Registration closes OCTOber 2, 2020

virtual event

2020 GCS Intelligent Reporting Summit

WHEN

October 5 - 9 2020

WHERE

Online

SOCIAL

#SovosGCS

The Future of Tax

The GCS Intelligent Reporting Summit is the industry’s premier conference for information on emerging trends in tax, regulatory reporting and compliance. GCS Intelligent Reporting brings together renowned experts in:

  • Accounts payable
  • Compliance
  • Finance
  • Fintech
  • Regtech
  • Unclaimed property
  • Cryptocurrency
  • Gig economy

During this virtual event, these experts will address the most important changes and challenges your business faces in tax reporting and compliance while giving you an opportunity to network and share insights with your peers This GCS Intelligent Reporting virtual event will provide you with the most relevant, practical guidance on tax and regulatory reporting in the market.

Attendees can get up to 17 CPE credits attending the Summit.

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.

What to expect from the virtual event:

1

Exclusive access to educational sessions on form 1099-NEC, the CARES Act, SECURE Act, unclaimed property compliance and more

2

Opportunity for Q&A with experts after virtual sessions

3

1-on-1 meetings with Sovos support professionals

4

On-demand access to educational content for up to 30 days after the event 

5

Virtual networking with peers in your industry

Speakers

FEATURED SPEAKER

Deborah J. Pflieger

Debbie Pflieger is 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.

Caroline Bruckner

Tax Professor on the Faculty of American University Kogod School of Business

Cheryl S. Riedlinger

Attorney with The Tax Reporting Group

David Glad

Director, Grant Thornton LLP

David Kemmerer

Member of State & Local Tax practice

Erin Fennimore, CPA

Director, Moss Adams

Jill Dymtrow, JD

Director, Moss Adams

Kelli Wooten

Tax - Managing Director, KPMG

Roger Brown

Head of Tax and Regulatory Affairs - Lukka Tax

Karen Hsu

Chief Executive Officer - BlockchainIntel

Shehan Chandrasekera, CPA

CoinTracker

Matt Metras

Owner of MDM Financial Services

Jacqueline Cranford, Esq

Cranford Advisory Services

Iris Goldman

ComplyExchange

Lani Chou

ComplyExchange

Michael Lloyd

Counsel, Covington

Michael Chittenden

Special Counsel, Covington

Amy Kim

Chief Privacy Officer, Chamber of Digital Commerce

Jamison Sites

Sr. Manager, Financial Services Senior Analyst, RSM

Jessica Nierenberg

Sr. Analyst, GAO

Susie Jensen

Zions Bancorporation

Scott Wilkens

Lincoln National Life Insurance

Agenda*

*subject to change

11:00AM –
12:30PM ET
Sovos Solution Training

Taxport Enterprise Part 1

Louie Vicchiollo, Sovos | Jake Bringgold, Sovos
CPE: 2-Taxes

11:00AM –
12:30PM ET
Sovos Solution Training

TIR-Enterprise

Tyler Delwiche, Sovos
CPE: 2-Taxes

12:30PM –
2:00PM ET

Lunch Break

2:00PM –
3:15PM ET
Sovos Solution Training

Taxport Enterprise Part 2

Louie Vicchiollo, Sovos | Jake Bringgold, Sovos
CPE: 1.5-Taxes

12:00PM –
1:00PM ET
Sovos Solution Training

TIR-Corporate

Tyler Delwiche, Sovos
CPE: 1.5-Taxes

10:00AM –
10:15AM ET

General Kickoff

Paul Banker, General Manager, Sovos

10:15AM –
11:00AM ET

Keynote

Andy Hovancik, President & CEO, Sovos

11:05AM –
12:05PM ET

Tax Information Reporting – Year in Review

Deborah Pflieger, EY
CPE: 1-Taxes

12:05PM –
12:20PM ET

Break

12:20PM –
1:10PM ET
INTERMEDIATE TRACK

Requirements and Leading Practices for Form 1042-S Reporting (double session – 12:20pm-2:20pm)

Kelli Wooten, KPMG
CPE: 2-Taxes

Regtech TRACK

Operationalizing W-8 & W-9 processing

Iris Goldman & Lani Chou – ComplyExchange
CPE: 1-Taxes

INTERMEDIATE TRACK

Common 1099/1042-S Reportable Transactions in Crypto

Kyle Clark, Sovos | Wendy Walker, Sovos
CPE: 1-Taxes

1:10PM –
2:20PM ET

Break

1:20PM –
2:10PM ET
product showcase

Product Showcase Sessions

Sponsors

INTERMEDIATE TRACK

IRS Withholding Readiness and Enforcement: Backup and 1042-S

Iris Goldman & Lani Chou – ComplyExchange
CPE: 1-Taxes

Regtech TRACK

Complying with FATF Travel Rule – For Virtual Asset Service Providers

Karen Hsu, BlockchainIntel
CPE: 1-Finance

2:00PM –
3:00PM ET

Lunch Break

3:00PM –
3:50PM ET
advanced track

Red Flags of W-8 Invalidity

Erin Fennimore and Jill Dymtrow, Moss Adams
CPE: 1-Taxes

INTERMEDIATE TRACK

Best Practices in B-Notice Processing

Cheryl Riedlinger, The Tax Reporting Group
CPE: 1-Taxes

Intermediate TRACK

Information Reporting on Legal Settlements

Michael Chittenden, Covington | Michael Lloyd, Covington
CPE: 1-Taxes

10:00AM –
10:50AM ET
INTERMEDIATE TRACK

What’s New in State Reporting

Jenny Chapman, Sovos Client Services | Gerry Nelligan, Sovos Regulatory Analysis
CPE: 1-Taxes

Advanced TRACK

Implications of reporting cost basis for cryptocurrency transactions on Form 1099-B (Individuals & Businesses)

David Kemmerer, Cryptotrader.tax | Matt Metras, MDM Financial Services
CPE: 1-Taxes

INTERMEDIATE TRACK

Unclaimed Property: Owner outreach & due diligence

Danielle Herring, Sovos
CPE: 0.5-Taxes

Product SHowcase

Product Showcase sessions


10:50AM –
11:00AM ET

Break

11:00AM –
11:50AM ET
Industry Breakout

Financial Industry Breakout

Laurie Martel, Capital One
CPE: 1-Taxes

Industry Breakout

Insurance Industry Breakout

Mike Asher and Chad Osler, Nationwide Insurance
CPE: 1-Taxes

Industry Breakout

Corporate Industry Breakout

CPE: 1-Taxes

11:50AM –
12:00PM ET

Break

12:00PM –
12:50PM ET
Advanced Track

Red Flags of W-8 Invalidity

Erin Fennimore, Moss Adams
CPE: 1-Taxes

Product Showcase

Product Showcase Sessions

Intermediate Track

Global Tax Reporting for Crypto: Paving the way for CRS

Roger Brown, Lukka | Amy Davine Kim, Chamber of Digital Commerce | Jamison Sites, RSM
CPE: 1-Taxes

RegTech Track

Overview of Sovos TIR-Enterprise & TIR-Corporate Next Generation Solutions

John Kreger, Tyler Delwich, & Alia Abboud, Sovos Product Management
CPE: 1

12:50PM –
1:00PM ET

Break

1:00PM –
2:00PM ET
KEYNOTE

Recognizing and Appreciate the Impact of Implicit Bias, In The Workplace and Beyond

Jacqueline Wilson Cranford, Cranford Advisory Services
CPE: 1-Taxes

2:00PM –
3:00PM ET

Lunch Break

3:00PM –
3:50PM ET
INTERMEDIATE TRACK

Navigating the New Form 1099-NEC

Jill Dymtrow and Erin Fennimore, Moss Adams
CPE: 1-Taxes

INTERMEDIATE TRACK

Best Practices in State Tax Reporting

Rose Paulson, Sovos Client Services | Paul Ogawa, Sovos Regulatory Analysis
CPE: 1-Taxes

INTERMEDIATE TRACK

CARES/HEALS impacts to information reporting

Gerry Nelligan, Sovos Regulatory Analysis | Ron Askew, The Standard Insurance | Serena Alfonso, Great West Financial
CPE: 1-Taxes

Regtech Track

Sovos Product & Technology Updates

John Kreger, Sovos Product Management

4:00PM –
4:30PM ET

Entertainment

10:00AM –
11:00AM ET
Panel Discussion

A Proactive Approach to Tax Compliance

CPE: 1

11:15AM –
12:05PM ET
Intermediate Track

Navigating the New Form 1099-NEC

Jill Dymtrow and Erin Fennimore, Moss Adams
CPE: 1-Taxes

Intermediate Track

Forms 1098, 1099-A, 1099-C: Reporting for Lending Transactions

Cheryl Riedlinger, The Tax Reporting Group
CPE: 1-Taxes

Intermediate Track

What’s New in State Reporting?

Jenny Chapman, Sovos Client Services | Gerry Nelligan, Sovos Regulatory Analysis
CPE: 1-Taxes

12:05PM –
12:20PM ET

Break

12:00PM –
12:50PM ET
Intermediate Track

GAO Recommends Revisions to Form 1099-K

Caroline Bruckner, American University’s Kogod Tax Policy Center | Jessica Nierenberg, Government Accountability Office | Wendy Walker, Sovos
CPE: 1-Taxes

Advanced Track

Are crypto Staking rewards 1099 reportable?

Shehan Chandrasekera, Cointracker.io
CPE: 1-Taxes

Intermediate Track

Sovos Taxport Advanced Tips & Tricks

Tiffany Mucci, Ohio National Financial Services and Marissa Beste, Sovos Support
CPE: 0.5-Taxes

Product Showcase

Product Showcase Sessions

1:10PM –
2:00PM ET

Break

2:00PM –
2:50PM ET
INTERMEDIATE TRACK

Best Practices in 1099-LS & SB Reporting

Debbie Pflieger, EY
CPE: 1-Taxes

INTERMEDIATE TRACK

The “New” Form 1099-MISC

Jill Dymtrow and Erin Fennimore, Moss Adams
CPE: 1-Taxes

Product Showcase

Product Showcase sessions

2:50PM –
3:00PM ET

Break

3:00PM –
3:50PM ET
Industry Breakout

Financial Industry Breakout

Susie Jensen, Zions Bancorporation
CPE: 1-Taxes

Industry Breakout

Insurance Industry Breakout

Ron Askew, The Standard Insurance
CPE: 1-Taxes

Industry Breakout

Corporate/MLM/Gig Industry Breakout

CPE: 1-Taxes

10:15AM –
11:15AM ET

Tax Reporting Penalties: Policy and Controversy

Michael Chittenden, Covington | Michael Lloyd, Covington
CPE: 1-Taxes

11:15AM –
11:20AM ET

Break

11:20AM –
12:10PM ET
Intermediate Track

Panel: Top 5 Challenges for 2020 Reporting – And How Clients Are Preparing For It

Mike Asher, Nationwide | Scott Wilkens, Lincoln Financial Group | Wendy Walker, Sovos
CPE: 1-Taxes

Intermediate Track

Unclaimed Property – Important Considerations for your Compliance Program

Dave Glad, Grant Thornton
CPE: 1-Taxes

Intermediate Track

How to Manage 1099 Reporting During a Disaster

Jenny Chapman, Sovos Client Services | John Kreger, Sovos Product Development
CPE: 0.5-Taxes

Product Showcase

Product Showcase Sessions

12:10PM –
12:20PM ET

Break

12:20PM –
1:10PM ET
Advanced Track

Information Reporting on Digital and Cloud Transactions

Michael Chittenden, Covington | Michael Lloyd, Covington
CPE: 1-Taxes

Intermediate Track

Best Practices in State Reporting

Rose Paulson, Sovos Client Services | Paul Ogawa, Sovos Regulatory Analysis
CPE: 1-Taxes

Intermediate Track

The “New” Form 1099-MISC

Jill Dymtrow and Erin Fennimore, Moss Adams
CPE: 1-Taxes

1:10PM –
2:00PM ET

Conference Recap

Paul Banker, General Manager, Sovos

Pricing

$399

5 Day All Inclusive Package:

  • All virtual event sessions
  • Product Training
  • 30 days on-demand access to content ( No additional CPE Credits)

Register now

$349

4 Day Package:

  • All virtual event sessions
  • 30 days on-demand access to content ( No additional CPE Credits)

Register now

$75

1 Day Product Training Package:

  • Monday Only
  • Group discount not applicable

Register now

Same Company Group Discount

After the first two registrations, 25% off every additional registrant

Product Training

Taxport Enterprise

This session is for users of our Taxport Enterprise product. During this 90-minute training, Sovos experts will cover:
  • Navigating Taxport Formview & Powerview
  • Importing your data
  • Viewing data while in the system
  • Exporting data, including print and transmittal

TIR Corporate

Join us for an introductory training on our next generation enterprise 1099 reporting solution entering its second reporting season. During this 90-minute session, Sovos Product Managers will cover:
  • Managing users and security
  • Importing your data
  • Resolving errors
  • Creating print and transmittal files
  • And more

TIR Enterprise

This session is for users of our TIR Enterprise product. During this 90-minute training, Sovos experts will cover:
  • Managing configuration, users, and security
  • Advanced import configuration and mapping
  • Tax Identity Management Processes (TIN Compliance)
  • Print processing
  • State and federal transmittals
  • And more

Product Labs

Walk through your specific Sovos solution live with an expert. Schedule one-on-one time in our product labs any time throughout the conference.

Sponsored by