Smarter 1099 Season: IRS Updates and an AI-Built Tool for AP Teams

Year-end 1099 reporting remains one of the most time-consuming and compliance-sensitive responsibilities for AP teams, and this year's IRS changes add another layer to keep track of. In this session, you'll get a clear review of the key updates affecting 1099 reporting and filing, along with practical guidance on what to do differently as you prepare for the filing season.

You'll also see a live demonstration of how AI can be used to build a simple HTML-based tool that helps streamline 1099 review and filing. No advanced technical background is required. The session shows how everyday AP professionals can apply AI to real-world process challenges.

Key takeaways

• Understand this year's IRS changes to 1099 reporting and filing requirements
• Learn practical steps to improve accuracy and efficiency in your 1099 review process
• See how AI can be used to build a simple, custom tool for 1099 workflows
• Leave with ideas for applying AI to other AP and compliance tasks

Speaker:

Nertila Kallashi-Tsavegias
Accounts Payable Manager, W.P. Carey Inc.

Nertila Kallashi-Tsavegias is an Accounts Payable Manager at W.P. Carey Inc. with more than 12 years of experience in accounts payable. Her expertise covers payment processing, month end and quarter end close, SOX policies and procedures, sales and use tax compliance, and 1099 reporting.

Throughout her career, she has consistently identified opportunities to improve efficiency, accuracy, and control by redesigning processes, developing clear procedures, and reducing reliance on manual tasks. She has led the implementation of platforms for fraud prevention and expense reimbursement automation, and she partners closely with treasury on cash management.

She now applies this continuous improvement approach to artificial intelligence, developing AI powered tools for cash management and forecasting, sales and use tax overpayment and accrual calculations, account reconciliations, and 1099 filing.

These solutions reduce manual effort, strengthen internal controls, and allow teams to devote more time to analysis and decision-making. She is a Certified Accounts Payable Manager (APM) and 1099 Payment Reporting Specialist (CPRS). In her presentations, she provides practical, proven strategies to help accounts payable professionals use AI to enhance efficiency, improve accuracy, and deliver greater value to their organizations.

Moderator:

Grace Berube
Senior Content Manager, IOFM

Grace is the Senior Content Manager at the Institute of Finance & Management (IOFM), where she has led content strategy and development since 2022. In this role, she oversees all aspects of IOFM’s digital and event-based content, ensuring it remains timely, relevant, and actionable for all financial operations professionals.

Grace manages IOFM’s robust library of site content, leads the organization’s editorial and member webinar programming, and hosts IOFM’s podcast series. She also oversees a team of subject matter experts who contribute thought leadership and educational articles. In additional, Grace curates and manages all speaker content for IOFM’s in-person and virtual events, ensuring consistency and quality across every touchpoint. With nearly three years in the role, Grace brings a deep understanding of the financial operations landscape and a passion for delivering content that empowers professionals to excel in their roles.

Continuing education credits available!

 Continuing Education for IOFM Certification

Receive 1 CEU toward maintaining a certification with IOFM! IOFM's premier certification programs are designed to establish standards for the industry and recognize financial operations professionals who, by possessing related work experience and passing a comprehensive exam, have met stringent requirements for mastering the body of knowledge in their profession. Additional rules may apply, depending on your certification. See full guidelines here. 

Accessibility Information:

IOFM is committed to accessibility. Disability-related accommodation requests for the live event (such as providing live captioning) should be sent to [email protected] by close of business the day before the live webinar. A captioned recording of this webinar can be made available upon request to [email protected].

Cancellation policy:

To cancel your registration for this event, simply contact IOFM customer service at [email protected] no later than 24 hours prior to the scheduled start of the event. You can choose to access the full recorded event, or, your credit may be applied toward the purchase of any IOFM product or interactive event. If for any reason you are not completely satisfied with this program, we will provide a full refund — no questions asked!

For more information:

Contact Customer Service:

Email: [email protected]