E-INVOICING EXCHANGE SUMMIT - Miami, March 24 - 26, 2025

To shape the future agenda, we welcome your suggestions for presentations.
Take advantage of firsthand experiences, receive regulatory updates, and seize networking opportunities, register now.
If you are interested in becoming a partner for the E-Invoicing Exchange Summit, please reach out to Alexandra Bayer
Stay up-to-date with the latest program developments by subscribing to our newsletter.


Preliminary Agenda 2025

PRE-CONFERENCE DAY - MArch 24, 2025

09:00 - 10:00
Workshop Registration and Welcome Tea & Coffee

10:00 - 13:00

GENA Workshop

GENA Academy Essentials: Everything You Always Wanted to Know About E-Invoicing, but Were Afraid to Ask

Delve into the enigmatic world of E-Invoicing, where seemingly humble administrative documents wield unparalleled influence. This session will unravel the complexities of E-Invoicing, covering essential topics including:

+ Terms and Abbreviations: Decipher the jargon and acronyms.
+ E-Invoicing as a Business Process: Explore how E-Invoicing transcends mere paperwork to become a cornerstone of modern business operations.
+ Why Small Businesses are the Elephant in the Room: they aren't at the table, yet they dominate the debate.
+ Why Governments Care (A Lot): Understand why tax and other regulators simply cannot leave the invoice alone.
+ Supporting Characters: Meet the other crucial actors that contribute to the E-Invoicing ecosystem.
+ Models and Frameworks: Discover the diverse array of business and regulatory models and frameworks that shape E-Invoicing.
+ Regional, Sectoral, and Cultural Differences: how regional, sectoral, and cultural factors influence its implementation and adoption.
+ Global interoperability: The GENA/Peppol incubation project

Christiaan van der Valk Vice Chair and Richard Luthardt Board Member German Chapter,
GENA - Global Exchange Network Association, Belgium

13:00 - 14:00
Lunch Break and Networking

14:00 - 17:00

DBNA Meeting

Face to Face Meet-Up with the DBNAlliance

Join us at the DBNAlliance Face to Face Member Meeting, open for Members and those interested to join, come and see what the DBNAlliance is doing to introduce the B2B Highway for North America. 
All participants of the E-Invoicing Exchange Summit Miami are invited to join this workshop free of charge.
This meeting will cover:+ Current status of DBNAlliance membership
+ Introducing Global identifiers 
+ DBNAlliance market approach
+ How to use the framework (certificates, document profiles, AS4 configuration)
+ Demo of the use of the framework

Dolf Kars Chair, Alex Baulf Membership & Market adoption committee, Mickle Foretic Membership & Market adoption committee, Nikkie Bakker Marketing, Eugene Soliviov Chair Technical committee, Janusz Smilek Policy committee, DBNAlliance

17:00 - 20:00

ICEBREAKER RECEPTION SUPPORTED BY OFS Portal

Your networking experience starts right here. All participants and speakers are invited to attend the Icebreaker Reception and to pick up their badges for the two conference days.


Conference dayS - March 25 and 26, 2025

March 25 08:30 - 09:30 Welcome Coffee and Registration
  09:30 - 17:00 Presentations and Exhibition
  18:00 - 21:00 Networking Dinner Event

 

March 26 09:00 - 09:30 Morning Coffee
  09:30 - 16:00 Presentations and Exhibition
  16:00 End of the E-Invoicing Exchange Summit Miami 2025

09:30 - 09:45

Welcome and Opening

Alexandra Bayer E-Invoicing Exchange Summit


KEYNOTE

Opportunity of the Century: AI

+ Interactive Keynote on Artificial Intelligence
+ Updates from Silicon Valley
+ Applications in Business
+ Social Implications
+ Encouraging Courage Over Fear
+ What does being human mean in the Age of AI?

Bilal Zafar


Case Study

E-Invoicing Business to Government (B2G) Deployment

+ Overview of Business-to-Government (B2G)
+ Challenges and Risks of Business-to-Government (B2G)
+ Key Deliverables and Standardized Approach
+ Key Takeaways

Miledy Paris eCommerce Manager, Opportunity To Cash and Steven Batten eCommerce Supervisor, Opportunity to Cash, Halliburton


DBNAlliance goes Global: The DBNAlliance Open Exchange Networks Set-up for B2B and B2G Document Exchange in North America

+ The DBNAlliance Open Exchange Framework 
+ Targets for 2025
+ Global coverage and interoperability

Dolf Kars Chair, DBNAlliance


Case Study: International Best Practice

Implementation of Mandatory E-Invoicing in Germany: Challenges and Special Requirements for Small and Medium-Sized Enterprises

Richard Luthardt Board Member German Chapter, GENA - Global Exchange Network Association and Dr. Jörg Beier VP PO Tax Consultant, DATEV


The Role of E-Invoices in Business Strategy: Unveiling the Hidden Value of Data

 

 

Speaker to be announced soon


ROUNDTABLE SESSIONS

Discuss the most pressing business-relevant topics with your peers and gain valuable information.
More roundtables to be published soon.

E-Invoicing B2B Mandat and eReporting in Germany

Andreas Killinger Workshop International, Member „Verband elektronische Rechnung“ (VeR) and  Richard Luthardt Board Member German Chapter, GENA - Global Exchange Network Association

How to Promote Market Adoption of E-Invoicing

Todd Albers Senior Payments Consultant Payments, Standards and Outreach Group, Federal Reserve Bank of Minneapolis


Streamline your Processes to Accelerate Progress

This presentation will focus on how companies can strategically streamline their processes to drive progress and minimize disruptions. It will explore the challenges of transitioning to E-Invoicing and the importance of taking a holistic yet country-specific approach to implementation.
Key Takeaways:
+ Adopt a strategic approach to E-Invoicing to streamline operations and avoid disruptions
+ Simplify country-specific complexities with a clear, efficient implementation plan
+ Overcome adoption challenges to accelerate progress and realize long-term efficiencies

 

Gunjan Tripathi Director Solutions Marketing and Sal Visca Chief Technology Officer, Vertex


Mastering E-Invoicing Now: Actionable Steps for Compliance and Efficiency

This session will discuss the state-of-play for E-Invoicing mandates and what lessons can be learnt from regions that have already implemented E-Invoicing. Learn how E-Invoicing can help you transform your AR and AP functions with discussion of the typical challenges of E-Invoicing implementation projects and the obvious and not-so-obvious mistakes in early stages of implementation.

Alex Baulf Vice President, Global Indirect Tax & E-Invoicing, Avalara​​​​​​


The CIAT Digitalization Classification Matrix: E-Invoicing Models and Implementations – Cultural and Conceptual Aspects

Vinicius Pimentel de Freitas CTO, Inter-American Center of Tax Administrations (CIAT)


Convergence of Digital Real-Time Controls & Business Automation

+ In the digital world, tax and compliance are moving upstream, becoming the highest CFO priority
+ Understanding and embracing impacts on already established business processes, such as AR and AP automation, trade and overall supply chain
+ The importance of multistakeholder collaboration

Thomson Reuters, speaker to be announced


More presentations will be announced shortly


15:15 - 16:00
Farewell Coffee Break and Exhibition
16:00
End of E-Invoicing Exchange Summit in Miami 2025

Stay informed Subscribe to our Newsletter


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