PROGRAM INFORMATION
Date: November 11 – 14, 2024
Venue: Fairmont Austin – Austin, Texas
As a proud sponsor, DMA will be attending and speaking at this year’s Avalara CRUSH. Join us, along with customers, solution experts, and industry tax professionals, to learn about solutions and strategies that can help improve your tax processes and create value for your tax department.
Sessions by DMA’s Tax Experts
Getting Started With Avalara Exemption Certificate Management
Tuesday, November 12 | 3:00 PM – 4:00 PM CST
Jon McCune, Managing Director, Tax Technology Operations
Join us for an in-depth learning session on Avalara Exemption Certificate Management, where we’ll cover essential customer and vendor exemption topics such as adding certificates, requesting and validating certificates, managing expiring certificates, and ensuring audit readiness. This session will also address collecting certificates at the point of sale, common mistakes to avoid, and the differences between the Essentials, Pro, and Premium plans. In addition, we’ll touch on Avalara Vendor Exemption Management and how it helps automate and manage your business’s exempt purchases.
Learning objectives for participants:
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- Understand how to efficiently add and manage customers and exemption certificates in Avalara
- Learn best practices for requesting, reviewing, and validating exemption certificates to improve compliance
- Gain skills in managing expiring certificates and maintaining readiness for audits
- Master the process of collecting exemption certificates at the point of sale to minimize errors and streamline operations
- Learn about how Avalara Vendor Exemption Management can help automate and manage your business’s exempt purchases
Transforming Your Global Compliance Strategy Within Your Enterprise ERP
Tuesday, November 12 | 3:00 PM – 4:00 PM CST
Justin Reinard, Executive Vice President, Tax Technology
The intricacies of tax compliance pose significant challenges for enterprises — from disparate data sources to overburdened compliance teams and transaction delays caused by manual processes, the landscape is rife with complexities that hinder operational efficiency. In this session, global system integrators will discuss the “dos” and “don’ts” when it comes to enterprise ERPs such as SAP, Oracle, and Workday.
Learning objectives for participants:
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- Explore implementing complete compliance strategies with enterprise ERPs such as SAP, Oracle, and Workday as part of a finance transformation
- Understand common global tax compliance challenges
- Explore how to collaborate with global software and consulting providers
- Get insights on proactive management of finance transformation and compliance risks