Monday, November 5th
๐Ÿ“› Attendee Check in
๐Ÿ“… November 5th at 7:30am-12pm
Level ๐Ÿ“Š All
Track ๐Ÿ“› Registration
๐Ÿฝ Breakfast
๐Ÿ“… November 5th at 8am-9am
Level
Track ๐Ÿฝ Meal
โ„น๏ธ Conference Keynote
๐Ÿ“… November 5th at 8:15am-8:30am
Level ๐Ÿ“Š All
Track โ„น๏ธ General Event

Session Details:
Opening Remarks
โš–๏ธ 2018 Regulatory Update
๐Ÿ“… November 5th at 8:30am-9:20am
Level ๐Ÿ“Š All
Track โš–๏ธ Regulatory Tax

Session Details:
โ€ข What is new this year & could be brewing with regard to Regulatory Compliance
โ€ข Tax Reform impact to our future:
โ€ข What impact has tax reform had on your day-to-day?
โ€ข Legislative Update:
โ€ข RESA (Retirement Enhancement & Savings Act)
โ€ข Senate Bills: S.3218, S.3219, S.3220, S.3221, S.3197
๐Ÿ’ธ Statute Update
๐Ÿ“… November 5th at 8:30am-9:20am
Level ๐Ÿ“Š All
Track ๐Ÿ’ธ Unclaimed Property
โš–๏ธ How Would You Respond to an IRS Auditor?
๐Ÿ“… November 5th at 9:30am-10:20am
Level ๐Ÿ“Š All
Track โš–๏ธ Regulatory Tax

Session Details:
Live presentation of an interaction with the IRS
๐Ÿ’ธ Current Litigation
๐Ÿ“… November 5th at 9:30am-10:20am
Level ๐Ÿ“Š All
Track ๐Ÿ’ธ Unclaimed Property

Session Details:
โ€ข Current cases affecting the holder community
โ€ข Wins/losses
โ€ข Upcoming Challenges
๐Ÿ’ต How Vendor Self Service Reduces Costs & Increases Control
๐Ÿ“… November 5th at 9:30am-10:20am
Level ๐Ÿ“Š All
Track ๐Ÿ’ต Accounts Payable
โ˜•๏ธ Morning Break
๐Ÿ“… November 5th at 10:20am-10:30am
Level
Track โ˜•๏ธ Break
โš–๏ธ IRS Taxpayer Advocate
๐Ÿ“… November 5th at 10:30am-11:30am
Level ๐Ÿ“Š All
Track โš–๏ธ Regulatory Tax
๐Ÿฝ Lunch
๐Ÿ“… November 5th at 11:30am-1pm
Level
Track ๐Ÿฝ Meal
๐Ÿ‘จโ€๐Ÿซ 1099Pro User Group Meeting
๐Ÿ“… November 5th at 11:30am-1pm
Level ๐Ÿ“Š All
Track ๐Ÿ‘จโ€๐Ÿซ 1099 Pro Training
โš–๏ธ Penalty Provisions
๐Ÿ“… November 5th at 1pm-1:50pm
Level ๐Ÿ“Š All
Track โš–๏ธ Regulatory Tax

Session Details:
What You Can be Penalized for & How
โš–๏ธ Form 1042-S
๐Ÿ“… November 5th at 1pm-1:50pm
Level ๐Ÿ“Š All
Track โš–๏ธ Regulatory Tax

Session Details:
The Latest & Greatest
โš–๏ธ FATCA & CRS Update
๐Ÿ“… November 5th at 2pm-2:50pm
Level ๐Ÿ“Š All
Track โš–๏ธ Regulatory Tax

Session Details:
FATCA Responsible Officer Certifications
๐Ÿ’ธ State Panel
๐Ÿ“… November 5th at 2pm-2:50pm
Level ๐Ÿ“Š All
Track ๐Ÿ’ธ Unclaimed Property

Session Details:
โ€ข Information regarding represented states filing processes
โ˜•๏ธ Afternoon Break
๐Ÿ“… November 5th at 2:50pm-3:10pm
Level
Track โ˜•๏ธ Break
โš–๏ธ State Information Reporting & Withholding Regulations
๐Ÿ“… November 5th at 3:10pm-4pm
Level ๐Ÿ“Š All
Track โš–๏ธ Regulatory Tax

Session Details:
โ€ข South Dakota v. Wayfair – What does this mean to our industries?
โ€ข State Remittance and Withholding Requirements including:
โ€ข Direct state requirements โ€“ including CFS participating that also require copies of Forms 1099
โ€ข Mandatory State Withholding
โ€ข Working with Payroll
๐Ÿ’ต Changes in Regulations Impacting A/P
๐Ÿ“… November 5th at 3:10pm-4pm
Level ๐Ÿ“Š All
Track ๐Ÿ’ต Accounts Payable

Session Details:
Ever changing regulations are straining A/P resources. From Federal regulations such as OFAC and FACTA to recent court cases such as South Dakotas challenge to the rule against charging internet sales tax and information reporting.
โš–๏ธ 2018 IRS Tax Form Changes
๐Ÿ“… November 5th at 4:10pm-5pm
Level ๐Ÿ“Š All
Track โš–๏ธ Regulatory Tax
๐Ÿ’ธ Food for Thought
๐Ÿ“… November 5th at 4:10pm-5pm
Level ๐Ÿ“Š All
Track ๐Ÿ’ธ Unclaimed Property

Session Details:
โ€ข Open session with state representatives
โ€ข This is your chance to let the state reps know how the process is from a holderโ€™s perspective (successes, nightmares, etc.)