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.

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	Lunch	–	–
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	Break	–	–
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

Tax Deep Dive Summit

Tax Deep Dive Summit Agenda

How Can We Help?