Review E-INVOICING EXCHANGE SUMMIT Miami

In this workshop you will gather lots of relevant knowledge in the field of E-Invoicing. This will help you to better understand the markets, its players & stakeholders, technologies and tax compliance. Together with our two outstanding E-Invoicing experts you will take a deep-dive into the facts & figures, the truths & myths and be well prepared for the discussions and presentations of the following two conference days. Join in and you will see the big picture of E-Invoicing.

The World of E-Invoicing
+ What is E-Invoicing, anyway?
+ Alphabet soup: What are the ten critical abbreviations to know?
+ The top 5 myths around E-Invoicing – things many people never understood but were afraid to ask
+ Defining the ecosystem: what drivers, roles, rules, and models are out there?
+ A quick world tour of E-Invoicing – what are the key regional similarities and differences?
+ What are the notable business and government trends in E-Invoicing going forward?

E-Invoicing and Digital Strategy
+ Why would the European definition of a core invoice (EN-16931) impact an international organization in their digital strategy?
+ How do e-delivery frameworks provide „guaranteed delivery“ with a „registered mail“?
+ How to make your E-Invoicing digital strategy profitable and scalable?
+ Are automation benefits still possible within the context of E-Invoicing or CTC mandates?
+ How do solutions of E-Invoicing service providers interact with ERP solutions? 

Time for Tax
+ How much different can the understanding of an E-Invoice from tax and business perspective be?
+ Why do we need different approaches for B2C, B2B, B2G, G2G, G2B, C2G, C2B E-Invoices?
+ What different expectations do tax authorities have when it comes to content, frequency and method of transmission in E-Reporting?
+ Why businesses struggle so often with the format requirements imposed or accepted by tax authorities

This workshop focuses on the launch of the Exchange Framework and what the next steps are for organizations to join. In roundtable discussions the participants will learn how to use the business use case guide toolkit to support market adoption.
All participants of the E-Invoicing Exchange Summit Miami are invited to join this workshop free of charge.

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.

+ State of Invoicing at Google: Addressing complexities of scaling for global operations, multiple product lines, and diverse business models
+ Google's Approach for Compliance: Strategies to ensure adherence with CTC E-Invoicing and E-Reporting requirements across jurisdictions
+ Future of E-Invoicing: Google's position on E-Invoicing networks, technology standards, and the evolution of the industry

Alex from Avalara will provide insights in relation to the increased importance of tax across AP/AR E-Invoicing processes, documentation and reporting and look at how E-Invoicing and digital reporting is quickly changing the traditional indirect tax lifecycle, including:

+ Increased visibility due to real time validation leading to importance of correct VAT calculation at time of issue of invoice
+ Alignment of business process with tax reporting processes
+ Move from local and tactical solutions to a strategic global and scalable approach to E-Invoicing and tax processes
+ Harmonisation of e-invoicing requirements through wider adoption of Peppol, the EU’s VAT in the Digital Age initiative and hybrid PDF/A3 formats
+ Tax and compliance process benefits resulting from E-Invoicing and e-reporting including pre-populated VAT returns, incentives and digital archiving
+ Increased visibility due to real time validation leading to importance of correct VAT calculation at time of issue of invoice

+ B2G Mandates - What is unique about this form of E-Invoicing for large corporate suppliers
+ B2G Invoicing Requirements - Similarities experienced across countries - Challenges and avoiding risks from variances too
+ How to create a standard approach to B2G for any country - a global supplier case study

Hear about Elanco’s E-Invoicing journey that began with Brazil in last decade to Panama implementation in 2023 as regulatory compliance and learn how it has proven to be a competitive advantage over the years. The focus will be on South and Central Americas. 

Attendees will learn:
+ What Masterdata is essential for e-invoicing
+ The importance of accurate Customer data
+ What happens when you get it wrong?
+ How providers can help

+ What are typical customer expectations for the US E-Invoicing framework?
+ What kind of benefits can be expected?
+ What are the fears and doubts causing resistance to change and how can we overcome them?
+ What are the most common US specific customer requirements?

This session will cover the journey the BPC went through to get to the launch of the Exchange Framework and discuss what is next for the Exchange Framework and the Business Payments Coalition.

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 to create a truly global approach.

+ Managing diversity and commonality - where are the pressure points?
+ What is working consistently and why?
+ How to reconcile different business, fiscal and legal models?
+ Building consensus and an alliance of stakeholders.

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

+ Tax digitization as a Trojan horse - a new regulatory paradigm for the digital economy? The bigger picture behind continuous transaction controls and the global push for network interoperability.
+ How the EU's ViDA proposal is a trimtab moment for business globally. 
+'It's about the data, stupid' - how tactical CTC specification box-checking for every new mandate risks reversing businesses' digital transformations.
+ 'Yielding to overcome': design principles for executives to turn the onslaught of mandates into a competitive advantage.

+ Learn how Peppol enables cross-border interoperability
+ Hear how Peppol can support both centralised and decentralised CTC models
+ Get the latest news from Peppol

In this presentation you will learn more about services offered by LATAM tax administrations to taxpayers, other government agencies and for the society in general using information from E-Invoicing. Businesses, citizens and public administrations receive additional benefits from the sharing of E-Invoicing data, and with this for example governments are able to better control their expenditures, reduce toll fares for unloaded trucks, and citizens will find better times - with less consumers - to go to a particular shop or gas station.
+ Benefits for companies of using information extracted from E-Invoicing
+ Benefits for other government agencies of using information extracted from E-Invoicing
+ Comments on the secrecy of the information gathered along the E-Invoicing process, and how to realize the full potential of interchanging information

+ Scenario and opportunities
+ The journey and the solution - an overview
+ Future challenges

+ Challenges from increasing complexity
+ Navigating global compliance
+ Shaping the future of E-Invoicing

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

I.   E-Invoicing Solution Approaches: DIY vs. Fully Managed Service – Pro’s and Con’s
Martin Lin Global Digital Compliance Customer Engagement Lead, SAP

II.   Meeting the Challenges of Global Interoperability: State of the Art
Charles Bryant Secretary GIF Working Group and Industry Advisor

III.   Challenges and Possibilities for Transnational E-Invoicing in LATAM
Vinicius Pimentel de Freitas CTO, Inter-American Center of Tax Administrations (CIAT), Panama

IV.   Explore How OriginBX Can Help Reduce Inefficiencies and Cost While Providing Increased Visibility to E-Invoicing
Sheila Jordan Contributor OriginBX, OASIS

V.   How to Promote Mass Adoption of E-Invoicing Amongst Large Enterprises
Todd Albers Senior Payments Consultant Payments, Standards and Outreach Group, Federal Reserve Bank of Minneapolis, USA

+ Mexican E-Invoicing potential and its clearance model and mandates 
+ Framework, versions, and the roadmap to success 
+ Mexico’s leading role and statistics
+ Case Study: ATIO Group “How to streamline a multiprocess firm all at once”

+ Our Journey for Compliance 
+ Our needs to maximize the benefits
   - Electronic Invoice Services (Business partners)
   - Internal areas: tax, IT, business areas
+ Leasson learned