Agenda
3:00 PM Registration 
3:30 PM MTC Tour 
4:00 PM Presentation 
5:00 PM Happy Hour  

Title
From Compliance to Competitive Advantage: How Finance and Tax Are Leveraging AI and Data to Drive Enterprise Value

Description
Finance and tax executives face increasing pressure to deliver value while navigating growing data complexity, regulatory demands, and resource constraints. This session examines how organizations are using AI, modern data architectures, and integrated technology platforms to create stronger alignment between finance and tax.

Through practical examples and emerging trends, attendees will discover how leading organizations are overcoming traditional challenges related to data collection, global reporting, workflow management, and visibility into tax operations. The session will also highlight innovative applications of leading vendor data platforms, and AI-enabled solutions that help finance and tax teams automate workflows and turn data into actionable business intelligence.

Meet Our Speakers

Jeff White
Principal
Digital Tax Solutions

Jeff is a Principal in BDO’s Digital Tax Solutions practice, where he helps organizations enhance the performance of their tax functions through strategic improvements in data, processes, people and technology.

Jeff has more than 25 years of consulting experience advising complex tax organizations transform the way they operate.  

He specializes in assessing tax function operating models, identifying opportunities for improvement, and leading initiatives that align tax operations with broader business objectives. His expertise includes organizational design, tax data strategy, and the development of technology-enabled processes that automate workflows, mitigate risk, improve transparency, and drive measurable business value.

Prior to joining BDO, Jeff held leadership positions at global accounting firms for more than two decades, advising large public, private, and flow-through organizations on tax function transformation, tax technology implementation, financial process improvement, and other specialized tax consulting services.
Industry experience.

Jeff has served clients with transformation services in various industries, including manufacturing, healthcare, technology, retail, life sciences, energy, entertainment, gaming and financial services.

Professional qualifications and memberships
Certified Public Accountant, California
Member, American Institute of Certified Public Accountants (AICPA)

Education
Bachelor of Science in Accounting, Loyola Marymount University 

Alex Drozd
Account Executive, BDO Digital

Alex is an Account Executive for BDO Digital with over fifteen years of IT consulting experience, focusing on helping clients with cost consolidation and resource optimization across several lines of technology. Examples of his experience include advanced and predictive analytics, data management, cloud infrastructure, cyber security, artificial intelligence, application development, content management/document repository services, DevOps, ERP, CRM, marketing technology, managed services, software consolidation, and other various services. Her experience covers a wide range of industries. ​​

Prior to joining BDO, Alex was the VP of Partnerships at a Microsoft Systems Integrator where he helped run the Microsoft practice which included achievements in Azure Open AI, the Microsoft Power Platform, and being a global launch partner for Microsoft Syntex/SharePoint Premium.  Alex has experience working with different lines of business to help connect ways that technology can provide better outcomes and accomplishes this through continuous learning and a process-driven approach.

Education
B.A., Communication Studies, Clemson University​, 2007​

Ian Hu
Experienced Manager – CPA 

Ian has over 8 years of experience in tax technology, leveraging his expertise to drive growth, enhance operational efficiencies, and deliver outstanding client service across diverse industries. Before joining BDO, Ian served as a Manager at EY's Legal Technology division, where he orchestrated end-to-end contract lifecycle management solutions that significantly transformed client contracting experience.
Prior to legal technology, Ian played a pivotal role in EY's Intelligence Automation group, leading a specialized team in the design, configuration, and implementation of various Robotic Process Automation (RPA) solutions tailored for clients' tax departments. His initiatives spanned income tax, property tax, and sales & use tax, liberating clients from repetitive tasks and enabling them to refocus on high-value activities.
Ian is a Certified Public Accountant licensed in the state of Michigan and Texas.

Tax technology experience
Thomson Reuters ONESOURCE Income Tax
Thomson Reuters ONESOURCE Tax Provision

Education
M.S., Accounting, Michigan State University
B.A., Accounting, Michigan State University

Thank you to our Platinum Strategic Partner:

1.5 hours of Continuing Professional Education (CPE) will be offered. No prerequisites required. 

Parking at the Houston Hub

750 Town and Country Blvd #1000, Houston, TX 77024
The parking garage is located on the east side of 750 Town and Country Blvd

There are two entrances: one on Town and Country Blvd and one on Queensbury Ln (see red arrows in image)

Parking in the garage is open, except when designated by a “Reserved” placard.

Entrance to 750 Town and Country building is available through the garage.

Take the elevators up to the 10th floor to check-in with the host.

Host will validate parking upon arrival during normal business hours (8am to 5pm) - please bring your ticket to the front desk to validate.