KPMG at Vertex Exchange

Date/Time: Mon, Oct 27 | 11:30AM – 12:30PM ET

Getting ready for the Brazilian tax reform requires more than just the right tax tools. Your entire tax ecosystem must be prepared for upcoming changes. In this session, we'll discuss essential preparation steps: evaluating ERP system impacts, ensuring master data quality, mitigating business effects, and investing in IT resources. Properly addressing these areas will significantly influence the speed and quality of your implementation, enhancing the results you achieve with O Series under the new tax regulations.

Date/Time: Oct 27 | 2:00 PM - 3:00 PM ET

There is no doubt GenAI is the new big disruptor in business. But how do indirect tax departments start their journey leveraging this technology? What are use cases that are ripe for implementing GenAI and what functions remain better served with other solutions. We will provide real-world examples of using GenAI to improve indirect tax processes and how, when partnered with Vertex solutions, organizations can transform their Indirect Tax departments.

Date/Time: Monday, Oct 27 | 3:30 PM - 4:30 PM ET

E-invoicing is going global. The question is, how are your tax functions preparing to ensure confident, continuous compliance? This session will explore how different stakeholders can work together to achieve global e-invoicing compliance while unlocking operational and financial benefits. You’ll leave with practical insights into real-world implementation, cross-functional collaboration, and how to transform compliance into a competitive differentiator.

Date/Time: Oct 28 | 3:30 PM - 4:30 PM ET

As Brazil prepares to implement its new tax system starting in 2026, the country is entering a significant phase of fiscal modernization. Join this session for an overview of the initial effects of the reform, focusing on how changes will impact companies operating in the country and the broader business environment. We'll also discuss a customer’s real-world experience adapting to Brazil’s reform using Vertex’s tax automation solutions, share practical learnings and challenges faced, and highlight the benefits they’ve achieved thus far. You’ll leave understanding how automation tools reduce errors, ensure compliance, and accelerate adaptation, turning regulatory complexity into a source of competitive advantage.

Date/Time: Wednesday, Oct 29 | 10:45 AM - 11:45 AM ET

As one of the world’s largest asset managers, Vanguard manages trillions of dollars in assets for millions of investors globally. Domestically, Vanguard has significant procurement activities and was in search of an automated solution to manage vendor charged tax validation and use tax accruals. With the implementation of Oracle Cloud, Vanguard Tax leveraged the ERP transformation to implement Vertex O Series as its core solution to manage taxes during the procurement process and address some of the tax complexities that come with the financial services industry.