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Webinar Recording

How to Balance Retail Sales Tax Compliance and the Customer Experience

Date: Monday, June 20, 2016
Time: 2:00 pm - 3:00 pm EDT
Many companies have challenges with validating a customer’s tax exempt status in a retail environment. The process of collecting, validating and securely storing a sales tax exemption certificate at the point of sale (POS) has the potential to cause significant delays and require many employees to get involved, which can negatively impact the customer experience.

In this webinar, you will learn:
  • How customer loyalty is impacted by the way exemption certificates are handled at checkout
  • Why manually managing the collection and storage of exemption certificates can lead to higher audit assessments
  • What problems can be solved by automating tax-exempt transactions at the POS
After attending this event you will be able to:
Recognize best practices in exemption certificate management in a retail environment
Identify the questions you should be asking new software vendors
Understand the scope of problems that can be addressed by exemption certificate management software

Speakers

Andy Chan , Analyst, Sales Tax Expert, Avalara
Andy Chan
Analyst, Sales Tax Expert, Avalara
Andy comes from a background in financial technology. Prior to Avalara, he designed an electronic bond trading platform at Morgan Stanley and built a SaaS-based Business Valuation application at Sageworks. In his current role, Andy engages in the design, implementation, and analytics of CertCapture. His primary responsibilities are automating the document manage process for Fortune 500 companies and providing business intelligence reports on product usage, application performance, and financial performance.
Moderated by: Blair Cook, Partner, Executive Finance
Moderated by: Blair Cook
Partner, Executive Finance
Blair Cook is a many-time CFO, corporate director, and educator working with dozens of public and private companies; and professional bodies and post-secondary institutions across Canada.

His career is divided between academic endeavors, such as developing the new certification program for CPA Canada, and working in the corporate world at the highest levels. As an academic-practitioner, he’s a life-long learner who observes and experiments with various financial and management theories in real world context. He shares stories of success and lessons learned to others who share a passion for developing financial leadership competency. Blair’s focus in recent years has been to define and develop a career path for financial professionals aspiring to the Office of the CFO.

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
    Taxes
  • 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
    Taxes
  • CPE Delivery Method
    Group-Internet
  • Program Location
    Online
More information about Hours

Certified Management Accountant

  • Continuing Education Credit
    1 CE Credit
  • Field of Study
    Taxes
  • 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