Sovos Always On: Philadelphia

9:00am-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-10:40am Break

Complimentary beverages available.

10:40am–11:40am The Decision-Making Power of Tax

Through a series of Q&A sessions, discover why Tax should have a seat at the table and the benefits organizations gain when infrastructure and compliance decisions are made with Tax team input.

• Rick Calich, Director of Global Tax Technology at Sherwin Williams, discusses the strategic impact of accurate tax determination.

• Mike Asher, Tax and Treasury Services Director at Nationwide, discusses the unique approach to combining operational responsibilities with compliance and governance within the organization.

• Jason Abney, Principal of Tax Data Mgmt. & Innovation at Disney, discusses the benefits of a global approach to e-invoicing compliance designed by the Tax department.

11:45am–12:30pm Lunch

12:45pm–1:30pm Breakout Sessions

Mapping the Global Compliance Landscape

Erik van der Hoeven, VP Product Management, Sovos

If global expansion is on your radar, this session is for you. Here, we will unpack how the trends of e-invoicing and real-time reporting are reshaping tax compliance worldwide. Even if your company is only expanding locally, it’s important to understand how these global shifts could impact your future domestic obligations.

Navigating the Journey of Tax Reporting Modernization

Wendy Walker, VP RegTech Regulatory Affairs, 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.

Unclaimed Property Compliance – What you Need to Know

Freda Pepper, General Counsel, Unclaimed Property and Joe Pollock, Senior Director, Unclaimed Property, Sovos

Did you know that every U.S. jurisdiction has a unique unclaimed property law? Did you know that all industries and companies generate items that can become unclaimed property and thus have obligations under the state unclaimed property laws? Learn about what unclaimed property is, how it’s generated, as well as a company’s obligations relating to compliance.

1:40pm–2:30pm Breakout Sessions

Disruptive Sales Tax Trends

Erik Wallin, Regulatory General Counsel, Sovos

Across the US, states are implementing new taxing regulations that require businesses to rethink the way they plan for compliance. This session dives into the most prominent trends, why they are disrupting the status quo of tax determination, and how organizations can stay nimble as new changes come into effect.

Paving the Way for True Reconciliation

Kelly Conner, Director Product Marketing, Sovos

Tax reporting and withholding have evolved into strategic priorities, but fragmented data and manual processes hold many organizations back. This session introduces a five-stage maturity model to help streamline operations, reduce risk, and ensure year-round data accuracy for reliable, audit-ready reporting.

Consequences of Non-Compliance with the Unclaimed Property Laws

Ann Fulmer, National Director of Consulting Services and Laurie Andrews, Principal Consulting Director, Sovos

No business can afford to ignore the unclaimed property laws. Non-compliance with unclaimed property laws can not only be costly, burdensome and take up of internal resources, but it can also damage the reputation of a business or organization. Learn about the consequences of not complying with the unclaimed property laws from the country’s leading experts.

2:30pm-2:40pm Break

2:40pm-3:30pm Thought leadership by Accenture

Marco Napoletano, Director, Accenture

In this session, Accenture experts will address common indirect tax challenges, share leading practices and provide real-world examples of successful transformation projects.

3:30pm-4:00pm Fireside Chat with the Eagles’ Brandan Graham and Dave Spadaro

4:00pm-6:00pm Happy Hour

Join us for complimentary drinks and light fare as we end a day of strategic discussion with another opportunity to network with peers.