Building the Autonomous Tax Function: Designing the Target Operating Model of the Future
Recording
1.0 CPE Credit
in the field of Taxes (TX)
As tax departments confront rapid regulatory change, intensified transparency expectations, and accelerating advances in AI, the ability to build an agile, future ready operating model has never been more critical.
This session explores how leading organizations are re shaping people, processes, and technology to create a high performing, agent enabled tax function — one that blends human skills with intelligent automation, strengthens governance, and adapts quickly to business and policy transformation. We will walk through practical approaches for achieving operating model agility, improving your resource mix across in house, co sourced, and automated capabilities, and establishing a scalable, data centric architecture that supports long term tax strategy. Drawing on real transformation patterns, industry research, and BDO’s own experiences, this session will equip attendees with a clear blueprint to develop the tax operating model of the future.
After this session, participants should be able to:
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Evaluate their current tax operating model using a maturity lens across talent, process, data, technology, and governance — identifying gaps and opportunities to strengthen agility and resilience.
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Design an agile tax operating model that incorporates intelligent agents, standardized workflows, engineered data flows, and embedded governance to improve speed, accuracy, and scalability.
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Determine the robust resource mix for their tax function, balancing in-house knowledge, co-sourced capabilities, trusted tax advisory network, and agent-assisted workflows to meet rising demands with greater efficiency.
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Develop a phased transformation roadmap that sequences quick wins with long-term initiatives, aligns with enterprise strategy, and supports continuous operating model refinement as tax regulations and technologies evolve.
Delivery: Group Internet Based
Prerequisites: None
Advanced Prep: None
Notes on Registration
The first time you register, you may be prompted to enter your email and a verification code. You will receive an email confirmation with a calendar appointment for the event. Please DROP the registration out of your BDOU “MY LEARNING” account page if you are no longer able to attend.
Information about CPE Eligibility
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Please Note: Per BDO USA’s CPE Compliance policy, CPE will not be issued for programs that fail to comply with the NASBA Standards, or to individuals who do not meet the attendance requirements. For example, a professional attending a webcast must respond to at least 3 polls per CPE credit.
For questions regarding CPE credit, please contact [email protected].
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