manipulate your data. In addition, listen to Occidental Petroleum discuss how they used Corptax Office and Alteryx to give their Tax Auditors a way to walk from their consolidated Corptax Tax Basis Balance Sheets back to their book balances reported in their ERP system and yearly 10-K.

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Sarah Yanez, Tax Technology Advisor at Occidental Petroleum Corporation in Tulsa, OK, is part of a team focused on driving innovation to accelerate the tax technology solutions at Oxy. Sarah has been part of the Oxy team approximately a year. Previously, Sarah worked for ConocoPhillips Company for 8 years as a Corptax Administrator for compliance and provision teams.

Sarah holds a Bachelor’s of Science Degree in Accounting from Colorado Technical University, and a Master’s in Accounting Degree from Oklahoma State University.

Scott Wickert

Compliance & Income Tax Accounting Manager

Reynolds Consumer Products

Client Success Stories – Provision

Scott Wickert will share how Reynolds Consumer Products implemented Corptax Provision (AETR and Full-Year) and Compliance for a newly public company and saved time in the process!

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Scott Wickert is the Tax Manager for Reynolds Consumer Products. He works on quarterly interim provisions, year-end close provision, and federal/state compliance. Scott has worked in the tax field for 10 years, and has been a Corptax user for 8 years.

Shawnn Morgan

Shawnn Morgan

Experienced Manager, Tax Automation & Innovation

BDO

Leverage Corptax Master Data to Drive Automation

Understand master data and its importance in a reporting ecosystem. Through BDO’s experience automating a broad spectrum of processes inside and outside of Corptax, they’ve developed an approach that’s optimized by maintaining master data centrally, consistently applying master data management throughout all processes, complementing Corptax Compliance and Provision using Corptax add-on tools (Corptax Office, ODBC connectors, and/or Corptax BOTS), and deriving efficiencies and insights from accelerators like Alteryx or RPA solutions and visualization tools like Power BI or Tableau.

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Shawnn has more than 13 years of experience in tax and accounting, including domestic and international experience in public accounting and private industry.  His experience also includes tax provision audit and preparation, tax compliance, tax technology implementation, and tax process improvements serving multi-national organizations.

BDO Tax Automation & Innovation involves a review of all aspects of the tax function: Process, Data, Software & Workforce. Shawnn’s tax technical knowledge and broad experience solving tax process challenges, coupled with his knowledge of various technologies, has led to highly successful engagement results.

Contact Information

smorgan@bdo.com

Spencer Orlin

Spencer Orlin

Manager, Tax Automation & Innovation

BDO

How BDO Helped L3Harris Technologies Optimize Their State Apportionment Process

Soak up the experience and knowledge of BDO and L3Harris tax leadership as they discuss common challenges companies face with gathering, compiling, analyzing, and reconciling state apportionment data used in the compliance, provision, planning and DCAA processes. Learn how to make similar changes within your organization, including obtaining leadership buy-in, to achieve greater efficiency with standardization and automation in your state process!

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Spencer has seven years of experience in Tax Technology and Tax Accounting and Compliance working in both private industry and public accounting.

With a background in State and Local Tax, Spencer has spent the bulk of his career working with large amounts of data. His focus has been on creating transparent, repeatable processes to ease the strain of data wrangling on the tax department. He has led the build and implementation of more than 50 Alteryx workflows, primarily within the SALT capability. Recently, he has worked on Master Data Management Solutions for the enterprise.

BDO Tax Automation & Innovation involves a review of all aspects of the tax function: Process, Data, Software & Workforce. Spencer’s tax technical knowledge and broad experience solving tax process challenges, coupled with his knowledge of various technologies, has led to highly successful engagement results.

Contact Information

sorlin@bdo.com

Tong Yi

Tax Managing Director

Deloitte

Compliance Enhancements for This Filing Season

Many tax departments are spending tremendous time and effort revamping their tax compliance processes. Perhaps more than ever, that time and effort need to be data and process focused. By optimizing data sources, enabling automation, and leveraging data wrangling tools, tax teams can streamline data collection, calculation, and reporting; and complete the tax life cycle efficiently and effectively. Come join us for a session as we talk through some practical ways to automate your Corptax compliance process this filing season.

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Tong Yi is a Tax Managing Director and a CPA who has been with Deloitte for over 14 years. She’s based in Dallas, Texas. As part of Deloitte’s Tax Technology Consulting (TTC) practice, she focuses on assessing clients’ tax compliance and provision processes and technology to develop recommendations for process improvements and/or technology solutions.

Tong had led the overall delivery of services for many tax systems implementation and process enhancement engagements for large multi-national companies. Her experience includes working with compliance, provision, and technology to develop and deploy a new process to reduce manual efforts and increase efficiency and accuracy.

Tyler Baggett

Experienced Senior Associate, Tax Automation & Innovation

BDO

How BDO Helped L3Harris Technologies Optimize Their State Apportionment Process

Soak up the experience and knowledge of BDO and L3Harris tax leadership as they discuss common challenges companies face with gathering, compiling, analyzing, and reconciling state apportionment data used in the compliance, provision, planning and DCAA processes. Learn how to make similar changes within your organization, including obtaining leadership buy-in, to achieve greater efficiency with standardization and automation in your state process!

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Tyler has four years of experience in Tax Technology and Tax Accounting and Compliance working in both private industry and public accounting.

With a background in Tax Accounting and Tax Compliance for large multi-national corporations, Tyler has spent the bulk of his career working with large amounts of data. His focus has been on creating transparent, repeatable processes to ease the strain of data wrangling on the tax department. He has led the build and implementation of dozens of Alteryx workflows, primarily within the tax accounting and international tax compliance capabilities.

BDO Tax Automation & Innovation involves a review of all aspects of the tax function: Process, Data, Software & Workforce. Tyler’s tax technical knowledge and broad experience solving tax process challenges, coupled with his knowledge of various technologies, has led to highly successful engagement results.

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