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Recorded 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 

Anthony Boucher | Senior Manager | RSM US LLP

Jennifer Lee | Global Tax Director | Charles River Associates

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

Learning objectives

  • Explain the benefits of tax software as a key component of the tax provision preparation and review process.
  • Describe the approach to assessing, designing, implementing and realizing value on software investment

CPE credits

CPD credit available
This session may qualify for up to 1 hour of Verifiable CPD for Canadian CPAs depending on provincial CPD requirements. 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. Group CPE is not available. For more information regarding administrative policies, such as refunds, cancellations and complaints, please contact us.

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. 

You may withdraw your consent to receive these communications from RSM Canada LLP, RSM Canada Consulting LP, and RSM Canada Limited, at any time by using the unsubscribe functions present in our communications.

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