Schedule of Events
Friday, November 7th, 2025
The schedule below is final and the lineup of speakers is subject to change.
7:30 – 8:30
Registration & Networking Continental Breakfast
8:30-8:40
Announcements
8:40-11:20
Tax software, client portals, & other tax tools
11:10 - 11:20
BREAK
11:20 - 12:10
Tax software, client portals, & other tax tools (Continued)
12:10 -1:10 p.m.
Lunch
1:10 - 1:15
Announcements
1:15pm -2:55 p.m.
- Research & AI use within the tax firm
- Client relationships
- Operations & team management
2:55 pm - 3:15
BREAK
3:15-4:55p.m.
- Research & AI use within the tax firm
- Client relationships
- Operations & team management (Continued)
4:55-5:00 p.m.
Closing Comments
5:00
Seminar Concludes