The industry’s premier conference for information on emerging trends in tax, regulatory reporting and compliance
Space is limited – register now to reserve your spot.
Comply & Connect: Reporting is an annual, exclusive event that brings together renowned tax experts in:
This annual event showcases experts addressing top changes and challenges your business faces in tax withholding and information reporting compliance. Additionally, guests have the opportunity to network and share insights with peers through a variety of channels. Comply & Connect: Reporting provides attendees with current and practical guidance for efficient and compliant tax and regulatory reporting. To download your justification letter, click here
“Very much appreciate the efforts of all of the speakers. Overall, very good content with a lot of valuable information to bring back to our teams.”
Austin, TX
Educational sessions on a variety of issues (CPE credits available)
Q&As with industry experts
1-on-1 meetings with Sovos support professionals
Networking with industry peers
Product best practices and new releases
“I was able to take things back that we will use and that can help us prepare for upcoming changes from the IRS.”
“I really enjoyed the sessions. I appreciate the information and the networking that we had during and after. Much better than virtual!”
To receive Sovos’ group rate, use this link to book your hotel rooms. The room block will close on Friday, September 29, 2023 at 11:59 PM CST.
Registration
Sovos Identity Verification Solutions
John Kreger, VP, Product Management, Sovos
Break
Taxport Enterprise (Part 1)
Jake Bringgold, Associate Product Owner, Sovos & Brandon Anderson, Supervisor, Compliance Services, Sovos
TIR-Corporate
Jessica Schnitzer, Associate Product Owner, Sovos
1099 Pro Desktop Applications
Jonathan Cunanan, Senior Product Owner, Sovos
Lunch
Taxport Enterprise (Part 2)
Jake Bringgold, Associate Product Owner, Sovos & Brandon Anderson, Manager, Compliance Services, Sovos
TIR-Enterprise
Jessica Schnitzer, Associate Product Owner, Sovos
1099Pro Corporate Suite
Jonathan Cunanan, Senior Product Owner, Sovos
Break
Seasonal Readiness Product Updates
John Kreger, VP, Product Management, Sovos & Jessica Schnitzer, Associate Product Owner, Sovos
Taxport-Enterprise: Tips & Tricks from an Expert User
Tiffany Mucci, Tax Manager, State/Local and Withholding, Constellation Insurance & Jake Bringgold, Associate Product Owner, Sovos
Break
Taxport-Enterprise: User Group Discussion
Susie Jensen, Zions Bank & Joe Oddi, Data Management Consultant, Mass Mutual
How to Best Engage with Managed Services
Brianna Bolin, Director, Compliance Services, Sovos
Corporate Suite: User Group Discussion
Jonathan Cunanan, Senior Product Owner, Sovos
Happy Hour
Breakfast
Opening Session
Wendy Walker, Solution Principal, Sovos
The Tax Gap: Expect Expanded 1099 Reporting
Wendy Walker, Solution Principal, Sovos & Kelly Conner, Director, Product Marketing, Sovos
Break
30 minute sessions that clients can schedule in advance (see registration desk)
1099 Reporting 101
Patrick Tracey, Senior Compliance Services Representative, Sovos
Information Reporting Updates for Retirement Accounts
Mark Griffin, Davis & Harman
How to Better Engage the Up-and-Coming Workforce
Vanessa Diaz, Consulting Manager, Accenture
Break
Common Challenges and Best Practices for AP Reporting
Marianne Couch, Cokala & Kelly Conner, Director, Product Marketing, Sovos
Best Practices for W-8 & W-9 Management
Lauren Pierce, Head of Tax Operations, Comply Exchange
Top “Red Flags” that Trigger IRS Audits
Tara Ferris, Ernst & Young
Lunch
Networking Session – AP/CLAIMS
Networking Session – Financial Services (Banking)
Networking Session – Financial Services (Insurance and Benefits)
Break
Panel: Leveraging AI and Robotics in Tax Reporting
Jessica Metts, Director of Client Services, Comply Exchange;
Nikole DiDio, Ernst & Young;
Brianna Bolin, Director, Compliance Services, Sovos;
Joe Oddi, Data Management Consultant, Mass Mutual
Break
Rise Against Hunger
Break
Offsite Event – Speakeasy Austing
Breakfast
Opening Session
Wendy Walker, Solution Principal, Sovos
Minute to Win It: State Reporting Edition
John Kreger, VP, Product Mangement, Sovos;
Paul Ogawa, Manager, Regulatory Analysis & Design, Sovos;
Brandon Anderson, Manager, Compliance Services, Sovos
Break
30 minute sessions that clients can schedule in advance (see registration desk)
1042-S Reporting Overview for Accounts Payable
Paul Ogawa, Manager, Regulatory Analysis & Design, Sovos
Insights for Managing IRS and State Penalties
Rick Pinkerman, Notice Ninja and Adrian Anderson, Advisor and Board Member for KPMG and Notice Ninja
Withholding Tax Compliance Requirements
Wendy Walker, Solution Principal, Sovos
Break
Fraud Mitigation Best Practices
Debra Richardson, Putting the AP in hAPpy
1042-S Reporting Overview for Financial Services
Kelli Wooten, KPMG
Policies and Procedures – What Do Regulators Expect?
Michael Lloyd & Michael Chittenden, Covington & Burling
Lunch
Best Practices for Managing IRS ‘B’ and ‘P’ Notices
Brandon Anderson, Manager, Compliance Services, Sovos
Unclaimed Property Management
Paola Narez, Senior Consulting Manager, Sovos
Panel: Important KPIs for Tax Reporting Teams
Lyle Lang, Tax Operations Manager, Equiniti Trust Company; Scott Wilkens, Director, Lincoln Financial Group; Bri Bolin, Director, Compliance Services, Sovos and Jessalyn Dean, Ledgible
Closing Session
Paul Banker, General Manager, Sovos
Specific 2023 agenda is pending. Key topics for consideration include:
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.
Comply & Connect Support, Email: katherine.miller@sovos.com