webinars
Exemption Certificate Management
Wednesday
October 17, 2007
12-1pm EST

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
Webinars

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.


"Live" Question and Answer Segment
Webinars


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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Webinars


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Webinars

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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