Explore how tax management is evolving through technology and strategic innovation to become a key driver of business efficiency and insight. ===== Join Michael Bernard from Vertex as he unpacks the latest SAP Insider Benchmark Research on global tax management, revealing how tax departments navigate a rapidly changing landscape. From complex regulatory environments, such as fragmented e-invoicing standards in Europe, to critical pain points like automating tax control frameworks, this episode offers a rich exploration of what’s top of mind for CFOs and CIOs. Learn how granular tax data is becoming a strategic asset for sales and marketing, the growing role of managed services amidst workforce shortages, and why the adoption of AI-driven tax automation is still in early stages despite its promising potential. Michael shares memorable stats, including the impact of retirements on CPA talent pools and strategies companies use to overcome compliance time constraints. Perfect for business leaders seeking practical insights on optimizing ERP environments for tax operations with future-ready technology. Listen, learn, and lead the transformation today. Download Episode Transcript Useful Links: SAP Cloud ERP Follow Us on Social Media! SAP S/4HANA Cloud ERP: LinkedIn ===== Guest: Michael Bernard, Chief Tax Officer of Transaction Tax at Vertex Michael Bernard is the Chief Tax Officer of Transaction Tax. In his role, he provides insight and thought leadership around tax department operations, U.S. indirect tax, tax risk management, and tax policy, as well as emerging tax trends. He is also responsible for influencing emerging technologies which meet the continuing regulatory changes of the corporate tax community. He is an executive-level tax attorney with a diverse portfolio of experience in corporate tax, administration, and finance, including a substantive knowledge of U.S. and international tax laws. Prior to joining Vertex, Michael was in various tax leadership roles at Microsoft Corporation for 28 years, the most recent being General Manager & U.S. Tax Counsel. He led teams in the following functional areas: direct and indirect tax controversy, sales and use, business license, property, tax IT, SOX, and telecommunications. He also co-led a corporate taxpayer advocacy group with the Washington Department of Revenue and was a Director on the Board of the Washington Research Council. He has also testified before administrative and lawmakers at both the federal and state level. Michael earned both a J.D. and a Bachelor of Science in Business Administration from Creighton University. He is a part-time lecturer of Law in the LLM program at the University of Washington School of Law. He also served on the board of directors, executive committee, and chaired committees for The Tax Executives Institute (TEI) for nearly 25 years. Host 1: Richard Howells, SAP Richard Howells has been working in the Supply Chain Management and Manufacturing space for over 30 years. He is responsible for driving the thought leadership and awareness of SAP’s ERP, Finance, and Supply Chain solutions and is an active writer, podcaster, and thought leader on the topics of supply chain, Industry 4.0, digitization, and sustainability. Follow Richard Howell on LinkedIn and X ===== Key Topics: Tax management, ERP, Tax control framework, Automation, Regulatory compliance, Managed services, Workforce skill gap, AI adoption, E-invoicing, Tax analytics
