Lunch & Registration: 12:00 - 12:30 pm Avalara Overview: 12:30 – 12:50 pm Avalara wouldn’t be here without you! You have invested in Avalara for the long run and our evolution affects your business. Innovation is a part of our DNA and that is how we will help customers manage continuous change and complexity over time. This short overview of Avalara as a company will set the vision and highlight the key initiatives Avalara focuses on to offer the fastest, easiest, most accurate, affordable and reliable transactional tax solutions. Keynote: 12:50 – 1:50 pm Craig Williams, Managing Director, National SALT Practice Leader, CBIZ Geoffrey J. Christian, Managing Director, National SALT, CBIZ Craig and Geoff will discuss sales taxation of services, focusing on a few key states that impose a sales tax on either data processing services, information services or Software as a Service. His discussion will include application of the states’ broad definitions and interpretations and the situsing of the transaction when multiple states are involved in the transactions. Networking Break: 1:50 – 2:00 pm Product Overview & How-to Sessions: 2:00 – 3:15 pm Product Overview: 2:00 – 2:30 pm Avalara continues to expand its depth and breadth of products and services. During this session, learn about the new product features to our existing core products, brand new offerings and the customer resources available to you to get the most out of your investment. How-to sessions: 2:30 – 3:15 pm Choose two fifteen minute sessions to attend during the breakouts Ongoing Maintenance: Tax Profile Check-Up This session will cover the features of the Company Tax Profile in the Admin Console including jurisdictions, companies, nexus, tax codes and rules, items and locations. You will specifically learn how to tie back a business change to the configuration settings in the Admin Console. Avalara Returns: Owning Your Liability Worksheet Welcome to the Liability Worksheet discovery session! During this session you will learn how to view your returns, identify the filing frequency and form being filed, and find important adjustments like prepayments, prior payments, and special taxes. At the conclusion of this presentation, you’ll be able to find the information you need to understand and approve your returns. Avalara CertCapture: This session will describe how to start a campaign in CertCapture to send a request for exemption certificates to multiple customers. Learn how to search for customers, understand the required fields and create a cover letter. Wrap up: 3:15 – 3:30 pm Reception & Aquarium: 3:30 - 5:00 pm Join Avalara for beverages and hors d'oeuvres following the presentations. Network with other Avalara users, meet your account manager and enjoy a few small bites and drinks on us! Attendees will also receive free admission to the aquarium. As an Avalara guest, you are welcome to enjoy the exhibits following the reception.

Atlanta A-list at the Georgia Aquarium Thursday, November 12 12:00 – 5:00 pm

225 Baker Street Northwest Atlanta, GA 30313 Meeting Room: Atlantic Room