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April 20, 2021

Tuesday, May 4 | Operationalizing your intelligent tax function | Insights and hands-on tax training from EY & Thomson Reuters (1 pm ET)

This past year of remote working created both an unprecedented need and opportunity to drive efficiencies for Tax organizations. Leveraging the Thomson Reuters Data Management Suite, EY's Intelligent Automation and Tax Technology professionals are teaming with Thomson Reuters to create flexible, connected solutions to enable Tax analytic process automation.

Join EY and Global Alliance partners from Thomson Reuters for a hands-on, step-by-step webcast on developing an integrated process with Alteryx automation, ONESOURCE Workpapers, and ONESOURCE Tax Provision. During this webcast, our presenters will share tips and tricks on how to get started, as well as leading practices to enhance your current processes.

Once you register for this CPE-qualifying event, you will receive an email with access to a content package with sample workpapers and a data set to be used during the live webcast.

At the end of this webcast, participants will be able to:

  • Analyze ONESOURCE Tax Provision (OTP) reports in functional currency, merging in the currency description to efficiently analyze and consolidate functional currency reporting
  • Build an intelligent automation solution (i.e., Alteryx workflow) to transform standard OTP reports for enhanced analysis
  • Discuss leading practices for workflow and workpaper development
  • Identify opportunities for improvements on your own intelligent tax function journey

Date: Tuesday, 4 May 2021

Time: 1:00-2:00 p.m. EDT New York; 10:00-11:00 a.m. PDT Los Angeles

Registration: View archive here.


Colleen Sebra, Partner, Tax Technology and Transformation, Ernst & Young LLP

Kelley Lear, Director, Partnerships & Alliances, Thomson Reuters

Bri Crimmel, Senior Manager, Tax Technology and Transformation, Ernst & Young LLP

By registering for this event, the personal information you provide on this site will be shared with Thomson Reuters and you may be contacted regarding their organization's products and solutions. For more information: Thomson Reuters Privacy Policy.

CPE credit offered: up to 1.2 depending on duration. Recommended field of study: Computer Software & Applications. Learning objective: Develop analytics, leveraging intelligent automation best practices, to prepare and review technical tax calculations efficiently. This intermediate level, group internet-based course has no prerequisites or advanced preparation. Final CPE award to be based on content, polling and length of participation. See CPE FAQ for more information.

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