Driving Tax Transformation:
How Auto Club Group Streamlined Indirect Tax with Vertex and Workday
Manual tax processes can be a hidden source of risk and inefficiency for growing organizations. Join us for an inside look at how Auto Club Group (ACG) tackled this challenge head-on by integrating Vertex with Workday Financial Management to transform its indirect tax operations.
The panel will discuss key challenges, stakeholder alignment, integration milestones, and measurable outcomes such as improved accuracy, compliance, and transparency.
CPE Credit Learning Objectives*:
By the end of this session, participants will be able to:
Whether you're exploring tax automation or already on the path, this session will enhance your understanding of how automation can drive accuracy, compliance, and operational agility in tax management.
Moderator:
Holly Hamby, Deloitte Tax LLP, Partner, Tax Technology
Panelists:
Jason Lockwood, The Auto Club Group, Assistant Vice President
Kristin (Kristy) Paisley, The Auto Club Group, Senior Financial Tax Consultant
Jim Sullivan, Deloitte Tax LLP, Tax Managing Director
Mark Bohlman, Vertex Inc., Solution Engineer IV
*CPE Credit Details: No prerequisites or advance preparation needed to attend. 1 CPE credit in Taxes field of study awarded to those who attend live only. Recording of the webinar will be distributed to all registrants. Delivery Method: Group Internet Based. Reach out to Scott Sundy at scott.sundy@vertexinc.com if you have questions.
Vertex Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
