KPMG at Vertex Exchange

Date/Time: Tuesday, October 27 | 10:30 AM - 11:30 AM ET ​

As tax complexity increases across North America and beyond, organizations using Coupa need a reliable, scalable connector to ensure accurate tax determination. This session explores the latest capabilities of the Vertex Coupa Connector through afunctional deep dive into its architecture, data flow, and newest enhancements. Presenters will explain the flow of data between Coupa and Vertex, as well as the latest features, including updated seeded condition group logic, full and partial accrual support in Canada, intelligent one-tax-code response filtering, expanded country support, and invoice API filter enhancements. Drawing on a recent customer go-live with the Vertex Coupa Connector and Vertex On-Demand, presenters will also share practical insights to help attendees better understand considerations for their Coupa and Vertex integration.

Date/Time: Tuesday, October 27 | 1:00 PM- 2:00 PM ET

With the evolution of Artificial Intelligence (AI), companies are able to introduce automation and data enrichment to better enable Vertex calculations and exemption certificate management. In this session, we will demo two live use cases where AI is embedded into core Vertex processes to enhance efficiencies and yield more accurate tax decisions. We will review a live end-to-end process where AI can read and interpret vendor invoice information to provide enhanced transactional information for use tax calculations. We will also highlight an automated workflow for processing new exemption certificates where AI scans certificate images, performs baseline validation, and indexes the exemption information to post into Vertex O Series.

Date/Time: Tuesday, October 27 | 1:00 PM – 2:00 PM ET

As global regulations evolve and business models diversify, value-added tax compliance is growing more complex. At the same time, tax and finance professionals are navigating an increasingly challenging landscape, from cross-border transaction complexity to shifting regulatory requirements. This customer panel includes practitioners who have faced these challenges head-on and solved them. Attendees will hear them share real-world experiences, lessons learned, and strategies that made a difference – and leave with actionable insights on how to successfully manage VAT complexity and practical approaches to strengthen compliance within their own programs.​

Date/Time: Tuesday, October 27 | 2:30 PM – 3:30 PM ET

This session will provide an in-depth look at a real-world transformation journey implementing Vertex O Series On Demand as an enterprise tax engine. The initiative began with building a business case change tax engine providers and required extensive coordination across the entire NextEra organization. Over the course of a year, the team successfully deployed Vertex O Series On Demand across five systems, including SAP S/4HANA, SAP FICA (IS-U), GEP, and two custom integrations.​

Presenters will describe how KPMG, Vertex GPS, and NextEra collaborated to design an integrated tax architecture, operate within stringent client project management and PMO requirements, and execute a complex cutover that included an overnight conversion of millions of master data records in SAP. The session will also highlight key lessons learned and the enabling technologies used to support large-scale data migration, integration, and production go-live, integration, and production go live.​