OEM Partner Day 2018

The OEM Partner Day event will take place in Düsseldorf on 24 September. We are looking forward to an interesting and informative day focusing on taxonomy.

Top topic: Taxonomy

Following our last joint OEM Partner Day in 2016, we have prepared a wealth of new and up-to-date information on the subject of taxonomy for you this year. The tax authorities’ requirements regarding Electronic balance sheet are becoming more complex year on year; new reporting elements are now mandatory, and further topics based on the e-balance sheet are being added. The „Digital Financial Report (DiFin)“, which has now moved beyond the pilot phase and will be rolled out to your customers and to us as business owners over the coming months, will be a key topic, as will our Release 19, in which we will explain how you can meet the requirements in Opti.Tax meet these requirements and thereby provide your customers with a valuable tool.

We also present talks on current topics. Our aim is to provide you with valuable specialist information. In the context of Opti.Tax and the available modules, you can then assess for yourself to what extent these topics are relevant to your clients.

At this year’s Partners’ Day, we have invited speakers who will give expert presentations on the following topics:

■ Procedural documentation relevant to audits (Ms Alice Siegert, Hamburg Tax Office)
■ Digital Financial Report (Mr Henning Röthemeier, Deutsche Bundesbank)
■ The first few weeks under the GDPR (Mr Hendrik Sievers, beck Rechtsanwälte)

Alongside these fascinating presentations, we will be discussing the implementation of the legal requirements relating to e-balance sheets, DiFin, the Federal Gazette and procedural documentation in Opti.Tax. The presentations will be based on the upcoming Opti.Tax Release 19.

The lecture series

At this point, we would like to introduce our speakers and the topics in a little more detail:

Presentation topic: Digital financial reporting

Henning Röthemeier is Head of Division in the Credit Analysis and Securities Department at the Deutsche Bundesbank. A graduate in business administration, Henning Röthemeier has been with the Bundesbank since 1990 and has successfully held the following positions: banking supervision, assistant to the Executive Board of the Landeszentralbank NRW, head of banking audits and head of the Credit Analysis and Securities Division.

Presentation topic: How has the GDPR got off the ground?

Hendrik Sievers is Head of the IT and Media Law Practice Group and primarily advises companies on data protection, e-commerce and contract law. Hendrik Sievers’ areas of specialisation also include distribution and competition law. Furthermore, Hendrik Sievers is managing director of beck Service GmbH, where he acts as an external data protection officer for several companies.

Lecture topic: Relevance to examinations Procedural documentation in accordance with GoBD and Verification of till data and stock management data

Alice Siegert, a lawyer and deputy head of department at a tax office in Hamburg, previously served for many years as head of the external audits division. In addition, Ms Siegert was a lecturer (on the German Fiscal Code) for the tax adviser training programme in Hamburg, Mecklenburg-Western Pomerania and Berlin. She continues to work as a speaker for the Hamburg Association of Tax Advisers (Steuerberaterverband Hamburg e.V.), at Bucerius Law School and in various working groups; she has also published several articles in well-known specialist journals – including „The German Fiscal Code is a poem …“, Der Betrieb supplement no. 5/99.

The daily agenda

And here’s what the agenda looks like…

09.00 – 09.30 Welcome
09.45 – 11.00 Lecture by Ms Alice Siegert
11.00 am – 11.15 am Coffee break
11.15 am – 11.45 am: Procedural documentation using Opti.Tax
11.45 am – 12.30 pm: Presentation by Mr Hendrik Sievers
12.30 pm – 1.30 pm Lunch
1.30 pm – 2.45 pm: Presentation by Mr Henning Röthemeier
2.45 pm – 3.00 pm Coffee break
3.00 pm – 5.00 pm Opti.Tax 19 release, including DiFin and annual accounts