E-INVOICING EXCHANGE SUMMIT - Miami, April 22-24, 2024

Take advantage of firsthand experiences, receive regulatory updates, and seize networking opportunities, register now.
If you are interested in becoming a partner for the E-Invoicing Exchange Summit, please reach out to Alexandra Bayer
Stay up-to-date with the latest program developments by subscribing to our newsletter.


Agenda 2024

PRE-CONFERENCE DAY - April 22

09:00 - 10:00
Workshop Registration and Welcome Tea & Coffee

10:00 - 13:00

Workshop

Everything You Always Wanted to Know About E-Invoicing, but Were Afraid to Ask

Delve into the enigmatic world of E-Invoicing, where seemingly humble administrative documents wield unparalleled influence. This session will unravel the complexities of E-Invoicing, covering essential topics including:

+ Terms and Abbreviations: Decipher the jargon and acronyms.
+ E-Invoicing as a Business Process: Explore how E-Invoicing transcends mere paperwork to become a cornerstone of modern business operations.
+ Why Small Businesses are the Elephant in the Room: they aren't at the table, yet they dominate the debate.
+ Why Governments Care (A Lot): Understand why tax and other regulators simply cannot leave the invoice alone.
+ Supporting Characters: Meet the other crucial actors that contribute to the E-Invoicing ecosystem.
+ Models and Frameworks: Discover the diverse array of business and regulatory models and frameworks that shape E-Invoicing.
+ Regional, Sectoral, and Cultural Differences: how regional, sectoral, and cultural factors influence its implementation and adoption.

Christiaan van der Valk Vice Chair and Richard Luthardt Board Member German Chapter,
GENA - Global Exchange Network Association, Belgium

13:00 - 14:00
Workshop Lunch

14:00 - 15:00
DBNAlliance Meeting Registration with Welcome Coffee

15:00 - 17:00

DBNA Meeting

Face to Face Meet-Up with the DBNAlliance

Join us at the DBNAlliance Face to Face Member Meeting, open for Members and those interested to join, come and see what the DBNAlliance is doing to introduce the B2B Highway for North America. 
All participants of the E-Invoicing Exchange Summit Miami are invited to join this workshop free of charge.

This meeting will cover:
+ Current status of DBNAlliance Membership
+ How to use the framework (certificates, document profiles, AS4 configuration)
+ Demo of the use of the framework

Dolf Kars Chair of the DBNAlliance Membership committee & Market Adoption Committee, USA

17:00 - 20:00

ICEBREAKER RECEPTION SUPPORTED BY Avalara

Your networking experience starts right here. All participants and speakers are invited to attend the Icebreaker Reception and to pick up their badges for the two conference days.


Conference day 1 - April 23

08:30 - 09:20
Registration and Welcome Tea & Coffee and Exhibition

09:20 - 09:30

Welcome and Opening

Alexandra Bayer E-Invoicing Exchange Summit

09:30 - 10:00

Update on Global Regulatory Compliance and Legal Frameworks for B2B, B2G and B2C

The adoption of E-Invoicing and real-time reporting systems continues to accelerate and spread across the world as more and more authorities turn to technology to streamline and optimise their tax collection process. These requirements can be, if not dealt with properly, very disruptive and will imply important changes in the way that businesses deal with their customers, their internal stakeholders and the tax authorities.

During this session, we'll talk about: 
+ What's new and what's next: update and overview of recent changes and upcoming requirements impacting businesses' global E-Invoicing/E-Reporting roadmap - with a special focus on how this impacts US based multinational companies 
+ Important (policy) initiatives that may influence the E-Invoicing/E-Reporting landscape going forward ('VAT in the Digital Age' (ViDA) in Europe, OECD's Tax Authority 3.0, ESG & transparency requirements)
+ How businesses can strategically prepare for what's coming
+ Practical use cases

Ellen Cortvriend Partner, Global E-Invoicing and E-Reporting CoE Lead, PwC, Belgium and
Tea Skarpa Director Indirect Taxes I Value Chain Transformation, PwC, The Netherlands

10:00 - 10:30

Future-Proof Your Compliance: How Best-In-Class Companies Ride the Mandate Waves

Embark on a journey of strategic foresight with thought leader Markus Hornburg of Basware as we navigate the impending wave of E-Invoicing mandates in today's dynamic business terrain. Instead of mere reaction, discover the unparalleled benefits of proactive compliance preparation. Join us for an insightful exploration into the transformative power of staying ahead, offering strategic insights, practical solutions, and a roadmap to elevate your business from mere compliance to a true competitive advantage. 

Markus Hornburg SVP Global Compliance, Basware, Finland

10:30 - 11:00

E-Invoicing from ERP - Enable Global Compliance, and Prepare for Upcoming Changes in the US and Beyond

+ Tapping into the benefits of automation & future proofing your business for e-invoicing in the US
+ Learn how Avalara & Oracle NetSuite have partnered to help businesses streamline e-invoicing from within the ERP, enabling them to improve operations, reduce costs, and mitigate risk while expanding into new markets

by Avalara


11:00 - 11:30
Coffee Break and Exhibition

11:30 - 12:00

Highlight

Open for Business: Update on the B2B Digital Highway for North America (DBN Alliance)

Chris Welsh President and COO, Digital Business Network Alliance, USA

12:00 - 12:30

Expanding the Exchange Framework to B2B E-Remittance Information Exchange - A Case Study from the Business Payments Coalition

Todd Albers Senior Payments Consultant Payments, Standards and Outreach Group, Federal Reserve Bank of Minneapolis, USA


12:30 - 14:00
Lunch Break and Exhibition

14:00 - 14:30

E-Invoicing: The Importance of Strategy Setting Now and Key Technology Considerations

Pierre Arman Partner, Global Indirect Tax SaaS Go-to-Market, EY Consulting LLC, UAE

14:30 - 15:00

ROUNDTABLE SESSIONS

Discuss the most pressing business-relevant topics with your peers and gain valuable information.

The Future Application of AI in E-Invoicing in General and With SAP Document and Reporting Compliance

Martin Lin Global Digital Compliance Customer Engagement Lead, SAP, USA

ESG Reporting Requirements in the Digital Supply Chain

Mimi Stansbury Senior Vice President of Finance & Administration and
Chris Welsh CEO and Chairman of the Board, OFS Portal, USA

Update on the planned E-Invoicing Mandate for B2B in Germany

Richard Luthardt Board Member German Chapter, GENA - Global Exchange Network Association, Belgium

How to Promote Market Adoption of E-Invoicing

Speaker to be announced


15:00 - 15:45
Coffee Break and Exhibition

15:45 - 16:15

Facilitating Global Interoperability and Compliance: Meet GENA

Christiaan van der Valk Vice Chair and Richard Luthardt Board Member German Chapter,
GENA - Global Exchange Network Association, Belgium

16:15 - 17:00

Expert Panel

Cross Border Invoicing - Challenges and Opportunities

This session brings together a panel of thought leaders to discuss how to build on the various successful regional and national initiatives and models for interoperability between the networks to create a truly global approach.

+ Regional diversity and Global commonality - where are the pressure points?
+ What is working consistently and why?
+ Is a common approach viable with different business, fiscal and legal models?
+ Building consensus and an alliance of stakeholders.
+ What does the B2B Network Model of the Future look like, what is the timing for global adoption?

Panelists to be announced


17:00 - 18:00
Networking and Exhibition

18:00 - 22:00

NETWORKING DINNER SUPPORTED BY SOVOS

All participants and speakers are invited to enjoy dinner and refreshments in a casual atmosphere. Use this perfect opportunity to intensify your business contacts and grow your network.



Conference Day 2 - April 24

08:30 - 09:00
Morning Coffee and Exhibition

09:00 - 09:30

How 'Plumbing to Meaning' is Catapulting Tax Technology onto the Global Economic Mainstage

+ How it started: from declaration to source data
+ Market failure as a driver of the network focus in the second wave of CTC legislation
+ Redefining tax technology as a major category of enterprise software
+ What can enterprises expect the next five years to look like and how can they prepare?

Christiaan van der Valk Vice President Strategy & Regulatory, Sovos, Sweden

09:30 - 10:00

Who Should Own Your Organization’s Global Invoicing Strategy?

As the prevalence of E-Invoicing and continuous transaction controls (CTC) has grown to over 75 countries, many multinational corporations face challenges in identifying the best department to oversee their global invoicing strategy. This informative session by Pagero will explore the collaborative roles of Tax, Finance, and IT in shaping an effective approach to E-Invoicing compliance as well as the benefits for each stakeholder, including non-tax related finance automation.

+ Role of Tax, Finance, and IT departments in forming a unified global invoicing strategy
+ Benefits of invoice automation across departments as a result of e-invoicing mandates
+ Implications of VAT in the Digital Age (ViDA) for future-proofing your organization ahead of the 2030 deadline

Brad Colie Executive Account Manager, Pagero, USA

10:00 - 10:30

Future-proofing Your Business to Support Accelerated Global Continuous Compliance Mandates

Gunjan Tripathi Director Solutions Marketing, Vertex Inc. & Sal Visca, Chief Technology Officer, Vertex


10:30 - 11:15
Coffee Break and Exhibition

11:15 - 11:45

Harnessing the Synergy Among Electronic Invoicing, Payments, and Artificial Intelligence

Enrico Liverani Chief Consulting & Key Account Director, Digital Technologies, Italy

11:45 - 12:15

User Case Study

E-Invoicing - From Compliance to Competitive Advantage

Overview of global E-Mandates at Grundfos:
+ The journey - What we did until now.
+ What we are working on.
+ Where are we going to.
+ Our landscape.

Challenges we are facing in our organization:
+ We have a dedicated team worldwide to support.
+ Knowledge is a key component to succeed.
+ Strategy of vendors to support the company is necessary.

Strategy to optimize the organization while being compliant:
+ A big opportunity to optimize the P2P process to handle incoming invoices as E2E process.

Gaspar Federico Cetuné Document Compliance Solution Architect, Grundfos, Denmark


12:45 - 13:45

NETWORKING LUNCH SUPPORTED BY BASWARE

All participants and speakers are invited to enjoy lunch and refreshments. Use this perfect opportunity to intensify your business contacts and grow your network.


13:45 - 14:15

User Case Study

Innovation and Digital Transformation with Customer Experience in Mind

Diego Escorza Business Change Partner, AIG, Ecuador

14:15 - 14:45

User Case Study

Advancing Global E-Invoicing Programs at Google

1. Overview of Global Regulatory Billing and E-Invoicing Workflows at Google: An introduction to our E-Invoicing landscape, highlighting the established workflows and regulatory billing protocols at Google.

2. Challenges in the Evolving E-Invoicing/CTC Regulatory Mandates Landscape: An overview of the challenges Google faces as a multinational seller in the context of rapidly evolving global E-Invoicing/CTC mandates.

3. Strategic Approaches to Overcoming Challenges:
+ Product Development: Overview of how our billing homegrown product has been modified to meet current and future regulatory requirements while ensuring scalability.
+ Optimizing Processes for Business Requirements Gathering: Our process optimization strategies, focusing on efficient and agile business requirements gathering by Google cross functional teams.
+ Strategies and Perspectives on Working with E-Invoicing Vendors: Our approach of working with E-Invoicing vendors to ensure operational efficiency, security, and scalability.

Misha Narinsky Global Product Lead, Regulatory Billing and Invoicing, Google, USA

14:45 - 15:15

Presentation to be announced


15:15 - 16:00
Farewell Coffee Break and Exhibition
16:00
End of E-Invoicing Exchange Summit in Miami 2024

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