Roadshow

Sovos Always On: Philadelphia

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.

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.

Thanks to our Guest Speakers

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

Complimentary continental breakfast and breakfast beverages.

9:30am-9:40am Welcome

Chris Lynch, CMO, Sovos

9:40am-10:30am Keynote

Kevin Permenter, Research Director, IDC

Get ready to see the role of the CFO in a new light. IDC’s keynote will reveal how today’s CFOs are responding to rapid industry changes by taking on the role of storytellers, using data to drive strategic decision-making. This session will highlight how CFOs can leverage tax data as a strategic asset, crafting compelling narratives that communicate the value of finance transformation to stakeholders and position the finance team as a strategic partner within the organization.

10:30am-10:45am Break

Complimentary beverages available.

10:45am-11:30am Breakout Session: 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: Indirect Tax

Session details coming soon.

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

1:30pm-2:00pm From Cost Center to Profit Center: Sherwin Williams’ Tax Evolution

Rick Calich, Global Tax Technology Manager, 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