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ABOUT

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DETAILS

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RSVP

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SPONSOR

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ABOUT THE PROGRAM
Simplifying Tax Compliance is an exclusive two-hour lunch event featuring an expert panel and an open room discussion that will take place in a private room at the historic New York Stock Exchange (NYSE) in Manhattan. Our invitation-only group of 30 senior Finance, Accounting and Tax leaders from major enterprises will convene with three simple goals in mind:

• To learn actionable insights and strategies[push h=5]
• To walk away with valuable new connections from our unique networking opportunity[push h=5]
• To enjoy a fine lunch

ATTENDEE EXPERIENCE VIDEO
Please click the video below to view 40-second clip that demonstrates the attendee experience:

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ABOUT THE CONTENT

Complexity is increasing. Financing events, M&A, and digital transformation are signs of healthy, growing companies. However, finance, accounting and tax leaders are struggling to manage the complexities associated with tax compliance, including changing government regulations around economic nexus spurred by the US Supreme Court ruling in SD v. Wayfair. Our industry panel will discuss lessons learned, experiences, and recommendations in an informal fashion without recordings, press, or social media hampering our exchange of knowledge.
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The event format will feature a moderated panel of industry leaders followed by an open room discussion to promote interactivity. A private tour of the NYSE trading floor and iconic building will be provided after the lunch.
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DISCUSSION TOPICS
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• Integrating a tax compliance strategy with a business growth strategy[push h=10]
• Tax compliance for financing events[push h=10]
• Planning for tax obligations, such as nexus, jurisdictional rate changes, or product taxability rules post M&A activity[push h=10]
• Automating sales tax during systems integrations to reduce compliance costs and audit risk[push h=10]

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FEATURED PHOTOS FROM THIS EVENT

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MODERATOR
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Scott Peterson
Vice President of U.S. Tax Policy and Government Relations
Avalara

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PANELISTS
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Savilla Kaltner
Executive Director – Tax Reporting and Compliance
MSCI Inc.

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Jean Saladino
SVP, Business Operations
Scivantage

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If you have received an invitation and would like to RSVP, or if you would like additional information and to be considered for participation, please email Stephanie Pereira Lima at stephanie.p.lima@bdionline.com. While there is no cost to participate, we require registrants to show up and actively contribute to the conversation.
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DATE
Thursday, May 23rd, 2019

TIME
12:00 PM – 2:00 PM

LOCATION
NYSE, Siebert Hall
11 Wall St, New York, NY 10005

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ATTENDEE PROFILE
30 senior Finance, Accounting and Tax leaders from major enterprises

[button id=”” style=”border” class=”” align=”left” link=”mailto:stephanie.p.lima@bdionline.com?subject=RSVP for the 5/23 Tax Compliance Lunch Event in NYC” linkTarget=”_self” bgColor=”accent7″ hover_color=”accent5″ font=”20″ icon=”” icon_placement=”left” icon_color=””]RSVP NOW[/button]

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EVENT AGENDA:

12:00 PM – 12:30 PM	Reception, Meet & Greet
12:30 PM – 12:40 PM	Welcome Remarks and Lunch Begins
12:40 PM – 1:45 PM	Panel Discussion and Q&A with Attendees
1:45 PM – 2:00 PM	Interactive Roundtable Discussion
2:00 PM	Tour of the NYSE

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SPONSOR[push h=5]

Avalara helps businesses of all sizes get tax compliance right. In partnership with leading ERP, accounting, ecommerce and other financial management system providers, Avalara delivers cloud-based compliance solutions for various transaction taxes, including sales and use, VAT, excise, communications, and other indirect tax types. Headquartered in Seattle, Avalara has offices across the U.S. and around the world in the U.K., Belgium, Brazil, and India. Visit www.avalara.com to learn more.

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ORGANIZER
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Business Development Institute (BDI) is an award-winning event marketing agency specializing in producing invitation-only, thought leadership driven, custom events on the most impactful topics. BDI’s programs create an interactive peer learning experience while providing a rare networking opportunity for like-minded leaders over a fine lunch.

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