November 10-13, 2020

Thomson Reuters Corporate SYNERGY

Steve Fortier

Steve Fortier

Chief Operating Officer, Tax, KPMG US

+1 312-665-1416

KPMG will once again be diamond CIP sponsor of Thomson Reuters Corporate SYNERGY 2020 taking place virtually from November 10-13, 2020. We invite you to learn about our clients’ experiences with ONESOURCE by attending one of our many speaking sessions.

  • November 10, Tuesday
  • November 11, Wednesday
  • November 12, Thursday

November 10, Tuesday

TI610 – 1099/1042-S Changes, Updates, and Insight for Tax Year 2020

10:00 – 10:50 a.m. CT

In this session we will learn about any changes and updates to IRS Forms 1099 and 1042-S for tax year 2020. We will also discuss additional insights on tax information reporting.


Jerry Khan, Managing Director, KPMG LLP

Elis Prendergast, Managing Director, KPMG LLP


O640 - The ‘Kinetic’ Tax Data Approach-Harnessing the Power of Data in Motion by Managing Your Tax Data 

4:00 – 4:50 p.m. CT

Learn about the benefits a tax department can achieve by owning and managing its own tax data and the tools needed to put this valuable Kinetic Tax Data Approach infrastructure in place, including OWM, DataFlow, Alteryx & the new DataHub.


Joe Habak, Managing Director, Tax, KPMG LLP

Greg Yeargan, Senior Manager, Tax, KPMG LLP

Chuck Kamen, Senior Manager, Tax, KPMG LLP


I620 – Value of master data for global compliance in the indirect tax determination process

5:00 – 5:50 p.m. CT

The role of Tax Transformation in Rapid Implementations to meet digital compliance requirements in the changing environment for indirect tax e-invoicing, e-reporting and tax analytics. Elevating the value of the Tax Department by paving the way for new and future planned acquisitions through the existing Tax, Finance and IT landscape.


Jesús Flores, Senior Manager, Indirect Tax, Transaction Tax Services, KPMG LLP

Matthew Kim, Associate, Indirect Tax, Transaction Tax Services, KPMG LLP

Hakan Altinsory, Head of Indirect Tax Global, ASP, Inc.

Shine Lin, Manager, Indirect Tax, ASP, Inc.

November 11, Wednesday

O710 – Combining the Power of ONESOURCE DataFlow and Alteryx to Collect and Manage Tax Data

8:00 – 8:50 a.m. CT and 10:00 – 10:50 a.m. CT

An overview of the DataFlow and Alteryx solutions implemented by KPMG to assist Assa Abloy with collecting, managing, and importing foreign tax data to ONESOURCE Income Tax, which resulted in a significant time savings during their annual tax compliance process.


Chuck Kamen, Senior Manager, Tax Ignition, KPMG LLP

Mark Livingston, Managing Director, Tax Transformation & Technology, KPMG LLP

Frank Puskas, Tax Director, Assa Abloy

Joe Gorski, Tax Manager, Assa Abloy


O730 - Roundtable discussion with KPMG about the use ONESOURCE tools to create automation, efficiencies, and remote working environments in Tax departments

10:00 – 10:50 a.m. CT

Learn how KPMG’s Tax Transformation team worked with J&J, Skanska, Akamai, IFF & J2 to design and implement various ONESOURCE & Alteryx solutions to achieve enhanced automation, efficiencies & successful remote working environments.


Sandy Fisher, Principal, Tax, KPMG LLP

Joe Habak, Managing Director, Tax, KPMG LLP

Andy Maryott, Senior Manager, Tax, KPMG LLP

Kelley Lear, Partnerships & Alliances Director, Thomson Reuters

Greg Sweeney, Partner Development Manager, Alteryx

Donna Oakes – Senior Tax Manager, J&J

Michael Roccia, Director, Tax Operations, Abbvie/Allergan

Bill Hammock, VP, Tax, J2 Global


DI-DOM610 - From Good to Great – Advanced Strategies for Compliance Automation in ONESOURCE

4:00 – 4:50 p.m. CT

Discussion of leading practices around compliance automation in ONESOURCE Income Tax functionality using Alteryx and APIs highlighting use cases around Federal and International compliance.


Nate Patterson, Senior Manager, Tax, KPMG LLP

Keith Sheehan, Senior Manager, Tax Ignition, KPMG LLP

November 12, Thursday

TT630 - What do low interest rates, high gift/estate tax and GST exemptions (for now) and aging baby boomers have in common?

12:00 – 12:50 p.m. CT


Brad Sprong, Principal, Tax, KPMG LLP

Scott Hamm, Managing Director, Washington National Tax, KPMG LLP


DI-DOM620 - Achieving Your Ideal State – Strategies for Pursuing State Compliance Automation in ONESOURCE

1:00 – 1:50 p.m. CT

Learn about leading practices in state compliance automation for ONESOURCE Income Tax, including use cases for ONESOURCE State Apportionment, like details of state modification automation and solution architecture specific to that focus area.


Nate Patterson, Senior Manager, Tax, KPMG LLP

Zubin Patel, Senior Manager, Tax, KPMG LLP


TI600 - State Tax Information Filing Obligations (Forms 1099 and equivalents)

2:00 – 2:50 p.m. CT


John Montgomery, Principal, Employment Tax, KPMG LLP