Tax Deep Dive Summit

Thursday, November 10. A one day deep dive session of the tax solution with the OneStream experts. We will discuss what is offered in the solution, lessons learned from current customers, as well as roadmap for future releases.

All times listed are in Pacific Daylight Time.

MGM Exterior_12_06_13_2533

Tax Deep Dive Summit Agenda

Thursday, November 10th
Time Event Description Speaker

8:00am – 9:00am

Breakfast & Tax Summit Registration

9:00am – 10:00am

Product Vision

  • Blueprint
  • Enablement Model
  • How to Initiate a Demo
  • How to Initiate a Project

10:00am – 11:00am

Release 4 Walk Through

Live Demo

11:00am – 12:00pm

Common Configurations & Best Practices

  • GAAP to STAT to Tax
  • Schedule 7 Tax Account Rollforward Schedule Mods
  • Finance Integration
  • Automating Book Tax Differences
  • Automation of Temp Diffs using Finance Rollforward Schedules
  • Reporting

12:00om – 1:00pm


1:00pm – 2:00pm

Release 5 Walk Through

Live Demo

2:00pm – 3:00pm

Frequently Requested Major Enhancements | Part 1

  • Multi Year Return to Provision
  • Manual Adjustments to Tax Account Balances
  • Integration to Tax Software Packages
  • Workflow Modifications

3:00pm – 3:30pm


3:30pm – 4:30pm

Frequently Requested Major Enhancements | Part 2

  • Items Included for IFRS
  • Tax Balance Sheet
  • Balance Sheet Approach
  • Forward Looking Rates
  • Rates by Temporary Difference
  • Unrecognized Deferred Tax Items

4:30pm – 5:30pm

Ask the Experts Q & A

Panel Discussion

6:30pm – 9:30pm

Light up The Wave!

Located at Level Up inside

the MGM Grand Hotel

How Can We Help?

  • For general conference questions, email [email protected] or submit the form below.

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