Agenda: Tax Technology and Leadership

Wednesday, February 15

1:00 – 2:00 pm ET
Tax Tech Demo

How can tax leaders refine their technology to meet the needs of a growing business? Attendees will leave equipped with actionable insights to drive decision-making at their organization. Hear from Vim Mehta, Managing Director, Tax Technology & Innovation, and Tejas Varia, Partner & Principal, Ignition Tax, Data & Analytics at KPMG LLP.

Vim Mehta

Managing Director, Tax Technology & Innovation, KPMG LLP

Tejas Varia

Partner & Principal, Ignition Tax, Data & Analytics, KPMG US

Based in Silicon Valley, Tejas is a Principal within KPMG’s Tax–Ignition Data & Analytics practice serving tax teams and major corporations delivering dashboards, reporting, insights, optimization, and automation to a wide variety of businesses and tax processes.

Tejas has over 16 years of international career history inspiring product ideation, leading high-performing teams, and innovating client delivery experiences by staying ahead of the curve in delivering technology-driven finance and tax transformation projects for global clients across industries and sectors. Tejas is responsible for evaluating client opportunities, providing thought leadership, and design thinking, and coaching the delivery teams on solution architecture for both – rapid development for client-specific solutions and long-term tax technology road-map products within on-premise or on the cloud.

2:00 – 2:45 pm ET
Grit and Drive: Keeping up the Momentum in your Career

You'll find lots of news about burnout, quiet quitting, and exhaustion these days, but there is considerable opportunity to look at the bright side and use these challenges to your advantage. Hear from a group of seasoned tax leaders to learn how the adversities they've faced in their careers shaped where they are now – and what they wish they knew as they were advancing in their profession. Ralph Gaillard, Managing Director at the Manufacturers Alliance will moderate a panel discussion with tax leaders, including Maryellyn Antoine, Tax Director at Altra Industrial Motion Corp., and Joe Reese, Vice President and Chief Tax Officer of NextEra Energy, Inc.

Maryellyn Antoine

Tax Director, Altra Industrial Motion Corp

Ralph Gaillard

Managing Director, Manufacturers Alliance

Joe Reese

Vice President and Chief Tax Officer, NextEra Energy, Inc

As Vice President and Chief Tax Officer for NextEra Energy, Inc., Joe Reese is responsible for all tax-related matters including strategy, domestic and international tax planning, mergers & acquisitions, federal, state & local tax compliance, provision & forecasting, state tax planning, controversy, tax policy initiatives, and management.

Joe earned a Bachelor of Arts in political science from West Virginia University, a Juris Doctor from Michigan State University College of Law, and a Master of Laws in tax from the University of Miami School of Law. He is a member of the Florida Bar and the State Bar of Georgia.