SPONSORED WEBINAR • ETA MEMBERS & NON-MEMBERS
Optimizing Tax Reporting: Lessons Learned & Future Strategies
MAY 13 • 2PM ET • FREE WEBINAR
With reporting season behind us, now is the perfect time to reflect on your tax information reporting workflows. As regulations continue to evolve and requirements grow more complex, it's crucial to build on lessons learned and optimize your processes for the future.
Questions? Contact Carl Wegner at cwegner@electran.org.
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Why Now?
This session will provide actionable insights to help you adapt to the ever-changing regulatory environment, reduce risks, and set a strong foundation for success in future reporting seasons.
Join our expert-led webinar to evaluate your recent performance, identify areas for improvement, and prepare for upcoming challenges.
What You'll Learn
- Assess Your Reporting Processes: analyze your reporting workflows from the past season, pinpoint inefficiencies, and address pain points effectively.
- Ensure Compliance with Changing Regulations: understand the risks of falling behind on regulatory updates and how to adapt to stay compliant.
- Identify Areas for Improvement: gain practical strategies to enhance accuracy, reduce errors, and improve efficiency for future reporting cycles.
Speaker
Paul Banker
General Manager
Sovos
As General Manager, Paul Banker leads the global tax information reporting business. He was previously Vice President of Global Accounts at Sovos, and he and his team cultivated partnerships with some of the world’s largest global financial services organizations, helping to identify and develop solutions to resolve complex multi-jurisdictional regulatory obligations.
With more than 25 years of experience in the tax information reporting industry, Paul’s previous leadership positions include vice president of client management and Vice President of operations at Convey, which was acquired by Sovos.
A former selected member of the Information Reporting Program Advisory Committee (IRPAC), which provides guidance on matters of concern to the industry and the IRS, Paul is now a member of the CRS Business Advocacy group that works with the OECD on matters related to the automatic exchange of information (AEOI). He earned a Bachelor of Arts in accounting from the University of St. Thomas in Minnesota.
RSVP Today
Admission is complimentary, but an RSVP is required.
ETA CPP CE Credits
The ETA CPP™ certification program sets the standard for professional performance in the payments industry and is a symbol of excellence. It signifies that an individual has demonstrated the knowledge and skills required to perform competently in today’s complex electronic payments environment.
This event is approved for ETA CPP™ Continuing Education (CE) credits. Credit is earned at the rate of one credit per 50 minutes of electronic transactions industry-related session time, including questions and answers, excluding lunches and breaks.