ENVISION 2025
Presented by GTM & TEI
Welcome to GTM ENVISION: a one-day summit focused on bringing corporate tax professionals together to discuss technology functionality, its practical application, and trends within tax automation. Attendees will hear from members of GTM’s Tax Automation Services (TAS) practice as well as tax professionals from leading corporations, all while earning up to five CPE credits. During the lunch and the post-event reception, attendees will have the opportunity to network not only with their peers but also with various event sponsors.
- When: August 7, 2025
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Where: Sheraton Valley Forge
480 N Gulph Rd, King of Prussia, PA 19406
Thank you to our sponsors!
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Agenda
Check out what we have planned for the day!
Session
Time
Topic
Breakfast
8 AM - 9 AM
Welcome
9 AM - 9:20 AM
Session 1
9:20 AM - 10:10 AM
Streamlining Tax Workflows with Microsoft 365
Session 2
10:10 AM - 11 AM
Data Strategies for Evolving Tax Departments
Break
11 AM - 11:10 AM
Breakout Session 1
11:10 AM - 12 PM
Hand-on Power Query Building Session - Consolidated Book to Tax Workpaper
Breakout Session 1
11:10 AM - 12 PM
Navigating Pillar 2 - Process and Compliance
Lunch
12 PM - 1 PM
Breakout Session 2
1 PM - 1:50 PM
Hand-on Power BI Building Session - Effective Tax Rate Use Case
Breakout Session 2
1 PM - 1:50 PM
Automating State Apportionment
Break
1:50 PM - 2 PM
Session 3
2 PM - 2:50 PM
Emerging Tax Technology - AI and Other Tools
Closing Remarks
2:50 PM - 3 PM
Reception
3 PM - 4 PM
Check out last year's event!
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