InvestOps USA 2026

March 9 - 11, 2026

JW Marriott Grande Lakes, Orlando

Jason Yule

Jason Yule

Chief Revenue Officer WTax

Jason is Chief Revenue Officer at WTax, responsible for driving revenue growth and overseeing global commercial strategy. A Chartered Accountant with an MBA from the University of Cambridge, he has held a variety of commercial leadership roles at WTax, spanning enterprise sales, client success, and spearheading market expansion into the United States.

Before taking on his current role, Jason’s career included providing transaction advisory services to Fortune 500 companies, where he gained extensive experience in corporate finance and cross-border business dynamics. As a recognized thought leader in the industry, Jason frequently speaks at conferences on topics such as withholding tax recovery, tax optimization, and process improvement.

Main Day 2 | March 11th

10:15 AM Panel: From on boarding to reporting: How can you optimise your full client lifecycle to position your operational capabilities a value-add function to your business?

  • How do you streamline client onboarding without sacrificing due diligence?
  • What technologies best support a seamless, end-to-end client lifecycle?
  • How can reporting be transformed into a strategic differentiator?
  • What KPIs measure operational value-add to the client relationship?

Check out the incredible speaker line-up to see who will be joining Jason.

Download The Latest Agenda