Event Description
Cost: FREE to Current TEI Members
$50 to non-members, cash or check made out to Tax Executives Institute
Topics to be covered:
• Tax ecosystem overview and trends
• Tax analytics tool (Domo) hands on training and demo - automation, dashboarding and workflow - bring your laptop to participate (cloud based)
• Presenter and chapter member panel discussion on what it takes to clear all the hurdles to implement an automated tax system
Light breakfast and regular lunch included.
This training session qualifies for CPE
If you have any questions, please contact Louis Mestier at lmestier@ciri.com
RSVP your planned attendance to ssandberg@ciri.com
Meet Our Presenters:
Jeff White – Jeff, a Partner in Grant Thornton’s Tax Digital Consulting practice, is the National Leader of Tax Performance Improvement services. He has 25+ years of consulting experience advising complex tax organizations on tax process improvement and tax risk management initiatives. He has extensive experience performing assessments of corporate tax functions, identifying opportunities for improvement, and executing initiatives to achieve strategic objectives. His areas of focus include helping corporate tax departments with organizational design, data management, analytics, as well as designing and implementing systems and processes that drive efficiencies, mitigate risk, and create value.
Lindsay Miller – Lindsay is a dynamic Senior Manager in our Tax Digital Consulting practice. Lindsay is based in our Orange County office. She pairs her experience as a CPA with her passion for process, data, and technology to serve her clients. Lindsay actively delivers engagements spanning tax process design, ONESOURCE implementation, and tax data automation. Additionally, she maintains a number of tax compliance and provision clients, keeping her technical skills strong by continuing to provide technical tax services to select public companies. This broad background and skillset allow Lindsay to oversee complex transformation – with a strong handle on the details but always keeping the end in mind. Lindsay has been with Grant Thornton for 15+ years. She has provided tax digital consulting services to clients ranging from start-ups to various Fortune 500 companies.
Anthony Stola – As an Experienced Manager in Grant Thornton's national Tax Digital Consulting practice, Anthony empowers tax departments to become strategic partners within their organizations. He achieves this by guiding them through a comprehensive process: evaluating their current state, crafting a future roadmap, and then overseeing the execution of that plan. Anthony leverages his 13+ years of public accounting expertise to specialize in key areas: income tax provision and compliance technology, data transformation and automation, and visualizations and analytics. His deep technical knowledge encompasses both Accounting for Income Taxes (ASC 740) and corporate consolidated returns.