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The future of tax complianceMay 9-11, 2018

JW Marriott Washington, DC

Sessions Guidebook

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Avalara CRUSH is the premier event for transaction tax professionals. Join us at our third annual event where we’ll share our vision for mastering tax trends over three days of networking, tech demos, learning labs, and knowledge sharing from partners and experts from around the world.

Attendees will learn how to efficiently scale their tax compliance through meetings with Avalara experts, talking with partners, and participating in Learning Lab sessions. With the option of more than nine different session tracks, we will dive into future trends, industry changes, and anticipat-ed developments that affect the field of tax compliance. The largest tax compliance conference of its kind, CRUSH brings together the experts, technology, and peers to provide support for all aspects of your compliance.

More than nine different session tracks

Certificate Management

Legislative

Accounting

Global

Sales and Use Tax | Returns

Developer

Excise Tax | Returns

Telcom | Lodging | Registration

Partner

Certificate Management Sessions each worth 1.5 CPE Credits

CertCapture Roadmap Get an overview of new and upcoming features of the CertCapture solution and how they will help your business.

Who: Companies looking for insight into future product strategies.

Type: Product Training

Level: Intermediate (All)

Handling Exemptions in an Omnichannel Environment (Customer Panel)

Learn from a panel of existing customers who offer tax exempt sales and manage the process across multiple platforms.

Who: Companies looking for information on selling tax exempt.



Managing an Audit with CertCapture (Customer Panel)

Hear how businesses managed the audit process prior to and after implementing CertCapture. Learn best practices and tips for handling states with high audit risk such as California and Texas.

Who: Companies seeking information on quickly and efficiently responding to an audit.



Maximizing CertCapture for your Business

Learn about new capabilities in CertCapture and discover how to get the most out of the solution.

Who: Companies looking for information on selling tax exempt.



Managing CertCapture Across Multiple Platforms (Partner Panel)

A partner panel discussion on integrated solutions that enable data from ERP, CRM, tax calculation, and billing systems to be automatically connected to CertCapture.

Who: Anyone helping manage sales tax registrations.



CertCapture Reporting and Analysis Updates

Learn about enhancements in CertCapture reporting to better understand and analyze campaign perfor-mance, and improve results.

Who: Companies using or considering using Avalara’s CertCapture.



Getting the Most out of Support and Services for CertCapture

Learn about Avalara support services and resources available to you, including various service levels and tools available, opportunities for live support, train-ing videos, product demos, release notes, and other documentation.




CertCapture Omnichannel Capabilities

An overview of the various ways an omnichannel solution can help you collect and use exemption certificates.




Creating Certificates with Advanced Tracking Capabilities

Learn about a new solution that automates, tracks, and manages the certificate creation process for companies buying tax exempt items from multiple vendors.




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Certificate Management, continued

Best Practices for Managing W-8s and W-9s

Learn how to best manage the collection of W-8 and W-9 forms and get advice from Avalara experts on how to improve your process.

Who: Companies looking for information on managing federal withholding documents.



How Federal Withholding Legislation Affects your Business (Q&A)

Learn from an expert about federal withholding legislation and how it can affect your business. This is a Q&A session to answer questions about W-8, W-9, and other federal forms.

Who: Companies with questions regarding about federal withholding legislation.

Type: Thought Leadership


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Sessions each worth 1.5 CPE Credits

Sales Tax Implications for Drop Shipping and Fufillment Services

Hear from our experts as they explain the sales tax implications of both drop shipping and fulfillment services, which are becoming a more common product delivery method due to increased internet sales.

Who: A general knowledge session relevant to current customers or CPA/ Attorney Partners.



Nexus Changes and What's Next

Join us as we discuss how 2016 and 2017 were the most active legislative years in the history of sales tax, redefining the meaning of nexus. Learn what this means for your business.




Handling Tax Controversy to Win and Beat the DOR

Join our legal experts and learn when its best to take your tax dispute with a state agency to court.




2018 State and Local Tax Legislation Updates

Join our tax experts as they explain the 2018 sales tax legislative changes that will impact your business.




Tax Compliance in the Complex and Unusual States

Our tax experts regale you with all the tax compliance differences that exist between states.




Merchants Helping the State: New Filing Requirements for Consumer Use Tax

Get an overview of new consumer use tax rules. Learn how some states require merchants that do not collect tax to provide states with customer purchase information, and how to be compliant.




Sales Tax on Services: Legislative Changes

Hear our tax experts discuss the Tax Foundation's recommendation and theory on expanding sales tax to include services as well as which states tax what services, and the likelihood of change.




Managing a Sales and Use Tax Audit

Our experts provide guidance on how to prepare for and survive the audit process, offering insight on trends and risk factors, what to do during an audit, and how to respond to audit findings.




A Multistate Discussion by Tax Commissioners

TBD Who: Customers and Partners.


Level: Basic

Legislative

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The Digital Tax Tsunami: What You Need to Know to Help Your Clients

Learn from a nationally-recognized expert about tools to better position your clients’ business in the event of an audit or when planning for future cloud purchases. This session will also include a discussion of key digital tax concepts like characterization, sourcing, the impact of contractual language, and more.

Who: Accounting Partners who are SALT/Avalara experts interested in discussing compliance topics with accounting and bookkeeping firms, including A4A.

Type: TBD


My Client Is Getting Audited: What Do I Do Now?

Learn about sales tax audits and what your clients need to be aware of in today's business climate, the associated risk factors, and how audit practices are changing.




An Avalanche of Sales Tax Returns: Supporting Clients Growing Filing Requirements

Learn about options in how to support your client’s complex state sales tax filing requirements when selling via online marketplaces as well as direct to customer, and how states differ from a compliance point of view.

Who: A general knowledge session relevant to current customers or CPA/Attorney Partners.



The Impact of States Identifying Remote Sellers: Tax Experts Weigh In

Join our panel of tax experts as they describe the tools and methods they use to evaluate whether all taxes are properly paid, and what this means for a remote seller. Learn how automation and big data are tools that aren’t just used by businesses, but are also used by governments to find untaxed sales and income.


Type: TBD


Helping Your Clients with Ecommerce and Selling in an Omnichannel Environment

This session will provide an overview of the ecommerce world and focus on the accounting, sales tax management processes, and technologies needed to support ecommerce businesses. Topics include under-standing ecommerce business owners, ecommerce accounting technology, and sales tax management for online businesses.




Automating Sales and Use Tax For My Clients

Learn how tax technology practices merge tax expertise with detailed system integration experience to provide clients with tax customization and integrations.


Type: TBD


Value Pricing Sales Tax Services

Get an overview of how to optimize the client experi-ence in the sales tax compliance arena. As demand for sales tax compliance services increases, different pricing models emerge to support client engagements such as service packages, hourly billing, and value pricing. Learn which of these pricing models works best for your clients.

Who: General thought leadership session targeted to accounting and bookkeeping firms.



Accounting

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Accounting, continued

Sales Tax Issues for Accountants: How State and Local Tax is Affecting Your Clients

Hear how online marketplace selling is allowing businesses to find buyers more quickly and easier than ever before. Learn about the common sales and use tax traps that enable you to engage with your clients, while evaluating their risk and assisting them through educated planning.

Who: Accounting Partners who are interested in learning best practices for supporting online seller businesses.



Growing Your Accounting Practice with Compliance

In this session we will take a closer look at what auto-mation looks like in the sales tax work stream. We will discuss how building a sales tax automation practice can create a window into adding value to your clients’ performance and grow your practice. Learn how to strip manual tasks out of sales tax compliance, reduce audit risk with a unified compliance and risk management approach, and create additional value added services as you engrain yourselves as your client’s sales tax advisors.

Who: Accounting partners, accounting, and bookkeeping firms.


Level: Basic

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Global

Selling Cross-Border: Understand Customs Duty and Import Tax

Learn about the challenges of cross-border commerce compliance, including the importance of landed cost and the benefits of automating cross-border tax calculation.

Who: Companies new to selling interna-tionally and/or CPAs with clients selling internationally.


Level: Basic

Common Pitfalls When Selling Cross-Border

Get an overview of how customs duty and import mistakes can derail cross-border commerce efforts and hear some real-world, cross-border customer stories so you can avoid these common mistakes.

Who: Companies and/or CPAs with clients who sell or plan to sell internationally.



Reducing EU VAT Risks: What you Need to Know when Selling into Europe

Learn how to minimize risks associated with collecting and paying VAT throughout the supply chain when trading in the EU.

Who: Any company selling in the EU.



Managing Global Compliance with Avalara

Learn how to manage compliance globally with Avalara's suite of solutions. Join us as we discuss solutions for VAT, LandedCost, VAT Registration, iVAT, India GST, and Brazil.

Who: Companies seeking an overview of Avalara’s global products and features.



Tax in Brazil is Hard and Multi-Faceted: It is also a Model for the Future of Digital Compliance

Join us for an entertaining and informative session where we will review all the components of Avalara Brazil's end-to-end solution and provide insight into where other tax regimes like Europe and India are heading.

Who: Partners offering solutions in Brazil. Customers with existing or considering expanding operations and/or a physical presence in Brazil.



VAT: Globalization Drives Tax Reforms

Join a whirlwind tour around the world to learn how countries are implementing VAT to boost their countries’ prospects.

Who: Companies that need to stay up-to-date on indirect tax for international trade, or that have a general interest in how tax is being deployed competitively in global trade wars.


Level: Basic

Death of the VAT Return: How to Cope with Global Tax Authorities Demand for Live Data

Join a discussion on the global trend away from self-assessed, summarized, and periodic VAT returns towards government-assessed, transactional, and real-time compliance. Topics include digital compliance initiatives around the world and what companies need to do to prepare for the digitization of taxes.

Who: Tax teams and consultants looking to understand how to support the new digital government initiatives across the world.



Managing Trans- actional Tax Compliance for India GST

Learn the ins and outs of one of the most complex Transactional Tax Compliance processes in the world. In this session you will see Avalara’s compliance solution that can help your business maintain compliance in India.

Who: Companies already doing business in India or for those unsure of whether or not to dip their toes in the global market-place of India.



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Global, continued

Brexit: An Update on the UK leaving the European Union

Get a practical update on the progress of Britain's exit from the European Union. Understand the implications to your business from a global trade and indirect tax perspective.

Who: TBD



Death of the VAT Return: How to Cope with Global Tax Authorities Demand for Live Data

Repeat Session from Day 1: Join a discussion on the global trend away from self-assessed, summarized, and periodic VAT returns towards government-assessed, transactional, and real-time compliance. Topics include digital compliance initiatives around the world and what companies need to do to prepare for the digitization of taxes.

Who: TBD



Managing Global Compliance with Avalara

Repeat Session from Day 1: Learn how to manage compliance globally with Avalara's suite of solutions. Join us as we discuss solutions for VAT, Land-edCost, VAT Registration, iVAT, India GST, and Brazil.

Who: Companies seeking an overview of Avalara’s global products and features.



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Sales and Use Tax | Returns

Essentials of Tax Compliance with Avalara (Part 1)

Part 1 of 3: Learn how to set your company up for filing success from the lens of a tax supervisor or controller. Get an overview of industry best practices in regards to identifying nexus, taxability, exemption, and registra-tion exposures. (For AvaTax and Returns Users)

Who: Current AvaTax customers including long term, just going live, or new AvaTax users.




Part 2 of 3: Learn which reports are right for you, as you reconcile and remit your sales tax liabilities. We will go over reconciliation tips and tricks, keying in on how to resolve potential discrepancies between your accounting system’s general ledger and AvaTax. (For AvaTax and Returns Users)





Part 3 of 3: Take a deeper dive into the ins and outs of Avalara's Managed Returns service and the process of approving your monthly filings and accrual. We will cover notice handling, the liability worksheet, carry forward credits, and adjustments. (For AvaTax and Returns Users)

Who: Current AvaTax customers including long term, just going live, or new AvaTax users, as well as Returns customers looking for remittance and filing management solutions.



Sales Tax Returns 101 Get an overview of the basics of filing your sales tax returns, including handling registrations, managing prepayments, prepayment calculations, and credits. If you are working with tax data in multiple systems, learn best practices for tracking due dates, notices, and managing filing and payment methods.

Who: Existing and new Returns customers and customers going live on Returns.


Level: Basic

Essentials of Avalara Reports and Reconciliation

Get an overview of the reports available to AvaTax and Returns customers for the two final phases of sales tax compliance: reconciling and filing.

Who: Current AvaTax customers including long term, just going live, or new AvaTax users, as well as Returns customers looking for remittance and filing management solutions.


Level: Basic

Filing Best Practices: Getting Ahead of the Notice (Expert Panel)

Join us for a panel of senior compliance experts as they discuss best practices for managing sale and use tax as well as share examples from the front lines of filing returns.

Who: AvaTax, Returns, and Non-Returns customers.


Level: Basic

Nexus 101: Understand-ing Nexus Discovery and Voluntary Compliance (Part 1)

Part 1 of 2: Learn how to identify common nexus triggers, the importance of registering before collecting, how to define physical presence, and the most common nexus exposures, plus hear tips and best practices for staying compliant.



Level: Basic

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Essentials of Exemption Compliance

Understand the roles and responsibilities associated with exemption compliance including transaction level exemption methods and related exposure zones. Learn the value of an exemption certificate management system and how to reduce audit risk.

Who: Current CertCapture and Avatax customers: long term, still implementing, just going live or with new Avatax users.


Level: Basic

Tax Compliance for Manufacturers (Customer Panel)

Learn from this panel of manufacturing companies on how they have managed the various areas of tax com-pliance for their business.

Who: Companies in the manufacturing industry.



Tax Compliance for Omnichannel Retailers (Customer Panel)

Learn from this panel of omnichannel retail companies on how they have managed the various areas of tax compliance for their business.

Who: Individuals aligned to retail companies who sell and track product across multiple platforms, including but not limited to Ecomm, Point Of Sale (In store), CRM, OMS, and/or ERP.



Tax Compliance for Software Providers (Customer Panel)

Learn from this panel of software providers on how they have managed the various areas of tax compliance for their business.

Who: Companies in the software industry.



AvaTax Update: Reviewing the New User Experience (Expert Panel)

Learn how to get the most out of your AvaTax user experience. Bring your questions to the experts and get an exclusive presentation of the new AvaTax interface.

Who: TBD



Do I Need a VDA? Understanding your Voluntary Compliance Options.

Join us for a discussion on assessing long standing audit risk and exposure. Learn how Avalara can help your business leverage state-specific programs that allow you to voluntarily disclose your business and take advantage of program benefits offered by the state in return for self-disclosure.

Who: Companies who believe they may be non-compliant in one or more jurisdic-tion and want to know how to reduce risk and exposure in coming forward.



Managing Nexus in a New Age (Part 2)

Part 2 of 2: Learn how taxing authorities are starting to interpret the meaning of nexus, exploring questions like where are you really doing business and do you have nexus in those jurisdictions? Additional topics in-clude affiliate nexus, click-through nexus, newly adopt-ed economic nexus rules and laws, and the expansion of sales tax compliance obligations for remote sellers.

Who: TBD



Managing the "Sometimes" Taxable

Learn best practices for managing the varying taxability of the products and services that your company sells. In this session you will gain an understanding of the classifications of the “sometimes” taxable products or services you sell, where you sell them and how much you sell, or when the sale occurs can help drive your compliance strategy.

Who: Companies who sell a variety of products and/or services to multiple juris-dictions who have varying taxability rules.



Sales and Use Tax | Returns, continued

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Sales and Use Tax | Returns, continued

Your Complex Tax Questions for the Tax Experts (Expert Panel)

Bring your burning tax compliance questions to the experts.

Who: TBD


Level: Advanced

Black Friday & Cyber Monday: Planning for Server Overload

Learn how to be prepared for your highest transactional volume of the year. In this session we will be exploring the value of a on-premise solution, along with your cloud solution, for when your transactions are at the highest and servers are overloaded.

Who: For larger ecommerce or retail customers who have millions of daily transactions.


Level: Advanced

Do You Owe Consumer Use Tax?

Learn the basics of consumer use tax, who it affects, and how you can best manage this often forgotten tax.

Who: TBD



Complex Taxability and Compliance Strategies

Learn best practices and strategies for compliance in today's complex tax environment.

Who: Anyone with responsibility for a managing monthly compliance. CPAs or SALT practice partners interested in fine tuning their own compliance operations.


Level: Advanced

Avalara Integrations Ecosystem

Join us as we discuss best practices for Avalara's certified integrations.

Who: Partners, customers, and developers using Avalara APIs


Level: Advanced

Outsourcing your Monthly Returns and Filing Burden

Learn how companies come to the decision to outsource their monthly returns and filing operations, what local and state tax firms are doing to assist them through the transition, and what life is like after.

Who: Anyone with responsibility for a managing monthly compliance. CPAs or SALT practice partners interested in fine tuning their own compliance operations.



Data Mining and Tax Audits

Learn how audit data stratification can help your business estimate overall audit risk and identify high value mitigation strategies.

Who: Anyone with responsibility for a managing monthly returns and filing. CPAs or SALT practice partners interested in fine tuning their own compliance operations.


Level: Advanced

Best Practices for Partnership with Avalara

This session gives an overview of models for building a profitable partnership with Avalara.

Who: MSP and DSP Partners



Managing Sales and Use Tax in a High-Growth Business

Challenges and best practices for managing sales and use tax in an explosive growth environment.

Who: Avalara Customers



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Developer

Calculating Tax with AvaTax

Learn how AvaTax calculates tax, the reasons why tax can be zero, and about the lifecycle of a transaction from recording to filing. This session includes a tutorial on how to integrate AvaTax into an existing application.

Who: Partners, customers, and developers using Avalara APIs.


Level: Basic

Integrate CertCapture Exemption Manage-ment via REST

Learn how to use the new exemption certificate functionality and customer features in the AvaTax API in order to earn the Document Management badge and certification.




Performance Tuning for AvaTax

Learn all of the various features available in the AvaTax API to improve performance for your software. Learn how to measure the performance of AvaTax and a variety of different API calls, as well as how your design choices affects your results.




Beyond Sales Tax: Calculating Multiple Tax Types

Join us for an introduction to the various taxes that are now supported through Avalara APIs. Discuss the use of parameters, attributes, and other fields to enable the calculation of bottle tax, ewaste fees, recycling fees, and more.



Level: Advanced

Developing the Avalara Experience

Bring the Avalara Experience into your application, reducing support cases and customer friction. Learn suggested practices for implementing AvaTax, including how to understand the process to provision AvaTax accounts, set account configuration options, and on-board customers using features in the REST API.



Level: Basic

VAT via AvaTax REST APIs

Learn the features and functions introduced into Avalara's technology stack to support Value Added Tax (VAT). Discuss the basics of VAT, with an EU focus, and how to create compliance automation solutions for VAT using Avalara APIs.




Calculating Tax Offline

Learn how to keep your tax calculations processing when your internet connection drops, and how to reconcile offline transactions later. This session will include the use of our Tax Content API as well as other available solutions.




Enterprise Connector Development

Learn how designing software for enterprise business is very different than designing for small desktop accounting systems. Learn how a connector developer can write the best possible connector for a large business or what new tax concepts you need to learn to build an effective connector for big business.



Level: Advanced

Ask Me Anything— AvaTax API (Q&A)

Learn the history of Avalara's new AvaTax REST API and the choices behind our developer website. This ses-sion includes a 30-minute question and answer session with the developers and designers of the AvaTax API.



Level: Basic

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Excise Tax | Returns

Avalara Excise Roadmap

Get an overview of new and upcoming features in energy and excise tax automation and learn about product plans for 2018, including new products, enhancements, and tax content.

Who: Basic, technical session for product users and managers with a basic understanding of the excise platform.


Level: Basic

Sales and Use Tax Returns for Excise Filers

Learn how you can now file sales and use tax returns along with your excise tax returns easily within Returns Excise and avoid two separate filing processes.



Level: Basic

Energy Tax Trends in 2018

Join us as we discuss recent changes and provide insights on the direction of energy tax regulation.

Who: Product users, managers, and execu-tives seeking further excise business insight.


Level: Basic

Managing Compliance with Avalara Excise (Customer Panel)

Hear Avalara Excise customers share success stories for integrating tax automation into their business processes while addressing key excise tax and technical challenges.



Level: Basic

Environmental Reporting Requirements for Fuel Suppliers

Get an overview of new environmental reporting requirements in states like California and Oregon and explore how to use your current energy tax data for environmental regulations.



Level: Basic

Reconciling your Energy Tax Returns to your General Ledger

Learn strategies and best practices for reconciling your general ledger to simplify and streamline the pro-cess of ensuring your accruals match your filed taxes.



Level: Basic

Understanding New Energy Tax Regulations

Get an overview of the latest energy tax regulations and how they can impact your business. Learn some of the more difficult tax rules and get tips to help you be compliant.



Level: Basic

Managing Energy Licenses and Exemption Documents

Learn how to proactively manage fuel license and exemption documents to ensure tax calculation accuracy and audit readiness.

Who: Basic, technical session for product users and managers with a basic under-standing of the excise platform.


Level: Basic

Managing the Filing Process with Excise Returns (Customer Roundtable)

Hear how businesses manage their energy tax filing process. Avalara customers will discuss filing processes, key challenges, and share best practices. Bring your questions and get advice from your peers in this interactive session.



Level: Basic

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Excise Tax | Returns, continued

Handling Advanced Excise Scenarios and Profiles (Part 1)

Part 1 of 2: Explore advanced features for automation of schedule assignment and tax data management. You will see several use cases for scenario and profile customization as well as learn how to use these powerful features and enhance your tax filing processes.

Who: Advanced, technical session for product users and technology professionals with at least 1 year of experience using the excise platform.


Level: Advanced

Handling Advanced Excise Scenarios and Profiles (Part 2)

Part 2 of 2: Continue to explore several use cases for scenario and profile customization. Continuation of Part 1 session.



Level: Advanced

Introduction to Fuel Tax Determination

Learn how automating your fuel tax determination and calculation can keep you on top of tax changes and ensure ongoing invoice accuracy.



Level: Basic

Amending your Excise Return

Learn how to generate amendments and handle special jurisdictional requirements for cases when you need to file an amended return.



Level: Advanced

Best Practices for Excise Tax Workflow

Learn best practices for creating an automated filing process. Learn how to improve workflow functions, enabling you to automate manual filing steps as well as control approvals and increase filing productivity.



Level: Basic

Mastering Advanced Excise Reporting Features

Learn how to go beyond configuring Returns Excise for government reporting and leverage your investment by using ZZ schedules, custom fields, and the schedule query wizard to automate additional tax data analysis and reporting for your business.



Level: Advanced

Strategies for Excise Master Data Management

Get an overview of the new features in Returns Excise. Learn best practices and how you can enhance master data management, ensuring that your business entities and locations are accurate and up-to-date.



Level: Advanced

Extracting Your Data from the Excise Cloud

Join us for an introduction to Avalara's new data replication services. Learn how to extract your data from the Avalara cloud to integrate with local data for further analysis.



Level: Advanced

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Excise Tax | Returns, continued

Improve your Filing Process with the Excise Filing Calendar

Learn how to use the Returns Excise tax filing calendar to enhance your filing process with visibility into the critical tasks and milestones you need to meet to ensure on time filing.



Level: Basic

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Telecom | Lodging | Registration

TelecomMaximizing your Telecom Tax Engine and Billing Platform Synergy

The first step in ensuring that your tax department runs smoothly is making sure that your tax calculation en-gine and your billing platform are working together at peak performance. In this session we’ll review some key indicators so you can accurately gauge and minimize your risk, regardless of where you are in implementing either your tax engine or billing platform technologies.

Who: Anyone with telecom tax respon-sibility, including billing and tax systems support. Others may find value as well.



Understanding Today's Top Telecom Tax Concerns

Changing technology like IoT and unified communica-tions, case law, new FCC implications, individual states’ outlook, and other significant industry concerns are keeping tax professionals on guard. This session is a critical overview for anyone with tax responsibility in the telecom industry or who is considering adding a voice, video, or conferencing aspect to their software product or a communications aspect to their device.

Who: For larger ecommerce or retail customers who have millions of daily transactions.


Level: Advanced

Lodging

Essentials of Lodging Tax Compliance

Learn about common mistakes and other lodging tax pitfalls that can trip up even the most seasoned accountant to ensure that you are addressing these taxes correctly.

Who: Accountants, CPAs, or tax professionals who serve short-term rental owners or managers, hotel/motel businesses, corporate housing profession-als, or online travel agencies.



Tax Considerations in the Sharing Economy

Hear about how the new sharing economy is supporting many new business opportunities and business models, creating new sales tax challenges. Get an overview of new tax considerations so that you're prepared.

Who: Anyone dealing with increasing tax considerations associated with the sharing economy, especially short-term rentals through Airbnb, VRBO, and HomeAway.



Registration

Business Registration is Difficult: Discussion of Technologies to Help Automate the Process

Hear what Avalara is developing to help businesses and service providers correctly register in one or more jurisdictions.

Who: Anyone helping manage sales tax registrations.



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Partner

Executive Roundtable After all the positive feedback we received last year, we’re bringing back our executive roundtable for partners. This is your opportunity to hear from Avalara’s executive leadership team on their vision for the company and the vital role they see our partners play-ing. We will have plenty of time for Q&A as well, so come prepared with all your burning questions.

Who: All Avalara Partners


Level: DSP and MSP Only

Leveraging Partnerships for Improved Customer Satisfaction and Growth

More than ever, customers are looking to their most important technology partners for the best and most complete solutions. In this session, we will share with you some of the creative ways you can work with partners, specifically the sales and marketing teams, to improve customer satisfaction, grow your business and increase retention. Avalara’s channel sales and marketing veterans will discuss partnering best practices, creative techniques they leverage today, and tools that help support the strategy. You’ll come away from this session with new ideas you can employ immediately with Avalara and your other partners.

Who: Avalara Partners in sales, marketing, consulting, and leadership roles.


Level: DSP and MSP Only

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Technology Showcase Our Technology Showcase is a great time to visit with sponsors and learn more about their products and services and receive a free demo. The Technology Showcase also provides an opportunity to win great prizes through our passport program. Get your passport stamped by all Technology Showcase sponsors and enter to win prizes such as an iPad, iWatch, GoPro, gift cards, and more!

Thursday, May 10, 12:00 p.m. – 5:00 p.m.

Friday, May 11, 10:00 a.m. – 5:00 p.m.

Evening Activities Included with your registration are monumental experiences we deliver in the form of our off-site evening activities. Please take a moment to review them in more detail below.

Kick-off dinner party at the National Air and Space Museum Please join Avalara for our CRUSH DC kick-off dinner party at the Smithsonian National Air and Space Museum! The museum chronicles the epic story of the mastery of flight, from Kitty Hawk to outer space. It holds the largest collection of historic aircraft and spacecraft in the world, dramatically displayed in 23 galleries, including the 1903 plane flown by the Wright Brothers at Kitty Hawk, and the Spirit of St. Louis, in which Charles Lindbergh crossed the Atlantic in 1927. Additionally, guests can view the first aircraft to fly around the world, the one-of-a-kind aircraft which won the U.S. Aerobatic Championship in 1991-1992; and the gondola of adventur-er Steve Fosset’s balloon which completed the first solo around the world flight in 2002.

Included: roundtrip transportation, unique live entertainment, food and beverages, and unlimited networking opportunities!

Wednesday, May 9th 7:00 p.m. – 10:00 p.m.

Included with registration

Rolling Happy Hour What better way to get to the Wharf than to ride a double decker tour bus! Network with industry peers, executives, and Avalarians while taking in the sights of the city! We will provide the buses, monument tour, and cocktails along the way!

Please note this will be the only form of transportation to the Wharf. If you miss the buses, you will be responsible for transporta-tion to the District Pier at The Wharf.

Thursday, May 10th 5:30 p.m. – 7:00 p.m.


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For accountants, CFOs, finance teams, and other tax specialists, CRUSH DC offers attend-ees the time and the place to explore tax compliance in depth, along with unforgettable fun in the Nation’s Capital. In addition to attending classroom, roundtable, and panel discussions on industry trends and best practices, you’ll have many opportunities to network with your industry peers, product experts, and Avalara executives.

Networking opportunities

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District Pier Party at The Wharf The Wharf is reestablishing Washington as a waterfront city and destination. This remarkable, mile-long stretch along the Potomac River is coming to life with restaurants, retailers, residences, and businesses — all complemented by monumental views and a vibrant culture. The District Pier reaches hundreds of feet into the Washing-ton Channel and is one of The Wharf’s central outdoor gathering places. With exquisite views of the Washington Channel, cherry blossom trees, and more, the Dockmaster Building is as intimate as it is immaculate. Resting at the end of the 450-foot District Pier, this space offers attendees the perfect mix of excitement, access, and exclusivity

Included: transportation to/from the Wharf, surprise live entertain-ment, food and beverages, and unlimited networking opportunities!

Thursday, May 10th 7:00 p.m. – 10:00 p.m.


VIP activity options Avalara has secured five optional activities that you may add-on to your registration for a fractional fee. Each activity includes roundtrip transportation in an air conditioned vehicle and tour guides. Please note, each activity is available on a first-come, first-served basis and capacities are limited.

Golf Tournament at TPC Potomac Challenging enough for the best players in the world, TPC Potomac’s golf course offers five sets of tees on each hole affording golfers of all abilities the chance to “Play it Forward” and experience an enjoy-able round of golf. The par 70 golf course measures 7,139 yards from the championship tees, and a fair challenge of 6,047 yards from the member tees.

The recent golf course redesign was a true collaborative effort that enlisted the input from several famed architects including Tom Fazio and Pete Dye as well as PGA TOUR pros Fred Funk and Davis Love III. As part of the redesign, TPC Potomac restored the historic Rock Run Creek, a tributary of the Potomac River. The Rock Run Creek runs along five of the holes on the back nine, adding to the course’s nat-ural beauty.

Wednesday, May 9th 7:00 a.m. – 3:00 p.m.

$150 per person, caddies and meals provided

(50% discount)

National Cathedral Behind-the-Scenes Tour Since 1907 when workmen laid the foundation stone of Washington National Cathedral, the majestic structure has played a vital role in our nation’s history. The Cathedral has long served as a grand spiritual center where Americans unite to worship and pray, mourn the passing of world leaders, and confront the pressing moral and social issues of the day. The National Cathedral is a spiritual resource for our nation: a great and beautiful edifice in the city of Washington, an indispensable ministry for people of all faiths and perspectives, and a sacred place for our country in times of celebration, crisis, and sorrow. Attendees will enjoy a behind-the-scenes tour of the Washington National Cathedral, visiting confined spaces that are not open to the public. Guided through the nave and the crypt level, guests will learn about the historic under- ground of the building including the moon rock and the crypts of Hellen Keller, President Wilson, and Martin Luther King, Jr., among others. Next, guests will be led 400 feet above the ground to the very top of the tower levels for the highlight of the tour — a typically off-limits gargoyle’s view of Washington, D.C. from the actual rooftop gutters of the building.


$75 per person

(50% discount)

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Private U.S. Capitol Collection Tour Set atop Jenkins Hill, overlooking the city of Washington, sits the United States Capitol. Its cast iron dome is the most imposing architectural structure in the city and the chief icon of the nation’s identity as a federal republic and that of the legislative branch. Enjoy a private tour of this hallowed building and you will be awed by the Rotunda, the symbolic center of the Capitol and of the city itself. Visit the Statuary Hall (the original House chamber), the Old Senate chamber, and the Crypt, which was intended to be the final resting place of George Washington. Across the street, visit the seat of the judicial branch of our government, the Supreme Court, where nine justices preside in the largest marble building in the world.

Next stop, the Library of Congress Thomas Jefferson Building, an elegant neoclassical building lavishly decorated in the spirit of the Gilded Age. The buildings hold the world’s largest library and is home to Jefferson’s handwritten draft of the Declaration of Independence.


$75 per person

(50% discount)

City Segway Tour The Segway is the first of its kind — a self-balancing, personal transportation device that’s designed to operate in any pedestrian environment. It’s new, it’s cool, and a ton of fun! When guests want a fabulous and exciting new way to see the city of Washington, the Segway Tour is the right pick! Cruise through the nation’s capital, sail by the monuments, the White House, and American icons, while not only enjoying a novel orientation, but an informative historical tour as well.


$75 per person

(50% discount)

DC Foodie Experience: Georgetown Guests will be introduced to the historic yet chic charm of George-town, an area that pre-dated Washington, D.C. Transported on a food tour across 250+ years of history, guests will enjoy flavors closely connected to the northwest D.C. neighborhood. The tour will bring together progressive, high-end cuisine, with long standing institutions. From restaurants and shops running before prohibition, to swanky hotspots, this food tour brings together some of the best this area has to offer.

Long before it became popular by the Kennedys and the home of high end retail and fashion, Georgetown was a working-class port city pre-dating the Federal City of Washington D.C. Its roots are still very much alive and can be seen in the red brick townhomes and turn of the century factories that are found throughout the area. The tour will conclude with a journey across the historic C&O canal and a sweet ending and drink from a bakery that originated as a printing house.


$75 per person

(50% discount)