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Automation for the Tax Function: Trends, Opportunities, and Challenges

Venue

This is a virtual event, accessible online and over the phone. Access instructions will be provided after registration.

Description

Automation is becoming a critical component of a successful tax function. Tax departments are being asked to do more with less, and at the same time the “great resignation” is creating a discontinuity in process knowledge. Join Bloomberg Tax for a webinar discussing the state of automation, opportunities for the tax function, and viable automation approaches. Our experts will share what we’re hearing from customers in terms of their automation needs and considerations for implementing automation. 

 

Learning Objectives: 
-    How to build a business case for tax automation projects
-    Tax departments’ top automation needs 
-    Trends in automation – general and tax-specific
 

Presenters

David Kovar
  • Strategic Partnerships Leader
  • Bloomberg Tax

David is currently the Strategic Partnerships Leader at Bloomberg Industry Group where he devises and executes partner channel strategy.  Prior to joining Bloomberg, David served as CEO of Tax Prodigy, a tax software company acquired by Bloomberg Industry Group in 2021.  David’s leadership experience includes as a Tax Management Consulting Partner, Chief Tax Technology Strategist, and Tax Technology Innovation Leader in the Big 4 Firms.  He has helped corporate tax functions, firm tax practices, and tax software vendors optimize and focus their tax technology investments.

Akmal Nasimov
  • Product Lead
  • Bloomberg Tax

Akmal is a Product Lead at Bloomberg Tax who brings more than 10 years of experience creating best in class data integration solutions for both enterprise and startup companies in multiple industries. He has been with Bloomberg for 3 years and is spearheading a comprehensive integration strategy across Bloomberg Tax products. Akmal is keen on bringing simple to use, tangible solutions to the most complex customer problems across industries. 

Alina Ticknor
  • Product Manager
  • Bloomberg Tax

Alina is a Product Manager at Bloomberg Tax, where she uses her 10+ years of experience to help drive the Integration team vision of delivering automation and integration capabilities to Bloomberg Tax customers. Alina's background in data services and business analysis across a number of industries enables her to understand the challenges of managing data-heavy processes across team and system boundaries. She is passionate about leveraging technology to help customers work smarter.

Continuing Education

Credits:
1.2 CPE, 1.0 General COA
Practice Areas:
Field of Study: Taxes
Level:
Any
Production Date:
05/18/2022