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2014 Trends of ERP Cloud Computing LIVE Webcast

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The Knowledge Group is producing a live webcast, 2014 Trends of ERP Cloud Computing LIVE Webcast, to help companies’ security officers and other professionals better manage ERP cloud computing. This …

The Knowledge Group is producing a live webcast, 2014 Trends of ERP Cloud Computing LIVE Webcast, to help companies’ security officers and other professionals better manage ERP cloud computing. This interactive course will provide crucial information regarding the dos and don’ts of ERP cloud computing for 2014 and beyond.

Key issues that will be covered in this course are:

ERP cloud computing adoption: an overview
Latest trends of ERP cloud computing
Establishing an effective ERP cloud computing model
Regulatory issues and best practices
Tax updates and best practices
Up-to-the-minute regulatory updates



To view the webcast go to this link: http://youtu.be/xr3pwdW5UFU


To learn more about the webcast please visit our website: http://theknowledgegroup.org/

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  • Learning Objective: Learn how to install and maintain DSL over the long term

    A discussion on operational improvements for your Dynamics SL implementation – Extend the Boundaries of SL!

    See examples of Data Inquiry and Analysis
    User built data forms for Work Orders, Budgeting,
    Project Estimating,
    Practical CRM,
    Timesheets,
    AP Voucher Entry and others.
    Implementing Role Based Processes by Department with Workflow,
    Approvals and Document Management.

    Build better integrations - upgrade from Transaction Import with LANDFALL’s Integration Builder for Dynamics SL.
  • Learning Objective: Learn how to install and maintain DSL over the long term

    A discussion on operational improvements for your Dynamics SL implementation – Extend the Boundaries of SL!

    See examples of Data Inquiry and Analysis
    User built data forms for Work Orders, Budgeting, Project Estimating,
    Practical CRM,
    Timesheets,
    AP Voucher Entry and others.
    Implementing Role Based Processes by Department with Workflow,
    Approvals and Document Management.

    Build better integrations - upgrade from Transaction Import with LANDFALL’s Integration Builder for Dynamics SL.
  • Learning Objective: Learn how to install and maintain DSL over the long term

    A discussion on operational improvements for your Dynamics SL implementation – Extend the Boundaries of SL!

    See examples of Data Inquiry and Analysis
    User built data forms for Work Orders, Budgeting, Project Estimating,
    Practical CRM,
    Timesheets,
    AP Voucher Entry and others.
    Implementing Role Based Processes by Department with Workflow,
    Approvals and Document Management.

    Build better integrations - upgrade from Transaction Import with LANDFALL’s Integration Builder for Dynamics SL.
  • Learning Objective: Learn how to install and maintain DSL over the long term

    A discussion on operational improvements for your Dynamics SL implementation – Extend the Boundaries of SL!

    See examples of Data Inquiry and Analysis
    User built data forms for Work Orders, Budgeting, Project Estimating,
    Practical CRM,
    Timesheets,
    AP Voucher Entry and others.
    Implementing Role Based Processes by Department with Workflow,
    Approvals and Document Management.

    Build better integrations - upgrade from Transaction Import with LANDFALL’s Integration Builder for Dynamics SL.
  • Learning Objective: Learn how to install and maintain DSL over the long term

    A discussion on operational improvements for your Dynamics SL implementation – Extend the Boundaries of SL!

    See examples of Data Inquiry and Analysis
    User built data forms for Work Orders, Budgeting, Project Estimating,
    Practical CRM,
    Timesheets,
    AP Voucher Entry and others.
    Implementing Role Based Processes by Department with Workflow,
    Approvals and Document Management.

    Build better integrations - upgrade from Transaction Import with LANDFALL’s Integration Builder for Dynamics SL.
  • Learning Objective: Learn how to install and maintain DSL over the long term

    A discussion on operational improvements for your Dynamics SL implementation – Extend the Boundaries of SL!

    See examples of Data Inquiry and Analysis
    User built data forms for Work Orders, Budgeting, Project Estimating,
    Practical CRM,
    Timesheets,
    AP Voucher Entry and others.
    Implementing Role Based Processes by Department with Workflow,
    Approvals and Document Management.

    Build better integrations - upgrade from Transaction Import with LANDFALL’s Integration Builder for Dynamics SL.
  • Learning Objective: Learn how to install and maintain DSL over the long term

    A discussion on operational improvements for your Dynamics SL implementation – Extend the Boundaries of SL!

    See examples of Data Inquiry and Analysis
    User built data forms for Work Orders, Budgeting, Project Estimating,
    Practical CRM,
    Timesheets,
    AP Voucher Entry and others.
    Implementing Role Based Processes by Department with Workflow,
    Approvals and Document Management.

    Build better integrations - upgrade from Transaction Import with LANDFALL’s Integration Builder for Dynamics SL.
  • Learning Objective: Learn how to install and maintain DSL over the long term

    A discussion on operational improvements for your Dynamics SL implementation – Extend the Boundaries of SL!

    See examples of Data Inquiry and Analysis
    User built data forms for Work Orders, Budgeting, Project Estimating,
    Practical CRM,
    Timesheets,
    AP Voucher Entry and others.
    Implementing Role Based Processes by Department with Workflow,
    Approvals and Document Management.

    Build better integrations - upgrade from Transaction Import with LANDFALL’s Integration Builder for Dynamics SL.
  • Learning Objective: Learn how to install and maintain DSL over the long term

    A discussion on operational improvements for your Dynamics SL implementation – Extend the Boundaries of SL!

    See examples of Data Inquiry and Analysis
    User built data forms for Work Orders, Budgeting, Project Estimating,
    Practical CRM,
    Timesheets,
    AP Voucher Entry and others.
    Implementing Role Based Processes by Department with Workflow,
    Approvals and Document Management.

    Build better integrations - upgrade from Transaction Import with LANDFALL’s Integration Builder for Dynamics SL.
  • Learning Objective: Learn how to install and maintain DSL over the long term

    A discussion on operational improvements for your Dynamics SL implementation – Extend the Boundaries of SL!

    See examples of Data Inquiry and Analysis
    User built data forms for Work Orders, Budgeting, Project Estimating,
    Practical CRM,
    Timesheets,
    AP Voucher Entry and others.
    Implementing Role Based Processes by Department with Workflow,
    Approvals and Document Management.

    Build better integrations - upgrade from Transaction Import with LANDFALL’s Integration Builder for Dynamics SL.
  • Learning Objective: Learn how to install and maintain DSL over the long term

    A discussion on operational improvements for your Dynamics SL implementation – Extend the Boundaries of SL!

    See examples of Data Inquiry and Analysis
    User built data forms for Work Orders, Budgeting, Project Estimating,
    Practical CRM,
    Timesheets,
    AP Voucher Entry and others.
    Implementing Role Based Processes by Department with Workflow,
    Approvals and Document Management.

    Build better integrations - upgrade from Transaction Import with LANDFALL’s Integration Builder for Dynamics SL.
  • Transcript

    • 1. Speaker Firms and Organization: Acumatica Jon Roskill Chief Executive Officer LANDFALL Solutions Mark A. Solberg, CPA President Ernst & Young U.S. LLP Kevin Ma Cloud Computing Tax Resident, International Tax Services Thank you for logging into today’s event. Please note we are in standby mode. All Microphones will be muted until the event starts. We will be back with speaker instructions @ 11:55am. Any Questions? Please email: Info@knowledgecongress.org Group Registration Policy Please note ALL participants must be registered or they will not be able to access the event. If you have more than one person from your company attending, you must fill out the group registration form. We reserve the right to disconnect any unauthorized users from this event and to deny violators admission to future events. To obtain a group registration please send a note to info@knowledgecongress.org or call 646.202.9344. Presented By: May 29, 2014 1 Partner Firms: Ernst & Young U.S. LLP
    • 2. May 29, 2014 2 Follow us on Twitter, that’s @know_group to receive updates for this event as well as other news and pertinent info.  If you experience any technical difficulties during today’s WebEx session, please contact our Technical Support @ 866-779-3239.  You may ask a question at anytime throughout the presentation today via the chat window on the lower right hand side of your screen. Questions will be aggregated and addressed during the Q&A segment.  Please note, this call is being recorded for playback purposes.  If anyone was unable to log in to the online webcast and needs to download a copy of the PowerPoint presentation for today’s event, please send an email to: info@knowledgecongress.org. If you’re already logged in to the online webcast, we will post a link to download the files shortly.  If you are listening on a laptop, you may need to use headphones as some laptops speakers are not sufficiently amplified enough to hear the presentations. If you do not have headphones and cannot hear the webcast send an email to info@knowledgecongress.org and we will send you the dial in phone number.
    • 3. May 29, 2014 3  About an hour or so after the event, you'll be sent a survey via email asking you for your feedback on your experience with this event today - it's designed to take less than two minutes to complete, and it helps us to understand how to wisely invest your time in future events. Your feedback is greatly appreciated. If you are applying for continuing education credit, completions of the surveys are mandatory as per your state boards and bars. 6 secret words (3 for each credit hour) will be given throughout the presentation. We will ask you to fill these words into the survey as proof of your attendance. Please stay tuned for the secret word.  Speakers, I will be giving out the secret words at randomly selected times. I may have to break into your presentation briefly to read the secret word. Pardon the interruption.
    • 4. May 29, 2014 4 Welcome to the Knowledge Group Unlimited Subscription Programs. We have Two Options Available for You: FREE UNLIMITED: This program is free of charge with no further costs or obligations. It includes:  Unlimited access to over 15,000 pages of course material from all Knowledge Group Webcasts.  Subscribers to this program can download any slides, white papers, or supplemental material covered during all live webcasts.  50% discount for purchase of all Live webcasts and downloaded recordings. PAID UNLIMITED: Our most comprehensive and cost-effective plan, for a one-time fee:  Access to all LIVE Webcasts (Normally $199 to $349 for each event without a subscription). Including: Bring-a-Friend – Invite a client or associate outside your firm to attend for FREE. Sign up for as many webcasts as you wish.  Access to all of Recorded/Archived Events & Course Material includes 1,500+ hours of audio material (Normally $299 for each event without a subscription).  Free CLE/CPE/CE Processing (Normally $49 Per Course without a subscription).  Access to over 15,000 pages of course material from Knowledge Group Webcasts.  Ability to invite a guest of your choice to attend any live webcast Free of charge (Exclusive benefit only available for PAID UNLIMITED subscribers).  6 Month Subscription is $299 with No Additional Fees Other options are available.  Special Offer: Sign up today and add 2 of your colleagues to your plan for free Check the “Triple Play” box on the sign-up sheet contained in the link below. https://gkc.memberclicks.net/index.php?option=com_mc&view=mc&mcid=form_157964
    • 5. May 29, 2014 5 Knowledge Group UNLIMITED PAID Subscription Programs Pricing: Individual Subscription Fees: (2 Options) Semi-Annual: $299 one-time fee for a 6 month subscription with unlimited access to all webcasts, recordings, and materials. Annual: $499 one-time fee for a 12 month unlimited subscription with unlimited access to all webcasts, recordings, and materials. Group plans are available. See the registration form for details. Best ways to sign up: 1. Fill out the sign up form attached to the post conference survey email. 2. Sign up online by clicking the link contained in the post conference survey email. 3. Click the link below or the one we just posted in the chat window to the right. https://gkc.memberclicks.net/index.php?option=com_mc&view=mc&mcid=form_157964 Discounts: Enroll today and you will be eligible for the “Triple Play” program and 3% off if you pay by credit card. Also we will waive the $49 CLE/CPE processing fee for today’s conference. See the form attached to the post conference survey email for details. Questions: Send an email to: info@knowledgecongress.org with “Unlimited” in the subject.
    • 6. Partner Firms: May 29, 2014 6 Acumatica is a leading provider of cloud business management software that empowers small and mid-size businesses to unlock their potential and drive growth. Built on the world’s best cloud and mobile technology and a unique customer-centric licensing model, Acumatica delivers a suite of fully integrated business management applications such as Financials, Distribution, CRM and Project Accounting, powered by a robust and flexible platform. In an interconnected world, Acumatica enables customers to take full control of their business; to play to their strengths, since every business is unique; and to empower their people by going wherever their people go, on any device. Navigating Your Business Systems for Over 25 Years Since 1987, LANDFALL Solutions, LLC. (LANDFALL) has been providing accounting and business technology solutions to small to mid-sized companies as well as large multination companies with complex requirements. LANDFALL is an Acumatica Gold Certified Partner and Microsoft Silver Certified Partner. LANDFALL is also an Independent Software Vender (ISV) and offers its own suite of productivity applications designed to extend the reach of Accounting and ERP and to simplify content and process management unique to your company. LANDFALL offers its customers complete guidance to implement a more stable and efficient business information system. We don’t just sell software or canned solutions. We bring real, practical value to our customers by understanding and analyzing their business needs so that we can provide a technology solution to help our customers leverage the full value of their investment.
    • 7. Partner Firms: May 29, 2014 7 Ernst & Young U.S. LLP EY is a global leader in assurance, tax, transaction and advisory services. The insights and quality services we deliver help build trust and confidence in the capital markets and in economies the world over. We develop outstanding leaders who team to deliver on our promises to all of our stakeholders. In so doing, we play a critical role in building a better working world for our people, for our clients and for our communities. For more information about our organization, please visit ey.com.
    • 8. Brief Speaker Bios: Jon Roskill CEO Jon Roskill, former Channel Chief at Microsoft, has 25 years of leadership experience in the software business. His 20-year career at Microsoft included stints in product development, sales, and marketing. Jon’s most recent position at Microsoft was Corporate Vice President, Worldwide Partner Group (WPG) where he led a global sales and marketing team comprised of more than 5,000 employees serving a community of more than 640,000 partners. In this position, Jon was responsible for Microsoft’s worldwide channel strategy for the company’s commercial products and cloud offerings. May 29, 2014 8 Mark A. Solberg, CPA Mark Solberg founded LANDFALL Solutions, LLC and has been helping clients navigate their business technology challenges for over 25 years. Mark is a CPA and holds a Bachelor of Science in Accounting from Indiana University. Previously Mark was an instructor for Dynamics SL Financials and FRx training courses, a Microsoft Certified Instructor on Visual Basic and an award winning faculty member of the Illinois CPA Society in the area of technology. Mark’s extensive experiences with business, technology, accounting and development provide clients with a powerful knowledge source. Mark’s passion is to share knowledge and make every client smarter about the tools that they use in their businesses.
    • 9. Brief Speaker Bios: Kevin Ma Kevin Ma is an international tax professional with Ernst & Young LLP based in Irvine, California. He is also the firm’s Global Cloud Computing Tax Resident. Kevin works with the firm’s largest and most innovative technology clients and client teams in addressing the unique tax issues facing this industry, covering all areas of taxation, including indirect tax, transfer pricing, international tax and global compliance and reporting. Kevin works with EY’s global network of firms across more than 150 countries to address emerging and known client issues. May 29, 2014 9 ► For more information about the speakers, you can visit: http://theknowledgegroup.org/event_name/2014-trends-of-erp-cloud-computing-live-webcast/
    • 10. The Knowledge Group is producing a live webcast, 2014 Trends of ERP Cloud Computing LIVE Webcast, to help companies’ security officers and other professionals better manage ERP cloud computing. This interactive course will provide crucial information regarding the dos and don’ts of ERP cloud computing for 2014 and beyond. Key issues that will be covered in this course are: • ERP cloud computing adoption: an overview • Latest trends of ERP cloud computing • Establishing an effective ERP cloud computing model • Regulatory issues and best practices • Tax updates and best practices • Up-to-the-minute regulatory updates May 29, 2014 10
    • 11. Featured Speakers: May 29, 2014 11 SEGMENT 1: Jon Roskill Chief Executive Officer Acumatica SEGMENT 2: Mark A. Solberg, CPA President LANDFALL Solutions SEGMENT 3: Kevin Ma Cloud Computing Tax Resident, International Tax Services Ernst & Young U.S. LLP
    • 12. Introduction CEO Jon Roskill, former Channel Chief at Microsoft, has 25 years of leadership experience in the software business. His 20-year career at Microsoft included stints in product development, sales, and marketing. Jon’s most recent position at Microsoft was Corporate Vice President, Worldwide Partner Group (WPG) where he led a global sales and marketing team comprised of more than 5,000 employees serving a community of more than 640,000 partners. In this position, Jon was responsible for Microsoft’s worldwide channel strategy for the company’s commercial products and cloud offerings. Prior to his position as Corporate Vice President, Jon was also the General Manager – Server & Developer Tools Division — where he led a team responsible for product management and product marketing. At one time, he also ran all business operations, strategy, and marketing for Microsoft US, boasting more than $20 billion in sales. Jon lives in the Seattle area with his wife and two daughters. He is active in the non-profit world, serving on the national Board of Governors of the Boys & Girls Clubs that is responsible for 4,000 clubs and millions of children. In his free time, Jon enjoys sports and music. He holds a Bachelor of Applied Science, Computer Engineering, from University of Massachusetts, Amherst, and an MBA from Boston University. May 29, 2014 12 SEGMENT 1: Jon Roskill Chief Executive Officer Acumatica
    • 13. Cloud ERP: Trends that Matter Jon Roskill, CEO, Acumatica
    • 14. Who is this guy? 14 • 25-year IT business leader • A numbers guy, customer obsessed • Tried to retire, Cloud ERP too exciting
    • 15. The Evolution of ERP 15 Easy to integrate & extensible platform Multiple Screen Sizes Private and public cloud Flexible deployment and pricing model Pay for what you use 2010 Cloud ERP Difficult to customize Vendor and data lock-in and price increases Lack of integration with on-premise systems Native Web based interface 2000 WebBased Expensive custom development Clunky user- interface Limited features and functionality Expensive to maintain, difficult to upgrade 1980 MS-DOS Expensive custom development Chained to desktop Hard to collaborate with partners & customers Does not support statelessness 1990 Client/Server That was yesterday
    • 16. Right now… 16 Cloud is powering real-time data via mobile, driving quicker, better business decisions. ERP is on the move…
    • 17. ERP — Trending to Cloud 17 47% of organizations plan to move their core ERP systems to the cloud within five years.* 30% of respondents plan to keep the majority of their ERP systems on-premises for the foreseeable future.* * Gartner, 2013
    • 18. TRENDS that matter in Cloud ERP 18 Device, UX, and Convenience is the Driver 1
    • 19. 19 BYOD has led to BYO-A…the Business User is King TRENDS that matter in Cloud ERP 2
    • 20. 20 Two-Tier ERP Deployments TRENDS that matter in Cloud ERP 3
    • 21. 21 Productivity & Collaboration TRENDS that matter in Cloud ERP 4
    • 22. 22 Security, security, security TRENDS that matter in Cloud ERP 5
    • 23. 5 Tips when considering Cloud ERP 23 • Convenience is the DRIVER: Select devices that work with a variety of technologies • The Business User is KING: Talk with your people about how they want to use the software and truly understand the tools they are using today • Two-Tier ERP: Insist on standards-based integration and a strong non-proprietary automation platform with deployment flexibility • Productivity: Make productivity a forethought, not an afterthought. Think about how your ERP system will be a good collaborative member of your team. • Security: Keep an eye on the big stories on security like Heartbleed and NSA access, but remember, the biggest threat lies inside your firewall.
    • 24. OEM partners: The Right Choice for SMBs and Mid-Market Businesses No ERP* Simple Moderate High What’s the right decision for mid-market businesses? 24
    • 25. Acumatica at a glance Seattle, WA: Global HQ McLean, VA: Sales & Support Moscow, Russia: Engineering Singapore: Regional HQ Owned by founders and institutional investor Almaz Capital and Visma, a KKR company John Howell Serguei Beloussov Mike Chtchelkonogov 100+ 2013Partnerchannel growth 2013Customerbase growth 2013Billedrevenue growth +200% +250% +350% The fastest-growing Cloud ERP company 25
    • 26. Thank You Jon Roskill, CEO jon@acumatica.com
    • 27. Introduction Mark Solberg founded LANDFALL Solutions, LLC and has been helping clients navigate their business technology challenges for over 25 years. Mark is a CPA and holds a Bachelor of Science in Accounting from Indiana University. Previously Mark was an instructor for Dynamics SL Financials and FRx training courses, a Microsoft Certified Instructor on Visual Basic and an award winning faculty member of the Illinois CPA Society in the area of technology Mark’s extensive experiences with business, technology, accounting and development provide clients with a powerful knowledge source. Mark’s passion is to share knowledge and make every client smarter about the tools that they use in their businesses. May 29, 2014 27 SEGMENT 2: Mark A. Solberg, CPA President LANDFALL Solutions
    • 28. Agenda (Slide 1) 1. Moving from Accounting to Enterprise Resource Planning (ERP) 2. The Future of ERP Architecture – Extend the Reach… 3. Risk Management – Environments, Security, Implementing ERP 4. Developing Your Roadmap… 5. Your Future Initiatives – When to Move and How
    • 29. Moving from Accounting to ERP (Slide 2) 1. Historical Needs • General Ledger, Accounts Receivable, Accounts Payable 2. Enterprise Resource Planning (ERP) • Consider Future Needs and Opportunities • Extend the Reach of Data Throughout Your Enterprise • Are You Good to do Business With? • Can an ERP Solution Help You Beat the Competition?
    • 30. The Future of ERP Architecture “Extend the Reach” (Slide 3) 1. Historical Applications • Client Server and Multiple Tier Applications • Client Workstation Oriented 2. Extend the Reach of Data • Throughout Your Enterprise • To Your Clients, Vendors, Trading Partners 3. Deploy Integrations with: • Applications • Websites • Trading Partners • Mobile Applications
    • 31. The Future of ERP Architecture (Slide 4) 1. Browser Based Applications • Device Independent 2. Mix of Deployment Methods • On Site • Hosted • Cloud 3. Web Services - The Future of Integrations 4. Mobile Applications
    • 32. The Evolution of Accounting to ERP (Slide 5) 1. Lessons Learned – Find the Fit 2. Multi-Tier Deployments 3. Enterprise First Concepts: • Add Functionality that Exploits New Opportunities First • Preserve Existing Accounting Process and Upgrade Accounting Second
    • 33. Risk Management Environments, Security, Implementing ERP(Slide 6) 1. Environments – A Mix of Solutions • Traditional On Site Implementation • Hosted on Private Servers • Cloud Hosting 2. What’s right for you? • What are the Pros and Cons • Does Hosting/Cloud introduce, or Mitigate Risk?
    • 34. Risk Management Environments, Security, Implementing ERP (Slide 7) 1. Corporate Security & Governance 2. Data and Application: • Security • Custody • Version Control 3. Hosted Concepts 4. Cloud Concepts 5. What’s right for you?
    • 35. Corporate Security & Governance (Slide 8) 1. Sarbanes Oxley 2. SSAE16 Formerly SAS70 3. Secure Connections • – SSL Certificates – HTTPS 4. Custody of Data and Applications 5. What are Your Requirements? 6. Developing your Roadmap…
    • 36. Developing Your Roadmap… (Slide 9) 1. Know Your Challenges 2. Consider Your Strategy 3. Start Building Detailed Requirements 4. Make Your ERP a Consistent Ongoing Effort 5. Study Methods of Implementing: • Traditional Implementation • Two Tier Implementations • Enterprise First Implementation
    • 37. Your Future Initiatives When to Move and How (Slide 10) 1. Developing Your Roadmap… 2. Traditional Implementation Model • Financials First • ERP Second 3. Two Tier Examples – Differentiate Between: • Home Office • Field Offices, Branches, Divisions 4. Enterprise First Implementation • Impact the Enterprise First • Then Accounting Second
    • 38. Integration Acumatica Environment Master Data Files: General Ledger: - Chart of Accounts - Sub Account Accounts Payable: - Vendors Acumatica Web Services Integration Scenarios Enterprise First Overview (Slide 11) Integration Builder for Dynamics SL Transaction Processing Requisitions & PO Employee Portal Inventory Sales Order Processing CRM & Support Cases
    • 39. (Slide 12)
    • 40. Summary (Slide 13) 1. ERP is Much More than Accounting 2. Extend the Reach with ERP Modern Applications 3. Risk Management – Study and Take Control 4. Developing Your Roadmap… 5. Plan Your Future Initiatives - When to Move and How
    • 41. May 29, 2014 41 CLE PROCESSING The Knowledge Group offers complete CLE processing solutions for your webcasts and land events. This comprehensive service includes everything you need to offer CLE credit at your conference:  Complete end-to-end CLE credit Solutions  Setting up your marketing collateral properly.  Completing and filing all of the applications to the state bar.  Guidance on how to structure content meet course material requirements for the state Bars.  Sign up forms to be used to check & confirm attendance at your event.  Issuing official Certificates of Attendance for credit to attendees. Obtaining CLE credit varies from state to state and the rules can be complex. The Knowledge Group will help you navigate the complexities via complete cost effective CLE solutions for your conferences. Most CLE processing plans are just $499 plus filing fees and postage. To learn more email us at info@knowledgecongress.org or CALL 646-202-9344
    • 42. May 29, 2014 42 PRIVATE LABEL PROGRAM & INTERNAL TRAINING The Knowledge Group provides complete private label webcasts and in-house training solutions. Developing and executing webcasts can be a huge logistical nightmare. There are a lot of moving parts and devolving a program that is executed smoothly and cost effectively can prove to be a significant challenge for companies who do not produce events on a regular basis. Live events require a high level of proficiency in order to execute proficiently. Our producers will plan and develop your webcast for you and our webcast technicians will execute your live event with expert precision. We have produced over 1000 live webcasts. Put our vast expertise to work for you. Let us develop a professional webcast for your firm that will impress all your clients and internal stakeholders. Private Label Programs Include:  Complete Project Management  Topic Development  Recruitment of Speakers (Or you can use your own)  Marketing Material Design  PR Campaign  Marketing Campaign  Event Webpage Design  Slides: Design and Content Development  Speaker coordination: Arranging & Executing Calls, Coordinating Slides & Content  Attendee Registration  Complete LIVE Event Management for Speaker and Attendees including: o Technical Support o Event Moderator o Running the Live event (All Aspects) o Multiple Technical Back-ups & Redundancies to Ensure a Perfect Live Event o Webcast Recording (MP3 Audio & MP4 Video) o Post Webcast Performance Survey  CLE and CPE Processing Private Label Programs Start at just $999
    • 43. May 29, 2014 43 RESEARCH & BUSINESS PROCESS OUTSOURCING The Knowledge Group specializes in highly focused and intelligent market and topic research. Outsource your research projects and business processes to our team of experts. Normally we can run programs for less than 50% of what it would cost you to do it in-house. Here are some ideal uses for our services:  Market Research and Production o List Research (Prospects, Clients, Market Evaluation, Sales Lists, Surveys) o Design of Electronic Marketing Collateral o Executing Online Marketing Campaigns (Direct Email, PR Campaigns) o Website Design o Social Media  Analysis & Research o Research Companies & Produce Reports o Research for Cases o Specialized Research Projects  eSales (Electronic Inside Sales – Email and Online) o Sales Leads Development o eSales Campaigns  Inside Sales people will prospect for leased, contact them and coordinate with your sales team to follow up.  Our Inside eSales reps specialize in developing leads for big-ticket enterprise level products and services. o Electronic Database Building – Comprehensive service which includes development of sales leads, contacting clients, scoring leads, adding notes and transferring the entire data set to you for your internal sales reps.  eCustomer Service (Electronic Inside Sales – Email and Online) o Real-Time Customer Service for Your clients  Online Chat  Email o Follow-Up Customer Service  Responds to emails  Conducts Research  Replies Back to Your Customer Please note these are just a few ways our experts can help with your Business Process Outsourcing needs. If you have a project not specifically listed above please contact us to see if we can help.
    • 44. Introduction Kevin Ma is an international tax professional with Ernst & Young LLP based in Irvine, California. He is also the firm’s Global Cloud Computing Tax Resident. Kevin works with the firm’s largest and most innovative technology clients and client teams in addressing the unique tax issues facing this industry, covering all areas of taxation, including indirect tax, transfer pricing, international tax and global compliance and reporting. Kevin works with EY’s global network of firms across more than 150 countries to address emerging and known client issues. Kevin has spoken at a number of venues, including the Tax Executive Institute and Bloomberg BNA CITE, and has co- authored numerous technical articles and thought leadership pieces in the area of cloud computing. He is also the global editor responsible for producing EY’s Worldwide cloud computing tax guide. Kevin is a certified public accountant with a BS in Accountancy and a Master of Science in Taxation from the University of Southern California. May 29, 2014 44 SEGMENT 3: Kevin Ma Cloud Computing Tax Resident, International Tax Services Ernst & Young U.S. LLP
    • 45. Page 45 Agenda ► Objective: to understand why taxes play an important factor in a cloud ERP arrangement ► Topics to be covered: ► Taxing authority viewpoint ► Tax considerations ► Withholding taxes ► Sales and use taxes ► Value-added taxes (VAT) ► Leading practices
    • 46. Page 46 Tax concerns for ERP cloud consumers ► What jurisdiction has the right to tax (e.g., federal, state, provincial and/or municipal)? ► Is the transaction taxable? If so, what type of tax applies? ► Who is responsible for tax collection, compliance and reporting? What is the penalty for noncompliance? $ taxes
    • 47. Page 47 Current tax environment ► Tax laws have not kept pace with the evolution of technology and new business models ► Focus by the Organisation for Economic Co-operation and Development (OECD) to address the tax challenges of the digital economy ► Final report expected September 2014 ► Many jurisdictions and policy makers focused on the taxation of the digital economy (e.g., European Union, United States, Australia) ► Taxpayers and policy makers desire more certainty ► The Tax environment is shifting (e.g., media involvement, active policy discussion, corporate involvement)
    • 48. Page 48 The common types of taxes that affect ERP cloud consumers ► Withholding taxes ► Requirement for a payer of income to withhold taxes and remit such taxes to the local government on behalf of the recipient. Most commonly seen in cross-border transactions. ► Sales and use taxes ► A type of consumption tax that places a tax on most goods and certain taxable services. Most states in the US have a sales and use tax regime. ► Value-added taxes ► A type of consumption tax that imposes tax at each stage of production. Over 140 countries worldwide have a VAT/GST system. ► The only OECD member nation without VAT is the US
    • 49. Page 49 Threshold inquiry - payment characterization and sourcing ► Characterization ► Sale ► Lease/rent ► Royalty ► Services ► Other considerations ► Bifurcated income streams ► Sourcing/place of performance ► Location of performance ► Entity that performs ► Man versus machine paradigm
    • 50. Page 50 Withholding taxes ► Commonly considered in cross-border transactions ► Payment characterization and sourcing ► Domestic withholding tax requirements ► Application of an income tax treaty ► Compliance responsibility and documentation US Company Foreign Company Border $$
    • 51. Page 51 Sales and use taxes ► Payment characterization ► Tangible goods and taxable services ► Payment sourcing ► Location of the consumer ► Multiple locations ► Party responsible to collect, remit and report sales and use taxes ► Cloud vendor state nexus ► Cloud consumer’s obligation to self-assess ► Application and rates vary by state within the US
    • 52. Page 52 Value-added taxes ► Electronically supplied services ► Business to business (B2B) vs. business to consumer (B2C) ► Reverse charging ► Party responsible for collection and compliance ► Varied rates in the European Union and rest of world ► VAT registration required for B2C supplies in the EU, Switzerland, Norway, Iceland, South Africa and the Bahamas ► Physical presence may not be required to have a VAT obligation
    • 53. Page 53 Contracting model example Cloud services U.S. Customer U.S. contracting entity U.S. Customer Contract Contract Model 1 Contract Model 2 Non-U.S. principal servicesService center Considerations: ► Who is contractually involved — a US or foreign? Business or individual? ► Is the transaction subject to tax? Where? ► Which party is responsible for tax reporting and compliance?
    • 54. Page 54 Evaluation process Assess ►Assess legal and “physical” flow of cloud transactions ►Assess character of income, tax presence and nexus issues ►Evaluate contracts to understand tax responsibilities Implement ►Document intended tax treatment of cloud arrangements ►Outline core compliance plan Monitor ►Monitor relevant legislation and technical developments ►Evaluate internal business models
    • 55. Page 55 Leading practices ► Involve tax from the beginning ► Gather the facts ► Establish clear agreements ► Account for tax in the pricing of products and services ► Develop policies and controls ► Track and maintain documentation Cloud computing models IT infrastructure Customer contracts Controversy management Compliance and reporting IT Corporate governance Legal Tax
    • 56. Page 56 EY’s worldwide cloud computing tax guide  Go to ey.com/cloudtaxguide or download from the iTunes store under the “EY global tax guides” app  Based on the results of a global survey, the guide contains content for more than 90 jurisdictions and will be expanded to cover more than 100 jurisdictions.  The guide covers three different business arrangements:  Commissioned agent arrangement  Commissionaire arrangement  Buy-sell arrangement  The areas of taxation explored are:  Payment characterization  Withholding taxes  Permanent establishment  Value-added taxes
    • 57. ► You may ask a question at anytime throughout the presentation today. Simply click on the question mark icon located on the floating tool bar on the bottom right side of your screen. Type your question in the box that appears and click send. ► Questions will be answered in the order they are received. Q&A: May 29, 2014 57 SEGMENT 1: Jon Roskill Chief Executive Officer Acumatica SEGMENT 2: Mark A. Solberg, CPA President LANDFALL Solutions SEGMENT 3: Kevin Ma Cloud Computing Tax Resident, International Tax Services Ernst & Young U.S. LLP
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