Sunday, July 21, 2024
3:00 p.m. - 6:00 p.m. | Registration
Registration desk open
When you arrive, head to the Lobby level to pick up your Taxposium badge and bag.
Monday, July 22, 2024
6:30 a.m. - 5:30 p.m. | Registration
Registration desk open
We're here to answer any questions.
7:00 a.m. - 8:00 a.m. | Networking Event
Breakfast
Join us for the perfect way to kickstart your Taxposium experience.
8:00 a.m. - 10:15 a.m. | General Session
Bringing the industry's most influential people to you is what Taxposium is all about. At this year’s event, we’re hosting a panel discussion with those in the federal government who make the decisions that affect tax professionals’ daily lives and the taxpayer experience.
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2 CPE for AFSP, EA, CPA, CRTP

Danny Werfel
Commissioner
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Courtney Kay-Decker
Deputy Chief, Taxpayer Experience Office
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Discussion with IRS Commissioner
Discussion with IRS Officials

Terry Lemons
Chief, Communications & Liasion
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Dietra Grant
Director, Customer Account Services (CAS)
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Terry Lemons
Chief, Communications & Liaison
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10:30 a.m. - 11:30 a.m. | Keynote Session
1 CPE for CPA
We’re in a time when change is a constant challenge. More than ever, we must embrace an unstoppable mindset if we want to overcome adversity and create the kind of breakthrough opportunities that lead to unprecedented results.
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Whatever challenges you’re currently facing, Scott’s personal story and business insights will inspire you to overcome fear, push yourself further than you thought possible and exceed expectations. The ‘Vision. Mindset. Grit.’ framework will inspire you to think differently, envision complete success and achieve extraordinary results.
11:30 a.m. - 1:00 p.m. | Event Break
Lunch on your own
There are several great options located within and next to the hotel.
1:00 p.m. - 2:40 p.m. | Concurrent Sessions
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3:20 p.m. - 5:00 p.m. | Concurrent Sessions
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5:00 p.m. - 8:00 p.m. | Networking Event
Welcome Reception
After a day of soaking up the tax knowledge rays, it’s time to celebrate with a cocktail, indulge in hors d’oeuvres, enjoy entertainment and mingle with exhibitors.
Tuesday, July 23, 2024
7:00 a.m. - 8:00 a.m. | Networking Event
Breakfast
Meet with exhibitors and grab a bite to eat.
8:00 a.m. - 10:15 a.m. | General Session
This session will begin with AI leader Noelle Russell discussing the intersection of artificial intelligence and tax preparation. Russell will delve into how specific industries are evolving with the implementation of generative and applied AI technologies, sharing real-life case study applications that optimize business, create game-changing solutions and power growth. She will explore the opportunities AI presents for organizations while addressing risks, challenges and ethical considerations, emphasizing its role in supporting human ingenuity. Following Russell's presentation, she will join a panel of additional industry experts who will further examine AI's transformative impact on tax preparation, discuss ethical implications, compliance issues and best practices for its incorporation into tax practices.
11:00 a.m. - 12:40 p.m. | Concurrent Sessions


12:40 p.m. - 1:45 p.m. | Networking Event
Lunch provided
Enjoy a plated lunch with other attendees and then head into the Expo Hall to meet with exhibitors for dessert.
1:45 p.m. - 3:25 p.m. | Concurrent Sessions

4:10 p.m. - 5:00 p.m. | Concurrent Sessions
1 CPE for AFSP, EA, CPA, CRTP
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Wednesday, July 24, 2024
7:00 a.m. - 8:00 a.m. | Networking Event
Breakfast
Meet with exhibitors and grab a bite to eat.
8:00 a.m. - 9:40 a.m. | Concurrent Sessions
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10:25 a.m. - 12:05 p.m. | Concurrent Sessions
2 CPE for AFSP, EA, CFP®, CPA, CRTP
2 CPE for CFP®, CPA
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1 CPE for AFSP, EA, CFP®, CPA, CRTP
1 CPE for CPA
12:05 p.m. - 1:15 p.m. | Networking Event
Lunch provided
Enjoy a plated lunch with other attendees and then head into the Expo Hall to meet with exhibitors for dessert.
1:15 p.m. - 2:05 p.m. | Concurrent Sessions
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2:50 p.m. - 4:30 p.m. | Concurrent Sessions
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2 CPE for AFSP, EA, CPA, CRTP
4:40 p.m. - 5:30 p.m. | Concurrent Sessions
1 CPE for AFSP, EA, CPA, CRTP
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1 CPE for AFSP, EA, CPA, CRTP