The Road Ahead: Exactera’s AI-First Vision with CEO Robert Schulte

December 3, 2025 12:00pm ET

Join us for a special fireside chat with Exactera’s new CEO, Robert Schulte, as he outlines the company’s next chapter. Robert will share his vision for transforming Exactera into an AI-first organization, where customer needs directly drive product innovation and development.

During this 45-minute session, you’ll hear insights on:

  • How Exactera is evolving its technology and capabilities

  • What an AI-first future means for our customers and partners

  • How customer feedback is shaping the product roadmap

  • What to expect in the months ahead

The final 15 minutes will be dedicated to open Q&A, giving you the chance to ask questions directly to company leadership.

Save your spot and be part of the conversation shaping Exactera’s future.

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Learning Objectives

Share Exactera’s vision for becoming an AI-first organization and how that transformation supports more powerful, efficient customer experiences.

Explain how customer feedback drives product development, including how future features and enhancements are being shaped by real user needs.

Provide a transparent look at the road ahead, including upcoming priorities, long-term strategy, and how customers will be supported through this evolution.

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Speakers

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Robert Schulte

CEO at Exactera

As CEO of Exactera, Schulte brings deep expertise in building SaaS tax technology and big data companies, having founded Taxcient (merged with Avalara) and LumaTax (merged with Taxually), and served as CEO of Zurple (acquired by Constellation Software). A former California auditor who pioneered innovative data-driven audit techniques for actual basis examination, he combines technical mastery with entrepreneurial vision and an intimate understanding of the challenges facing finance professionals.

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Mimi Song

Chief Operating Officer

As Exactera’s chief operating officer, Mimi Song is responsible for driving ongoing product innovation and developing business strategy, including identifying new opportunities for mergers and acquisitions. A visionary behind Exactera’s transfer pricing solution suite, including the revolutionary AI-powered ExactMatch, Song plays a key role in finding synergies between tax and technology and positioning Exactera as a leader in the corporate tax space. As chief economist, Song managed client relationships and ensured the successful implementation of transfer pricing solutions. A huge proponent of transfer pricing education, Song leads discussions with world-renowned global tax experts on podcasts and webinars and has been the star of in-depth speaking engagements at global tax events. Prior to Exactera, Song led the transfer pricing team at the Bank of Tokyo-Mitsubishi UFJ. She has written numerous articles on tax and transfer pricing forBloomberg TaxandTreasury & Risk, among others, and has been quoted as an economic expert online forForbes, The Wall Street Journal, and CNN.

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