Scaling Your SALT Practice: Trading Spreadsheets for Compliance-Grade AI

September 30, 2026 1:00pm ET

Sales and use tax exposure is growing faster than many CPA firms can address. As nexus rules and client growth expand tax footprints from one state into the double-digits, advisors still manage the work in a tangled web of spreadsheets. Exactera’s Robert Schulte and Dean Henderson discuss how practice leaders can address this challenge head-on.

Reserve Your Spot

This Session Will Cover:

How effective governance prevents client data from training AI models

Why repetitive, manual spreadsheet work undercuts SALT advisory practice growth

Where compliance-grade AI equips CPA firms to handle more complexity – and clients – without additional headcount

Session Speakers

Robert Schulte

Chief Executive Officer

A former California auditor who pioneered innovative data-driven audit techniques for actual basis examination, Robert Schulte combines technical mastery with entrepreneurial vision and an intimate understanding of the challenges facing finance professionals.

Dean Henderson

GM, Indirect Tax

Dean Henderson brings more than two decades of progressive tax leadership experience spanning both the corporate and government sectors. He spent seven years as a Senior Tax Auditor for the State of California, giving him a rare perspective from both sides of the audit process.