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Topgolf Houston-Katy

Get Your Tax Game On Par With Avalara

Cost: Free!

Location:

  • Topgolf Houston-Katy
  • Signature Room

Date & Time:

  • Tuesday
  • March 15, 2016
  • 2:00pm to 7:00pm

Address:

  • 1030 Memorial Brook Boulevard
  • Houston, TX 77084

Agenda

Whether you are an Avalara customer or partner, don’t this miss this opportunity to meet your Houston-area peers. Join industry veterans, product experts and Avalara leadership to talk tax and compliance issues, network and show off your swing during the cocktail reception.

  • 2:00 pm
    Arrival & Registration
  • 2:25 pm
    Welcome & Introduction
  • 2:30 pm
    Avalara Overview
    You have invested in Avalara for the long run and our evolution affects your business. Innovation is a part of our DNA and that is how we will help customers and partners manage continuous change and complexity over time. This short overview of Avalara will highlight the key initiatives Avalara concentrates on to offer the fastest, easiest, most accurate, affordable and reliable transactional tax solutions.
  • 2:40 pm
    3 Things That Should Worry Your CFO, Andy Johnson & Mike Fleming
    The pressures for CFOs are mounting especially when evaluating and mitigating risk. During this discussion, learn more about what worries your CFO and what you can do to help them stay ahead of roadblocks.
  • 3:40 pm
    Break
  • 3:50 pm
    Product Overview
    Avalara continues to expand its depth and breadth of products and services. During this session, learn about the new product features to our existing core products, brand new offerings and the customer resources available to you to get the most out of your investment.
  • 4:20 pm
    Customer & Partner Breakouts
    Avalara partners: The event includes a breakout session just for you! Come learn how you can leverage the Avalara team to better assist your clients with their transactional tax requirements and improve the success of our partnership by utilizing our turn-key programs. Don’t miss out on this opportunity to share your ideas and feedback with our partner team and gain insight from your industry peers. Avalara customers: Choose from a variety of breakout sessions including managing exemption certificates, Avalara AvaTax Excise, AvaTax Tax Profile Check-Up and a review of the Liability Worksheet in Avalara Returns.
  • 5:30 pm
    Reception & Topgolf
    Game on! Grab a club and practice your golf game. We'll be serving up food and drinks from our private executive bays. No golf experience necessary!
  • Parking
    Complimentary parking is available at Topgolf.

Featured Keynote:

Andrew H. Johnson
Andrew H. Johnson, Founding Partner, Peisner Johnson & Company, LLP

Andy graduated with a master’s degree in accounting with emphasis in Taxation from Brigham Young University. He began his career in state taxation with Arthur Anderson, then after 4 years at Arthur Anderson, he partnered with Jerry Peisner and in 1992 founded Peisner Johnson & Company, LLP. Andy is an experienced professional in state and local tax matters and has consulted hundreds of companies in virtually every industry across the country. He is also a member of the AICPA and the Texas Society of CPAs.

Michael J. Fleming
Michael J. Fleming, Director, Peisner Johnson & Company, LLC

Mike is a Director with Peisner Johnson & Company (PJCo). Peisner Johnson, founded in 1992, is a CPA firm that is focused entirely on solving state and local tax issues. PJCo has experience with clients of all sizes, in all industries and currently works in all 50 states, U.S. territories and Canadian Provinces. Mike is originally from New York; where he majored in finance at Hofstra University and put his education to good use when he started his career on Wall Street with Bear Stearns in 1986. Bear Stearns moved Mike to Dallas in 1989, where he has lived since then.

Avalara 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.learningmarket.org.

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