Agenda Day 2, March 11th, 2027: (see Agenda Day 1) (back to Event Summary)
09.00 – Corporate VAT Transformation Journeys
· Tax determination challenges in a global world with growing software and other electronically delivered products
· Fixing masterdata (fighting with garbage-in-garbage-out) and remapping tax
· Preparing systems/processes for automation (indirect tax is not alone)
· Structuring your indirect tax teams towards e-invoicing and digitalisation
Raul Corral, Indirect Tax Leader EMEA, TE Connectivity
09.30 – Indirect/Direct Tax Data Gathering, Cleansing and Consolidation
· From data collection to tax insight: assessing data quality and identifying risks before they become compliance issues
· Interaction of tax function with whole organization – a practical case study on how Tax collaborates across the organization to manage risk and enable the business
· Building Reliable Tax Data: Skills, Governance & Best Practices - developing the right skills, controls and best practices to build reliable, scalable and audit-ready tax processes
Nicoletta Petrosino, Global Indirect Tax Manager, Nestle
10.00- Embedding a Strategy/Culture of AI in the Indirect Tax Teams
· A practical roadmap for moving indirect tax teams from AI curiosity to sustainable adoption
· How to identify where AI genuinely belongs in indirect tax processes, and where it doesn't
· Practical techniques for building confidence, encouraging experimentation, and creating an AI culture that lasts beyond the initial hype
Helen Brotherton-Lloyd, Indirect Tax Deployment Solutions Lead, Caterpillar
10.30 – Morning Coffee and Networking
11.00 – What AI Gets Wrong in Indirect Tax: Putting the Guardrails in Place
· From invented rulings to mixed-up jurisdictions, AI often responds as though the facts are optional.
· We look at best practice on putting safety breaks in research generation to avoid hallucination and guardrails on data cleansing
Colm McCormack, Global Indirect Tax Director, Autodesk
11.30 – Experience on the Transition to Oracle Fusion
· Decision tax engine or system embedded functionality
· Tax workstream or tax included in the regular finance workstreams
· Key design decisions and how to prepare master data for the automated tax determination
· All system embedded functionality or separate providers for VAT reporting / e-compliance
· Tax data lake / data warehouse
Heidi Pohl, Global Head for Indirect Taxes & Business Partnering, SGS
12.00 -To Tax Engine or Not to Tax Engine: The European Context – Designing VAT Determination in Oracle and SAP
Sapna Kushwaha, VAT Technology Manager, Agfa
12.30 – Lunch Break
13.30 – Tax Shared Service Centres in the Age of AI: Obsolete, Automated or More Strategic Than Ever?
Monika Minda, Global Digitalization and Indirect Tax Director, Danone
Mays Al-Azawy, Senior Indirect Tax Manager, Danone
14.00 – Building a Future-Ready Tax Function in SSC Environment: Lessons from the Front Line
Adela Baginska, Head of Tax Central and Eastern Europe and SDC, ONE Danone Business Services
14.30 – Brief Coffee Break
14.40 – How to Standardize / Automate Tax Determination
· Understanding the current challenges and complexities in a global world: ITX and Supply Chain
· Getting the best from your own system •
· Standardize and automate your ITX controls: strengthen your compliance
Nadia Van Puymbrouck, Director Tax (VAT) , Yara
15.10 - TP, TP adjustments & Indirect taxes – Where are We?
· TP & adjustments - impact on VAT (and vice versa?)
· TP & adjustments – impact on Customs
· TP & adjustments - impact on WHT
Jan Weerth, Director, Deutsche Bank
15.40 – Closing Remarks from the Chair and End of Forum