2021 Intelligent Reporting Summit

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.

Eligible attendees can earn up to 16.5 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)

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

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.

2021 Agenda

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

Taxport Enterprise Part 1

Chris Scott and Jake Bringgold, Sovos Implementation & Compliance Services
CPE: 1.5-Taxes

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

TIR-Enterprise

Tyler Delwiche, Sovos Product Management
CPE: 1.5-Taxes

12:30PM –
2:00PM ET

Break

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

Taxport Enterprise Part 2

Chris Scott and Jake Bringgold, Sovos Implementation & Compliance Services
CPE: 1-Taxes

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

TIR-Corporate

Tyler Delwiche, Sovos Product Management
CPE: 1-Taxes

3:15PM –
3:30PM ET

Break

3:30PM –
4:00PM ET

Speed Networking

4:00PM –
5:00PM ET

Sip & Scripts

Susie Jensen, Chase Bender, Tristin King, Zions

10:00AM –
10:15AM ET

Opening Session

Paul Banker, General Manager, Sovos

10:15AM –
10:45AM ET

Keynote

Andy Hovancik, President & CEO, Sovos

10:45AM –
11:45AM ET

1099 Year In Review

Debbie Pflieger, E&Y
CPE: 1-Taxes

11:45AM –
12:00PM ET

Break

12:00PM –
12:30PM ET

Speed Networking

12:30PM –
1:00PM ET

Break

1:00PM –
1:50PM ET

Part 1: Requirements and Leading Practices for Form 1042-S Reporting

Kelli Wooten, KPMG
CPE: 1-Taxes

Operationalizing Forms W-8 and W-9 Processing

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

What is Tax Information Reporting?

Jenny Chapman, Sovos Compliance Services
CPE: 1-Taxes

1:50PM –
2:05PM ET

Break

2:05PM –
2:55PM ET

Part 2: Requirements and Leading Practices for Form 1042-S Reporting

Kelli Wooten, KPMG
CPE: 1-Taxes

Unclaimed Property 101

Danielle Herring, Sovos
CPE: 1-Taxes

Payroll Tax Withholding & Form W-2 Updates

Andrew Phillips, H&R Block Tax Institute
CPE: 1-Taxes

2:55PM –
3:10PM ET

Break

3:10PM –
4:00PM ET

Panel: Benefits of a Tax Reporting Center of Excellence (COE)

Susie Jensen, Zions Bancorporation, Lizette Rubio, USAA. Panel Moderated by Mark Christenson, Sovos
CPE: 1-Taxes

Withholding Management Best Practices

Serena Alfonso/Empower Retirement, Martin Armstrong, Charter Communications
CPE: 1-Taxes

Best Practices in State Reporting

Brianna Bolin and Jesse Rooney, Sovos Compliance Services & Regulatory Analysis
CPE: 1-Taxes

9:30AM –
9:45AM ET

Opening Session

9:45AM –
11:00AM ET

Keynote : Developing a Corporate Culture that Breeds Innovation and Flexibility

Erin Meyer
CPE: 1-Personal Development

11:00AM –
11:40AM ET

Break – Comply Exchange ad

11:40AM –
12:30PM ET

A Review of Rewards and Rebates after the Tax Court’s Anikeev Decision

Michael Lloyd and Michael Chittenden, Covington & Burling, LLP
CPE: 1-Taxes

A Guide to Managing “B” and “P” Notices

Kelly Conner and Brandon Anderson, Sovos Product Marketing & Compliance Services
CPE: 1-Taxes

Sovos Product & Technology Updates

John Kreger & Alia Abboud, Sovos Product Management
CPE: 1-Taxes

12:30PM –
1:00PM ET

Break

1:00PM –
1:50PM ET

Form 1042 Audit Readiness

Kelli Wooten, KPMG
CPE: 1-Taxes

Forming an Organizational Blueprint for 1099 reporting for Digital Assets: W Forms & Self Certifications

Jessica Metts & Lauren Pierce, Comply Exchange
CPE: 1-Taxes

ACA Reporting & Accuracy Related Penalties

Ron Krupa, EY
CPE: 1-Taxes

1:50PM –
2:00PM ET

Break

2:00PM –
2:25PM ET

Product Showcase Sessions

2:25PM –
3:15PM ET

Tax Reporting: A Year Round Approach

Jenny Chapman/Sovos Compliance Services, Tiffany Mucci/Ohio National Financial, Chad Osler/Nationwide, Chase Bender/Zions Bancorporation. Panel Moderated by Kelly Conner, Sovos
CPE: 1-Taxes

Transforming Tax Proposals – Panel Discussion

Ron Askew, The Standard Insurance, Frank Robertson, Huntington Bank, Jill Dymtrow, Gemini, Martin Armstrong, Charter Communications. Panel Moderated by Wendy Walker, Sovos
CPE: 1-Taxes

Form 1099-K Reporting Changes

Debbie Pflieger, EY
CPE: 1-Taxes

3:15PM –
3:30PM ET

Break

3:30PM –
4:00PM ET

Product Showcase Sessions or Speed Networking II

9::45AM –
10:00AM ET

Opening Session

John Kreger, Sovos

10:00AM –
11:00AM ET

IRSAC & ETAAC Updates

Wendy Walker & John Kreger, Sovos Solution Principal & Direct of Product Management
CPE: 1-Taxes

11:00AM –
11:15AM ET

Break

11:15AM –
11:40AM ET

Speed Networking

11:40AM –
11:45AM ET

Break

11:45AM –
12:40PM ET

2021 Updates for Form 1099-NEC/MISC Reporting

Mary Kallewaard & Marianne Couch, COKALA Tax Services
CPE: 1-Taxes

Forming A Blueprint for 1099 Reporting for Digital Assets: Calculating Gains & Losses

Sean Ryan, Node40
CPE: 1-Taxes

SECURE Act Implementation for Retirement Accounts

Mark Griffin, Davis & Harman, LLP
CPE: 1-Taxes

12:40PM –
1:30PM ET

Break

1:30PM –
2:25PM ET

The Future of Independent Work & Related Tax Implications

Caroline Bruckner, American University and McLean Robbins, MBO Partners
CPE: 1-Taxes

Form 1042-S Reporting For A/P Payments

Mary Kallewaard & Marianne Couch, COKALA Tax Services
CPE: 1-Taxes

Getting the Most out of Taxport – Advanced Tips

Alia Abboud, Sovos Product Management & Tiffani Mucci, Ohio National Financial Services
CPE: 1-Taxes

2:25PM –
2:30PM ET

Break

2:30PM –
2:55PM ET

Product Showcase Sessions

2:55PM –
3:00PM ET

Break

3:00PM –
4:00PM ET

The Summit Challenge – play games to win great prizes!

9:45AM –
9:55AM ET

Opening Session

9:55AM –
10:00AM ET

Break

10:00AM –
10:50AM ET

Forming A Blueprint for 1099 Reporting for Digital Asset Transactions: Preparing For Form 1099 Reporting

Wendy Walker, Sovos Solution Principal
CPE: 1-Taxes

Information Reporting for Retirement Accounts

Mark Griffin / Davis & Harman, LLP
CPE: 1-Taxes

Key Updates in State Reporting

Brianna Bolin and Paul Ogawa, Sovos Compliance Services & Regulatory Analysis
CPE: 1-Taxes

10:50AM –
11:00AM ET

Break

11:00AM –
11:30AM ET

Speed Networking

11:30AM –
11:40AM ET

Break

11:40AM –
12:30PM ET

Trends in State Unclaimed Property Reporting

Ann Fulmer, Sovos Regulatory Analysis
CPE: 1-Taxes

Best Practices in State Reporting

Brianna Bolin and Jesse Rooney, Sovos Compliance Services & Regulatory Analysis
CPE: 1-Taxes

Sovos Next Generation Product Overview

John Kreger & Tyler Delwiche, Sovos Product Management
CPE: 1-Taxes

12:30PM –
12:40PM ET

Break

12:40PM –
1:00M ET

Closing Session

Paul Banker, General Manager, Sovos

2021 Speakers

FEATURED SPEAKER

Erin Meyer

Erin Meyer is the author of The Culture Map: Breaking Through the Invisible Boundaries of Global Business and the co-author of the New York Times best-selling book and FT nominated best business book of 2020, No Rules Rules. She is also a professor at INSEAD. Her work has appeared in Harvard Business Review, The New York Times, and Forbes.com. In 2019, Erin was selected by the Thinkers50 as one of the fifty most influential business thinkers in the world.

Caroline Bruckner

Professorial Lecturer and Managing Director, Kogod Tax Policy Center

Debbie Pflieger

Principal in EY’s Financial Services Organization.

Marianne Couch

Principal at Cokala Tax Information Reporting Solutions

Mary Kallewaard

Founding Member of Cokala Tax Group,

Iris Goldman

Principal Tax Consultant, ComplyExchange

Lani Chou

Pincipal Tax Consultant, ComplyExchange

Tristin King

Business Analyst, Zions Bancorporation

Mark Griffin

Managing Partner, Davis & Harman LLP.

Jessica Metts

Director of Client Services, ComplyExchange

Laura Pierce

Tax Operations Specialist, ComplyExchange

Martin Armstrong

VP, Payroll Shared Services, Charter Communications

Sean Ryan

Chief Technology Officer and Co-Founder of NODE40

Kelli Wooten

Managing Director, KPMG

Tiffany Mucci, PhD

Tax Manager - State/Local and Withholding at Ohio National Financial Services

Chase Bender

VP, Senior Bank Operations Manager, Zions Bancorporation, N.A.

Susie Jensen

VP, Senior Bank Operations Manager, Zions Bancorporation, N.A.

Ron Krupa

Senior Manager, ACA Services
EY

MacLean Robbins

MBO Partners

Frank Robertson

Information Reporting Manager at The Huntington National Bank

Andy Phillips

Director, The Tax Institute at H&R Block

Sponsors