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KPMG at Vertex Exchange

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Hyatt Regency New Orleans | Louisiana, LA

Vertex Exchange

Now more than ever, business leaders in tax and technology need to be ready to manage uncertainty while preparing to scale for the future.

KPMG at Vertex Exchange

KPMG is proud to be an elite sponsor of Vertex Exchange 2024, Vertex Inc.’s annual three-day customer conference providing fresh and relevant insights on the impact of tax regulations, policy, enforcement, and emerging technology trends on global tax department operations. Business leaders in tax and technology engage with thought-provoking content, network with industry peers, and have access to like-minded, premier Vertex customers.

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Turn insights into opportunity with KPMG and Vertex

Transcript

The power of insights.

Delivers smarter tax Strategies with real-time visibility and intelligent decisioning.

The power of innovation.

Improved tax accuracy, efficiency, and transparency with KPMG Innovations -- including pre-built software, digital workflows, advanced analytics, Ai and machine learning.

The power of results.

Leverage deep tax experience, industry knowledge, and digital know-how to mitigate risks and deliver meaningful results across the globe.

KPMG and Vertex. Turning insights into opportunities

We invite you to engage with KPMG Tax Technology leaders and clients by visiting our booth or attending one of our KPMG-led sessions

Here are a few ways to connect with our team at Vertex Exchange:

  • Attend a KPMG speaking session, to learn how we helped clients with their Vertex transformation projects.
  • Request a 1:1 strategy session with our team to discuss your Vertex initiatives and aspirations. Meet with KPMG advisors to address key challenges in areas such as: tax compliance effectiveness, tax technology enablement, target operating model design, data for tax strategy. 
  • Contact us to request a meeting.
  • Demos: Professionals from our Indirect Tax team will be on hand at the KPMG exhibit to field questions and demo our KPMG Indirect Tax Toolkit and our proprietary Coupa/Vertex global integration. Or contact us to schedule a personalize demo.

 

Demystifying e-Invoicing: Understanding the Significance in the Global Economy

10:30 am – 11:30am | Monday, October 23

With the emergence of VAT protocols worldwide, compliance and invoice management have converged into an extended process. This session will explore the importance of e-invoicing in the global economy and discuss how organizations can adapt their systems to meet current and future requirements.

Speakers

 

  • Isabelle Desmeytere, Vertex
  • TBD, Pagero
  • Kathya Capote-Peimbert, Managing Director, Tax, KPMG LLP

Delivering Value Added Tax Solutions in SAP S/4 Hana and Coupa at Ingevity Corporation

Date TBD

Through past experience Ingevity learned firsthand the complexities that come with managing and sustaining indirect taxes in SAP natively. Recognizing these past challenges, they set out on a mission to enhance the indirect tax process with Vertex O-Series integrated with both SAP and Coupa.  This session will highlight the implementation process as well as best practices and lessons learned from the project.

Speakers

  • Chris Schornack, Senior Manager, Tax, KPMG LLP
  • Katherine Draisen, Senior Manager, Global Indirect Tax, Ingevity Corp.

KPMG Sessions at Vertex Exchange

Hear directly from our clients on their successful Vertex transformation projects with KPMG Tax Reimagined. Join our sessions:

Monday, October 28, 2024 | 11:00 AM-12:00 PM CDT

A Vertex O-Series Case Study: Tax Transformation at UniFirst Corp

Presenters:

  • David Marr – Tax Supervisor, UniFirst
  • Mark Rems – Tax Principal, KPMG US
  • Ethan Collik – Tax Senior Manager, KPMG US
     

Tuesday, October 29, 2024 | 3:00 – 4:00 PM CDT

Best Practices for Implementing your Vertex O-Series Solution Globally
Presenters:

  • Mark Rems – Tax Principal, KPMG US
  • John Rezendez – Tax Managing Director, KPMG US
  • Kenzie Horst – Tax Associate, KPMG US
     

Tuesday, October 29, 2024 | 4:00 – 5:00 PM CDT

Engagement Hub | Get more mileage out of your Vertex O-Series instance...

Presenter: Animon Jose – Tax Senior Manager, KPMG US
 

Monday, October 28, 2024 | 1:30 – 2:30 PM CDT and
Wednesday, October 30, 2024 | 10:15 -11:15 AM CDT 

Navigating Global E-Invoicing: From Mandates to Compliance Automation

Panel member: Kathya Capote-Peimbert – Tax Managing Director, KPMG US

KPMG Booth

Stop by the KPMG exhibit to learn how we help clients with their indirect tax journey. 

Learn more about:

  • Streamlining the indirect tax process
  • KPMG Indirect Tax Toolkit
  • Upgrading to Vertex O Series
  • Leveraging indirect tax automation in your procurement transformation
  • Automated Indirect Tax Determination and Reporting from Inside the ERP; Learn how a tax engine can automate indirect tax calculation in Workday Financials.

Dive into our thinking:

Streamlining the indirect tax process

Streamlining the indirect tax process
Leveraging indirect tax automation in your procurement transformation

Leveraging indirect tax automation in your procurement transformation
KPMG Indirect Tax Toolkit

KPMG Indirect Tax Toolkit
Now is the time to upgrade to Vertex O Series

Now is the time to upgrade to Vertex O Series
E-invoicing and digital reporting services

E-invoicing and digital reporting services
What's New in O Series

What's New in O Series

A look at what indirect tax groups need from their tax automation – and how Vertex is addressing those needs

OnDemand Indirect Tax Services

A managed service providing ongoing tax engine configuration maintenance and support

Read more

Meet our team

Image of Mark Rems
Mark Rems
Principal, Tax, SALT, KPMG US
Read bio
Image of Joni Johnson-Powe
Joni Johnson-Powe
Partner, Tax, SALT TTS, KPMG US
Read bio
Image of Mark Rems
Mark Rems
Principal, Tax, SALT, KPMG US
Read bio
Image of Joni Johnson-Powe
Joni Johnson-Powe
Partner, Tax, SALT TTS, KPMG US
Read bio

Explore more

Insight
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Tax Reimagined 2024: Perspectives from the C-suite

Tax departments solidify their value in times of immense transformation

Read more
2024 Chief Tax Officer Outlook
Insight
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2024 Chief Tax Officer Outlook

The fifth annual CTO survey examines the challenges and opportunities facing tax functions today and tomorrow.

Read more
Service
Webcast Replay Webcast Upcoming Listen Now

Indirect Tax ERP automation with Workday, Vertex, and KPMG

Automated indirect tax determination and reporting from inside the ERP

Read more

KPMG. Make the Difference.


Some or all of the services described herein may not be permissible for KPMG audit clients and their affiliates or related entities.

The information contained herein is of a general nature and is not intended to address the circumstances of any particular individual or entity. Although we endeavor to provide accurate and timely information, there can be no guarantee that such information is accurate as of the date it is received or that it will continue to be accurate in the future. No one should act upon such information without appropriate professional advice after a thorough examination of the particular situation. KPMG LLP does not provide legal services.

The information contained herein is not intended to be “written advice concerning one or more Federal tax matters” subject to the requirements of section 10.37(a)(2) of Treasury Department Circular 230.

© 2024 KPMG LLP, a Delaware limited liability partnership and a member firm of the KPMG global organization of independent member firms affiliated with KPMG International Limited, a private English company limited by guarantee. All rights reserved.

For more detail about the structure of the KPMG global organization please visit https://home.kpmg/governance.

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