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 | Orange County 2017

Laguna Canyon Winery

We love our customers! Avalara is coming to Orange County for a fun customer appreciation A-List event. Join us on October 24 at the award-winning Laguna Canyon Winery to hear from industry experts, participate in breakout sessions, and network with fellow professionals. After, we invite you to participate in a wine-blending experience and competition. We’ll end the evening with passed hors d’oeuvres and delightful wine pairings. This event will sell out, register now.

Cost: Complimentary for Avalara customers

Location:

  • Laguna Canyon Winery

Date & Time:

  • Tuesday
  • October 24, 2017
  • 2:00pm to 8:00pm

Address:

  • 2133 Laguna Canyon Rd
  • Laguna Beach, CA 92651

Agenda

Avalara is returning to Orange County for a fun A-List event on October 24th. A-List events deliver user-inspired content, training, and networking opportunities for customers across the country. Attendees will meet with subject matter experts on Avalara products, services, and tax compliance, followed by a wine-blending experience and competition, passed hors d’oeuvres, and delightful wine pairings.

Rules:

Seating is limited for this event. First-come, first-serve. We will create a waiting list for those who are not able to register. You must attend the meeting portion to be eligible to attend the Wine-Blending Experience & Competition and following reception. Limit 2 tickets per company. Only one person per email address. If you are registering two people, you must use different email addresses.

Please note: Once you register, you will receive a confirmation email. If you do not receive a confirmation email, you are not registered. If you register using Internet Explorer as your browser and do not receive a confirmation email, please try again using Google Chrome.

  • 2:00pm – 2:30pm
    Arrival and Check-In
  • 2:30pm – 2:45pm
    Avalara Welcome
  • 2:45pm – 3:35pm
    Keynote Presentation: Key Components of the Sales & Use Tax Compliance Process (1 CPE credit)
    Sona Akmakjian & Katherine Parrish, DMA
  • 3:35pm – 3:50pm
    Break
  • 3:50pm – 4:50pm
    Breakout Sessions – Pick One
    Breakout Option 1: Best practices for exemption certificates
    Breakout Option 2: Nexus considerations in AvaTax
  • 4:50pm – 5:00pm
    Closing Remarks
  • 5:00pm – 6:30pm
    Wine-Blending Experience & Competition
  • 6:30pm – 7:30pm
    Reception with Wine Pairings

Featured Keynote:

Sona Akmakjian
Sona Akmakjian, Strategic Business Development and Alliances, DMA

Sona has more than 25 years of experience with multi-state sales and use taxes and transaction tax software. Prior to joining DMA, Sona, worked for Taxware where she was Vice President of Client Services and Senior Director of Partner Implementation. Her responsibilities included tax software implementation, client relationship management, technical support management, product management, and strategic alliance management. Sona was also a Senior Manager of Tax Advisory Services for a Big 4 firm, where she led the transaction tax automation practice in the western United States. She gained extensive experience managing complex tax system and ERP projects. Sona also provided multi-state sales/use tax consulting services for companies in a variety of industries including healthcare, retail, and manufacturing. She provided audit defense, reverse audit, and voluntary disclosure services for clients. Earlier in her career, Sona worked as a Sales/Use Tax Auditor with the California Board of Equalization.

Katherine Parrish
Katherine Parrish, CMI, Senior Tax Manager, Sales/Use Tax, DMA

As a Senior Tax Manager, Katherine works closely with clients to develop sales/use tax planning and tax recovery strategies that result in significant tax savings. She specializes in conducting overpayment reviews by examining current and past sales/use tax records to obtain overpaid taxes for major corporations in a variety of industries. Katherine also assists clients with audit defense – negotiating with auditors and other state taxing officials – to minimize their tax liabilities. In addition, she provides sales/use tax training seminars to DMA’s clients.

DMA is a proud sponsor of Avalara A-Lists. Since 1972, DMA has partnered with many of North America’s largest companies to solve their corporate tax challenges. Our practice focuses on six key areas of corporate taxation: property tax, sales/use and commodity tax, state income and franchise tax, tax technology, crown royalties, and unclaimed property. We assist companies with minimizing their taxes, enhancing the efficiency of their tax administration with technology, and managing their tax compliance obligations. To learn more about DMA visit www.DMAinc.com.

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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