Committees

Volunteer committees of corporate tax professionals play an important role by providing input into the development of annual operating plans and oversight to ensure that Tax 2.0 member interests are driving the overall Tax 2.0 initiative within the framework of the overall mission.

The volunteer leadership of Tax 2.0 is supported by its sponsor, Vertex Inc. Vertex supported the founding stages of the Tax 2.0 community in 2008-2011 and continues to provide financial and operational support as Tax 2.0 continues to mature.

The Executive Steering Committee (ESC) has the following responsibilities:

• Audit privacy procedures on behalf of membership
• Provide input on Tax 2.0 initiative and program direction
• Approve and monitor operating plans 
• Approve budgets and monitor financial performance Manage multi-year funding agreements 
• Synthesize input/feedback from operating sub-committees
• Ensure sub-committees are adequately staffed with volunteer leadership

The ESC is comprised of six senior tax executives. The term of service is three years, with two committee members rolling on/off each year. Committee members will be expected to attend a two-day annual planning meeting in person (travel expenses will be paid by Tax 2.0), and to participate in quarterly conference calls.

In the event that a committee member cannot complete her/his term of service on the ESC, the Committee will attempt to fill the vacancy.

The purpose of Sub-Committees is to focus member resources around the most important aspects of Tax 2.0 community success. The original set of Sub-Committees is: Membership & Community; Tax 2.0 Product Management; Member Content Development; eMarketplace; and Live Events. More Sub-Committees may be established by the ESC as the community discovers the need.

Only corporate tax members in good standing may serve on Sub-Committees. Membership on Sub-Committees will be on a volunteer basis, and are not subject to terms of service requirements like the ESC roles. Sub-Committee membership is, however, limited to 10. Therefore, if a Sub-Committee has 10 members and new members volunteer to serve, it is expected that long-standing members of the Sub-Committee will transition out to allow others the opportunity to contribute.

The Membership and Community Sub-Committee has the following responsibilities, working in conjunction with Vertex liaison staff:

• Member validation – establishing procedures to ensure the integrity of Tax 2.0 membership.
• Membership levels – providing input on the Tax 2.0 membership model and modifying as necessary to support the development and sustainability of the Tax 2.0 community.
• Community development – providing input on how to encourage Tax 2.0 members to participate actively in the community.
• Marketing to the tax community – providing input on how to reach corporate tax professionals with the Tax 2.0 membership invitation.
• Self-staffing – recruiting members of the Tax 2.0 community to join the committee.

Tax 2.0 Product Management Sub-Committee is responsible for managing the Tax 2.0 product portfolio, including the identification and development of new Tax 2.0 tools; the Tax 2.0 Certification Program; and the general Tax 2.0 web site environment. Members of the Sub-Committee will:

• Provide their subject matter expertise on research topics
• Provide input in the product development process with third-party partners such as SchellingPoint.
• Review the portfolio of tools and make choices about future research and development
• Self-staffing – recruiting members of the Tax 2.0 community to join the committee.

The Member Content Sub-Committee is responsible for ensuring an ongoing stream of member-driven content contributions to the Tax 2.0 community, both from corporate tax members and E-Marketplace Partners. The Sub-Committee will:

• Review levels of content contribution
• Encourage content contribution and work with
• Vertex liaison staff responsible for content development support
• Approve guidelines for content Role model appropriate levels of content contribution
• Self-staffing – recruiting members of the Tax 2.0 community to join the committee.

The eMarketplace Partner Sub-Committee will be responsible for developing and managing the community of commercial organizations that provide services and technologies for corporate tax professionals. The Sub-Committee’s responsibilities are:

• Develop guidelines for E-Marketplace Partner participation in the Tax 2.0 community to ensure an appropriate level of commercialism
• Gather feedback from both corporate tax members and E-Marketplace Partners on partner engagement with the community
• Ensure an effective portfolio of participating companies
• Review partner activity/behavior in the community
• Establish a win-win environment for both corporate members and E-Marketplace Partners
• Self-staffing – recruiting members of the Tax 2.0 community to join the committee.

Finally, the Live Events Sub-Committee will be responsible for providing input on the scheduling and content of Tax 2.0 Live Events. Vertex staff will be responsible for the marketing and execution of these events.