2025 Tax Technology Webinar Series

Date -

November 17, 2025 12:00 PM

—

November 20, 2025 4:30 PM

Location - Virtual

Event Description

Save the Dates - November 17-20, 2025

TEI’s 2025 Tax Technology webinar series “TechTAXcelerate: Unleashing the Future of Tax Technology” presents twelve insightful sessions organized as an AI Session Track and a General Session Track on the transformative role of AI and effective tax data strategies in modern tax practices. Discover how companies enhance their tax operations through practical strategies, future-ready solutions, and lessons learned from their data management journeys. Gain valuable insights into the OECD's vision for digital transformation in tax administration and its implications for tax professionals and taxpayers. Learn from in-house tax technology leaders about the critical role of people in technology strategies and hear from leading technology vendors on the next wave of innovations to revolutionize tax departments. This webinar series will equip participants with the knowledge to navigate the evolving landscape and optimize tax processes.

AI Track: Unleashing the Power of AI in Tax explores AI's transformative role in tax, focusing on its effects on streamlining processes, enhancing accuracy, and improving compliance and risk management. Attendees will learn about Microsoft’s comprehensive AI integration strategy, practical applications in tax, and trends shaping the field in 2026. Experts will cover key topics like technology investments, talent strategies, data security, and risk management, equipping tax professionals to confidently navigate the evolving tax landscape while leveraging AI for improved efficiency and decision-making.

General Tax Track: Fall Refresh on Crowd Favorites from the Spring Tax Tech Seminar will delve into how companies implement effective tax data strategies, exploring key insights from their data management journeys. This session will offer practical methods to enhance operations and future-ready solutions for efficiency. Attendees will receive updates on the Forum on Tax Administration's report outlining the OECD's vision for digital transformation in tax. In-house tax technology leaders will discuss the critical role of people in advancing operations, while leading tech vendors will share insights on innovations set to revolutionize tax departments, equipping participants to stay ahead in the evolving landscape.

Each of the 12 sessions will be held via Zoom on November 17-20, 2025 beginning at either 10:00 ET, 12:00 pm or 3:00 ET. Sessions are available as a full series of 12 sessions, single sessions can be purchased individually, or you may purchase the individual tracks of AI (4) or General (8) sessions.

Airing these sessions in a Zoom format provides participants easy access to the session speakers to ask questions and share experiences through chat throughout the session.

Preliminary Agenda - (dates and time are subject to change)

Monday, November 17, 2025

10:00 – 11:00 am (ET)

Transformation of Tax Data Review: Reporting Visualization and Analytics Storytelling

12:00 – 1:30 pm (ET)

AI in Tax Panel

3:00 – 4:30 pm (ET)

Emerging Tech Panel

Tuesday, November 18, 2025

10:00 – 11:00 am (ET)

Automation Sustainment: Ensuring Deployed Automation Continues to Deliver; Best Practices, Tips and Frameworks

12:00 – 1:30 pm (ET)

AI Governance, Deployment and Current Regulation

3:00 – 4:30 pm (ET)

The Evolution of Modernized Tax Authorities - OECD Digital Tax Administration - Updates, Outlook, Impact to Your Own Strategy

Wednesday, November 19, 2025

10:00 – 11:00 am (ET)

Can Tax "pro-code" in No-Code: Python Integration into Excel

12:00 – 1:30 pm (ET)

Prompts & Personas: Overview, Tips and Best Practices in GenAI Prompt Engineering

3:00 – 4:30 pm (ET)

Cultivating a Culture of Innovation

Thursday, November 20, 2025

10:00 – 11:00 am (ET)

Microsoft Fabric for ETL

12:00 – 1:30 pm (ET)

AI Agents in the Tax Function: Implications for Tax Executives

3:00 – 4:30 pm (ET)

Advancing Tax Data Strategies and Leveraging Your Tech Stac

Registration is now open. Click the Blue Registration button above.

CPE/CLE Information

CPE Credit Information: Tax Executives Institute Education Foundation is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of “group live based” continuing professional education on the National Registry of CPE Sponsors.

Date: December 17-20, 2025 (3 sessions per day)

Delivery Method: Group Internet Based

Program Level: Basic

Prerequisites: None

Field of Study: Taxes

Advanced Preparation: No advanced preparation required

CPE Credits possible: Approximately 15.0 CPE credits based on a 50-minute hour.

Learning objectives:

Sponsoring Organization: Tax Executives Institute, Inc. TEI Education Fund, 1200 G. Street, NW, Suite 300, Washington, DC 20005

State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. To submit a complaint about a specific program, speaker or content, please email meetings@tei.org. Complaints regarding sponsors may be addressed to National Registry of CPE Sponsors, 150 Fourth Avenue North, Ste. 700, Nashville, TN 37219-2417. Website: www.nasbaregistry.org

For more information regarding administrative policies such as complaint or refund, or for questions related to this or other TEI events please contact TEI, directly, at 202.638.5601 or meetings@tei.org.

Registration

To register, click on the blue "Register" button at the top of the meeting page to register (when available).

Full Series - 12 Sessions

TEI Member price - $600

Non-Member price - $850

** TEAM Discount - TEI is offering a 15% off "team discount" on the second and subsequent person from your organization registering for the Full Series (no discount on single sessions or track sales). The first registrant from your organization would pay full price and then the second and subsequent registrants should put in discount code "25TTWS-TEAM" during the online registration process.

AI Track Registration - 4 Sessions

TEI Member price - $250

Non-member price - $375

General Track Registration - 8 Sessions

TEI Member price - $400

Non-member price - $600

Single Session - Per Session

TEI Member price - $75
Non-Member price - $100

Group Registration (or registering someone other than yourself) - To register a group or to register someone other than yourself, please complete and send back a registration form for each registrant.

Member rates are available to TEI members only. Member benefits, such as member pricing, are not transferrable to non-members.

Need to renew? Visit www.tei.org, login, and select "Membership Expired -- Rejoin Today" above your profile.

Not a member? Learn more about the benefits of membership and join today to save on this event and gain access to all TEI member benefits and TEI educational offerings.

REMINDER: TEI Events are open to members of TEI and other in-house tax professionals only. Individuals engaged in private law, accounting, or other consulting practice are eligible to attend. Government employees are also ineligible to attend.

Cancellation and Substitution Policy

Cancellation - All cancellations must be received in writing by November 7, 2025 to meetings@tei.org.

Cancellations will be subject to a $50 cancellation fee. There is no partial refunds if you can only attend some of the sessions.

Substitutions may be made prior to the start of the series, however there is no partial registrations or sharing of registration for CPE purposes. Substitutions requests should be emailed to meetings@tei.org and are subject to a $25 fee.

Event Description

CPE/CLE Information

Registration

Cancellation and Substitution Policy

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