Sovos Always On: San Diego

8:45am-9:30am Registration & Breakfast

Complimentary espresso coffee bar and continental breakfast.

9:30am–9:40am Welcome

Alice Katwan, President Revenue, Sovos

Session details coming soon.

9:40am-10:30am Keynote

Kevin Permenter, Research Director, IDC

Session details coming soon.

10:30am-10:45am Break

Complimentary beverages available.

10:45am-11:30am Breakout Session: Mapping the Road Ahead: Global Compliance Trends

Erik van der Hoeven, VP Product Management, Sovos

Global expansion introduces a new set of tax compliance challenges that can either propel your business forward or leave it scrambling to catch up. This session offers U.S.-based organizations a front-row seat to the most critical global tax trends, with a special focus on the rapid adoption of e-invoicing and real-time reporting.

We’ll unpack how these trends are reshaping tax compliance worldwide, what steps U.S. companies need to take to align with evolving regulations, and how these global shifts could impact your future domestic obligations. Get ready to future-proof your compliance strategy and ensure your business thrives in an increasingly regulated global marketplace.

10:45am-11:30am Breakout Session: Navigating the Journey of Tax Reporting Modernization

John Kreger, VP Product Management, Sovos

Tax reporting is entering a bold new era. In this session, Sovos experts dive into the evolution of IRS and state tax system modernization, offering attendees crucial insights into how recent changes will impact reporting in 2025 and beyond.

The IRS’s ability to efficiently handle more data through cloud-based solutions will require finance leaders to reshape the way their teams manage data and report taxes. For organizations still reporting manually, this session is a must-attend event to ensure your teams are empowered to stay ahead of the curve.

11:30am-12:30pm Breakout Session: Indirect Tax Breakout

Session details coming soon.

11:30am-12:30pm Breakout Session: Paving the Way for True Reconciliation

Kelly Conner, Director Product Marketing, Sovos

Tax information reporting and withholding are no longer just compliance checkboxes—they’re strategic opportunities. But many organizations are still stuck in a maze of fragmented data and manual processes. To achieve true reconciliation and optimization, teams must adapt accordingly. This session introduces a five-stage maturity model, guiding businesses on how to transform from disconnected data and manual processes to centralized reporting and fully aligned, compliant systems.

Attendees will gain actionable strategies to overcome common pain points such as siloed data and inaccurate filings, while gaining practical insights on how to streamline operations, reduce risk, and ensure year-round data accuracy that can withstand scrutiny.

12:30pm-1:30pm Lunch

Complimentary lunch catered by the San Diego Wine & Culinary Center.

1:30–2:15pm Thought Leadership by KPMG

Session details coming soon.

2:15pm-3:00pm Thought Leadership

Session details coming soon.

3:00pm-3:15pm Break

Complimentary beverages available.

3:15pm-3:45pm Fireside Chat: What Does Golf Have to do With Anything?

Denny McCarthy, PGA Golf Professional and Alice Katwan, President Revenue, Sovos

PGA Pro Denny McCarthy sits down with Sovos President Revenue to discuss the importance of precision in golf and in leading high-performing teams.

4:00pm-6:00pm Happy Hour

Enjoy craft beer and wine tastings with passed hors d’oeuvres. Guests can enjoy artisan-selected wines, San Diego craft beers and attempt to guess the $100 bottle from a blind tasting.