Transaction Tax Seminar Series
presented by
PART 1: THE SABRIX TAX MANAGEMENT SERIES
CFO Report on MidMarket Sales & Use Tax Compliance
Date: March 25, 2008
Time: 2:00 p.m. Eastern
Treasury & Risk and transaction tax management provider Sabrix lead a discussion on solutionsto the thorny and costly problems faced by midsize companies trying to stay current with domestic tax challenges.
In this event you will learn:
· Results of a survey of over 500 CFOs on what kinds of cost they face annually from tax compliance – learn the average cost of penalties and interest.
· Top 5 sales and use tax challenges that divert your staff from your core business.
· Review of a new approach that combines technology and tax experts to manage your tax process.
· A case study presented by Stulz Air Technology Systems Inc. on how the environmental control system has realized annual savings and freed up their time
Hear from industry experts:
Michele Holsinger - ERP/Process Manager, CPA, Stulz Air Technology Systems
Michele is currently the ERP/Process Manager for Stulz Air Technology Systems. With U.S. operations located in Frederick, Maryland, Germany’s family-owned Stulz Air Technology Systems (Stultz ATS) is the global technology leader in environmental control systems, manufacturing precision air conditioning, and desiccant dehumidification and humidification systems.
In her previous roles as controller, manager of finance and information and most recently ERP/process manager, Michele’s experience lies in the implementation of ERP systems.
Pam Kostka - Senior Vice President, Corporate Marketing, Sabrix
Pam Kostka oversees all corporate marketing activities, including product management and product marketing. As Sabrix’s senior marketing leader, she is also responsible for sales and market development of the company’s new and innovative Managed Tax Services, providing an outsourced sales and use tax service managed by highly-skilled tax professionals on an industry-trusted platform. Pam brings 17 years of experience in marketing and business development for enterprise software and software as a service (SaaS) solutions
Moderated by Pat Wechsler - Editorial Director, Treasury and Risk
Achieving Global Alignment and Control Over Transaction Tax Processes
Date: Tuesday, April 29th
Time: 2:00 p.m. ET
Treasury & Risk and tax management solutions provider Sabrix lead a discussion on how to plan, deploy and maintain a global enterprise transaction tax solution.
In this web seminar, you will learn:
· How Flowserve, a leading manufacturer of precision-engineered flow control equipment, is taking an holistic approach to achieve a world-class transaction tax process through the implementation of Sabrix technology
· How key internal groups can coordinate a global deployment and maintain effective project management
· How to design a best-practice, global transaction tax model that can manage growth, change and business complexity, and still achieve centralized control and transparency
Speaker: Leo Fox, Manager-Tax Technology and State & Local Taxes, Flowserve Corporation
Moderated by: John Labate, Editorial Director, Treasury & Risk
Selecting and Deploying an Enterprise Transaction Tax Solution to Meet Global Demands
Date: Wednesday, May 21
Time: 2:00 p.m. ET
Treasury & Risk and tax management solutions provider Sabrix analyze ways to achieve faster and more consistent business results, while cutting costs on transaction tax compliance through the global deployment of enterprise-grade technology and content.
In this web seminar, you will learn:
· The top reasons for deploying an Enterprise Transaction Tax Management Solution and what you should look for when selecting a solution
· The steps required to integrate finance and tax into the global financial consolidation process as well as what data is needed to implement a consolidated transaction tax solution
· The business value of including tax compliance in your company’s governance, risk and compliance planning strategies
· How deploying an Enterprise Tax Intelligent Solution supports tax and finance teams in adding value to strategic tax and finance planning
Speaker: Michael Sena, Automation Application Developer, State and Local Tax Practice, KPMG
Moderated by: John DeCesare, Publisher, Treasury & Risk
What Finance Executives Need to Know to Avoid Unexpected State and Local Tax Liabilities
Date: Tuesday, June 3
Time: 2:00 p.m. ET
Treasury & Risk and tax management solutions provider Sabrix tackle the problem of rising corporate state and local taxes in a discussion that will examine how companies can expand their borders without incurring unnecessary tax burdens.
In this web seminar, you will learn about:
· Trends pointing toward more aggressive state and local taxation and auditing
· Top corporate activities that lead to unexpected tax bills
· Which information and statements are more likely to lead to higher taxation
· Strategies that will your company assess its tax liability and then manage its compliance
Moderated by: John DeCesare, Publisher, Treasury & Risk