28th Annual Tuesday & Wednesday, January 29‐30, 2019 Hya� Regency Columbus, Columbus, Ohio Workshop FF Tax Automation/Robotic Process Automation and Enhanced Sales & Use Tax Function through Technology Wednesday, January 30, 2019 11:00 a.m. to 12:30 p.m.
Biographical Information James (Jimmy) B Schaffer, Tax Systems Analyst Marathon Petroleum Company 539 South Main Street, Findlay, OH 45840 419-421-2121 ext 3659 jbschaffer@marathonpetroleum.com Jimmy’s tax and technology career began in 2014 in Toledo, Ohio with the real estate investment trust, Welltower. Jimmy held roles in both income tax and internal audit at Welltower where he helped to manage the audit teams’ analytics and visualization tools. In late 2015, Jimmy accepted a job at Findlay-based Marathon Petroleum Company in the Sales and Use Tax group. Most recently, Jimmy’s responsibilities have changed to exclusively focus on all things Sales and Use Tax Technology. This includes items such as administration and modification of Marathon’s instance of OneSource Indirect Tax Determination and Reporting (Sabrix), exploration, management and implementation of new and existing technology, and project management acting as liaison between the tax and IT organizations. Some technology deployed by Marathon to date include audit extract tools, robotics process automation, and limited analytics and visualization tools. Jimmy graduated from the University of Toledo with a B.A. in Accounting and a B.A. in Information Systems with a minor in Finance. Jimmy is currently pursuing his MBA at the University of Findlay. Kurt J. Davies, Director, Taxes The Sherwin-Williams Company 101 Prospect Avenue, NW, Cleveland, OH 44115 216.566.2648 kjdavies@sherwin.com Kurt Davies is currently Director of Tax specializing in State & Local Taxes for The Sherwin- Williams Company. He oversees compliance areas in Sales/Use, Real & Personal Property, Payroll Taxes, Unclaimed Property, Ohio CAT, Business Licenses, Gross Receipts, 1099’s and W9’s. His group also handles audits for all property tax areas as well as business license/gross receipts, OHIO CAT and 1099’s. Kurt has worked at Sherwin-Williams for nearly 30 years. He spent his first 5 years in the Accounting Department working in Real Estate, Fixed Assets and General Accounting. He then moved into the Tax Department and has held various tax jobs over the last 24 years. Kurt received his Bachelor of Business Administration degree in Accounting from Cleveland State University. He passed the Ohio CPA exam and received his Masters Degree in Taxation from The University of Akron. He is a member of the AICPA and Tax Executives Institute (TEI). He has also spent the last 7 years on the Board of TEI and is Committee Chair for SALT.
Biographical Information Todd Immell, Partner, Ernst & Young LLP 312 Walnut St. Ste. 1900, Cincinnati OH 45202 513-612-1400 todd.immell@ey.com In Todd’s twenty years at E&Y, he has served multinational corporations, providing US Federal, Tax Risk, International, Tax Process & Systems Improvement and Indirect tax consulting and compliance services to his multinational clients. Todd spent his first 11 years in the United States assisting clients with their tax accounting (FAS 109 and IFRS), U.S. federal, state and local, and international tax issues. Todd then spent four years located in our Geneva, Switzerland office, where he led several global account teams and coordinated cross border projects while serving as the client’s single point of contact. In this role he also worked to integrate the various tax workstreams (direct, indirect, transfer pricing, risk) with his clients' business / operational teams. His clients have been in a variety of industries, including: manufacturing, consumer products, telecommunications, insurance and banking. Todd has recently been asked to lead EY's Robotics Process Automation effort for tax in the Central Area of EY. Todd received his Doctor of Law (JD) from the University of Cincinnati College of Law with a focus on corporate tax, mergers & acquisitions, personal tax, commercial law and contracts. He also received his Bachelor of Arts (BA) in Political Science and Government from the University of Cincinnati. Chad Straube, Director, Tax Process & Systems Optimization, DuCharme, McMillen & Associates, Inc. 20830 N. Tatum Blvd., Suite 390, Phoenix, AZ 85050 800-309-2110 ext. 2552 cstraube@dmainc.com As Director of Sales/Use Tax Process Optimization, Chad works closely with DMA’s clients to develop and implement transaction tax planning strategies that result in improved processes and significant tax savings. Chad focuses on maximizing transaction tax software solutions and the automation of tax processes. He works closely with clients to efficiently determine requirements and implement the solution. Chad has a broad base of knowledge in transaction tax as he also plans, organizes and performs sales/use tax overpayment reviews for major corporations. In addition, Chad also oversees DMA’s Sales/Use Tax Audit Management Program ensuring that DMA’s clients can leverage DMA’s expertise as desired and have visibility into their transaction tax audit information via DMA’s AMP Reporting Tool. Chad has more than 15 years’ experience with transaction tax and tax software solutions. He has established managed compliance agreements, obtained audit reductions, performed overpayment and underpayment reviews, and solved compliance issues. Chad’s experience also includes tax process automation and tax software implementation. In addition, he has extensive experience serving as project manager for tax software implementations and performing business process reviews. Chad has worked with clients in numerous industries including retail, manufacturing, hospitality, technology, and service. Prior to joining DMA, Chad worked with the Cleveland Clinic Foundation handling various internal audit processes. Chad holds a Bachelor of Arts degree in Accounting/Business Administration from Baldwin- Wallace University. Chad is certified with ONESOURCE, Vertex O Series and Taxware Enterprise, and he is experienced with Vertex Q Series. Chad is a Certified Implementation Partner with Taxware Enterprise and Oracle R12 .
Trends In Tax Technology: Tax Automation / Robotic Process Automation and Enhanced Sales & Use Tax Function Through Technology 2019 Ohio Tax Conference Columbus, OH Wednesday, January 30, 2019
Speakers Kurt Davies Jimmy Schaffer The Sherwin-Williams Company Marathon Petroleum Corporation 539 South Main Street 101 W. Prospect Ave N.W. Findlay, OH 45840 Cleveland, OH 44115 kjdavies@sherwin.com jbschaffer@marathonpetroleum.com +1 216 566 2648 +1 419 421 3659 SC2 Todd Immell Michael Lake Chad Straube Ernst & Young LLP Ernst & Young LLP Ducharme, McMillen & Associates, LLP 312 Walnut Street 312 Walnut Street 20830 N. Tatum Blvd. 1900 Scripps Center 1900 Scripps Center Suite 390 Cincinnati, OH 45202 Cincinnati, OH 45202 Phoenix, AZ 85050 Todd.immell@ey.com michael.lake@ey.com cstraube@dmainc.com +1 513 612 1484 +1 513 612 1637 +1 800 309 2110 ext 2552 Page 1 28th Annual Ohio Tax Conference
Slide 2 SC2 Michael -can you please add your info Straube, Chad, 12/27/2018
Agenda ► Tax Process Evolution What is Intelligent ► Introduction to Robotic Process Automation? Automation (RPA) ► How does it work? ► Where RPA can play in Tax ► How to move forward …What if it ► Demonstrations meant: Less risk More value Lower cost? Page 2 28th Annual Ohio Tax Conference
SC3 Polling questions Go to Menti.com and enter code: XXXXX Page 3 28th Annual Ohio Tax Conference
Slide 4 SC3 Do we want to have a few polling questions out of the gate to "understand" our audience, or do we want to spread the questions throughout the presentation? 1) Who utilizes a tax engine to automate tax determinations? 2) What level of understanding do you have of RPA? 3) Do you utilize analytical tools to assist with your tax function? Straube, Chad, 12/27/2018
Tax Process Evolution Page 4 28th Annual Ohio Tax Conference
TI1 Tax Process and Systems Optimization Tax Policy and Requirements Resources and Systems Planning and Strategy Compliance / Reporting Processes Tax Process and Systems Optimization Audits Page 5 28th Annual Ohio Tax Conference
Slide 6 TI1 what does the red box on this arrow intend to communicate? Todd Immell, 1/3/2019
Evolution In Tax Technology On-Premise Hosted / Cloud ►Behind firewall ►Secure datacenters ►IT Maintained ►Vendor maintained US only Global Deployment ►Complex rules ►ERP impact ►User maintained ►VAT complexities ►Driver mapping Local Support Centralization ►Knowledge ►Control ►Manual work ►Automation Legacy Reporting Digital Reporting ►Canned reporting ►Control ►PDF based ►Real time data ►Advanced analytics Digitization Manual Processes ►Robotic Process Automation ►Repetitive tasks ►Optical Character Recognition ►Spreadsheet based ►Artificial Intelligence ►Hard copy based Page 6 28th Annual Ohio Tax Conference
Introduction to RPA Page 7 28th Annual Ohio Tax Conference
SC3 Polling questions Go to Menti.com and enter code: XXXXX Page 8 28th Annual Ohio Tax Conference
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