Vertex Exchange 2026

From AI Pilot to Funded Program: A Tax Leader Playbook

Abstract

A Tax Leader Playbook to: AI is now on every enterprise roadmap, but many tax teams are still struggling with how to turn AI potential into approved funding. In this moderated customer panel, tax and IT leaders will share real-world strategies for building successful business cases for AI-enabled tax transformation—from automating data preparation and classification to improving compliance confidence and audit defensibility. Attendees will hear what worked (and what didn’t) when quantifying value, managing risk, and aligning to CIO, security, finance, and procurement priorities. And they will leave with practical frameworks, metrics, and messaging they can reuse to move AI initiatives from pilot to funded program.

Event location

Brera 6 (Level 3)

Grant Thornton speakers:

Accelerating Oracle Fusion Success with Vertex & Grant Thornton: Strategies for Faster Deployment, Reduced Risk, and Global Compliance

Abstract

Organizations implementing Oracle Fusion ERP often face increasing pressure to simplify tax processes, meet evolving global compliance requirements, and accelerate time to value. Integrating a modern tax engine into Oracle Fusion can be complex without the right strategy, technology, and implementation partner.

This session explores how Vertex and Grant Thornton help organizations accelerate their Oracle Fusion journey through a proven approach to tax automation. Learn how seamless integration, best-practice implementation methodologies, and industry expertise enable faster deployments, reduced implementation risk, and scalable tax compliance across multiple jurisdictions.

Whether you’re planning a new Oracle Fusion implementation, modernizing your tax landscape, or expanding globally, this session will provide actionable guidance to help you deliver compliant, efficient, and future-ready tax operations.

Event location

Castellana 1

Grant Thornton speakers:

The Time Is Now: Migrating from Vertex L & Q Series to Vertex O Series

Abstract

Organizations running Vertex L or Q Series are increasingly evaluating how their tax technology aligns with evolving business requirements, cloud strategies, ERP modernization initiatives, and growing compliance demands. Vertex O Series provides a modern tax platform designed to support scalability, automation, enhanced integration capabilities, and broader digital transformation goals.

In this session, Grant Thornton will discuss common drivers for tax technology modernization, key considerations when planning a migration, and leading practices for successfully transitioning from Vertex L and Q Series to Vertex O Series. Attendees will learn how organizations can approach modernization initiatives strategically while minimizing disruption and positioning their tax operations to support future business growth.

Event location

Engagement Hub

Tax Transformation in Action: Migrating Global SAP Organizations from Legacy Tax Engines to Vertex O

Abstract

As global organizations modernize their SAP landscapes and prepare for the future of indirect tax automation, many are evaluating whether their current tax technology aligns with evolving business requirements, compliance obligations, and scalability goals. SAP ECC and SAP S/4HANA transformation initiatives often create an opportunity to reassess tax technology strategies and establish a modern foundation for indirect tax management across global operations.

This session explores how Grant Thornton helps multinational organizations successfully transition from legacy tax engines to Vertex O Series within SAP ECC and SAP S/4HANA environments. Attendees will gain insight into a proven transformation framework that aligns tax, finance, IT, and business stakeholders to support a seamless migration while minimizing business disruption. The discussion will cover critical activities including tax process assessment, solution architecture, data and configuration mapping, global tax determination design, integration strategy, testing and validation, and change management.

Event location

Castellana 2

ViDA and Ongoing Europe VAT Reforms: Essential Policy Insights

Abstract

The VAT in the Digital Age (ViDA) initiative and ongoing Europe VAT reforms are reshaping compliance obligations across Europe. Organizations face growing complexity navigating member state nuances, distinguishing domestic from intra-community transactions, and reconciling ViDA proposals with established systems like Intrastat and EC Sales Lists (ESLs). For global businesses new regulations are redefining obligations and opportunities. This session delivers essential policy insights to help Tax, Finance, and executive leaders build a clear action plan for ViDA readiness, strengthen compliance confidence, and evaluate the impact of EU VAT reform on their operations.

Event location

Gracia 4 (Level 3)

Unlocking the Full Power of Order–to-Cash PLUS Tools for SAP

Abstract

Many organizations have invested in Vertex Order-to-Cash PLUS Tools for SAP (including flexRFC AR, Drop Shipment, Flux Builder, and Flux Monitor), but they struggle to fully leverage their capabilities due to issues such as underutilization, knowledge gaps, or uncertainty about how the products fit within their existing landscape. This session takes an in-depth look at how Order-to-Cash PLUS Tools bridge critical gaps between SAP and tax compliance to help teams get tax right from the start, simplify tax adjustments when corrections are needed, and keep the tax journal in sync with SAP. Attendees will also gain practical knowledge to maximize their software investment and evaluate how Order-to-Cash PLUS Tools can strengthen tax compliance across their business processes.

Event location

Gracia 4 (Level 3)

Establishing a Tax Controversy Strategy

Abstract

This session explores how to move from reactive issue handling to a proactive, enterprise-wide tax controversy strategy that protects the business, strengthens governance, and builds confidence with stakeholders. Attendees will learn how enforcement trends are reshaping tax controversy risk, evaluate practical approaches for managing audits and disputes, and explore a framework for building a more proactive controversy strategy within their organizations.

Event location

TBD

Grant Thornton speaker: