Electronic Invoicing
Other Solutions
About the event
The numerous tax compliance changes that occur annually around the world are sudden, inflexible and consequential.
At the Tax Compliance Summit we will be exploring the main changes and legislative trends at a global level, enabling companies to anticipate and keep up to date with developments in the financial and tax areas of their companies multijurisdictional operations, delving into topics such as Electronic Invoicing, Mandatory Declarations, VAT Determination or Continuous Transaction Controls.
Who is it addressed to
The growing complexity and regulatory digitalization on a global scale requires permanent updating on this phenomenon. Leaders in the financial, tax and information systems areas are at the forefront of multinationals and companies in the process of internationalization to anticipate tax compliance requirements to ensure that they are fully focused on their business and operations.
CheckIn & Welcome Coffee
Opening
Elçim Sirek
VP Sales, Sovos
Christopher Lynch
CMO, Sovos
Key market trends and how Gen AI will transform your finance department
Gabriel Coimbra
Group VIP, Head of South Europe Sales & Country Manager Portugal, IDC Portugal
An overview of the regulatory landscape worldwide
Christiaan Van Der Valk
VP Strategy & Regulatory, Sovos
e-Invoicing developments in the EU
Carmen Ciciriello
Lead Advisor for Electronic Invoicing, European Commission DG GROW
Technology adoption trends in the financial and fiscal function
Ricardo Correia
Partner, EY Portugal
Bridgestone’s E-Invoicing Journey
Tomas V. Rosales
Finance Director & E2E Finance Optimization EMEA, Bridgestone
Transforming tax: the future of tax professionals and departments
Ana Roldão
Director Tax Innovation, KPMG
Inês Pereira
Associate Partner Tax Indirect, KPMG
Coffee Break
Panel | Retail & Services
Rafael Graca
Global Tax Director, Outsystems
Tiago Baunites Rocha
International Tax Manager, Greenvolt
Ana Vieira
VP of Tax, Remote
João Barreto
Accounting & Reporting Manager & Tax Specialist, IKEA Portugal
Global regulatory complexity and trends
Susana Caetano
Director | Indirect Tax (VAT, Customs, Excise), PwC
Susana Claro
Partner | Indirect Tax (VAT, Customs, Excise), PwC
From Italy’s Pioneering Steps to ViDA’s Next Phase: the Observatory’s research
Paola Olivares
Research Director, International Observatory on eInvoicing, Politecnico di Milano
Asia Jane Leigh
Research Analyst, International Observatory on eInvoicing, Politecnico di Milano
Networking Lunch
The digital journey of the in-House Tax Departments
André Vasconcelos
Partner, Deloitte
Panel | Industry
João Santana
Head of Tax Portugal, Bosch
Inês Lobo Vicente
International Tax Director, Visabeira
Francisca Farinha
Tax Manager, Cimpor
AI role in Compliance Data
Valter Pinho
General Manager SAF-T, Sovos
Latest e-Invoicing reporting and trends from Billentis
Marcus Laube
VAT in the Digital Age
Fernando Campos Pereira
Subdiretor-geral
Área de Gestão Tributária – Impostos Indiretos (IVA e IEC) e ISV, Autoridade Tributária
Key Takeaways
Christiaan Van Der Valk
VP Strategy & Regulatory, Sovos
Networking Cocktail
Carmen Ciciriello is a recognised expert in digital services innovation. Over the past 2 decades, she has been at the forefront of establishing standards for eInvoicing and eProcurement, also serving as a prominent policy advisor in these domains. She has effectively overseen several EU funded projects in payments, eInvoicing, eProcurement (Peppol) and Linked Open Data.
Since 2008, she has been a member of the European Commission Expert Groups on eInvoicing, Payment Systems, eProcurement, and Public Procurement, offering valuable guidance.
Currently, she holds the position of Lead Advisor for eInvoicing at the European Commission DG GROW.
Furthermore, she serves as the ICT expert contributing to the ex-post Evaluation of Cohesion Policy Programmes (2007-2013 and 2014-2020) financed by the European Regional Development Fund (ERDF) and Cohesion Fund.
Subdiretor-geral Área de Gestão Tributária – Impostos Indiretos (IVA e IEC) e ISV
Autoridade Tributária
Fernando Campos Pereira is Deputy General Director of the Tax Management Area – Indirect Taxes (Value Added Tax, Special Consumption Taxes) and Vehicle Tax. He joined AT in 1985, currently holding the category of Tax and Customs Inspector and, among other functions, he was a Member of the Customs Union Performance Project Group, with the European Commission, representing the Tax and Customs Authority, Director of Aveiro Customs and Technical Advisor at Permanent Representation of Portugal to the European Union, in the Economy and Finance Unit (taxation and customs area) – Exercise of the Presidency of Working Groups in the Portuguese Presidency of the Council of the European Union, in the 1st semester of 2021. He has a degree in Management, from the Institute of Higher Financial and Tax Studies and a master’s degree in Business Sciences, from the Faculty of Economics of the University of Porto. He was also Adjunct Professor at the Higher Institute of Advanced Technologies (Porto).
Over the past quarter-century, Marcus Laube has concentrated on innovating services within the realms of electronic invoicing and Integrated Digital Trade, successfully penetrating both Business-to-Business (B2B) and Business-to-Government (B2G) markets.
In his capacities as Founder, Managing Director, and Board Member at various service providers, Marcus has significantly influenced the strategic direction, organizational structure, and product offerings of numerous global corporations. He has actively participated in European Commission working groups and provided consultancy to governments and official bodies on optimal strategies for implementing electronic invoicing systems.
Marcus is a recognized pioneer in the industry and used to hold various influential positions in prominent associations. These roles still include Secretary General of the Global Exchange Network Association (GENA) in Brussels, Belgium; and used to include Chairman of the Verband elektronische Rechnung (VeR) in Munich, Germany and Chairman of the European Fintech Alliance (EFA) in Berlin, Germany.
Finance professional with experience in multinational companies and with broad market coverage. He has worked in Europe, USA and Mexico where he comes from. Currently he is the Head of E2E Finance Optimization EMEAat Bridgestone, a tire sector company where he is the right arm of the CFO and leads various projects related to finance vision, e-invoicing, competitor analysis, Business Insights, CAPEX, and overall E2E Finance optimization.Tomas also worked at UTC, Ingersoll Rand, and Newell Rubbermaid in USA and in Europe in various finance roles. He has experience in budget, forecasting, reporting, FP&A transformation, working capital, cash flow, NPD, sales performance, restructuring, standard costing, inventory control, among his working areas.Tomas has a bachelor’s degree in information systems with a minor in finance, from Technological Institute from Mexicali, Mexico.
Graduated in Management Engineering in Politecnico di Milano, she has been working at the Digital Innovation Observatories since 2014. She is currently Director of the Digital B2b Observatory, the Drone and Advanced Air Mobility Observatory, the International Observatory on Electronic Invoicing and the Working Table on B2b Customer Experience. She is also Account Manager of some large clients and responsible for measuring the impact of research. In the past years, she studied the digitization of the Public Administration and Digital Export.
Graduated in International Cooperation Policies for Development at the Università Cattolica del Sacro Cuore in Milan, she is currently a research analyst at the Digital B2b Observatory and the International Observatory on Electronic Invoicing. In recent years she has studied international business relations and digitization.
With 20 years of experience in the ICT market, Gabriel Coimbra is Group Vice President of IDC and responsible for IDC’s operations in Portugal, the world’s leading company in the area of market intelligence, advisory services and organization of events for the ICT markets, Telecommunications and Consumer Electronics. In addition to management activities, Gabriel Coimbra is directly involved in the design and coordination of the various studies and advisory services that IDC develops in Portugal, and also contributes to several IDC consultancy and advisory projects in Portugal. At EMEA level he is part of the team that is developing new consulting and advisory practices at IDC. In the academic context, he collaborates with some of the main higher education institutions in Portugal, such as Católica Lisbon School of Business & Economics, NOVA IMS and Porto Business School, in postgraduate programs in Information Systems and Digital Transformation . His opinion is regularly cited in the specialized and economic press, such as Semanário Expresso, Diário Económico, Revista Exame, Jornal de Negócios among others. Gabriel Coimbra has a Master’s degree in Statistics and Information Management from NOVA IMS and a postgraduate degree in Advanced Management from the Universidade Católica Portuguesa (UCP).
As vice president for strategy and regulatory at Sovos, Christiaan Van Der Valk leads research into trends in the market and tax legislation. His insight and expertise are instrumental in determining business strategy and when to buy, build or partner to create solutions that meet emerging trends. Christiaan is an internationally recognized voice on e-business strategy, law, policy, and best practice. He was elected a World Economic Forum Global Leader for Tomorrow in 2000. He also holds long-standing leadership roles at European and global business and policy organizations.
Susana Caetano is a Tax Director at PwC in the Indirect Taxes area (VAT, IEC and Customs Duties).
She has a degree in Business Administration and Management from the Faculty of Economic and Business Sciences of the Universidade Católica Portuguesa.
She has a postgraduate degree in Strategic Management and a postgraduate degree in Management and Leadership for Executives, both from Universidade Católica Portuguesa. She is currently studying law at the Faculty of Law of Universidade Nova de Lisboa.
She has extensive experience in projects designing and implementing structures, processes and procedures that allow for the maximization of VAT recovery, through analysis of the operations carried out and identification of business areas susceptible to adoption of real and pro-rata allocation methods, SAF-T (PT) and software certification projects, participating in multidisciplinary teams in the implementation and review component of fiscal tests.
Susana Claro is Partner at PwC in the Indirect Taxes area (VAT, IEC and Customs Duties).
She has a degree in Business Organization and Management from the Instituto Superior de Ciências do Trabalho e da Empresa (ISCTE) and has a postgraduate degree in Advanced Accounting and Taxation from Overgest / ISCTE. It is a curricular component of the Chartered Accountant Preparation Course by the Order of Chartered Accountants (OROC).
She has extensive experience in projects implementing tax efficiency structures, namely in the areas of Financial Services, Construction & Real Estate, Hospital & Health Care and Consumer Business, monitoring clients’ current tax issues and monitoring audits, due diligences, reviews of procedures and reviews of internal control processes and review of tax returns.
She is an arbitrator at the Administrative Arbitration Center (CAAD).
After more than 20 years of experience in the area of tax consultancy in indirect taxes, Ana is currently director of the Tax Innovation & Technology department at KPMG, driving efficiency in internal projects and supporting clients in tax transformation and innovation.
She has a degree in Economics from ISEG-UTL, a postgraduate degree in Tax from the University of Lisbon and is specialised in programming.
With a team dedicated to tax and technology topics, Ana has been responsible for managing tax transformation projects, focusing on developing RPA for tax efficiency, data analysis and transformation, and also developing customized tools to address some of the main tax pain points.
Inês is an Associate Partner at KPMG responsible for the Indirect Taxes area (VAT, IEC, Customs Taxes and Property Taxes) at KPMG in Angola.
She has a degree in Economics from the Faculty of Economics of Porto. She began her career in 2005 at another tax consultancy company. In 2017, she joined KPMG.
Her professional experience has focused on coordinating several strategic planning projects regarding Indirect Taxes (mainly Value Added Tax and Property Taxes). In this context, she has been involved in projects implementing and reviewing VAT procedures, as well as optimizing VAT procedures. Additionally, she has been supporting Clients in tax processes, including litigation with tax authorities.
Ricardo is Partner in the Tax Technology and Transformation practice at EY. He is responsible for the Portugal, Angola and Mozambique hub.
Ricardo has extensive experience in business and technological consultancy.
He has successfully developed and implemented several large-scale digital transformation projects in different geographies and in different sectors.
Rafael Graca is the Global Tax Director at OutSystems, an enterprise-grade low-code platform for the complex, business-critical apps that matter most to business. His job is to improve the Company’s financial performance and help meet its strategic goals. In the United States and globally.
He started his career with EY in the Lisbon and the New York office. MBA at IE Business School in Madrid. He worked for McKinsey & Co. in Europe and Africa, before joining OutSystems.
Tiago started his career in the transfer pricing department at Deloitte, from 2012 to 2019, where he focused on transfer pricing issues for several clients, on a broad number of industries. He was also involved in several negotiations with Portuguese Tax Authorities regarding APA procedures.
He continued his transfer pricing career in KPMG, when he left in 2021 to join a multinational fintech start-up as a tax manager. In this start-up, he focused on several tax issues, with particular focus on M&A topics and VAT issues – considering the challenges posed by VAT rules to financial companies.
Tiago is currently International Tax Manager at Greenvolt, a multinational renewable energy company, focusing on international tax issues related to M&A processes. He has been working at Greenvolt since early 2024.
With over 15 years of professional experience in international taxation, Inês Lobo Vicente is currently International Tax Director at Constructel | Visabeira Group. Constructel has a strong national and international presence and develops its activities notably in the telecommunications and energy sectors.
Inês graduated in Law, from the Faculty of Law of the University of Lisbon and has a post-graduation in Corporate Finance. She has participated in several tax-related trainings, both as a participant as well as a facilitator.
Inês has extensive experience in tax and business advisory, strategic and tax planning, corporate structuring, as well as M&A projects and optimisation of international structures and transactions. Inês has previously worked in two of the Big4, prior to joining Constructel | Visabeira Group, where she is the tax leader regarding national and international matters within the Group.
Francisca Farinha has a degree in Economics from ISEG and an Executive Master’s degree in Advanced Accounting and Taxation from ISCTE. She also participated in the Management and Leadership program – AESE Business School. Francisca worked as a tax consultant for 8 years at PwC in the Corporate Tax department and was a trainer in the same area as part of the PwC Academy. She has been in Cimpor’s tax department for 9 years, the last 3 as head of this department.
Santana, graduated in Law (legal-economic mention) from the Faculty of Law of Lisbon in 2000.
Professional career in tax consultancy, started in September 2000 at the then Andersen (ex Arthur Andersen), with the practice in Portugal transferred to Deloitte in 2002.
He was Tax Manager at Deloitte between 2007 and 2012, with focus on supporting the taxation of companies and real estate assets for clients in the large distribution, industrial and non-financial services areas.
Between 2012 and 2013 he served as Of-Counsel of the Tax Department of the law firm F. Castelo Branco e Associados, where he continued his tax consultancy activity, combined with legal consultancy.
Since November 2013, he has been Head of Tax at Robert Bosch in Portugal, being responsible for the Group’s Tax Department in Portugal, integrated into the Group’s global internal network of internal Tax Departments. He provides all compliance and tax consultancy matters in coordination with the Central Tax Department of the Bosch Group based in Stuttgart, Germany.
Chief Marketing Officer
Sovos
As VP, Sales–EMEA, Elcim is driving the GTM (Go to Market) strategy and sales execution for the region. With over 25 years of experience, she thrives on success and fast growth having worked for companies including Oracle, Gartner and Tech Mahindra.
Highly motivated, she strives for continued improvements not only for customers but also within Sovos, and for her team through collaboration and best practices. Elcim firmly believes that by removing the pain of tax compliance, companies can focus on their goals which in turn helps shareholders, local communities and the economy.
Valter Pinho is General Manager SAF-T at SOVOS and Adjunct Guest Professor at the Instituto Politécnico do Porto in Computer Engineering subjects.
Graduate and Specialist Professor in Computer Engineering from the Instituto Superior de Engenharia do Porto
MBA in Management and Marketing from Universidade Catolica/ESADE (Barcelona)
With more than 30 years of experience in Computer Engineering and Computer Science, he has participated in numerous projects in software engineering, ERP implementation, software development and consultancy. In recent years he has specialized in the area of tax compliance and data analytics, with projects for regulators and companies, in Portugal and across Europe.
Ana has an extensive practice in the tax environment. Her practice started in consultancy work 20 years ago where the different types of taxes were developed nationally and internationally. During practice, Ana has developed several partnerships with technical magazines and is a guest writer for newspaper and paper editions, apart from teaching in different universities.
Currently she accepted the challenge of leading Remote tax, where she leads the tax practice in more than 91 countries, being present in the different countries and contacting the different tax regulators on a recurrent basis.
With a degree in Management and Business Administration from Universidade Católica Portuguesa, André currently holds the position of Partner in the tax area at Deloitte. He is a Chartered Accountant, university professor and author of several technical publications in the area of taxation.
His professional experience has focused on the areas of strategic and recurring tax consultancy, in terms of the various taxes existing in Portugal and the application of tax benefits in most sectors of activity.
He is one of the coordinators of the digital offer for Deloitte’s tax area, and is also dedicated to the design and development of digital solutions for the tax function, both for use by Deloitte’s internal teams and by clients.
João Barreto is responsible for the Tax department at IKEA Portugal (Retail), an entity belonging to the INGKA Group, since 2020 having already, during 2024, held the position of Accounting & Reporting Manager. As tax manager, his objective is to ensure that the group’s tax strategy is implemented locally, ensure Compliance, advise local businesses and new local and international projects, monitor ATA inspections and manage transfer pricing dossiers always with the global objective in line with the Group, to create a better everyday life for the majority of people.
João Barreto has a Master in finance and accounting from INDEG-ISCTE and is a member of the Order of Certified Accountants, he began his career in 2012 having worked for two Big4 and the EDP Group where he acquired extensive experience related to tax issues.
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