Prepping for year-end reporting, including dreaded 1099s.

CLA Principal Keith Davidson will take us through this year’s 1099 requirements and other year-end preparation you need to be focused on.

About this webinar.

One of everyone’s least favorite tasks has become one of our most popular webinars – year-end close preparation and 1099 reporting. Join us this year to hear planning advice from Keith Davidson, Principal and a leader in CLA’s Outsourcing practice. In this session, we look at the federal and state 1099 reporting requirements and what you should be doing now to prepare for year-end. We’ll identify areas of focus from year-end data, including what you need to know to crush 1099 reporting. You’ll also have an opportunity to ask your questions. Earn a CPE credit and start getting ready for the year-end reporting season!

Key takeaways.

1099 FAQs — the information you need and how to proactively prepare.
Automation tools to ease the process.
What to do if you get it wrong.

About the speakers.

Keith Davidson

Principal — Consulting CFO CLA

As a Principal and Consulting CFO in CLA's Outsourcing practice, Keith enables companies to succeed through insightful and proactive consulting CFO services. As a strategic partner, he provides intuitive guidance and structured management reporting and planning frameworks for strategic decision-making.

Before joining CLA, Keith was the CFO at ICS, a $6B division of Fortune 12 company AmerisourceBergen, where
he led strategic business planning, forecasting, financial analysis, global M&A, and accounting. Previously, he
was the corporate finance leader for EndoChoice, a small-cap medical device company, where he built the
corporate FP&A and investor relations teams, as well as the IPO financial model, ahead of their successful IPO.

LinkedIn

Darcie Lamond

Director of Brand at Airbase

Darcie Lamond is Director of Brand at Airbase, responsible for content creation and messaging, and has 25 years of experience in finance and marketing. She began her career in the Treasury Department at Bank of America, focused on capital markets transactions. Her time in banking included a Senior VP role heading the marketing and trading of currency and interest rate derivative products globally for First Chicago (now Chase). She served as Partner, CSO, and CFO for a marketing agency, giving her hands-on experience in day-to-day operations and managing the company’s finance and accounting.