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

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.

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
+ How to use the framework (certificates, document profiles, AS4 configuration)
+ Demo of the use of the framework

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.

The adoption of E-Invoicing and real-time reporting systems continues to accelerate and spread across the world as more and more authorities turn to technology to streamline and optimise their tax collection process. These requirements can be, if not dealt with properly, very disruptive and will imply important changes in the way that businesses deal with their customers, their internal stakeholders and the tax authorities.

During this session, we'll talk about: 
+ What's new and what's next: update and overview of recent changes and upcoming requirements impacting businesses' global E-Invoicing/E-Reporting roadmap - with a special focus on how this impacts US based multinational companies 
+ Important (policy) initiatives that may influence the E-Invoicing/E-Reporting landscape going forward ('VAT in the Digital Age' (ViDA) in Europe, OECD's Tax Authority 3.0, ESG & transparency requirements)
+ How businesses can strategically prepare for what's coming
+ Practical use cases

Embark on a journey of strategic foresight with thought leader Markus Hornburg of Basware as we navigate the impending wave of E-Invoicing mandates in today's dynamic business terrain. Instead of mere reaction, discover the unparalleled benefits of proactive compliance preparation. Join us for an insightful exploration into the transformative power of staying ahead, offering strategic insights, practical solutions, and a roadmap to elevate your business from mere compliance to a true competitive advantage. 

1. Overview of Global Regulatory Billing and E-Invoicing Workflows at Google: An introduction to our E-Invoicing landscape, highlighting the established workflows and regulatory billing protocols at Google.

2. Challenges in the Evolving E-Invoicing/CTC Regulatory Mandates Landscape: An overview of the challenges Google faces as a multinational seller in the context of rapidly evolving global E-Invoicing/CTC mandates.

3. Strategic Approaches to Overcoming Challenges:
+ Product Development: Overview of how our billing homegrown product has been modified to meet current and future regulatory requirements while ensuring scalability.
+ Optimizing Processes for Business Requirements Gathering: Our process optimization strategies, focusing on efficient and agile business requirements gathering by Google cross functional teams.
+ Strategies and Perspectives on Working with E-Invoicing Vendors: Our approach of working with E-Invoicing vendors to ensure operational efficiency, security, and scalability.

+ Tapping into the benefits of automation & future proofing your business for e-invoicing in the US
+ Learn how Avalara & Oracle NetSuite have partnered to help businesses streamline e-invoicing from within the ERP, enabling them to improve operations, reduce costs, and mitigate risk while expanding into new markets

Discuss the most pressing business-relevant topics with your peers and gain valuable information.

This session brings together a panel of thought leaders to discuss how to build on the various successful regional and national initiatives and models for interoperability between the networks to create a truly global approach.

+ Regional diversity and Global commonality - where are the pressure points?
+ What is working consistently and why?
+ Is a common approach viable with different business, fiscal and legal models?
+ Building consensus and an alliance of stakeholders.
+ What does the B2B Network Model of the Future look like, what is the timing for global adoption?

All participants and speakers are invited to enjoy dinner and refreshments in a casual atmosphere. Use this perfect opportunity to intensify your business contacts and grow your network.

+ How it started: from declaration to source data
+ Market failure as a driver of the network focus in the second wave of CTC legislation
+ Redefining tax technology as a major category of enterprise software
+ What can enterprises expect the next five years to look like and how can they prepare?

As the prevalence of E-Invoicing and continuous transaction controls (CTC) has grown to over 75 countries, many multinational corporations face challenges in identifying the best department to oversee their global invoicing strategy. This informative session by Pagero will explore the collaborative roles of Tax, Finance, and IT in shaping an effective approach to E-Invoicing compliance as well as the benefits for each stakeholder, including non-tax related finance automation.

+ Role of Tax, Finance, and IT departments in forming a unified global invoicing strategy
+ Benefits of invoice automation across departments as a result of e-invoicing mandates
+ Implications of VAT in the Digital Age (ViDA) for future-proofing your organization ahead of the 2030 deadline

This presentation will emphasize the need for companies to think broadly and strategically about these changes to avoid potential disruptions to business. It will highlight the challenges of transitioning to E-Invoicing and the country-specific approach that businesses will need to take. It will address the importance of implementing solutions, discuss the risks associated with E-Invoicing in different jurisdictions and the need for businesses to be aware of potential pitfalls.

+ Embrace E-Invoicing changes strategically to ensure smooth operations
+ Acknowledge the time-consuming nature of implementing country-specific E-Invoicing solutions
+ Overcome challenges in successful E-Invoicing adoption

A key step toward modernizing business-to-business (B2B) payments involves achieving widespread adoption for businesses to exchange electronic remittance (e-remittance) information – or details about a payment – with each other. This is a challenge as remittance information is often sent in an unstructured format and is detached from the delivery of the payment.
The Business Payments Coalition conducted a pilot with industry stakeholders to test the exchange of electronic remittance information through an exchange framework to support electronic payments in the U.S.  This session will provide you with the background, objectives, and desired outcome from the pilot.

All participants and speakers are invited to enjoy lunch and refreshments. Use this perfect opportunity to intensify your business contacts and grow your network.

+ Direct Insights: Reflecting on the queries we often receive from our clients, we'll focus on addressing widespread inquiries related to automating financial procedures.
+ Trend Analysis: Unpack current trends in AR and AP automation, highlighting how businesses are leveraging technology for better financial health and operational efficiency.
+ Software Essentials: Learn what to look for in a service provider, with a focus on integration, scalability, and security, guided from our experience and client feedback.
+ Real Case Studies: Dive into discussions based on actual case studies, showcasing the tangible benefits and practical steps businesses have taken to implement automation successfully.

Overview of global E-Mandates at Grundfos:
+ The journey - What we did until now.
+ What we are working on.
+ Where are we going to.
+ Our landscape.

Challenges we are facing in our organization:
+ We have a dedicated team worldwide to support.
+ Knowledge is a key component to succeed.
+ Strategy of vendors to support the company is necessary.

Strategy to optimize the organization while being compliant:
+ A big opportunity to optimize the P2P process to handle incoming invoices as E2E process.

This case study illustrates the successful integration of methodologies to address customer needs and expectations effectively. We will discuss the application of problem identification, customer journey mapping, design thinking, and project prioritization. These methods have been synthesized into a unified process that enhances daily project operations and strategic decision-making.