Roadshow

Sovos Always On: Dallas

The Road to Strategic Tax Compliance

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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.

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8:45am-9:30am Registration & Breakfast

Complimentary espresso coffee bar and continental breakfast.

9:30am-9:40am Welcome

Gregg Spratto, Chief Operating Officer, Sovos

9:40am-10:30am 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-10:45am Break

Complimentary beverages available.

10:45am-11:30am Breakout Session: Mapping the Road Ahead: Global Compliance Trends

Erik van der Hoeven, VP Product Management, 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-11:30am Breakout Session: Navigating the Journey of Tax Reporting Modernization

John Kreger, VP Product Management, 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.

11:30am-12:30pm Breakout Session: Indirect Tax Breakout

Session details coming soon.

11:30am-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

1:30pm-2:00pm 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 also generated significant cost savings. This session highlights Sherwin Williams’ journey, demonstrating how strategic planning and technology implementation can evolve tax compliance into a true value-add. You will walk away from this session with actionable insights on how to turn tax compliance from a business requirement into a force for growth, positioning your organization for success.

2:00pm-3:00pm Thought Leadership by Deloitte

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. Attendees will gain insights into building the right infrastructure to manage change effectively and future-proof their tax compliance strategy in an evolving regulatory environment.