2027 Tax Technology Seminar

Date -

May 2, 2027 12:00 AM

—

May 5, 2027 12:00 AM

Location - Marriott Marquis Atlanta

Event Description

Future-Ready Tax Starts Here

TEI’s 2027 Tax Technology Seminar brings in-house tax professionals to the forefront of innovation—where strategy, data, and technology converge. As the pace of change accelerates, this program delivers practical insights and real-world applications to help you modernize your tax function, manage risk, and drive greater value across your organization.

Through expert-led sessions, a tax technology sandbox, hands-on experiences, discovery stations, and peer-driven discussions, you’ll explore the tools, trends, and strategies shaping the future of tax—from AI and automation to data management and digital transformation.

TEI will once again be holding our “Tech Sandbox” sessions which will be held on Sunday, May 2 from 1:00 - 5:30 pm (with a light lunch starting at Noon). Be sure to select the “Tech Sandbox” registration type if you would like to add this optional day.

The 3-day portion of the seminar begins Monday, May 3 at 8:30 am and conclude Wednesday, May 7 at 4:30 pm for travel planning.

What You’ll Gain:

Practical strategies to enhance efficiency across provision, compliance, and reporting

Insights into emerging technologies, including AI, automation, and advanced analytics

Real-world perspectives from in-house leaders and technology experts

Hands-on opportunities to explore solutions in a collaborative environment

Meaningful connections with peers facing similar challenges

Who Should Attend:

In-house tax professionals focused on process improvement and innovation

Tax leaders navigating digital transformation initiatives

Professionals responsible for tax technology, data, and systems

Teams looking to evaluate and implement new tools and solutions

Why Attend:
The tax function is evolving fast—and staying ahead requires more than awareness. It requires action. Join TEI in 2027 to gain the clarity, confidence, and connections you need to lead your organization forward.

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: May 2-5, 2027

Delivery Method: Group Live

Program Level: Overview

Prerequisites: None

Field of Study: Taxes

Advanced Preparation: No advanced preparation required

CPE Credits possible: Approximately 21.0 CPE credits based on a 50-minute hour.

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

Registration

Registration Fees:

Early Bird Rates (Expire on 4/10/2027):

Early Member = $1,195

Early Non-Member = $1,450

Optional 4th Day = +$300 member/non-member

Regular Rates (Begin on 4/11/2027):

Regular Member = $1,295

Regular Non-Member = $1,595

Optional 4th Day = +$300 member/non-member

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 and you can save more than $150 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. Individuals engaged in private law, accounting, or other consulting practice, as well as government employees, are ineligible to attend.

Team Discount: As a special incentive for companies to send multiple attendees to the seminar, a 15% discount will apply for the second (and all subsequent) registrants from your company. To take advantage of this discount, you must put the following code into the discount code field when registering the second or subsequent registrants online: TEAM-27TTS. May not be combined with other discounts.

Accommodations

TEI has secured a block of rooms at the Atlanta Marriott Marquis Hotel for conference registrants. Our discounted rate is $225/night + tax. TEI's hotel room block is limited and will likely sell out so please make your reservations prior to April 9, 2027 when our block expires and prevailing hotel rates will apply.

We will post a reservations link when available.

Transportation

Registrants are responsible for their own transportation to and from the seminar.

Air Travel - The Atlanta Marriott Marquis is located approximately 15 miles from Atlanta Hartsfield International Airport (ATL).

Ground Transportation - The Atlanta Marriott Marquis does not have a courtesy shuttle to/from the airport. Taxi, Uber/Lyft, and other share ride services are available.

Parking at Atlanta Marriott Marquis - The hotel offers both Self-Parking and Valet Parking.

Please note: TEI does not validate or have discounted parking for registrants. Guests are responsible for their own parking fees.

Cancellation and Substitution Policy

Cancellation Policy: All cancellations must be made in writing by 4:00 pm ET on April 9, 2027, and will be subject to an administrative service charge of $75 (U.S.); for cancellations after April 9, 2027 and before April 16, the charge will be $200 (U.S.) No refunds will be made for cancellations received after April 16 and for no-shows. Cancellations must be received in writing to meetings@tei.org. Refunds of credit card registrations, less administrative charge, will be made to credit card account.

Substitution - To substitute someone please email meetings@tei.org with the name of the person you want to substitute someone for and the new person. There is a $50 substitution fee, plus any member/non-member fee difference.

In the event of cancellation or over-subscription of the conference, TEI’s liability is limited to the return of the registration fee.

TEI’s Federal Taxpayer ID Number is 52-0239291. In accordance with section 274(n) of the Internal Revenue Code, registrants are notified that the portion of the seminar registration fee attributable to food and beverage is $500 (U.S.).