Tax Transformation Summit 2019

SurePrep and SafeSend Returns invite you to participate in their first co-hosted user conference, the Tax Transformation Summit held November 3-5, 2019 at the Fashion Island Hotel in Newport Beach, CA. #TaxSummit19

Countdown to The Tax Transformation Summit (Early Bird Pricing Ends July 31)

Featured Speakers

Tax Transformation Summit Speakers David Wyle

David Wyle
President & CEO
SurePrep

Tax Transformation Summit Speakers Steve Dusablon

Steve Dusablon
President & CEO
cPaperless/SafeSend

Tax Transformation Summit Speakers Arianna Campbell

Arianna Campbell
Director
Boomer Consulting, Inc.

Tax Transformation Summit Speakers Dustin Hostetler

Dustin Hostetler
Co-Founder & Visionary
Transformity Solutions

Tax Transformation Summit Speakers Kacee Johnson

Kacee Johnson, MBA
Founder
Blue Ocean Principles

About the Tax Transformation Summit

The Tax Transformation Summit is an exclusive training experience that focuses on the end-to-end workflow of the tax return process. Accounting firms of tomorrow need to leverage the advancements of automation and understand best practices for improving firm workflow. Participants will be immersed in advanced digital tax topics with practical considerations so that they can adapt for today, and more importantly, tomorrow.

Providing extensive opportunities to learn about digital disruption, review product demos, talk with tax solution experts, and see how the technical aspects of technology can help you gain strategic insights on growing your firm without the cumbersome challenges of year’s past.

Who should attend? The Tax Transformation Summit will include valuable content for Partners, Managers, Administrators, IT and the SurePrep Champions in your office.

***Early Bird Pricing Ends July 31***

*Attendees can earn up to 12 CPE via high-quality courses designed to upskill the tax practice.

REGISTER

Tax Transformation Summit 2019

Location: Fashion Island Hotel

November 3-5, 2019

“Indulge in the fashionable side of coastal luxury at Fashion Island Hotel with all the diversions of Fashion Island, Orange County’s iconic open-air shopping, dining and entertainment destination. It’s the centerpiece of Newport Beach, and where unforgettable experiences are always in vogue.”

Reserve a room with our discounted hotel rate at the Fashion Island Hotel below:

RESERVE ROOM

Tax Transformation Summit Agenda*

Who should attend? The Tax Transformation Summit will include valuable content for Partners, Managers, Administrators, IT and the SurePrep Champions in your office. ***Early Bird Pricing Ends July 31***

Sunday, November 3

  • Golf (Optional)
  • Registration
  • Kick-off Cocktail Reception

Monday, November 4

  • Opening Remarks
  • Keynote: The V+Aim Formula to Propel Your Firm Into the Future – Dustin Hostetler

Networking Break and Exhibits

Morning Session #1 (select one)

  • The SurePrep Roadmap
  • Client Success Panel – Transforming your Tax Practice with TaxCaddy

Morning Session #2 (select one)

  • Client Success Panel – Transforming your Tax Practice with 1040SCAN + SPbinder
  • Administrative Best Practices – Taking it to the Next Level

Lunch

Afternoon Session #1 (select one)

  • TaxCaddy – Maximizing the Taxpayer Experience
  • What Do You Need to Know for the Upcoming Busy Season?

Afternoon Session #2 (select one)

  • TaxCaddy – How to Incorporate Offline Clients into Your Workflow
  • What’s Your 60 Day Training Plan for the Upcoming Busy Season?

Networking Break and Exhibits

Afternoon Session #3 (select one)

  • How to Use Leadsheets to Maximize Review Efficiency
  • Reviewer Best Practices – Taking it to the Next Level

Afternoon Session #4

  • Vendor Swap / Demonstration
  • Cocktail Reception
  • Sponsored Dinner

Tuesday, November 5

  • Continental Breakfast
  • Exhibits
  • Keynote: The Continuous Improvement Approach to Leading Change – Arianna Campbell

Morning Session #1 (select one)

  • Roundtable Discussion – How Firms Have Implemented SurePrep’s Solutions to Improve and Transform Their Tax Practice
  • IT Questions to Ask Your Vendors

Networking Break and Exhibits

Morning Session #2 (select one)

  • Tips and Tricks for Using the Overview to Manage Your TaxCaddy Taxpayers
  • SPbinder – Did You Know?

Morning Session #3 (select one)

  • Top 10 Support Issues and How to Overcome Them
  • How to Use API’s to Maximize Integrations

* All session times are subject to change. Attendees will be able to select one session for each time slot.

Contact us with questions

*In order to be awarded the full credit hours, you must be present, registering your attendance and departure with your conference badge or the provided sign-in sheet.

*Refunds are provided for all courses in which there is not 100% satisfaction or the course is cancelled or discontinued. Any charges are reimbursed back to registrants within 48 hours.

*CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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