Aligning VAT in SAP - Meridian Global Services

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International VAT Consulting
Aligning VAT in SAP
A must must
attend attend event event
for SAP SAP and and VAT
executives! executives!
A key strategy to achieve full VAT compliance across Europe
Thursday 6th May – The Grosvenor Hotel, Victoria, London
A compelling and unique one day Masterclass designed to make your organisation
more efficient, effective and compliant, featuring insightful sessions from:
Kraft, Amgen, CIBER, Philips, DuPont, Continental, Amazon, IBFD and Dimension Data
www.meridianglobalservices.com
In association with

SAP system alignment provides a foundation for solid VAT compliance
Since the recent introduction of the new legal framework, we realise those responsible for ensuring VAT compliance within the
organisation have been placed under increasing pressure. This strain is compounded by the ongoing struggle to collaborate and
communicate effectively to those responsible for modifications to the financial system.
This one day Masterclass is designed to help organisations address these challenges by inviting
international VAT experts to meet their SAP counterparts! Delegates from both sides of the
business will be educated on how to evaluate and modify their financial processes with the aim
of achieving full VAT compliance, in a complex business and legal environment. By focusing on the
financial ERP system as the foundation, we present a best-practice approach for improved efficiency,
control, compliance and risk mitigation, as demanded by tax administrations.
Through informative keynotes, in-depth presentations and workshops delivered by VAT and SAP
experts from multinational companies, you’ll get the tools and insights you need to identify
common VAT challenges and areas of risk, while learning new approaches to achieve improved
and transparent VAT compliance across your business.
This one day Masterclass will enable you to:
• Break down internal communication barriers and introduce elegant synchronicity between VAT and SAP
• Understand key challenges that multinationals running SAP are facing and how they are overcoming them
• Fully appreciate the wider impact of the VAT Package on business
• Navigate complex VAT structures and complex supply chains in SAP
• Understand scenarios where ‘out of the box’ SAP functionality results in incorrect VAT decisions
Who should attend?
In-house VAT / tax executive In-house SAP / ERP executives
VAT / Tax director / manager SAP finance systems manager
Indirect Tax director / manager FICO / SD consultants
Finance manager ERP / SAP project manager
Finance director / CFO SAP solutions architect
We hope that you will join us for this event in London on May 6th. Your peers from other companies, leading VAT consultants and
the top SAP talent will all be on hand to provide insights to help you address the challenges you face.
We look forward to seeing you at the event.
Paul Quigley Roger Lindelauf
Director ERP VAT Consulting Lead
Meridian International VAT Consulting Meridian International VAT Consulting
08.30 Registration and coffee
Conquering
the 2010
compliance
burden
09.00 Bridging the gap between VAT and SAP: Why the approach to VAT compliance has changed and how
European multinationals need to respond in order to achieve effective and transparent VAT compliance
Multinational businesses with European shared services are quickly realising that they need to align their VAT and SAP
systems’ expertise in order to drive up efficiency and increase control. In this interesting opening session, Ryan Ostilly
from Meridian International VAT Consulting, will be examining why these silos need to align themselves, to effectively
respond to the compliance burden post 2010. In particular, Ryan will be looking at:
• The key challenges that companies face in 2010 and how leading companies are responding to overcome these
• The perception of risk – how can you be certain that your business’s view of risk marries with the tax authorities?
• What tax administration ‘evolution’ looks like and how it effects you
• What an effective response to risk looks like
• The best practices that have been realised in the last 6 months
Ryan Ostilly, Commercial Director, Meridian International VAT Consulting
Valuable
CFO
insight
09.30 Keynote presentation: Successfully aligning VAT supply chain and SAP configuration at Dimension Data Europe
Dimension Data is an evolving, multinational business with a complex supply chain model. Learn how European CFO,
Anne Thonon identifies VAT compliance risk as a top priority and how key finance and SAP stakeholders were brought
brought together to implement a critical 2010 VAT project, focusing on:
• Supply chain VAT modelling • 2010 Legislative changes
• SAP system alignment • Training and embedding
Anne Thonon, CFO, Dimension Data Europe
Eric Finger, European SAP Systems Manager, Dimension Data Europe
10.30 Morning coffee
Industries represented:
• Automotive
• IT and Electronics
• Retail
• Professional Services
• Chemicals
• Pharmaceuticals
• Energy
• Engineering
• FMCG
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11.00 STREAMED SESSIONS: The 2010 VAT Package – Shared experiences, common obstacles, best practices
The VAT
Package
“do’s and
don’ts”
12.30 Lunch
STREAM A – THE VAT STREAM
Facilitated by Walter Van Der Corput, Head of VAT
Knowledge IBFD
This session will be led by Walter Van Der Corput
and is geared to show you how two leading operations
in Europe dealt with the preparation, and then the implementation
and fine tuning of the changes. The session will be broken into
engaging interactive exercises, designed to ensure you take away
practical learnings from this stream.
Scoring 10/10 for preparation - but what about the events that
nobody forecasted?
Michel Barbe was instrumental during the preparation for the VAT
Package at Amgen. “The cost of non compliance was never an
issue for us - we had no choice but to be ready on time, with full
compliance” he says. The real proof of their readiness was tested
on January 31st and as far as Michel is concerned, they scored
10/10. “However, there is always scope for improvement”. In this
fascinating case study presentation Michel will share with you:
• The key aspects of the project that enabled the project team
at Amgen to have such confidence
• The challenges they encountered across the organisation and
how they were handled both effectively and efficiently
• Open technical issues and various inconsistencies across countries
• How they prepared for the unknowns, and what open issues
are still being addressed
• The importance of the continuing programme of AP training and
company-wide education
• How Michel and the team look to secure 100% compliance for
2010 and beyond
Michel Barbe, Indirect Tax Senior Manager, Amgen
How DuPont implemented and fine tuned their significant
VAT Package changes
Paula Regales speaks on behalf of the entire European tax
community when she says “the VAT Package change is the biggest
change in EU VAT law since 1993”. As a result, DuPont, a company
which puts compliance first, has implemented and fine tuned their
VAT Package project with almost military precision. In this excellent
presentation, Paula Regales will be examining in detail:
• The critical success factors to building the right project team
• How they identified the stakeholders and communicated the
impacts of change to them early and successfully
• How they have fine tuned the implementation spending time
with smaller and mid-sized suppliers who continue to send
erroneous invoices
• How they are running their Post Go Live Plan to keep their
compliancy high
• How transport and working goods invoices have been a
significant focus for them
• What the key lessons learnt are
• What Paula has identified as the single point of failure in DuPont
Paula Regales, VAT Expert, DuPont EMEA
Exercises moderated by Walter Van Der Corput, Head of VAT Knowledge, IBFD
13.45 Feedback from this morning’s streamed session: Common issues, common solutions.
Paul Quigley, Director, Meridian International VAT Consulting
Winning
the
tax man’s
trust
Overcoming
SAP
complexities
STREAM B – THE SAP STREAM
Facilitated by Stef Cornelissen, Senior Project Manager,
CIBER Nederland BV
This session will be led by Stef Cornelissen and is
geared to demonstrate how leading SAP experts in
Europe approached the complexities of implementing and fine
tuning their SAP system-changes required to implement the
2010 VAT Package.
Getting the preparation piece for SAP and the VAT Package
right first time
As a senior project manager for CIBER, Stef was tasked to
manage the SAP systems changes required to implement the
provisions of the 2010 VAT package in 10 SAP systems at
Royal Philips Electronics. Having managed complicated legal
change projects in the past, Stef knew from the beginning
that a successful outcome required careful planning and
coordination between finance, business and SAP teams. In
this insightful presentation, Stef will share his experiences and
illustrate some of the key challenges that he faced and how
these were overcome, including:
• Defining the fundamental changes and risks to Philips
• Formulating the change requirements
• SAP OSS notes - use, adapt or ignore?
• Could standard SAP configuration achieve the objectives, or
was customisation and additional coding required?
• Impact on billing documents
• Impact on reporting
Dr. Stef Cornelissen, MBA Senior Project Manager,
CIBER Nederland BV
The EU VAT Package implementation in a highly customised
SAP environment
Most companies left the VAT Package changes to the
last minute. With SAP unsure of how the Package would
be changing the system in 2010, how realistic was it for
multinationals to expect complete readiness for January 1st?
In this frank and fascinating presentation, Michael will be talking
about how DuPont has been deeply involved in the SAP
changes across its global multinational processes. In particular
we will be examining:
• How the VAT Package’s impact on SAP was left until
October 2009 to be fully communicated and understood
• Which project approach was followed for ensuring correct
and on time implementation of the legal requirements in SAP
• The system changes that were understood and those that
sat in grey areas
• How technical and business groups responded to each other
and the change
• The challenges we faced and the benefits we achieved
Michael Budai, Global VAT SAP Advisor, DuPont EMEA
14.15 How to successfully manage complex VAT structures and supply chains in SAP - A case study
Complex VAT structures and supply chains are a common feature in multinational businesses such as Kraft. Throw in a
corporate restructuring project and you create a tax manager’s nightmare. In this excellent session, hear how Stefan
Kuhen tackled this dilemma, identifying compliance risk associated with standard SAP functionality and how he
worked around this to achieve compliance across his SAP determination and billing document routines. The result of
his and his team’s efforts helped improve VAT compliance and gain further trust from the tax administration.
In particular the session will be examining:
• Why ‘out of the box’ SAP cannot cater for business complexity • Our optimal approach and why this works
• VAT compliance risk associated with complexity • Results and benefits for Kraft
and corporate restructuring
Stefan Kuehn, Manager Indirect Taxes, Kraft
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14.45 Afternoon tea
15.00 STREAMED SESSIONS – Power technical sessions
Automotive
and
Retail
insights
STREAM A – Who is your customer?
Facilitated by Paul Quigley, Director,
Meridian International VAT Consulting
This insightful session, opened by Paul Quigley, will
be examining specific VAT issues which are affecting
businesses today, in particular the importance of correctly
identifying the true legal recipient of a supply of goods or
services for determining the correct VAT treatment. Once the
scene has been set, Paul will then turn to our Expert Panel to
ask them what their views, thoughts and experiences are on the
following key themes:
• “Sold to” vs “Ship to” vs “Bill to” vs “Payer”
• Place of establishment
• Chain transactions
• Global contracts
• Recharges and disbursements
• Disclosed and undisclosed agency
Expert Panelists include:
Catherine O’Neill, Tax Manager, Amazon.co.uk Limited
Thomas Lang, Tax Director, Continental
Complex VAT implications concerning call offs, tooling and
warranties
At Continental, the company’s business model means that
their supply chain is impacted with various regulations which
are deeply complex and uncommon in their treatment from one
country to the next. The lack of harmonisation across Europe
has implications, not just in the VAT and SAP operations, but
also in Procurement and Finance. In this fascinating session
which closes off this stream, Thomas Lang will be examining:
• How to handle deliveries elegantly across Europe
• How to set up your VAT to help Procurement negotiate
better deals
• How to fully understand your warranty costs
• What system changes need to be made and how
• Why SAP masterdata needs re-engineering as a result of the
VAT Package
Thomas Lang, Tax Director, Continental
VAT and SAP
working in
step for better
results
Your
key
problems
solved
STREAM B – Complex VAT and SAP scenarios
Facilitated by Roger Lindelauf, ERP VAT Consulting Lead,
Meridian International VAT Consulting
Opening up with a presentation on trends in
complex VAT and SAP set-ups, this session will then
move into a Virtual Board scenario where you can bring your
particular problems to the table where they will be brainstormed
and solved within the group. They will then be presented to
the expert panel who will add thought to the key problems and
solutions and help deepen an overall confidence on the remedy.
Key items under the spot light in the opening session include:
• Integrated direct deliveries
• Export EU to non-EU with re-invoicing
• ABC transactions with integrated deliveries
• Sales within same legal entity/ VAT group
• Invoice number range issues
• Plants abroad functionality
Roger Lindelauf, ERP VAT Consulting Lead,
Meridian International VAT Consulting
16.15 Concluding plenary from the experts
Today’s Masterclass has focused on how to manage your VAT and SAP resource more effectively, resulting in increased
control, a better response to risk, improved supply chain management and a more cohesive relationship across various
segments of the business. This concluding session will examine the closing conclusions of some of the key speakers
of the day, focusing in particular on:
• What they have learned as a result of today
• What they will do differently back in the office and how
• What they believe the ramifications of these changes will be
Facilitated By Paul Quigley, Director, Meridian International VAT Consulting
16.45 Top ten take aways from today’s unique masterclass
17.00 Close
Virtual Board
This Virtual Board is an excellent
opportunity for you to bring your
burning issue concerning complex VAT
and SAP to the table and have your peers
help you unpick the problem and find a very effective
solution. You are invited to bring your one burning issue
with you and present this to the ‘board’. This will then be
examined and you’ll leave this session with all the answers
you’ve been seeking. Our Virtual Board model is an
excellent tool to empower you to make the right decisions
when you return to the office. The results of this session
will significantly impact your performance.
What will you take back to the office?
So many multinationals in Europe running off SAP are being hindered because VAT and SAP are not as synchronised as they
should be. This Masterclass will leave you tooled up on how to best blend the two groups to enable you to return to the office
with a clear plan on how to align these two functions and significantly improve your compliance results.
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Aligning VAT in SAP
A key strategy to achieve full
VAT compliance across Europe
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Thursday 6th May
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