From Reactive to Resilient: Strengthening Tax Strategy for Scalable Growth

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Guard and Grace, Houston, TX

April 21, 2026

Leaders across manufacturing, distribution, wholesale, and construction are entering 2026 facing heightened scrutiny across multi-state compliance, exemption management,consumer use tax, and cross-border trade. At the same time, expansion into newstates, facilities, channels, and acquisitions is broadening regulatory exposure and increasing operational complexity.

This executive roundtable offers a candid forum for finance and tax leaders to exchange peerinsights, discuss emerging compliance pressures, and explore strategies forbuilding resilient, scalable tax processes that help reduce risk, protectmargins, and support sustainable growth. 

Takeaways:

- Gain peer insight into how organizations are addressing rising multi-jurisdiction compliance complexity 

- Gain insight into how peers are strengthening governance around exemption, use tax, and nexus exposure 

- Explore strategies to improve data visibility and strengthen audit readiness

- Understand howexpansion, acquisitions, and supply chain shifts affect compliance infrastructure 

- Discuss ways toalign tax processes with broader financial performance and growth objectives

18:00 pm - 19:00 pm

19:00 pm - 19:30 pm

19:30 pm - 21:15 pm

21:30 pm 22:00 pm

Arrival and Networking

Guests are welcomed and guided into a curated networking environment, designed to foster meaningful interactions. This session encourages ice-breaking and relationship-building before moving into in-depth, collaborative discussions.

Event welcome, introductions, thought leader remarks

Attendees transition to a structured roundtable discussion paired with drinks, promoting thoughtful dialogue around a pre-set agenda. This relaxed setting encourages collaboration, idea exchange, and deeper professional connections.

Three-Course Networking Dinner

The evening continues with a premium three-course meal, offering exceptional cuisine in an elegant atmosphere. This segment enhances networking opportunities while creating a memorable experience that strengthens professional relationships among attendees.

Wrap Up, Q&A, Drinks and Networking

The event concludes with a wrap-up session and Q&A, allowing sponsors and participants to address key takeaways. Followed by drinks and open networking, this final segment ensures actionable next steps and continued engagement in a collaborative environment.

Avalara

Avalara is the agentic tax and compliance leader. For more than two decades, Avalara has developed one of the most expansive libraries of tax content and integrations in the industry, supporting over 200,000 direct and indirect customers across more than 75 countries. The company's purpose-built AI agents automate end-to-end compliance processes with greater precision, from tax calculations and return filings to exemption certificate management and beyond.

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Connex hosts one of the few events where the signal beats the noise. The room was intentionally small, the titles were right, and the conversations were candid. We left with clear next steps and real net new relationships, not just business cards.”

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