Register by 1/31/2021 and enjoy 20% discount on the full prices – Use code Pretax20
The Intelligent Reporting Summit is the industry’s premier conference for information on emerging trends in tax, regulatory reporting and compliance. Intelligent Reporting Summit brings together renowned experts in:
This virtual event will showcase experts addressing top changes and challenges your business faces in tax reporting and compliance. Additionally, you will have the opportunity to network and share insights with your peers. The Intelligent Reporting Summit will supply you with current and pragmatic guidance for seamless and compliant tax and regulatory reporting.
Sovos is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org. See Sovos CPE Information.
5 Day All Inclusive Package:
4 Day Package:
Access to educational sessions on form 1099-NEC, the CARES Act, SECURE Act, unclaimed property compliance and more.
Q&As with industry experts after virtual sessions.
1-on-1 meetings with Sovos support professionals.
On-demand access to educational content for up to 30 days after the summit.
Virtual networking with peers in your industry.
Louie Vicchiollo, Sovos | Jake Bringgold, Sovos
CPE: 2-Taxes
Tyler Delwiche, Sovos
CPE: 2-Taxes
Louie Vicchiollo, Sovos | Jake Bringgold, Sovos
CPE: 1.5-Taxes
Tyler Delwiche, Sovos
CPE: 1.5-Taxes
Paul Banker, General Manager, Sovos
Andy Hovancik, President & CEO, Sovos
Deborah Pflieger, EY
CPE: 1-Taxes
Kelli Wooten, KPMG
CPE: 2-Taxes
Iris Goldman & Lani Chou – ComplyExchange
CPE: 1-Taxes
Kyle Clark, Sovos | Wendy Walker, Sovos
CPE: 1-Taxes
Sponsors
Iris Goldman & Lani Chou – ComplyExchange
CPE: 1-Taxes
Karen Hsu, BlockchainIntel
CPE: 1-Finance
Erin Fennimore and Jill Dymtrow, Moss Adams
CPE: 1-Taxes
Cheryl Riedlinger, The Tax Reporting Group
CPE: 1-Taxes
Michael Chittenden, Covington | Michael Lloyd, Covington
CPE: 1-Taxes
Jenny Chapman, Sovos Client Services | Gerry Nelligan, Sovos Regulatory Analysis
CPE: 1-Taxes
David Kemmerer, Cryptotrader.tax | Matt Metras, MDM Financial Services
CPE: 1-Taxes
Danielle Herring, Sovos
CPE: 0.5-Taxes
Laurie Martel, Capital One
CPE: 1-Taxes
Mike Asher and Chad Osler, Nationwide Insurance
CPE: 1-Taxes
CPE: 1-Taxes
Erin Fennimore, Moss Adams
CPE: 1-Taxes
Roger Brown, Lukka | Amy Davine Kim, Chamber of Digital Commerce | Jamison Sites, RSM
CPE: 1-Taxes
John Kreger, Tyler Delwich, & Alia Abboud, Sovos Product Management
CPE: 1
Jacqueline Wilson Cranford, Cranford Advisory Services
CPE: 1-Taxes
Jill Dymtrow and Erin Fennimore, Moss Adams
CPE: 1-Taxes
Rose Paulson, Sovos Client Services | Paul Ogawa, Sovos Regulatory Analysis
CPE: 1-Taxes
Gerry Nelligan, Sovos Regulatory Analysis | Ron Askew, The Standard Insurance | Serena Alfonso, Great West Financial
CPE: 1-Taxes
John Kreger, Sovos Product Management
CPE: 1
Jill Dymtrow and Erin Fennimore, Moss Adams
CPE: 1-Taxes
Cheryl Riedlinger, The Tax Reporting Group
CPE: 1-Taxes
Jenny Chapman, Sovos Client Services | Gerry Nelligan, Sovos Regulatory Analysis
CPE: 1-Taxes
Caroline Bruckner, American University’s Kogod Tax Policy Center | Jessica Nierenberg, Government Accountability Office | Wendy Walker, Sovos
CPE: 1-Taxes
Shehan Chandrasekera, Cointracker.io
CPE: 1-Taxes
Tiffany Mucci, Ohio National Financial Services and Marissa Beste, Sovos Support
CPE: 0.5-Taxes
Debbie Pflieger, EY
CPE: 1-Taxes
Jill Dymtrow and Erin Fennimore, Moss Adams
CPE: 1-Taxes
Susie Jensen, Zions Bancorporation
CPE: 1-Taxes
Ron Askew, The Standard Insurance
CPE: 1-Taxes
CPE: 1-Taxes
Michael Chittenden, Covington | Michael Lloyd, Covington
CPE: 1-Taxes
Mike Asher, Nationwide | Scott Wilkens, Lincoln Financial Group | Wendy Walker, Sovos
CPE: 1-Taxes
Dave Glad, Grant Thornton
CPE: 1-Taxes
Jenny Chapman, Sovos Client Services | John Kreger, Sovos Product Development
CPE: 0.5-Taxes
Michael Chittenden, Covington | Michael Lloyd, Covington
CPE: 1-Taxes
Rose Paulson, Sovos Client Services | Paul Ogawa, Sovos Regulatory Analysis
CPE: 1-Taxes
Jill Dymtrow and Erin Fennimore, Moss Adams
CPE: 1-Taxes
Paul Banker, General Manager, Sovos
Last year’s featured speaker was Debbie Pflieger, a Principal in EY’s Financial Services Organization. Debbie is EY Americas’ Tax Information Reporting and Withholding Services leader and consults with our clients in the information reporting and withholding arena, assisting them to understand and comply with their many obligations in this area.