Roadshow
Sovos Always On: Chicago
The Road to Strategic Tax Compliance
Event summary
Amid constant regulatory changes, finance, tax and IT leaders have the chance to shift the narrative. Instead of reacting to deadlines and mandates, leaders can transform tax compliance into a proactive business driver—continuously adapting, innovating and staying ahead of the curve.
Throughout the event, you will hear from other leaders and industry experts about the evolution of the tax function as well as successful compliance strategies you can apply within your own organization.
Review the Agenda
8:45am-9:30am Registration & Breakfast
Complimentary continental breakfast and breakfast beverages.
9:30am-9:40am Welcome
Kevin Akeroyd, CEO, Sovos
Session details coming soon.
9:40am-10:30am Keynote
Kevin Permenter, Research Director, IDC
Session details coming soon.
10:30am-10:45am Break
Complimentary beverages and light snacks available.
10:45am-11:45am Mapping the Road Ahead: Global Compliance Trends
Chuck Maniace, VP Regulatory Analysis, Sovos
Global expansion introduces a new set of tax compliance challenges that can either propel your business forward or leave it scrambling to catch up. This session offers U.S.-based organizations a front-row seat to the most critical global tax trends, with a special focus on the rapid adoption of e-invoicing and real-time reporting.
We’ll unpack how these trends are reshaping tax compliance worldwide, what steps U.S. companies need to take to align with evolving regulations, and how these global shifts could impact your future domestic obligations. Get ready to future-proof your compliance strategy and ensure your business thrives in an increasingly regulated global marketplace.
10:45am-11:45am Breakout Session: Navigating the Journey of Tax Reporting Modernization
Wendy Walker, VP RegTech Regulatory Affairs, Sovos
Tax reporting is entering a bold new era. In this session, Sovos experts dive into the evolution of IRS and state tax system modernization, offering attendees crucial insights into how recent changes will impact reporting in 2025 and beyond.
The IRS’s ability to efficiently handle more data through cloud-based solutions will require finance leaders to reshape the way their teams manage data and report taxes. For organizations still reporting manually, this session is a must-attend event to ensure your teams are empowered to stay ahead of the curve.
11:45am-12:30pm Breakout Session: Navigating M&A: Sales Tax Strategies for Finance Leaders
When navigating mergers, acquisitions, or corporate reorganizations, understanding the sales and use tax implications is critical to success. Whether your company is buying or selling, knowing the risks, compliance needs, and financial liabilities can help avoid costly errors.
This session will explore best practices from both buyer and seller perspectives, guiding you through the complexities of due diligence, liability management, registration, and audit issues. We’ll also cover the role of technology in reducing tax-related risks and the dangers of relying on ERP systems that may lack the sophistication needed for effective tax management.
You will leave with a clear understanding of how to navigate these complex transactions while safeguarding your bottom line.
11:45am-12:30pm Breakout Session: Paving the Way for True Reconciliation
Kelly Conner, Director Product Marketing, Sovos
Tax information reporting and withholding are no longer just compliance checkboxes—they’re strategic opportunities. But many organizations are still stuck in a maze of fragmented data and manual processes. To achieve true reconciliation and optimization, teams must adapt accordingly. This session introduces a five-stage maturity model, guiding businesses on how to transform from disconnected data and manual processes to centralized reporting and fully aligned, compliant systems.
Attendees will gain actionable strategies to overcome common pain points such as siloed data and inaccurate filings, while gaining practical insights on how to streamline operations, reduce risk, and ensure year-round data accuracy that can withstand scrutiny.
12:30pm-1:30pm Lunch
Complimentary hot lunch catered by Convene’s in-house chef.
1:30pm-2:15pm Thought Leadership by PwC
Session details coming soon.
2:15pm-3:00pm Thought Leadership
Session details coming soon.
3:00pm-3:15pm Break
3:15pm-3:45pm Fireside Chat: To Be Announced
Kevin Akeroyd, CEO, Sovos
Session details coming soon.
4:00pm-6:00pm Happy Hour
Join us at Bar la Rue for an evening of networking, snacking, and competitive putt-putt. Don’t miss your chance to win a golf hat signed by Denny!
Space is limited, request your spot now
Thanks to our Guest Speakers
Meeting Venue
Convene 333 North Green