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Payroll Tax Transformation: Retiring Vertex and Unlocking Innovation with Oracle Payroll Tax Engine (OPTE)

This session was presented at BLUEPRINT 4D 2026.

As organizations continue their journey towards a fully integrated cloud solution, Oracle’s decision to phase out support for the Vertex tax engine has made modernizing payroll tax a critical priority. This session walks through Baylor University’s transition from Vertex to the Oracle Payroll Tax Engine (OPTE), highlighting key strategic decisions, technical considerations, and change-management lessons learned along the way. Attendees will gain practical insight into preparing for an OPTE implementation, including data readiness, parallel testing strategies, stakeholder alignment, and risk mitigation.


This session is eligible for the following CPE Credit: NASBA, SHRM

Speaker: Anastashia Alfred-Waller, Baylor University

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