Driving Tax Transformation: How Auto Club Group Streamlined Indirect Tax with Vertex and Workday

Earn a CPE Credit!

Driving Tax Transformation: How Auto Club Group Streamlined Indirect Tax with Vertex and Workday

Date: September 25, 2025
Time: 2:00 pm-3:00 pm EST 


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 to transform its indirect tax operations.  

In this session, ACG, Vertex and Deloitte will share how the implementation addressed key pain points, including:

  • The risk of fines and penalties from inaccurate tax reporting 
  • Financial exposure from unvalidated vendor-charged taxes 
  • A lack of transparency across tax processes 
  • The burden of manually maintaining tax data  

Attendees will gain practical insights into the benefits and challenges of implementing Vertex with Workday Financial Management, the level of effort required, and the efficiencies realized.   

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, Sr. Financial Tax Consultant 
  • Jim Sullivan, Deloitte Tax LLP, Tax Managing Director 
  • Mark Bohlman, Vertex Inc, Solutions 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.
 

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