Roadshow
Sovos Always On: Dallas
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.
In these sessions, 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
9:00am-9:30am Registration & Breakfast
Join us for an All-Star Breakfast in the Shift4 Club9:30am-9:40am Welcome
Gregg Spratto, Chief Operating Officer, Sovos
9:40am-10:20am Keynote
Kevin Permenter, Research Director, IDC
As CFOs are called upon to become visionary leaders, IDC’s keynote session will reveal how they’re transforming into modern-day fortune tellers—spotting risks and seizing strategic opportunities with the power of data. Explore the power of data visibility and predictive insights, helping CFOs leverage finance transformation and real-time decision-making tools to maintain competitive agility and make proactive, data-informed decisions in a dynamic market landscape.10:30am-11:15am Breakout Session
Visit the Product Dugout or join one of the sessions below.Mapping the Road Ahead: Global Compliance Trends
Erik van der Hoeven, VP Product Management, Sovos
This session unpacks how the global compliance trends of e-invoicing and real-time reporting 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.Navigating the Journey of Tax Reporting Modernization
John Kreger, VP Product Management, Sovos
Discover how IRS and state tax system modernization is transforming reporting requirements for 2025 and beyond. Whether you’re transitioning from manual processes or seeking to future-proof your compliance, this session will equip your team to succeed.11:15am – 11:30am Email and networking break
Complimentary beverages available.11:30am – 12:15pm Breakout Sessions
Visit the Product Dugout or join one of the sessions below.Mapping the Road Ahead: Paving the Way for True Reconciliation
John Kreger, VP Product Management, Sovos
Tax reporting and withholding have evolved into strategic priorities, but fragmented data and manual processes hold many organizations back. This session explores a five-stage maturity model to help teams transition to centralized, compliant systems. Attendees will learn strategies to streamline operations, reduce risk, and maintain year-round data accuracy for reliable, audit-ready reporting.From Cost Center to Profit Center: Sherwin Williams’ Tax Evolution
Rick Calich, Director of Global Tax Technology, Sherwin Williams
For over 20 years, we’ve witnessed Sherwin Williams transform its approach to tax compliance, turning it from a regulatory obligation into a value-generating profit center. By working closely with IT, centralizing systems, and adjusting where in the invoice lifecycle tax is determined, they’ve not only minimized audit risks, but have generated significant cost savings. Don’t miss this reflection on the Sherwin Williams transformation journey.12:15pm-1:15pm Lunch
1:15pm – 1:45pm: Industry roundtables
Join intimate discussions with peers in the retail, oil & gas, financial services or manufacturing industries.1:45pm – 2:00pm: Email break
2:00pm-2:45pm Building a Resilient Infrastructure for an Evolving Tax Landscape
Fabrice Colla, Tax Principal – US VAT Practice and Taylor Lucas, Tax Senior Manager at Deloitte
Deloitte explores the digitization of the tax landscape, focusing on the people, processes, and tools needed to adapt to shifting regulations. This session will highlight how robust data, clear audit trails, and tax technology can drive informed decision-making and streamline compliance with country-specific rules.2:45pm – 3:15pm 2025 Hiring Trends and Retention Strategies
Presented by Jeremy Trimble, Regional Director and Tyler Huss, Regional VP, Managed Business Solutions at Robert Half
Learn how top hiring managers are bridging skill gaps, driving initiatives, and strengthening retention strategies to stay ahead.3:15pm-3:30pm Break
3:30pm – 4:00pm Fireside Chat: What Comes Next
Gregg Spratto, Chief Operating Officer, Sovos
Sovos Chief Operating Officer highlights key trends shaping the tax, regulatory, and technology landscape and how to leverage these insights to drive growth for your organization, shifting the perception from a cost center to a strategic driver of value.4:00pm-6:00pm Happy Hour
Join us for a lively happy hour in the American Airlines Dugout Lounge and finish off the day with some exciting activities. Step up to the plate for batting practice on the Texas Rangers’ field or test your pitching skills in the bullpen with our speed clock challenge!Thanks to our Guest Speakers
What Attendees are Saying
"The event was so well-run, with every detail considered. I appreciated brainstorming with the Sovos team and the intimate setting for meaningful conversations."
"Thank you for the time and effort put into this. Networking opportunities were amazing, and learning in a group setting made it even better."
"Excellent agenda and meeting. I appreciated meeting the Sovos team and enjoyed the venue."
"The event was very well-organized and professionally run. Kudos to the team and great content from Sovos."
Meeting Venue
Globe Life Field