Partners, tech & taxes: Driving transformation with EY & IBM

00:00

0.5
1
1.25
1.5
1.75
2

This is a podcast episode titled, Partners, tech & taxes: Driving transformation with EY & IBM. The summary for this episode is: Tax is a business game changer. Yes, really.  What happens when tax meets cutting-edge technology like AI? Transformation.  In this episode of Transformers, host Ann Funai is joined by Martin Fiore, EY Americas Vice Chair – Tax, and Kanthi Morrissey, IBM’s Chief Tax Officer, to explore how AI, automation and strategic partnerships are revolutionizing tax and reshaping business operations.   Whether you're a CIO, CFO, tech strategist or business leader, this conversation will reshape how you think about tax, data and the future of enterprise transformation.  Chapters  00:00 — Tax touches everything; it needs a tech transformation, too. 05:58 — Transformation optimism: The balance of human talent and AI augmentation 10:17 — Data, process, then AI: Getting full value from transformation takes time 13:48 — Getting from proof-of-concept to commercially viable solutions 16:48 — Prioritize partnerships: Use your ecosystem for future success 18:58 — EQ, IQ, AQ and the broad skillsets that leaders want from the future workforce 25:29 — Learn every day and go where your purpose resides.   The opinions expressed in this podcast are solely those of the participants and do not necessarily reflect the views of IBM or any other organization or entity.

DESCRIPTION

Tax is a business game changer. Yes, really.

What happens when tax meets cutting-edge technology like AI? Transformation.

In this episode of Transformers, host Ann Funai is joined by Martin Fiore, EY Americas Vice Chair – Tax, and Kanthi Morrissey, IBM’s Chief Tax Officer, to explore how AI, automation and strategic partnerships are revolutionizing tax and reshaping business operations.

Whether you're a CIO, CFO, tech strategist or business leader, this conversation will reshape how you think about tax, data and the future of enterprise transformation.

Chapters

00:00 — Tax touches everything; it needs a tech transformation, too.

05:58 — Transformation optimism: The balance of human talent and AI augmentation

10:17 — Data, process, then AI: Getting full value from transformation takes time

13:48 — Getting from proof-of-concept to commercially viable solutions

16:48 — Prioritize partnerships: Use your ecosystem for future success

18:58 — EQ, IQ, AQ and the broad skillsets that leaders want from the future workforce

25:29 — Learn every day and go where your purpose resides.

The opinions expressed in this podcast are solely those of the participants and do not necessarily reflect the views of IBM or any other organization or entity.

Today's Host

Ann Funai

|CIO & VP of Business Platform Transformation, IBM

Today's Guests

Martin Fiore

|Americas Vice Chair, Tax, EY

Martin Fiore is the EY Americas Vice Chair — Tax, leading a talented group of more than 20,000 professionals. Martin is responsible for driving growth, managing resources, developing people and ensuring the Tax team provides exceptional, digitally enabled service to clients across North, Central and South America and Israel. Martin previously served as Deputy Vice Chair — Tax and as Talent Leader for the Americas Tax Service Line at EY. Throughout his career, Martin has been a member of the Americas Tax Leadership team, Tax Operating Committee, Americas Tax Partner Forum and Americas Inclusiveness Advisory Council. Martin also serves as the leader of EY Tax University and the Visionary Leadership Forum, and he is the Executive Sponsor of the Robotics Process Automation (RPA) market strategy for Americas Tax. Additionally, Martin has held many practice leadership positions at the firm: Regional Tax Leader for the former US-East Region, Global Compliance & Reporting Leader, Business Tax Service practice leader, and Tax Accounting & Risk Advisory Services. Martin also served 15 years in the International Tax Services practice, specializing in quantitative modeling for US and multinational organizations. Further, Martin is a frequent business-media interview subject and thought leader on the future of business, technology and talent topics. His book, Humanity Reimagined, was published in 2021. In his free time, Martin is an active marathon runner, enjoys skiing with his family and is a proud Notre Dame football fan.

Kanthi Morrissey

|Chief Tax Officer, IBM

Kanthi’s professional background is rooted in IBM and specifically the tax department of IBM. She joined IBM in February 2004 in Bangalore, India and had a long and scenic route to the headquarters location in Armonk, NY. As the Chief Tax Officer, she leads a team of high performing tax professionals to manage all tax matters for IBM globally. She is passionate about running a best-in-class tax function that embraces AI and contributes to IBM’s growth. Her team is dedicated to providing exceptional tax support on a daily basis to each of IBM’s business units and all customers both internal and external. She and her team are very focused on tax legislative and policy matters around the world. Prior to joining IBM, Kanthi spent 3 years in the tax services division of PricewaterhouseCoopers, Bangalore, India. Kanthi has her undergraduate degree in business and accounting from Bangalore University, is a member of the Institute of Chartered Accountants of India and has a Master of Science in Taxation from Fordham University, NY. On the personal front, she lives in Pound Ridge, NY with her husband and their nine-year-old daughter who keeps life young and interesting.

Partners, tech & taxes: Driving transformation with EY & IBM

DESCRIPTION

Today's Host

Ann Funai

Today's Guests

Martin Fiore

Kanthi Morrissey

Related Resources

Recent Episodes

Adaptability Quotient: The CIO edge in an AI world

The business case for multimodal AI and automation

Humans, partnerships & AI agents: Is your enterprise ready?

AI & cyber resilience: What every C-Suite must know

Data Sovereignty & AI: Scaling Health Equity with Digital Innovation

Assume positive intent: Leadership lessons for CIOs