Insights : Seminar

Software Solutions for your Business

Event Description:
Knowing when you need to collect and remit sales tax, along with the importance of tracking valuable information and remaining compliant are a few steps to take towards reducing your audit risk. Selecting the proper accounting and business management software for management of data regarding your human resources, your customers, and your sales is an important business decision. Choosing the right implementation team is also critical to success—you want professionals who understand the accounting software, but also have a solid grasp on what financial information business owners need to know to successfully manage their business. Knowing and having access to this vital information is critical for financial health. The right professionals and sales tax tracking software can make sales tax compliance and financial reporting easier and more meaningful.
Join us for a session outlining the basics of Nexus as well as the responsibilities that arise when Nexus is established. A demonstration of Avalara software solutions and an overview of NetSuite/ERP will also
be provided.

Learning Objectives:

  • Review Nexus
  • Explore Avalara Sales Tax Software Solutions
  • Discuss NetSuite and ERP Solutions

Mike HeroldMike Herold, J.D., Director, State and Local Tax Services – Eide Bailly
Mike has more than 20 years of experience in state and local tax with an emphasis in the sales tax area. He has represented clients in every state for income and sales tax issues and is a recognized multi-state expert and frequent national speaker. Mike has vast experience in income tax, franchise tax, gross receipts, personal and real property, and unclaimed property.

Darwin BraunagelDarwin Braunagel, Tech Consulting Manager – Eide Bailly
Darwin has more than 12 years of experience in the technology industry with a track record of consistent success in assisting clients with the selection of ERP, CRM, Cloud and Mobile solutions as well as hardware and consulting services. He is experienced in developing and managing new business strategies for the expansion of business, and is also responsible for global sales and marketing, product planning for current and future enhancements, and implementation training for a Software as a Service (SaaS) labor scheduling software.

John PerriJohn Perri, Director of NetSuite Sales – Avalara
John is an accomplished professional in sales, sales management, and business development. He has a broad range of technology-focused sales experience, including Cloud-based software, business process improvement software, and compliance services. John manages sales and strategic development across all NetSuite business lines in North America.

Brigitte MertenBrigitte Merten, Strategic Alliance Manager – Avalara
Brigitte has more than 15 years of experience in technology sales, marketing and channel partner management with a proven track record for achieving business objectives. She has strong experience in developing strategies, logistics and budget for a wide variety of marketing programs, and promotes Avalara’s SaaS tax compliance solutions to key partners and groups.

CPE: 1 hour

Additional Information:
This is a live-group seminar/webinar. No prerequisites or advanced preparation required. For information regarding refund, complaint and program cancellation policies, please contact Jason McKeever at 701.476.8773.

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