Live webcast

A client’s journey: Transforming tax through technology within the middle market

Dec 15, 2022
Event details
Date and time

Thu, Dec 15, 2022

1 p.m. EST | Noon CST

Intended audience

Tax and finance executives

Duration

60 minutes

CPE credits

One CPE credit will be issued to eligible participants

Fee

Complimentary

Event overview

Gaining efficiency is at the forefront of all corporate agendas. The question remains, how? Join RSM and Thomson Reuters for an interactive discussion with Charles River Associates about how they leveraged technology to optimize key processes in the tax department. In this session, we’ll cover:

  • Moving away from Excel-based models through software adoption
  • Deploying ONESOURCE Tax Provision within the middle market
  • The benefits of a combined in-source/out-source model powered by RSM’s CorporateSight platform
  • Technology investments that can help middle market companies continue their journey of digitization 

Presenters

Jennifer Lee | Global Tax Director | Charles River Associates

Sharon Rosiak | Business Development Director, Tax Process and Technology Enablement | Thomson Reuters


Learning objectives

  • Identify key steps in the tax provisioning process
  • Learn how software can reduce the need for reliance on Excel

CPE credits

CPE credit available
RSM US LLP is pleased to offer 1.0 CPE credits for attending each webcast. To qualify, you must log in to the webcast and provide your first name, last name and email address. You must remain logged in for a minimum of 50 minutes and answer 75 percent of the polling questions to receive credit. Group CPE is not available. For more information regarding administrative policies, such as refunds, cancellations and complaints, please contact us.

RSM US LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Advance preparation: None | Program level: Basic | Prerequisites: None | Delivery method: Group internet-based
Field of study: Taxes | CPE: 1.0 credits per webcast

Event details
Date and time

Thu, Dec 15, 2022

1 p.m. EST | Noon CST

Intended audience

Tax and finance executives

Duration

60 minutes

CPE credits

One CPE credit will be issued to eligible participants

Fee

Complimentary

Register

By registering to attend this webcast hosted by RSM US LLP and Thomson Reuters, you acknowledge that your registration information will be shared with both parties.