Broadcast Date: Thursday, October 28, 2021
from 2:00 pm to 3:00 pm (ET)


The rise of sales tax automation has made it possible for companies to turn their manual tax processes into streamlined and efficient systems. It has dramatically improved everyday tasks, like data validation, which can now be performed with increased speed, ease and accuracy.

Today, as sales tax technology moves towards the cloud, more and more tax leaders are able to go beyond just overcoming error-fraught procedures. Tax departments, which were once boxed in compliance-only function, are now taking a more strategic role in reducing total cost of ownership (TCO) and driving revenue.

Join a panel of thought leaders and distinguished professionals assembled by The Knowledge Group as they take a deep dive into the evolution of cloud-based sales tax solutions. Discover how these solutions can help your company cut TCO and increase return on investment (ROI).

Some of the major topics that will be covered in this course are:

  • Trends: What Are We Seeing and Why Are We Seeing a Transition to the Cloud?
  • Technology: Cloud-Based Sales Tax Technology
  • TCO: Data on These Costs/Opportunity Costs/Potential Profits that Can Be Reaped

Learning Objective:

  • Determine the how and why of implementing cloud-based sales tax technology for a reduced TCO and increased ROI


Course Level:



Advance Preparation:

Print and review course materials


Method of Presentation:

On-demand Webcast (CLE)



General knowledge of tax laws


Course Code:



NY Category of CLE Credit:

Areas of Professional Practice


NASBA Category:

Taxes – Technical


Total Credit:

1.0 CLE

1.0 CPE (Not eligible for QAS (On-demand) CPE credits)

Speaker Panel:

Tim Roden, Solution Principal

As part of the Sovos team since 2014, Tim has focused on solving complex business and systems challenges specific to Indirect Tax for Global and Enterprise businesses. Prior to his time at Sovos, Tim worked as a Senior Solutions Engineer for ACI Worldwide, supporting SaaS-based electronic payment solutions for Global and Regional Financial Institutions.

Randall Chastain , Product Manager

Randall has been at Sovos for almost five years, working in Product Management for most of that time. He started on our standard integrations to our Global Tax Determination, transitioned to the VAT Reporting line of business to support our Spain SII and periodic reporting solutions, then transitioned back to the Sales and Use Tax line of business to support our suite of determination products. Randall manages the roadmap for the determination products and ensures their success by developing new functionality, working with go-to market teams and talking directly to customers to understand requirements.

Chris Huerta, Indirect Tax Operations Manager

Chris is a manager in the Indirect Tax Operations Practice at PwC implementing various Sales, Use Tax and VAT software solutions in correlation with ERP Systems such as SAP and Oracle Cloud as well as custom or home-grown billing and payables solutions. He has been with PwC for over 5 years and has worked with all the major tax engine providers both domestically and globally.

Chris has a keen focus on process improvements and enabling technologies to drive efficiencies. In working with clients over the years, Chris has specifically helped in identifying opportunities for improvement including migration from older to new, improved technologies and developing more efficient indirect tax process through automation, ETL and robotics.


Tim RodenSolutions Principal


Randall Chastain Product Manager


Chris Huerta, CPA,

Indirect Tax Operations Practice


  1. Cover Trends – Cloud vs. Open Prem (Chris)
    • What’s driving the trend?
  2. Benefits – Why is it not surprising?
    • Tim to provide examples of our clients and what they’ve gone through.
    • Any TCO data?
  3. Identify challenges with moving to cloud.
    • Identify any tools that would aid in this process (Tim/Randall)
  4. How to evaluate & prepare for move to cloud = CTA (Chris)
    • Best Practices
    • Building a business case
  5. The “why” behind the cloud migration trend
  6. Building a business case for a move to the cloud
  7. Best practices and available tools to aid in your cloud migration.

Date & Time:

Thursday, October 28, 2021

2:00 pm to 3:00 pm (ET)

Who Should Attend:

  • Tax/Finance Professionals
  • IT/SAP Professionals
  • Chief Compliance Officers
  • In-House Counsel
  • C-Level Executives
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Tim RodenSolution Principal
Randall Chastain Product Manager
Chris HuertaIndirect Tax Operations Manager



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