| TENTATIVE AGENDA
(Subject to Change)
Monday, May 5 TUTORIALS
7:30 - 8:30 a.m. Continental Breakfast
8:30 a.m. - 12:00 p.m. U.S./Domestic Bootcamp
12:00 - 12:30 p.m. Lunch
12:30 - 5:00 p.m. NRA and FATCA Form 1042-S Reporting Bootcamp
Tuesday, May 6
7:30 - 8:30 a.m. Continental Breakfast
8:30 - 8:40 a.m. Welcome and Introductions
8:40 - 9:45 a.m. 1099 Hot Topics & Regulatory Updates (U.S.)
9:45 - 10:30 a.m. NRA Updates - 1042-S and 1099 Reporting
10:30 - 10:45 a.m. Refreshment Break
10:45 a.m. - 12:00 p.m. Pensions, IRA and HSA Reporting
12:00 - 1:30 p.m. Lunch
1:30 - 2:50 p.m. NRA and FATCA Hot Topics Discussion with IRS
2:50 - 3:05 p.m. Refreshment Break
3:05 - 4:00 p.m. Technology & Testing Operational Controls
4:00 - 5:00 p.m. Cryptocurrency
Wednesday, May 7
7:30 - 8:30 a.m. Continental Breakfast
8:30 - 8:35 a.m. Welcome and Introductions
8:35 - 9:40 a.m. State Reporting
9:40 - 10:40 a.m. Forms 1099 & 1042 Audit Panel
10:40 - 11:00 a.m. Refreshment Break
11:00 a.m. - 12:15 p.m. Reporting for Lending
12:15 - 1:15 p.m. Lunch
1:15 - 2:15 p.m. Introduction to Cost Basis Reporting - Securities vs. Crypto
2:15 – 3:00 p.m. IRW Ops Best Practices 1099/1042-S
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