Charlotte CFMA Program Meeting: Sales & Use Tax

When:  Nov 8, 2017 from 11:15 AM to 1:15 PM (ET)
Associated with  Charlotte, NC

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Program:  NC & SC Sales & Use Tax Update for Contractors

Learning objectives:  Discuss recent changes in NC to sales tax on certain repair/maintenance services, new requirements for subcontractors and opportunities for tax savings in NC and SC.

Speaker:  Jason Pritchard, CPA, Senior State and Local Tax Manager

Professional Experience:  Jason joined GreerWalker LLP in 2017 as state and local tax advisor in our tax practice. Prior to joining the firm, Jason was most recently responsible for the oversight of state and local tax accounting and compliance at a global top five financial institution. In addition, Jason spent ten plus years at a Fortune 50 retail company where he was responsible for all aspects of federal, state, and international taxation. Jason has significant experience with the evaluation and resolution of both federal and state audit issues, the financial evaluation of proposed mergers and acquisitions, and in the development and implementation of strategic business technology. Jason has extensive regulatory reporting experience with many domestic and international standard setting bodies including the Securities and Exchange Commission and Federal Reserve. Jason also works with clients to identify and implement federal, state, and local tax and development incentives.

Jason focuses on providing practical, high value solutions for his clients. Jason’s extensive experience in multiple industries, as well as in public accounting, has provided him with invaluable experience in dealing with the complex tax issues faced by companies and their owners.

Education:  Bachelor of Science in Business Administration, Appalachian State University
Master of Accounting, Appalachian State University
Professional Affiliations:  American Institute of Certified Public Accountants
North Carolina Association of Certified Public Accountants
Community Activities:  Charlotte YMCA Y-Guides Program, Room in the Inn of Davidson, Davidson Run for the Green, Ada Jenkins Center

CPE Pending


Schedule for Program

Registration and networking:  11:15am to 11:45am

Lunch:  11:45am to 12:15pm

Program:  12:15pm to 1:15pm



If registration is received by Friday, November 3rd, 2017 the cost is $30 for members and $40 for guests. 

After Friday, November 3rd, 2017, the cost is $35 for members and $45 for guests. 


Session Policies

Refunds and Cancellations

Meeting registration must be paid prior to the meeting or at the door.  Any cancellation must be made in writing before noon on Friday, November 3rd, 2017.  No-shows and cancellations after Friday, November 3rd, 2017 at noon will be invoiced.


*Please register and complete payment online*
To register online, visit and click on the Events Page.  Once you click on the event to register.

*CFMA Members or Returning Guests:  Use the Blue Button at the top of the page to “Login to see members only content”.  You will use your CFMA website ID and password to log on.

**Guests:  Please click on the Red “New Users” button to create a website ID.      

If you cannot register online, please call the CFMA Charlotte Administrator at 704-609-4489; or email your registration to

Payments should be mailed to CFMA Charlotte, PO Box 31222, Charlotte, NC 28231-1222.  Please make checks payable to CFMA Charlotte.


The meeting will be held at Byron's Southend, located at 101 W. Worthington Avenue, Suite 180.  Byron's Southend is located in the Courtyard Building of the Design Center of the Carolinas.  The Design Center is located on the corner of W. Worthington Ave. and Camden Rd., directly behind Sullivan's on South Blvd.  For complete directions, call Byron's Southend at 704-333-9779



Please park in the Design Center Parking Deck and walk up the alley way to Byron’s.  You can enter through the green gate!  For parking validation, please bring your ticket inside to registration


Please park in the Design Center Parking Deck located at the corner of Hawkins St. and Doggett St.  For GPS purposes, please use 240 Doggett St. Charlotte, NC 28203.  Bring your ticket inside Byron’s of South End to get your parking ticket validated.  For all updated parking information, please see the attached update and map. 


Additional Information:

Prerequisites:  None

Who Should Attend?

CFO, Accounting Personnel, HR Personnel, CPAs working in a training capacity

Advanced Preparations:  none

Program Level:  Basic

Delivery Method:  Group-Live

Recommended CPE credit:  1 Hour if approved

Recommended field of study:  State Taxation

Pending CPE Approval



GreerWalker LLC will be sponsoring CPE Credit for CFMA this season. 

GreerWalker is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:



If you have any questions regarding CFMA, meeting registrations or the cancellation policy, please contact our chapter administrator Jennifer Wagner by phone (704) 609-4489 or by email


Byron's Southend
101 W. Worthington Avenue, Suite 180
Charlotte, NC 28203

Pricing Information

Registration Regular Late
CFMA-Member $30.00 $35.00
Non-CFMA-Member $40.00 $45.00


Jennifer Wagner
(704) 609-4489