WHY ATTEND
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KEYNOTE SPEAKERS
See who's headlining the event
Jorge Olavarrieta
VP Product and Design for Intuit Accountants
Jorge has 25 years of experience working hand-in-hand with tax and accounting professionals to deliver solutions that help serve their clients and grow their business. He is passionate about Intuit’s mission to Power Prosperity Around the World, and is an advocate for the utilization of data to automate compliance and enable advisory services for professionals to improve the financial lives of their clients.
Keynote Session:
Tax Season Readiness
Wednesday, January 6, 2021
10:00–10:20 AM CT
This past tax season was unlike anything we’ve ever experienced as the impact of the pandemic forced all of us to re-evaluate long established business models, working environments, and business practices. Many of us were forced to quickly adjust to new work environments, and digital collaboration accelerated like never before, becoming the new norm. During this session, we will share what Intuit is doing to help ensure your firm is ready for the upcoming season as you continue to work with your clients to help them succeed.
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Vinod Periagaram
Vice President and Head of Product Development
Intuit Accountants
With a background in engineering and quality, Vinod has been leading product teams and delivering high-quality software for over 10 years, and has overseen the tax and compliance development teams at Intuit for over 5 years. Vinod has a track record of cultivating a customer-obsessed and innovative mindset within the company. He embraces the curveballs that come with every tax season and strives to meet them with complete, accurate, and on-time tax products.
Keynote Session:
Delivering Trust and Confidence
Wednesday, January 6, 2021
3:10–3:30 PM CT
Change is the only constant. Changes in tax regulation, policy, technology and the environment impact accountants as well as the industry as a whole. In this session we will share how our Intuit development teams embrace these changes with an innovative mindset with a goal of not just accurately codifying the compliance code in time, but also constantly looking to improve the user experience and making the products easier to use.
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Carl Peterson, CPA, CGMA
AICPA Vice President
Small Firm Interests
As a Vice President at the AICPA, Carl serves as the small firm advocate and representative for the profession, and he is the voice within the AICPA for small CPA firms on standard-setting, regulatory, and small business issues. Additionally, Carl is the technical advisor for the International Federation of Accountants Small Medium Practice Advisory Group. Accounting Today named Carl among the Top 100 Influential People in Accounting from 2014—2019.
Keynote Session:
Avoid a Tax Season Meltdown
Thursday, January 7, 2021
10:00–10:20 AM CT
This past year has been totally disruptive, entirely setting our world upside down. With a pandemic, lockdowns, and virtual meeting burnout, get ready for a successful tax season. Listen to what firms are doing across the country to be ready to avoid a tax season meltdown.
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AGENDA
Plan your daily schedule
Pick a course from each time slot below based on three main categories: Advisory, Leadership, and Tax.
Each session below is eligible for CPE and CE IRS credit as noted.
Click each session in the chart to view its details.
All sessions are labeled for Central Time (CT).
Choose one session per time slot below.
10:00 AM—
10:20 AM CT
KEYNOTE
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10:20 AM—
10:30 AM CT
10-Minute Coffee Break—Meet fellow attendees in our virtual Networking Lounge
10:30 AM—
11:30 AM CT
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11:30 AM—
11:50 AM CT
20-Minute Coffee Break—Visit our exhibitors’ booths in our virtual Exhibit Hall
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12:50 PM CT
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1:50 PM—
2:10 PM CT
20-Minute Coffee Break—Visit our exhibitors’ booths in our virtual Exhibit Hall
2:10 PM—
3:10 PM CT
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10-Minute Coffee Break—Meet fellow attendees in our virtual Networking Lounge
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20-Minute Coffee Break—Visit our exhibitors’ booths in our virtual Exhibit Hall
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20-Minute Coffee Break—Visit our exhibitors’ booths in our virtual Exhibit Hall
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EVENT
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