2019 Conference Agenda

Sunday, November 10, 2019

8:00 – Noon

  • Registration

8:00 - 9:30 AM

  • Breakfast

9:00 - 9:50 AM

  • Tax Session: Basics of IRS Form 1099 MISC
  • Demo: 1099 Pro and IRS Compliance Software and Services

10:00 - 10:50 AM

  • Tax Session: The Basics of the IRS Requirements on Information Reporting of Payments, Payee Information and Withholding Issued by U.S. Organizations
  • AP Session: Automation
  • UP Session: UP Basics 1 – The purpose for filing

11:10 AM - Noon

  • Tax Session: Payee Documentation Requirements
  • UP Session: UP Basics 2 – Information Gathering
  • AP Session: Why to verify compliance at the time of vendor on-boarding - and how to do it

Noon - 1:00 PM

  • Lunch

1:00 - 1:50 PM

  • Tax and AP Session: Developing, Setting and Maintaining Compliant Regulatory Policies and Procedures Part I
  • Tax Session: The Basics - Filing Information Returns with the IRS and Requiring States
  • UP Session: UP Basics 3 – Welcome to Due Diligence

2:00 - 2:50 PM

  • Tax and AP Session: Developing, Setting and Maintaining Compliant Regulatory Policies and Procedures Part II, continued
  • UP Session: UP Basics 4 - Introduction to UP Filing for AP/AR

3:10 - 4:00 PM

  • UP Session: UP Basics 5 - Claims
  • Tax Session: Basics - Dealing with IRS B-Notice Letters and TIN Penalty Notice Letters
  • Tax and AP Session: AP and Regulatory Open Discussion
  • Demo: 1099 Pro and IRS Compliance Software and Services
Monday, November 11, 2019
Tuesday, November 12, 2019
Wednesday, November 13, 2019