Arrival & Registration: 2:00 - 2:30 Avalara Overview: 2:30 – 2:50 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: 2:50 – 3:50 pm Audit Management Chris Pounds & Scott Billadeau DSTax Consulting Sales and use tax experts will discuss strategies to effectively manage audits and reduce assessments, interest, and penalties.  Topics include proactively managing information requests, sampling methodologies, negotiating tactics, and other aspects of the audit process. Networking Break: 3:50 – 4:00 pm Product Overview & How-to Sessions: 4:00 – 5:15 pm Product Overview: 4:00 – 4:30 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: 4:30 – 5:15 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: 5:15 – 5:30 Dinner and VIP access to the "Ledge:" 5:30 – 7:00 We invite you for cocktails and dinner at Chicago’s tallest building after the sessions. Those of you who dare to be bold will have VIP access to the Ledge; 103 floors above Chicago’s busy streets.

Chicago A-list at the Willis Tower Thursday September 17 2:00 pm – 7:00 pm

233 South Wacker Drive Chicago, IL 60606 Meeting Room: 99th Floor