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 | Newport Beach

The Pelican Hill Resort

Annual Orange County A-List Event

Cost: Free

Location:

  • The Pelican Hill Resort
  • Lido & Executive Terrace

Date & Time:

  • Wednesday
  • October 12, 2016
  • 2:00pm to 7:00pm

Address:

  • 22701 South Pelican Hill Road
  • Newport Coast, CA 92657

Agenda

A-List events bring together customers and partners, product specialists and industry experts to discuss best practices, showcase new products and provide training for users. Over the years, the content has evolved to include product training and small group sessions so you only attend sessions most relevant to you.

Join the thousands of customers and partners who have attended an A-List – you won’t want to miss it!

  • 2:00 PM
    Arrival & Registration
  • 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
    Compliance Challenges Discussion
    Led by Graham Hoad, Sales Tax Resource Group & Clifford Turner, Avalara
  • 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
    Small Group Discussions
    Choose from two different breakout sessions: audit readiness and a special
  • 5:30 PM
    Cocktail Reception
    Join us on the patio for an interactive cocktail reception!

Featured Keynote:

Graham Hoad
Graham Hoad, President, Sales Tax Resource Group

Graham formed STRG in early 1999. As a multistate tax consultant with a “Big 4″ accounting firm and as a former sales tax auditor with the California State Board of Equalization, he was involved in many audits both as an auditor and a consultant. He also created significant tax saving and cash generating strategies for many types of clients. Graham is a certified member of Sales Tax of the Institute for Professionals in Taxation (IPT). He is enrolled to practice before the IRS, and holds a Bachelor’s Degree in Accounting from California State University, Long Beach. Graham also sits on the Board of Direction of the Sunset Beach Sanitary District.

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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