Registration & Lunch: 12:00 – 12:30 pm On the menu: delicious goodness. Check back for the precise menu. 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 Graham Hoad, President & CEO, Sales Tax Resource Group Audits are on the rise and unless you have loads of cash to spend on fines, penalties and interest, protecting your business from exposure is critical. Leading sales tax expert Graham Hoad will cover seven sales and use tax considerations the auditor will be looking for if you get stuck in an audit to stay one step ahead. 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. Understanding and Tracking Usage and Transactions: Learn how to view transaction usage reports to get a quick snapshot of your usage in real time by using the transaction usage visualizer. This session will also review billable transactions. 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 Cocktail Reception: 3:30 – 5:00 Join Avalara for cocktails and hors d'oeuvres following the presentations on the Seven Degrees terrace. Network with other Avalara users, meet your account manager and enjoy a few small bites and drinks on us!

Address: 891 Laguna Canyon Road Laguna Beach, CA 92651 Meeting Room: Media Lounge

Laguna Beach A-list at Seven Degrees Wednesday, October 28 12:00 - 5:00 pm