1099 & W-2 | Education | Product Training

Comply & Connect: Reporting

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.

Sovos’ annual in-person conference is back.

Formerly known as the Intelligent Reporting Summit, Comply & Connect: Reporting is an annual, exclusive event that brings together renowned tax experts in:

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

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.

Top 5 Reasons to Attend 2022 Comply & Connect: Reporting

Need a little help getting approval from your employer to attend? Check out our justification letter.

“The sessions I attended were very thorough and provided great information. Thanks for providing this content!”

November 9-11, 2022

Washington Marriott Georgetown

Washington, D.C.

#SovosComplyConnect

Comply & Connect Includes:

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

“All of the speakers were very knowledgeable and the overall content was helpful. It was a great event”
“I enjoyed not only the presenters but the content and the variety of sessions presented.”

Pricing:

Summit attendance price = $1,500

Hotel = $239/night

To receive Sovos’ group rate, use this link to book your hotel rooms. You can also call the dedicated group reservation line at 1-800-393-3053. This room block closes at 6 PM EST on Friday, October 7, 2022.

Book now

2022 Agenda

11:00am – 12:30pm
Product Training

Taxport Enterprise (Part 1)
Jake Bringgold, Product Management, Sovos & Brandon Anderson, Compliance Services, Sovos

Product Training

TIR-Enterprise
Tyler Delwiche, Product Management, Sovos

PRO Product Training

1099 Pro Corporate Suite
Edwin Serrano, Support, 1099 Pro

12:30pm – 1:00pm
Break

Lunch

1:00pm – 2:30pm
Product Training

Taxport Enterprise (Part 2)
Jake Bringgold, Product Management, Sovos & Brandon Anderson, Compliance Services, Sovos

Product Training

TIR-Corporate
Tyler Delwiche, Product Management, Sovos

PRO Product Training

1099 Pro: TINCheck.com
Jennifer Richmond, Product Management, Sovos

2:30pm – 2:45pm
Break

Break

2:45pm – 3:45pm
Product Training

Sovos Next Generation Products Overview
John Kreger, VP Product Management, Sovos & Tyler Delwiche, Product Management, Sovos

BEGINNER

Taxport Enterprise: Tips & Tricks from an Expert User
Tiffani Mucci, Ohio National Financial Services

3:45pm – 4:00pm
Break

Break

4:00pm – 5:00pm
Intermediate

Taxport Enterprise: User Group Discussion
TBD

PRO Intermediate

1099 Pro Corporate Suite User Group Discussion
Edwin Serrano, Support, 1099 Pro

5:00pm – 7:00pm
General

Happy Hour

8:00am – 8:55am

Breakfast

9:00am – 9:15am
General

Opening Session
Paul Banker, TRR General Manager, Sovos

9:15am – 9:45am
General

Keynote
Andy Hovancik, CEO, Sovos

9:45am – 10:45am
General

1099 Year In Review
Candace Ewell, PWC

10:45am – 11:00am
Break

Break

11:00am – 11:50am
Intermediate

Information Reporting Updates for Retirement Accounts
Mark Griffin / Davis & Harman, LLP

Beginner

State Tax Reporting: 2022 Updates + Best Practices
Paul Ogawa, Regulatory Analysis, Sovos & Jake Bringgold, Product, Sovos

Beginner

Tips & Best Practices for 2022 Form 1099-NEC & MISC Reporting
Mary Kallewaard & Marianne Couch, COKALA Tax Services

1:50pm – 2:00pm
BREAK

Lunch

1:00pm – 1:50pm
INTERMEDIATE

A Guide to 1042-S Reporting: Part 1
Kelli Wooten, KPMG

Beginner

Panel: Forming an Organizational Blueprint for new Form 1099-DA Reporting
Sulolit ‘Raj’ Mukherjee, Binance.us; Jill Dymtrow, Gemini; Jessica Metts, ComplyExchange

Intermediate

Panel: Managing Changes to Form W-4, W-4P & W-4R
Ron Askew, The Standard Insurance & Scott Wilkens, Lincoln Financial Group

1:50pm – 2:00pm
General

Break

2:00pm – 2:50pm
BEGINNER

Proactive Steps for Complying with IRS & State Form 1099-K Reporting
Deborah Pflieger, Ernst & Young

Intermediate

Withholding Payments, Reconciliation, and 94X/1042 Reporting Tips

Christy Hayden, Sovos Withholding Services, Wendy Walker, Sovos Solution Principal

INTERMEDIATE

A Guide to 1042-S Reporting: Part 2
Kelli Wooten, KPMG

2:50pm – 3:00pm
Break

Break 

3:00pm – 5:00pm
General

Group Fundraising Activity
Rise Against Hunger

6:00pm – 10:00pm
General

Offsite Group Event
Dinner and drinks included

8:00am – 8:55am

Breakfast

9:00am – 10:15am
General

IRS Updates – Impacts to Consider for 2022 Filing Season
Wendy Walker, Solution Principal, Sovos & John Kreger, Product Management, Sovos

10:30am – 11:30am
All

Networking Session – Financial Institutions, Brokers, Banks

All

Networking Session – Insurance

All

Networking Session – Corp

11:30am – 12:25pm
Beginner

Conquering Tax Notices
TBD

Intermediate

The Great Realization: A Future of Work Discussion
MCLean Robbins, MBO Partners

Beginner

Best Practices for Managing IRS ‘B’ and ‘P’ Notices
Mary Kallewaard & Marianne Couch, COKALA Tax Services

12:25pm – 1:30pm
Break

Lunch

1:30pm – 2:25pm
Intermediate

Overview of IRS Form W-8 Changes
Lani Chou & Lauren Pierce, Comply Exchange

Beginner

Tax Information Reporting Basics
Paul Ogawa, Sovos Regulatory Analysis & Brianna Bolin, Sovos Compliance Services

Beginner

Trends in State Unclaimed Property Reporting
Ann Fulmer, Sovos Unclaimed Property Consulting

2:30pm – 3:00pm
General

Closing Session
Paul Banker, Sovos General Manager

Sponsors:

Our Pentagon Sponsor

Our IRS Agency Sponsor

Health & Safety Policy

By registering to attend the 2022 Comply & Connect: Reporting Summit (the “Summit”), you agree to adhere to the following health and safety terms and conditions related to the Summit:
  1. At all times while at the Summit, you will comply with the terms and conditions set forth in this 2022 Comply & Connect: Reporting Summit Health and Safety Policy (“the Policy”), as well as any other CDC, federal, state, and local health guidelines and mandates applicable at the time of the event, or any other health and safety measures imposed by Sovos or the event venue with respect to the Summit and notified to you at any time. Additional safety protocols beyond those reflected in this Policy may be mandated by the city, state, or our event venue and will be clearly identified and communicated prior to entry into the Summit.
  2. Independent of applicable health guidelines and mandates, attendees are required to show proof of full vaccination as a condition of entrance to the Summit. To meet the requirement to be considered fully vaccinated, your vaccination must adhere to the definition of “fully vaccinated” as defined by the CDC at the time of the event, or such other definition as provided by Sovos in advance of the event.
  3. With respect to facial coverings, Sovos may require facial coverings and will make the determination with regard to facial covering requirements closer to the time of the Summit in accordance with relevant guidance from public health authorities as well as local practices in the community at the time of the Summit.  Sovos will provide timely communications to participants in the Summit with respect to the facial covering requirements applicable to the Summit, if any.
  4. You agree to not attend the Summit if any of the following are present at any time during the Summit or within 10 days prior to the Summit:
    • Any symptoms of COVID-19, including but not limited to fever, cough, or shortness of breath;
    • Fever of 100.4 degrees Fahrenheit or 38 degrees Celsius, or higher;
    • Undergoing evaluation for COVID-19, such as awaiting the results of a COVID-19 test;
    • Diagnosis or positive test for COVID-19; or
    • Close contact to someone with COVID-19
    If any of the above are present at any time during the Summit, you agree to immediately isolate yourself and leave the Summit and notify event staff if you, or someone you have been in close contact with, (i) exhibits any COVID-19 symptoms, including those described above, or (ii) receives a positive COVID-19 test result.
  5. As necessary to comply with any applicable health guidelines and mandates, the agenda or room capacities for the Summit may be revised at any time, and any changes will be reflected in timely communication to participants in the Summit.
  6. You expressly assume, and release Sovos Compliance, LLC and its affiliates from all risks, claims, damages, losses, costs, and expenses, whether or not reasonably foreseeable, associated with, resulting from, or arising in connection with your participation or presence at the Summit, including, without limitation, all risks of harm, damage, illness (including viruses or illness from any communicable disease) or injury (including death) to or related to your person or property.
  7. You agree that, where necessary, your contact details including name, email, address, and phone numbers may be passed to authorities concerned with carrying out contact tracing in support of COVID-19 containment measures. The minimum necessary information will be provided in response to lawful requests. Please be advised that neither Sovos Compliance, LLC nor its affiliates accept any liability for the transmission of COVID-19 nor for any failure by the relevant authorities to adequately carry out contact tracing.

Cancellation Policy

  • 25% of registration fee is kept if cancellation occurs any time before August 17, 2022 (up until 12 weeks before summit)
  • 50% of registration fee is kept if cancellation occurs any time from August 17, 2022 through September 27, 2022 (between 12 and six weeks out from summit)
  • 75% of registration fee is kept if cancellation occurs any time from September 28, 2022 through October 11, 2022 (between six and four weeks out from summit)
  • 100% of registration fee is kept if cancellation occurs on or after October 12, 2022 (within four weeks of summit)
  • If Sovos cancels the summit, all registrants receive a full refund, can roll credit over to next year’s summit or can receive a shop.sovos.com credit

For questions, please contact:

Comply & Connect Support, Email: katherine.miller@sovos.com