About BDO's Tax Innovation Webinar Series

BDO’s Tax Innovation Webinar series is designed to arm tax professionals with the knowledge they need to leverage technology in developing an agile tax department. Tax automation and innovation play an increasingly important role as tax professionals work to manage domestic and global tax policy changes while dealing with resource constraints and talent gaps. Our 2022 series will highlight technology applications across the entire tax function and offer real-world insight and best practices for implementing a tax automation project. We hope you will join us for this series.
One (1) hour of CPE in the field of Tax may be earned for each event. Please note: each course is complimentary, but registration is required.​


Optimize Your Transfer Pricing Approach With Technology

May 12, 2022
12:00 - 1:00 PM EST
Speakers: Yvonne Golby & Herb Lockyer

In today’s dynamic global economy, the level of complexity for multinational companies has substantially increased, with mounting pressure for transparency and accuracy intensifying existing transfer pricing issues. Technology is being increasingly applied to solve issues in transfer pricing implementation and execution, which helps to: prevent manual calculation errors, monitor results on a timely basis, enhance in-built controls, and overcome resource constraints. However, taking the steps towards implementing technology into routine transfer pricing processes can be daunting and may be met with barriers to approval and adoption. In this session we will discuss how to identify the best situations to apply technology, how to navigate the acceptance process, and what to consider ahead of time for a successful implementation.


Planning, Scoping and Managing a Tax Automation Project: A Case Study

July 28, 2022
12:00 - 1:00 PM EST
Speakers: Spencer Orlin, Paul Hintz & Christina Marinoff 

As Werner Co. approached its annual tax reporting cycle, the need for automation was apparent. The company had recently implemented a new financial consolidation system, the source system for many of the tax department’s provision processes. On top of that, there was increased pressure from the C-suite to produce a global effective tax rate on a condensed timeline. Werner Co.’s tax department and BDO’s Tax Performance Engineering teamed up to meet these new challenges head on. In this webinar, the presenters from BDO and Werner Co. will explain how they scoped the automation project, why a phased approach was key to success, and best practices for the project management of a large automation project.


Supercharge Your Tax Data with Alteryx

September 27, 2022
12:00 - 1:00 PM EST
Speakers: Benjamin Rackley, Mike Matias and Alan Jacobson

Tax departments are often the largest consumer of financial information within an organization. Tax analysts spend half their time gathering, cleansing and reconciling bad enterprise data into a tax-ready format. Join BDO and Alteryx as we discuss data automation and analytics solutions that can help save your organization valuable time throughout the tax lifecycle.


Year-End Readiness: A Global Approach

November 15, 2022
10:00 - 11:00 AM EST
Speakers: Haley Dobre and Ian Bowden
Jointly presented with ACT

To facilitate a successful year-end close and consolidation for organizations with a global footprint, communication and collaboration around tax processes and technologies are key. Join us to discuss best practice approaches your tax function can take to overcome challenges such as managing time zone differences, understanding Statutory versus U.S. GAAP accounting, processing late book entries and having an overall lack of visibility into workflows to track progress.

Archived Webinars:


Technology Solutions for Fixed Asset Data Challenges

March 23, 2022
Jointly presented with ACT


2021 Webinar Series Recordings

4/6/2021 - Insights Into Your Tax Technology Priorities
6/8/2021 - Harnessing the Accelerated Shift to a Digital Tax Department
8/10/2021 - How to Get Your Tax House in Order: Building the Case
11/4/2021 - Automating Your Indirect Tax Function
12/7/21 - Year-End Readiness: Tax Technology Considerations