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How to Introduce Automation to Your Provision Process Ahead of Year-end

Venue

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

Description

The provision is the most scrutinized process of the year for most tax departments – the time frame to execute is short which can create stress, risks of inaccuracy, or control failures. But with automation, these challenges can be mitigated. Join Bloomberg Tax experts to learn how to incorporate automation into your provision process – how to make small adjustments to enhance your process with automation ahead of year-end, as well as larger automation opportunities to consider for 2024.

 

Learning Objectives: 
•    How to automate m-adjustment calculations, reconcile tax payable accounts, and compute journal entries
•    Setting up integrations to streamline workflows and eliminate manual data entry
•    Ensuing adherence with the newly proposed FASB rate reconciliation disclosure rules
 

Presenters

Nick Frank
  • Product Lead
  • Bloomberg Tax

Nick has over 20 years of corporate income tax leadership experience primarily in Fortune 500 and Big 4 roles. Nick founded a corporate income tax provision software company that was aquired by Bloomberg Tax. Nick also teaches income tax accounting at the University of Minnesota.

Frances Alonso
  • Product Lead
  • Bloomberg Tax

Frances is a Product Lead at Bloomberg Tax. She has a diverse tax provision background in both Big 4 and Fortune 500 companies has given her deep insight on the issues faced by corporate tax practitioners. She believes that technology is the future and is driven by driving value for clients in the provision software space.

Mehdi Birgach
  • Senior Product Manager
  • Bloomberg Tax

As the Senior Product Manager leading the Workpapers integration team at Bloomberg Tax, Mr. Birgach brings over ten years of specialized expertise in business process automation and re-engineering. His implementation of advanced automation strategies has driven transformative changes in numerous organizations, both in the commercial and federal sectors.

Continuing Education

Credits:
1.2 CPE, 1.0 General COA
Practice Areas:
Field of Study: Taxes
Level:
Any
Production Date:
12/12/2023