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Join the Top Minds in the Tax Information Reporting Industry.

Formerly known as the C2 Summit, GCS – Intelligent Reporting brings together top tax professionals for 3 days of networking, industry knowledge, and regulatory updates. While the summit will focus heavily on 10-series reporting sessions and knowledge, we will also provide updates on ACA and AEOI compliance. Our goal is to provide the information and resources you need to stay in compliance with constantly-changing regulatory requirements.

Join us to learn more about industry tips, Sovos solutions, what’s to come in tax information reporting, and more!

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Agenda

GCS Intelligent Reporting will provide the most up-to-date regulatory analysis that organizations need in order to comply with annual information reporting returns. Both Sovos and industry experts will provide analysis on the changing landscape of tax information reporting. This year’s event is meant to highlight how regulators are getting smarter while leveraging technology to better enforce compliance. The conference will highlight the way we as an industry also need to become more intelligent with our processes and procedures in order to comply with regulators.

Monday, October 2nd

1:30pm – 5:30pm: Registration

2:00pm – 5:00pm: Training Sessions

Join members of our Sovos Support and Managed Services teams for a hands-on training of our Sovos Taxport solution! This optional training is included in the registration price and will be a refresher training on how to best use our 1099 Taxport solution. This training will include basic navigation of the solution including importing, printing, transmitting and generating reports. If you’re new to Taxport or just want a refresher, please join us for this session.

6:00pm – 8:00pm: Welcome Reception

Tuesday, October 3rd

7:00am – 8:00am: Breakfast

8:00am – 8:30am: Announcements/Welcome

8:30am – 9:30am: General Session

Over the past year, Sovos has connected with leading financial institutions to discuss the future of compliance. Andy Hovancik, Sovos President and CEO, will discuss industry trends and Sovos’ strategy.

Andy Hovancik, Sovos

9:30am – 10:40am: Keynote

The IRS is making staying compliant with 1099 reporting much more difficult. Learn how to stay compliant in the face of advanced reporting deadlines and stiffer penalties.
*Entitled to CPE credit

Cheryl Riedlinger, The Tax Reporting Group

11:00am -11:50am: Breakout Sessions

Learn about the changes surrounding B-Notices and how they’re affecting tax reporting, and gain a greater understanding of how to mitigate and avoid penalties.
*Entitled to CPE credit

Debbie Pfliegger, Ernst & Young

Learn about withholding best practices and how to avoid common withholding errors.
*Entitled to CPE credit

Stacy Nagassar, Sovos
Elvin Jusino, JPMC

Learn what the IRS and states are planning for tax reporting in the sharing economy and how the IRS plans to use form 1099-K to help close the tax gap.
*Entitled for CPE credit

Patrick Cooney, Sovos

11:50am – 1:15pm: Lunch & Keynote Speaker

Data security is more important for organizations than ever. Discover why security is so important for tax information reporting and explore what happens to data once it has leaked.
*Entitled to CPE credit

Randy Johnston, K2 Enterprises

1:30pm -2:20pm – Breakout Sessions

Find out in this session the latest on what’s happening with health care legislation in Congress and what the effects of proposed legislation might be on tax reporting.
*Entitled to CPE credit

Alan Ellenby, Ernst & Young

Sovos enhances its software products all year round with both annual compliance updates and feature functionality. This session will provide a year in review of how Sovos solutions have evolved over the course of the last year.
*Entitled to CPE credit

John Kreger, Sovos

Get the latest in this session on changes in tax-reporting policy, including new developments with W-8 and W-9 forms as well as with 1098 and 1099 forms.
*Entitled to CPE credit

Cheryl Riedlinger, The Tax Reporting Group

2:30pm – 3:20pm: Breakout Sessions

Learn how to build a successful career in tax information reporting. Topics will include effective management and mastering technology.
*Entitled to CPE credit

Ron Askew, Standard Insurance Company

Discover in this session what it takes to perform comprehensive regulatory analysis to remain compliant and meet the Sovos team behind our research.
*Entitled to CPE credit

Gerry Nelligan, Sovos
Jesse Rooney, Sovos

IRS auditors are becoming much more aggressive with 1042 audits. Discover how to manage changing 1042-S requirements.
*Entitled to CPE credit

Kelli Wooten, IHS Markit | CTI Tax Solutions
Jill Dymtrow, IHS Markit | CTI Tax Solutions

3:30pm – 4:20pm: Breakout Sessions

Review the first reporting year under the PATH Act in this session and discover lessons learned in how to deal with reporting in compliance with the new law.
*Entitled to CPE credit

Clark Sells, Sovos

In this session, learn about IRS changes to reporting policies for retirement plans and how they will affect tax professionals and their businesses.
*Entitled to CPE credit

Sue DiehlPenServ

Learn about advanced importing, printing and transmitting functionality in Taxport. There will also be time for questions about specific situations.
*Entitled to CPE credit

Emily Dahle, Sovos
Adam Evanoff, Sovos

6:00pm – 8:30pm: Pool Side Dinner

Wednesday, October 4th

7:30am – 8:30am: Breakfast

8:30am – 9:25am: General Session

Change is an inevitability, and as long as we are in the right mindset, we will be ready for anything and prepared to take action. As a juggler for almost thirty years, Greg Bennick is an expert at change: every ball flies in a different direction. How do we manage change? What perspectives to we need?  Learning points include new perspectives on ‘dropping the ball’™ and failure; how to continue even in the midst of setbacks; and perspectives on the creative process itself and the peaks and valleys it brings.

Greg Bennick

9:45am -10:35am: Breakout Sessions

Learn about the changes surrounding B-Notices and how they’re affecting tax reporting, and gain a greater understanding of how to mitigate and avoid penalties.
*Entitled to CPE credit

Debbie Pfliegger, Ernst & Young

Discover why organizations should create centers of excellence for tax reporting and develop year-round reporting processes.
*Entitled to CPE credit

Rich Jeremiah, Capital One
Stacy Nagassar, Sovos

10:50am -11:40am: Breakout Sessions

Get the latest information on state 1099 reporting in this session and learn how to avoid filing mistakes other organizations have made.
*Entitled to CPE credit

Mike Asher, Nationwide
Gerry Neligan, Sovos

Are you prepared for a series of changing Form 1042-S requirements? Come learn more about the mandatory account ID, reporting foreign TINs, changing income codes, and other hot topics in Form 1042-S reporting to make sure you are prepared to comply.
*Entitled to CPE credit

Kelli Wooten, IHS Markit | CTI Tax Solutions
Jill Dymtrow, IHS Markit | CTI Tax Solutions

11:40am – 1:00pm: Lunch

1:10pm – 2:00pm: General Session

Learn in this session why organizations must embrace new technology in the face of stiffening compliance standards and government digital transformation.
*Entitled to CPE credit

Fred Cibelli, Ernst & Young

Nikole DiDio, Ernst & Young

2:10am -3:00pm: Breakout Sessions

Get the latest in CRS and FATCA guidance in this session and learn from the mistakes other institutions have made in their attemps to comply with CRS.
*Entitled to CPE credit

Denise Hintzke, Deloitte

Learn what an anonymous randomly selected group of industry professionals is seeing and feeling about trends in the 1099 reporting industry.
*Entitled to CPE credit

Scott Freedman, Sovos

3:10pm -3:30am: General Session

Featured Speakers

Cheryl S. Riedlinger
Cheryl S. Riedlinger The Tax Reporting Group
Cheryl Riedlinger is an attorney concentrating in the taxation of financial institutions. She works extensively with trade associations and as counsel to various commercial banks and brokers. Ms. Riedlinger is a frequent speaker and author of numerous articles on information reporting and withholding issues. She received her B.A. in economics from Wilfrid Laurier University and her J.D. from Wake Forest University School of Law.

Randolph P. Johnston
Randolph P. JohnstonK2 Enterprises
Randolph P. (Randy) Johnston, MCS has been a top rated speaker in the technology industry for over 40 years. He has started and owns multiple businesses, including K2 Enterprises in Hammond, Louisiana, and Network Management Group, Inc. in Hutchinson, Kansas. Randy was inducted into the Accounting Hall of Fame in 2011 and was selected as a Top 25 Thought Leader in Accounting from 2011-2017. He has written numerous books and articles.

Greg Bennick
Greg BennickMotivational Speaker
Greg Bennick makes people laugh while inviting them to think about important ideas relevant to them. His favorite topic is “managing the unexpected,” which he combines with comedic juggling to create an unforgettable interactive display of ideas and interaction. He has been called upon to be a guest speaker before an enormous range of clients, including TEDxPugetSound (an idea conference devoted to sharing innovation), Fortune 500 companies, major universities, and public audiences worldwide.

Venue, Travel and Hotel


Eau Palm Beach Resort and Spa
100 South Ocean Boulevard,
Manalapan, FL 33462
1 (855) 388-0537

 

The GCS Intelligent Reporting event will be held at the Eau Palm Beach Resort and Spa. Situated on a secluded private beach on seven acres of the Atlantic coast with breathtaking ocean views and lush tropical gardens, the AAA Five Diamonds and Forbes Five Stars Eau Palm Beach Resort & Spa was recognized as Florida’s top resort in the 2015 and 2016 Condé Nast Traveler Readers’ Choice Awards.

The hotel is located 10 miles from the Palm Beach International Airport (PBI) and 40 miles from the Forth Lauderdale International Aiport (FLL).

Discounted room rate is $229/night plus tax. Please call the hotel at 1-855-388-0537 to book your room.

Frequently Asked Questions

GCS Intelligent Reporting will be held Monday, October 2nd through Wednesday, October 4th at the Eau Palm Beach Resort and Spa in Palm Beach, FL. The main sessions and breakouts will occur on October 3rd and 4th.

An optional, pre-conference hands-on training will occur during the afternoon of Monday, October 2nd. This free, three-hour session serves as a Taxport refresher training in preparation for tax year 2017.  During the session, Sovos product experts will share helpful tips on importing data, printing, transmitting, and generating reports.  Note that this workshop is primarily geared toward 1099 reporting.

Topic include the latest trends in tax information reporting from industry speakers such as Ernst & Young, Deloitte, Harvard Business School, Markit CTI, K2Enterprises, plus many more. For more details on sessions and speakers, please view our agenda.
GCS Intelligent Compliance is the premier event for tax reporting professionals providing education and training that offers up to 11 CPE credits. There are seven general sessions at the conference this year, plus 18 breakout sessions, receptions, lunches, breakfasts, and networking mixers. Complimentary hands on training and 1:1 lab sessions are also being offered. We’ve also created a draft justification letter to explain to your manager why you need to attend, to make it even easier for you!
Yes! Sovos is a NASBA sponsor and 11 sessions are in compliance with CPE standards. In order to receive credit, you must assess each session by completing the session evaluation survey distributed and collected after each session.
All registrations must be completed before September 22nd. Click HERE to register. Registrations can be made using Visa, MasterCard, Discover, Diners or American Express cards. Checks should be sent to:

Sovos Compliance
C/O Olivia Marchioni
200 Ballardvale St., Bldg. 1, 4th floor
Wilmington, MA 01887
Please make checks payable to: Sovos Compliance, LLC
(Checks must be received by September 1st, 2017)

Early Bird Registration Opens: June 16, 2017
Early Registration Ends: August 11th, 2017
Regular Registration Opens: August 1st, 2017
Regular Registration Ends: September 22nd, 2017
Onsite Registration: Not available
Early Bird price: $805.00
Regular price: $995.00
Group discount: If 3 people register together, the group will receive a discount of $100.00 off one (1) registration.
Monday: Hors d’oeuvres and drinks at the Welcome Reception.
Tuesday: Breakfast and lunch buffets and a dinner reception
Wednesday: Breakfast and lunch buffets.
If you need to cancel your registration, the following cancellation and refund policies will apply:

  • Cancellation requested on or before September 1st will receive a refund of the registration fee less an $85 administrative fee.
  • Cancellation requested after September 1st will not be refunded.
Hotel discounted rate for this event is $229.00 plus tax for the nights of October 2nd and 3rd. You will need to contact the hotel if you require additional accommodations.
Yes, you need to either call the hotel at 1(855) 388-0537 (mention you are part of the Sovos/GCS room block) or click HERE to book your room online. You are responsible to cancel your reservation in case you cannot attend the conference. Sovos preferred rate ends September 5th.
The Palm Beach International Airport (PBI) is located 10 miles from the hotel. You may also use the Fort Lauderdale International Airport (FLL) which is 40 miles from the hotel.
Ground transportation is not provided for attendees. We recommend you either book your transportation through Super Shuttle (PBI) or Uber. We estimate an Uber ride from PBI will cost $13-15 and a Super Shuttle from FLL will cost approx. $35.
Four levels of sponsorships are available. A full description is available HERE.
Yes, you can bring a guest but the access to the meeting area is restricted to attendees. You will need your badge to access the receptions and buffet areas.

Thank you to our sponsors

GCS – Intelligent Reporting Sponsorship

Why sponsor GCS – Intelligent Reporting?

This year’s sponsorship packages are designed to ensure maximum exposure to Sovos clients and prospects, a leading provider of software that helps global brands reduce the burden and risk of tax compliance. Join tax information reporting professionals from around the country to discuss the regulatory practices that impact your organization most. With speakers from across the industry, GCS Intelligent Reporting will be providing the most current information on all things 1099, with specific focuses in Banking, AP, Retirement, ACA, and much more.

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