2021 Intelligent Reporting Summit
Register by 1/31/2021 and enjoy 20% discount on the full prices – Use code Pretax20
WHEN
October 4 - 8, 2021
WHERE
Online
SOCIAL
#SovosSummit
Event Summary
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:
- Accounts payable
- Compliance
- Finance
- Fintech
- Regtech
- Unclaimed property
- Cryptocurrency
- Gig economy
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.
Last year’s summit attendees were able to earn up to 17 CPE credits.
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.
Pricing
$399
5 Day All Inclusive Package:
- All virtual event sessions
- Product Training
- 30 days on-demand access to content ( No additional CPE Credits)
$349
4 Day Package:
- All virtual event sessions
- 30 days on-demand access to content ( No additional CPE Credits)
What to expect from the virtual event:
1
Access to educational sessions on form 1099-NEC, the CARES Act, SECURE Act, unclaimed property compliance and more.
2
Q&As with industry 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 summit.
5
Virtual networking with peers in your industry.
2020 Sample Agenda
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
2020 Speakers
FEATURED SPEAKER
Deborah J. Pflieger
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.
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