Claim OwnershipTax at the Speed of Tech Podcast Series
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BDO’s Tax at the Speed of Tech discusses how technology can enhance compliance and planning, cultivate resources, and enable tax professionals to provide more insights to operational leaders. Hosted by Chris D’Ambola, Managing Director in BDO’s Tax Automation & Innovation Practice, the podcast features insightful conversations and perspectives from corporate tax, technology and BDO leaders focused on reimagining the tax function to be more efficient, analytical, strategic and future-oriented.
20 Episodes
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Host Chris D’Ambola and Matthew Dyment, National Managing Principal and Technology Industry Tax Leader for BDO USA, discuss:Major trends Matt is seeing in the market, with an emphasis on the shift of tax departments from cost centers to strategic business contributors.The importance of thinking differently about artificial intelligence and modern technology to gain strategic business advantages.Highlights from BDO's annual Technology CFO Outlook Survey, focusing on the technology sector's strategies, investment priorities, and risks.2024 technology industry predictions, including company migrations from high-tax states and the potential impact of quantum computing.Resources:Chris on LinkedInMatthew on LinkedIn2024 BDO Technology CFO Outlook SurveyBDO’s Tech Predictions for 2024
Host Chris D’Ambola and Vernae Jones-Seals, CEO of OneSource Consulting discuss:How technology can create global opportunities and impact community development.The importance of understanding data sources to establish trust in data.Internal and external implications of technology on talent sourcing and the need for rapid knowledge adoption and inclusive hiring practices.Concerns about AI replacing jobs and why we need to prepare and proactively manage the digital divide.The impact of technology on mental health and employee engagement with an emphasis on creating a supportive culture.How mentorship and empowering others can create opportunities and foster diversity.Resources: Chris on LinkedInVernae Jones-Seals on LinkedInOneSource Consulting
Host Chris D’Ambola and Chris Zangrilli, VP of Technology Strategy at Vertex, discuss:Vertex's comprehensive approach to indirect tax and the importance of master data for accurate tax calculations.How indirect tax systems have evolved with cloud adoption, and the emerging role of edge computing for resilience in tax calculations.AI's potential to enhance productivity, customer experience, and decision-making in tax technology is explored, with a vision of AI as an augmentation tool for tax professionals.The intersection of culture and innovation, stressing curiosity and continuous learning as drivers for innovation in tax technology.Predictions of more digitization and automation, raising questions about the evolving role of tax practitioners and the need for deeper domain expertise and strategic business acumen.Resources:Chris D’Ambola on LinkedInChris Zangrilli on LinkedInVertex Tax Technology Solutions
Host Chris D’Ambola and Justin Breitfelder, VP of Enterprise Sales at FullStory, discuss:The role of trust in building customer relationships and ensuring successful technology implementation.The need for sales representatives to understand customer needs deeply and how they can help tax leaders navigate the tax technology procurement process.Differences in selling tax technology versus other technologies are minimal; the core principles of problem-solving and relationship-building are consistent.AI's growing impact on sales, offering potential for improved personalization and product usability, but also bringing challenges and changes to the profession.The critical nature of the sales journey in vendor selection, which can affect team morale and productivity, and ultimately, the success of technology utilization.Resources:Chris on LinkedInJustin on LinkedInFullStory’s Digital Experience Intelligence
Host Chris D’Ambola and Bianca Kuijper, Chief Operating Officer of Orbitax, discuss:Bianca’s background, and how she balances her passion for film with her tax technology career.Intricacies of Pillar Two compliance: implementation is becoming a reality, with businesses needing to adapt quickly.Why technology is essential for managing complexities in data management, regulatory changes, and calculation accuracy.How Orbitax is developing AI to automate tasks like data mapping and provide instant research insights.Resources:Chris on LinkedInBianca on LinkedInOrbitax Tax SolutionsGlobal Tax Reform
Host Chris D’Ambola and Mary Ellen Robb, Senior Manager at Corptax, discuss:Mary Ellen’s OECD-focused role, cross-functionality, and how she developed her career path.There’s always something new. Technology survival of the fittest. Playing IT roles with fit data.Preparedness for compliance with OECD Pillar Two. From manual analysis to automation.Why tax accountants have to be agile and adaptable to multiple technology platforms.The high velocity of data and how to incorporate data stewardship into a tax role.How corporations’ processes and change management affect talent recruitment and retention.Technological and technical skills, where people will work, data science, and fit processes.CONNECT conference, Tax Transformer Awards, and Women in Tech breakfast.ResourcesChris on LinkedInMary Ellen RobbCSC CorptaxBDO and Corptax webcast: A Playbook for Pillar Two Data and Technology Readiness
Host Chris D’Ambola and Mark Onisk, Chief Content Officer at Skillsoft, discuss:Recurring themes in training and e-learning, and the influence of technology.Linking human leadership skills, technical know-how, and regulatory compliance in e-learning.Micro-credentials, the growth mindset, and sharpening your learning with physical activity.Thriving and becoming your best version. Why people want personal growth from a job.Generative AI: separating fact from myth and how the accounting profession will be impacted.AI isn’t in conflict with humanity because humans get to decide how to use the technology. We are moving past video learning and heading to interaction at scale.Resources:Chris on LinkedInMark on LinkedInSkillsoftBDO Tax Automation & Innovation Practice
Host Chris D’Ambola and Matt Becker, National Managing Principal of Tax at BDO USA discuss:Overview of BDO’s 2023 Tax Strategist Survey and how organizations can use the results.Tax strategists, tacticians, outcomes, and determining the after-tax impact of future business decisions.How the return on technology investments includes accuracy and efficiency which then leads to more time to focus on strategic business issues.Generative AI, large language models, copilots, and how these technologies will affect tax.How tax strategists plan for the accelerating speed of technology using outside resources.ESG and tax; how tacticians can be curious about ESG and business topics to become strategists.Resources:Chris on LinkedInMatt on LinkedInMatt’s Talking Tax LinkedIn NewsletterThe 2023 BDO Tax Strategist Survey
Host Chris D’Ambola and Chris Gaetano, Technology Editor at Accounting Today, discuss:Digging into unstructured data. A journalist is a professional learner who shares facts.What technology journalism covers, seeing through the hype, and new tech applications in tax.Chris’s work with ChatGPT after learning how criminals are using it. What is AI washing?How business model changes involve improved tech; the need for tax technology teams.Leadership’s resistance to change to processes they do not understand. The cost of upgrades.The upcoming proliferation of generative AI and automation in accounting. Hype vs. use cases.Resources:Chris on LinkedInChris Gaetano on LinkedInAccounting TodayBDO Tax Automation & Innovation Practice
Host Chris D’Ambola and Ken Crutchfield, VP and GM of Legal Markets at Wolters Kluwer, discuss:Ken’s lifelong history in information, software, and tech.Similarities and contrasts between lawyers and tax practitioners in their practice and tech use.Innovations such as cryptocurrency, the metaverse, and generative AI take multiple iterations to catch on.How generative AI uses probabilities and requires good data to train the model for compliance.How to explain complexities of generative AI to people with varying degrees of technological literacy.Why we will continue to use printed volumes while increasingly depending on digital data.How tech might support DEI and more objective compliance with the law, but we must watch out for past bias.Resources: Chris on LinkedInKen on LinkedInPosts by Ken on Above the LawBDO Tax Automation & Innovation Practice
Host Chris D’Ambola and Kevin McDermott, Technology Strategist for BDO with Microsoft, discuss:How leaders can communicate and build effective relationships and why this is more important than becoming a technical authority.Why artificial intelligence (AI) does not solve all problems but is a layer on current technology. Use good data sources.Microsoft Fabric and Copilot and how we are in the very early days of AI.Growing technology budgets and working with your changing IT team to get the best value.How tax becomes more business-driven with responsible AI practices; also about gamification.Resources: Chris on LinkedInKevin on LinkedInIntroducing Microsoft Fabric and Copilot in Microsoft Power BIThe Future-Ready Tax Function: Harness the Power of Generative AI
Host Chris D’Ambola and Haley Dobre, BDO Tax Automation & Innovation practice leader, discuss:Haley’s tax career and why she wanted to help companies transform their tax departments.The mission for the podcast and the context in which these conversations have taken place.The opportunity to shift the CPA mindset, brainstorm creatively, and dive into innovative thinking from a broader perspective.How Season 2 will continue to bring unique perspectives on disruptive technology with relevant guests from tax and technology vendors, leaders, and technicians.Resources:Chris on LinkedInHaley on LinkedInBDO Tax Automation & Innovation Practice
Key Takeaways:A podcast from BDO's Tax practice that focuses on the transformation of the tax function. BDO’s Tax at the Speed of Tech discusses how technology can enhance compliance and planning, cultivate resources, and enable tax professionals to provide more insights to operational leadersThe podcast features insightful conversations and perspectives from corporate tax, technology and BDO leaders focused on reimagining the tax function to be more efficient, analytical, strategic and future-oriented.
Host Chris D’Ambola and Spencer Orlin, a manager with BDO USA’s Tax Automation & Innovation Team, discuss:How Spencer used his creative thinking and problem solving skills to carve out a technology role for himself within accountingHow embracing automation makes employees more valuable, rather than automating themselves out of a jobLaying a foundation for better reporting and Spencer’s vision for the future of tax technologyNew technology trends and their relevance to tax reporting and human decision-makingThe critical roles of people and culture in the success of technology deploymentHaving too much technology, and the risk of implementing without a plan in placeResources: Chris on LinkedInSpencer OrlinBDO Tax Automation & Innovation Practice
In this episode, host Chris D’Ambola and Paula Hansen, President and CRO at Alteryx, discuss:What we can all learn by focusing on customer experience Enabling transformation by fostering a culture that rewards curiosity, learning, and data literacyThe Alteryx Community and how members share challenges and upskill each otherHow embracing analytics and automation creates new opportunities for tax professionalsHow cloud-based technology can expand access and increase the pace of innovationThe impact of generative AI and what we should automate nextResources:Chris on LinkedInPaula Hansen on LinkedInAlteryxBDO Tax Automation & Innovation Practice
In this episode, host Chris D’Ambola is joined by Dr. Michael Platt, Director of Wharton Neuroscience Initiative, to discuss:Improving brain function with neuroscience to better our lives, work, and creative thinkingThe tools of modern neuroscienceImproving business through brain functionMinimizing brain fatigue and distractionsMovement to exercise the brainHow to feed the brainResources:Chris on LinkedInDr. Michael PlattWharton Neuroscience InitiativeBDO Tax Automation & Innovation Practice
In this episode, host Chris D’Ambola is joined by BDO’s Monika Loving, Managing Partner leading Specialized Tax Services, to discuss:The unprecedented, continuous state of change within the world of international taxHow Pillar Two of the OECD’s framework may inspire global investments in tax technology to manage data requirementsThe global digitalization of taxing authorities contrasted with U.S. taxing authoritiesThe state of the tax department’s involvement in ESG globally and in the U.S.What’s next for international tax and Pillar Two adoption: tax technology, including analytics and AI-enabled toolsReskilling or upskilling talent to adopt technology for long-term success in international taxResources:Chris on LinkedInMonika on LinkedInGlobal Tax Reform
Chris D’Ambola is joined by Eran Shif, Senior Director of Transfer Pricing at Avalara to discuss: How Eran’s background led him to develop an automated transfer pricing compliance platform Taking a pragmatic approach to transfer pricing with technology Global trends that have created added complexities for transfer pricing Total tax transparency and consistency of data across compliance documents Democratizing expertise and Avalara’s purposes in acquiring Eran’s company Resources:Chris on LinkedIn Eran on LinkedIn Accounting Today: The 2023 Top New Products Avalara Transfer Pricing Reports for Accountants
In this episode, host Chris D’Ambola and Shawn Malhotra, Head of Engineering & Site Lead for Toronto Technology Centre at Thomson Reuters, discuss:Problem-solving as a basis for innovationThe market’s adoption of technological literacy Building innovation and long-term learning into daily tasksAvoiding hype curves as the pace of innovation accelerates Importance of clean, accessible data as a foundationHow technology augments the workforce by replacing low-value tasksResources:Chris on LinkedInShawn MalhotraInnovation at Thomson ReutersBDO Tax Automation & Innovation Practice
In this episode, host Chris D'Ambola is joined by Evan Croen, SVP of Product at Bloomberg Tax to discuss:Acquisition of Tax ProdigyLaunch of Tax Workpapers Why and how Bloomberg Tax is combining content with technologyWhat is going on in the world and within tax to drive this innovationThe importance of culture in successful technology adoptionWhat the future of tax technology may look likeResources:Chris on LinkedInEvan on LinkedInBloomberg Tax Provision (Prodigy)Bloomberg Tax Workpapers
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