Connect the Dots for Improved Tax Efficiency

Thomson Reuters Presents:

Connect the Dots for Improved Tax Efficiency

Date: August 17, 2021

Time: 2:00 PM - 3:00 PM ET

Hosted by Thomson Reuters

Firms looking to transform their business, diversify offerings, and grow their practice & bottom line must first streamline their tax workflows and create efficiencies, freeing up time to focus on change. Enter automation. Join Thomson Reuters on August 17th at 2pm to learn about the latest developments in automation and AI and how to drive efficiency in your firm with the industry’s only interconnected ecosystem of tax compliance solutions.

Attendees will get a better understanding of:

Industry trends in automation and AI
How firms can improve efficiency via automation
Technology’s impact on talent/retention & revenue
Difference between APIs and leveraging RPA
Thomson Reuters tax compliance tools

First Name*

Last Name*

Email Address*

Job Role*

Company*

Street Address*

Zip or Postal Code*

Country

Business Phone*

Company Size*

Organization Type*

Number of tax returns prepared annually (all types)*

Speakers:

Samantha Mansfield

Founder

Samantha Mansfield LLC

Samantha Mansfield helps accounting practitioners strategically leverage technology to grow their businesses. She consults on innovative practices, develops sold-out learning events, and conducts training at Thomson Reuters. In 2016 and 2018, she was among Accounting Today’s Top 100 Most Influential People in Accounting; she appeared three times on CPA Practice Advisor’s “40 Under 40” list, and was a 2018 winner of The Most Powerful Women in Accounting Award, jointly administered by the American Institute of CPAs and CPA Practice Advisor.

Samantha has a bachelor’s degree from Hillsdale College in Hillsdale, Mich. She has served on the board of two nonprofit organizations and spends time volunteering.

Lewis Calvin

Proposition Strategy Lead,

Large Accounting Firms

Thomson Reuters

Louie Calvin is responsible for understanding the tax and accounting market to help improve products and services at Thomson Reuters. He maintains perspective on real-world issues and challenges facing the profession, so that Thomson Reuters can provide unrivaled productivity gains to professional accounting firms. In his role, Louie manages aspects of roadmap planning, competitive intelligence, and product positioning, including pricing and customer retention.

Louie has spent over 20 years helping tax and accounting firms with technical problems, acquisitions, on-boarding new clients and staff training. He holds a bachelor’s degree in accounting from Adrian College.

Calvin Leong

API Solutions Consultant

Thomson Reuters

Calvin Leong helps firms understand which APIs are available at Thomson Reuters and how to use them. He has worked with different firms to create integration and automation within their workflows, using the different product APIs.

Cal Leong has also served as the company’s Innovation Manager, researching and contributing to various developments that connect Thomson Reuters tax software to other platforms and client data. In 2019, Cal Leong was named to CPA Practice Advisor Top 20 under 40 Influencers.