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About this Webinar
Learn how Taxware
Enterprise, ADP Taxware's world-class tax
engine, has become increasingly adept at
managing exemption
certificates.
You will learn about storing an image of your
exemption certificates and running ad hoc
reports to
manage your certificates. Alternatives such as
outsourcing the management of exemption
certificates will also be explored.
| About the Presenters |
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Lu-Ann England
Director, Product Management
ADP Taxware
Lu-Ann England is an expert at bringing new
software products to market and joined ADP
Taxware in 2006. She has over 15 years of
transaction tax
experience. Most recently, Lu-Ann was the
Accounts
Payable Product Manager for a major ERP
vendor as
well as an implementation consultant where she
implemented systems in United States, Canada,
Argentina, France and Spain. Previously,
she was
responsible for implementing system changes
required for GST at the University of
Toronto. Lu-Ann
earned an Honors Bachelor of Science degree from
the University of Toronto, and is fluent
in both
English and Spanish.
Dave Wilson
Director, Business Development & Sales
Tax Technology Services., LLC
As Director of Business Development, Dave
Wilson is
responsible for all Sales and Marketing at
TTS. Dave
is keen to understand the needs of the
marketplace
and customers and has 22 years experience in
financial and Tax solutions for corporations.
He earned over 10 Presidents Clubs and many
satisfied customers throughout the U.S. with
leading
software companies. He worked for 2 years
with RSM
McGladrey and nearly 10 years as Account
Executive
for WALL Data, where he was National Account
Manager. His previous experience includes
Financial
and ERP Software sales to Banks, Insurance,
Retailers, Large Hotels/Resorts,
Manufacturers such
as Samsonite, and many others. Dave
holds a
BA from UNC and a Masters of Business
Administration from East Carolina University.
Silvia Aguirre
President
Tax Technology Services, LLC
Silvia Aguirre has responsibility for the tax
compliance levels offered by the organization
as well as increased customer success and
market penetration. She has been instrumental
in the development of new products and
services, such as the popular CertCapture
suite of services which is used by many
leading organizations. She helped found TTS
as a means of providing automated Tax
Services to large clients.
Previously, Silvia served as an Auditor for
the State of Texas where she managed a large
volume of audits. After her audit career, she
served as tax manager for National companies
in manufacturing and technology industries.
Silvia holds several degrees including a
Certification in State and Local Taxation
from University of Wisconsin - Milwaukee. She
earned her BBA in Accounting from The
University of Texas, Pan American, and her
M.B.A. from Tulane University.
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| "Live" Question and Answer Segment |
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ADP Taxware webinars feature ten full
minutes of
Q&A
towards the end of the program. So you'll
have ample
time to submit your questions to this expert
panel. As
always, any questions that we don't get to
answer "on
the air" will be answered via email in the days
following the webinar.
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at least 15 minutes before the allotted start
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and will let you know what Webex components you
need to download and install prior to joining
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webinar.
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ADP Taxware is registered with the National
Association
of State Boards of Accountancy (NASBA) as a
sponsor of continuing professional education
on the
National Registry of CPE Sponsors. State
boards of
accountancy have final authority on the
acceptance
of individual courses for CPE credit. Complaints
regarding registered sponsors may be
addressed to
the National Registry of CPE Sponsors, 150
Fourth
Avenue North, Suite 700, Nashville, TN
37219-2417,
www.nasba.org.
CPE INFORMATION
Prerequisite: None
Level of Knowledge: Basic
Advanced Preparation: None
Delivery Method: Group Internet, Q&A
Recommended CPE: 50 minutes = 1 CPE credit
Please contact us at
training@taxware.com
with any CPE related administrative questions
and
comments.
To receive CPE credit for this webinar, you must
meet these requirements:
Log in using the same email address that you
used to register;
Stay for the entire webinar; and
Answer two out of three polling questions
during the
webinar.
Visit the NASBA website
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Still Time to Join Us Later This Month in Las Vegas for Summit 12
If you enjoy our webinars, you'll love Summit 12, which features dozens of educational sessions over the course of two and a half days. The Summit, taking place October 28 - 30 at Bellagio Las Vegas, is the opportunity of the year to not only take advantage of educational sessions, but also to see the entire Taxware community in one place at one time. You'll learn more about transaction taxes in two a half days than you ever dreamed possible. For more information or to register online, go to www.summit-12.com.
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