Tax Technology Seminar
Agenda and Speakers

Rebooting Tax for What's Next.

The 2027 agenda is currently being built. It will be designed to help you tackle the challenges you’re facing right now—while preparing for what’s next. Each session delivers practical insights, real-world applications, and strategies you can implement immediately.

 

From emerging technologies to process optimization and data-driven decision-making, you’ll gain the tools and perspective needed to move your tax function forward.

Sample Agenda Topics

 

Strategy & Transformation

The Future of the Tax Function: Trends Shaping the Next 3–5 Years

Building a Technology Roadmap That Actually Works

Aligning Tax, Finance, and IT for Better Outcomes

 

AI, Automation & Innovation

Practical Applications of AI in Tax: What’s Real Today

Automating Compliance and Provision: Lessons Learned

Evaluating Emerging Technologies Without the Hype

 

Data & Analytics

Turning Tax Data into Strategic Insight

Data Management Challenges—and How to Solve Them

Visualization Tools That Drive Better Decision-Making

 

Process & Operations

Streamlining Workflows Across the Tax Lifecycle

Managing Risk Through Better Systems and Controls

Outsourcing, Co-Sourcing, and Managed Services: What to Consider

 

Global & Regulatory Considerations

Technology’s Role in Global Compliance and Reporting

Adapting Systems for Changing Regulatory Demands

Preparing for Increased Scrutiny and Audit Activity

Interactive Experiences Tax Sandbox (Optional Add-On)

An immersive, hands-on experience where you can explore tools, test solutions, and gain practical experience in a guided environment.

 

Discovery Stations

Drop in for live demos, product walkthroughs, and informal conversations with solution providers.

Built-In Networking

Because some of the best insights come from your peers:

•Welcome reception

•Extended networking breaks

•Exhibit hall engagement

•Members-only forum

•Peer-to-peer discussions

 

Sandbox (Optional Add On)

 

Start your experience with the Tax Technology Sandbox—an immersive, hands-on session built around doing, not watching. Work in small groups on real-world tax scenarios with expert guidance, and leave with practical skills you can apply immediately. The Sandbox is an optional add-on offered Sunday afternoon and requires an additional registration fee. Choose from three concurrent experiences; space is limited. Specific session details will be released as the program develops. Past Sandbox sessions have included topics such as advanced Excel with Python and data transformation, as well as workflow automation using tools like Power Automate and SharePoint, giving participants practical, real-world experience with today’s tax technology solutions. You can attend the full three-day Tax Technology Seminar without registering for the Sandbox.