Vertex Exchange: big ideas, big impact

Vertex CEO David DeStefano emphasizes the factors driving innovation at Vertex Exchange 2024.

A stylized depiction of the New Orleans skyline, with buildings styled in Vertex's colors.

As the world of tax and business evolves rapidly, the purpose of our innovations is more important than ever. It’s not just about generating ideas or building technology – it’s about making meaningful connections that drive success. While technology plays a key role, it’s the trust and collaboration we cultivate with our customers, partners and within our ecosystem that delivers meaningful value. At this week’s Vertex Exchange Conference in New Orleans, we’re focusing on these thoughtful human connections that fuel progress and partnership.

At Vertex, every idea – big or small, practical or pioneering – serves one overarching purpose: to simplify and improve our customers’ day-to-day operations and long-term planning. We are constantly working to help indirect tax professionals, leaders and teams streamline their tasks, accelerate time to value, reduce risk and improve confidence. Ultimately, this allows tax departments to focus more on the strategic power of their company’s data rather than the tools used to manage it. Our goal remains consistent to help businesses adapt to the ever-changing regulatory pressures and technological landscape, then leverage those changes as competitive advantages.

This year’s Exchange revolves around the big ideas that reflect the shifting priorities and opportunities within the tax industry. From navigating the complexities of compliance to harnessing emerging technologies and data-driven insights, this event is an exploration of how tax functions are transforming to deliver greater value and operational efficiency across entire organizations.

Several key focus areas will shape discussions —both at the conference and beyond —as Vertex and our partners continue to innovate throughout the year. The conversations surrounding our presentations, panels and brainstorming sessions aim to address the most pressing challenges facing tax professionals today, while exploring new solutions to enhance efficiency and create greater value across organizations. These areas include:

  • Data drives value: In today’s hyper-connected world, data is the foundation of business success. Every transaction generates vast amounts of information, but the challenge is turning that data into actionable insights. Our solutions empower customers to do just that, by ensuring seamless integration of tax content and transactional data across their essential systems. We work closely with our partners to ensure that data flows smoothly and continuously, delivering the insights necessary to drive operational efficiency and strategic decision making. With our commitment to expanding industry and jurisdictional tax content, businesses can confidently adapt to changing regulations.
  • Technology is built on trust: Trust is at the core of everything we do. We don’t just apply technology to solve problems; we build solutions around the real- world tax challenges that our customers face every day. That’s why businesses trust Vertex to manage some of their most essential processes. We take pride in that trust and work tirelessly to ensure that our solutions make their work easier, faster and more efficient.
  • Collaboration fuels success: In today’s interconnected business environment, collaboration is essential. The feedback and insights we’ve received from our customers have been instrumental in helping us design and refine the products and services that truly meet their needs. Equally important are our partners, whose expertise in system integrations and implementations accelerates time-to-value for businesses. We’ve invested heavily in improving our partner enablement programs to ensure that, together, we deliver exceptional customer experiences – helping businesses go live faster, realize value quicker and get back to their core operations without delay.

In a world where global commerce is becoming more interconnected and fast-paced, staying competitive requires constant adaptation and innovation. This is where fresh thinking, new ideas and powerful technology come into play.

But our best ideas don’t come from within—they come from connection and learning from our relationships with our customers and partners. Their trust and partnership inspire our innovations and fuel our growth.

Blog Author

David DeStefano: President, CEO and Chairperson of the Board at Vertex Inc. Vertex delivers the world’s most valued tax solutions for companies to connect, transact, and comply while growing their business.

David DeStefano

Präsident, CEO und Vorstandsvorsitzender

Alle Veröffentlichungen von David Ansehen

David DeStefano ist seit 2016 als President und Chief Executive Officer tätig, trat 2019 unserem Vorstand bei und wurde 2020 zu dessen Vorsitzenden ernannt.

Zuvor war er Vice President, Chief Financial Officer und Executive Vice President. Bevor er zum Unternehmen kam, war er Principal und Vice President bei The Mid Atlantic Companies, Ltd.

Außerdem ist er Mitglied des Beratungsausschusses für Corporate Social Responsibility beim Satell Institute und des Kuratoriums des Joseph Fund in Camden, New Jersey. Er hat einen B.S. in Finanzwesen von der Lehigh University.

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