Optimizing your tax strategy for enterprise success

Major transformations

  • Share

Finance and tax transformations are vehicles to drive major improvements in tax operations. Yet, so often, tax is not as involved as it should be.

The Tools and learning section contains information and insights to help build the skills that can make Tax a successful contributor to and beneficiary of process and technology change. Peer perspectives enable you to benefit from the experiences of other Tax and Finance professionals. The Self-evaluation section includes survey and questionnaires that help you determine how ready your organization is to tackle transformation.

  • Tools and learning
  • Peer perspectives
  • Self-evaluation

Tools and learning

EY - Tools and learning

Tools and learning

Exploring the possible quarterly webcast series

EY's Gary Paice, Patrick Trapp and Albert Lee provide key insights

EY’s Gary Paice, Patrick Trapp and Albert Lee provide key insights:

Tax and Finance Transformation Video 01:56
A strategy for leadership Video 02:59
Types of Finance Transformations Video 04:52
What experience tells us Video 03:11
Bringing a strong voice to your CFO Video 02:40
Recap Video 01:49

Exploring the possible: points of view

Survey reports

CFO tools

 

Peer perspectives

EY - Peer perspectives

Peer perspectives

Perspectives from companies achieving the possible.

  • AstraZeneca
  • Microsoft
  • Caterpillar Inc.
  • International Paper

Peer

Preview

Projects

Mai Feng - Microsoft Corporation
Service Deliver Director for Project
OneFinance
Mai discusses Microsoft’s OneFinance project, leading to the global transformation of finance and procurement and outsourcing of tax. [Video 02:17]
Sally Stiles – Caterpillar Inc.
Chief Tax Officer
Sally outlines a five year on-going transformation to create a world-class tax and finance function that includes data and technology transformations and a new global tax operating model. [Video 03:29]
Neil Eardley – Former AstraZeneca
Director of Global Tax Operations
Neil explains AstraZeneca’s multi-year transformation moving local transaction finance to captive SSCs and aligning global tax processes with global outsourcing of finance and tax. [Video 05:59]
Kevin McWilliams – International Paper - Vice President of Tax Kevin discusses International Paper’s finance and information delivery redesign program, as well as Project Imagine, which targets the reinvention and redesign of their tax function. [Video 04:42]

A strategy for leadership

Sally Stiles, Neil Eardley, Mai Feng and Kevin Mc Williams
  • Sally, Neil and Kevin share their strategy for leadership: how to get involved early, develop a plan and engage stakeholders. [Video 07:43]

Types of finance transformations

Sally Stiles, Neil Eardley, Mai Feng and Kevin Mc Williams
  • Clients offer insights into different elements used in both data-driven and process-based transformations. [Video 04:41]

What experience tells us

Sally Stiles, Neil Eardley, Mai Feng and Kevin Mc Williams
  • The panel shares some critical success factors in successful transformations. [Video 06:28]

Bringing a strong voice to your CFO

Sally Stiles, Neil Eardley, Mai Feng and Kevin Mc Williams
  • Sally, Neil and Kevin discuss how to align to finance priorities, be flexible and take a strong seat at the finance transformation table. [Video 06:25]
 

Self-evaluation

EY - Self-evaluation

Self-evaluation

Complete your own self-assessment checklist.