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Webinar Recording

Best Practices in Sales Tax Exemption Certificate Management

Date: Tuesday, September 27, 2016
Time: 2:00 pm - 3:00 pm EDT
Sales tax exemption certificate management can often be cumbersome and resource intensive. Many companies use manual, inefficient processes that can lead to increased audit exposure and liability.

In this webinar, you will learn best practices for managing exemption certificates for long-term cost-savings:
  • Common exemption certificate process mistakes and oversights
  • Potential problems from mismanagement of exemption certificates
  • Process improvement suggestions
  • Time saving suggestions to manage certificate expirations and renewals
  • How automation software can streamline the exemption certificate management process
After attending this event you will be able to:
Recognize common exemption certificate process mistakes and oversights
List potential problems from mismanagement of exemption certificates
Identify process improvement suggestions
Recognize time saving suggestions to manage certificate expirations and renewals
Understand how automation software can streamline the exemption certificate management process

Speakers

Kristin Terdik, Director, Avalara
Kristin Terdik
Director, Avalara
Working closely with Avalara’s client-base, Kristin has an appreciation for “the big picture” issues enterprises face around tax documentation. While consulting with potential customers, Kristin gains an understanding of the issues at all levels of their organization, including strategic, departmental and individual needs. She then matches them up with market trends, company direction, as well as product and service requirements to recommend a solution.

Kristin has been with Avalara for just under three years and has 20 years of experience supporting enterprise customers with complex needs and offers solutions tailored to fit their business.
Moderated by: Lindsey Smith, Senior Project Manager
Moderated by: Lindsey Smith
Senior Project Manager
Lindsey is the Senior Project Manager and Manager of Event Production for Argyle Executive Forum’s growing virtual division. She has been with Argyle since 2011 as a part of the Meeting Management & Operations team.

Prior to Argyle, Lindsey worked for ARAMARK in various locations and capacities – most recently as the Assistant Concessions Manager at the Oakland Coliseum.

A Virginia native, Lindsey holds a Bachelor of Business Administration degree with a concentration in Hospitality & Tourism Management from James Madison University and a minor in Exceptional Education. She is based in Texas.

Sponsor

Event Sponsor Avalara CertCapture
Avalara CertCapture - Avalara CertCapture is enterprise-level, cloud-based tax document compliance software that automates the collection, validation and management of sales tax exemption certificates, Forms W-8 & W-9 and reseller certificates.

Certification is not required to get started, but please let us know which certifications you have.

By filling out this form you will become a member of Proformative, and are subject to Proformative's User Agreement. This webinar is provided to you for free by the sponsor, who may contact you later.

Continuing Education Information

Certified Public Accountant

  • Continuing Education Credit
    1 CPE Credit
  • Field of Study
    Specialized Knowledge
  • CPE Delivery Method
    Group-Internet
  • Program Location
    Online
  • Program Level
    Basic
  • Prerequisites
    No advanced preparation or prerequisites are required for this course.
More information about CPE Credits

Continuing Professional Development

  • Continuing Education Credit
    1 Hour
  • Field of Study
    Accounting
  • CPE Delivery Method
    Self-Study
  • Program Location
    Online
More information about Hours

Certified Management Accountant

  • Continuing Education Credit
    1 CE Credit
  • Field of Study
    Specialized Knowledge
  • CE Delivery Method
    Group-Internet
  • Program Location
    Online
  • Program Level
    Basic
  • Prerequisites
    No advanced preparation or prerequisites are required for this course.
More information about CE Credits