Full Schedule

12:00 PM - 12:45 PM EST

Get the Most Out of CONNECT

1:00 PM - 5:00 PM EST

Corptax Office Bootcamp: Excel Integration Masterclass (Part 1)

1:00 PM - 5:00 PM EST

International Compliance Bootcamp for Forms 5471 & 8858 (Part 1)

1:00 PM - 5:00 PM EST

Provision Bootcamp (Part 1)

1:00 PM - 5:00 PM EST

U.S. Compliance Bootcamp (Part 1)

8:00 AM - 12:00 PM EST

Corptax Office Bootcamp: Build, Learn, and Ask the Expert (Part 2)

8:00 AM - 12:00 PM EST

International Compliance Bootcamp for Forms 5471 & 8858 (Part 2)

8:00 AM - 12:00 PM EST

Provision Bootcamp (Part 2)

8:00 AM - 12:00 PM EST

U.S. Compliance Bootcamp (Part 2)

1:00 PM - 4:00 PM EST

Accounting for Income Taxes (AIT) Bootcamp

1:00 PM - 4:00 PM EST

Corptax e-File Bootcamp

1:00 PM - 4:00 PM EST

Global Reporting Bootcamp

1:00 PM - 4:00 PM EST

International Compliance Bootcamp for Form 1118

2:30 PM - 3:15 PM EST

Get the Most Out of CONNECT

3:30 PM - 4:15 PM EST

Facilitated Networking Table Talks: Corptax Automation Tools

3:30 PM - 4:15 PM EST

Facilitated Networking Table Talks: All Things Rollover-Compliance, Provision, Enterprise

3:30 PM - 4:15 PM EST

Facilitated Networking Table Talks: Explore Corptax Office

3:30 PM - 4:15 PM EST

Facilitated Networking Table Talks: Insurance Strategies Roundtable

3:30 PM - 4:15 PM EST

Facilitated Networking Table Talks: International Setup and Process Considerations

3:30 PM - 4:15 PM EST

Facilitated Networking Table Talks: Pass-Through Playbook - Smart Strategies & Shared Success

3:30 PM - 4:15 PM EST

Facilitated Networking Table Talks: Provision Round Table

3:30 PM - 4:15 PM EST

Facilitated Networking Table Talks: Streamline State Returns

3:30 PM - 4:15 PM EST

Meet Your Corptax Account Manager

4:30 PM - 5:30 PM EST

Welcome to CONNECT 2025: Opening Session

5:45 PM - 6:45 PM EST

Monday Welcome Reception

7:00 AM - 8:00 AM EST

Breakfast

8:00 AM - 8:45 AM EST

Facilitated Networking Table Talks: Explore Corptax Office

8:00 AM - 9:00 AM EST

Built for You: What’s New and What’s Next

8:00 AM - 9:00 AM EST

e-File: What You Should Know Before Getting Started

8:00 AM - 9:00 AM EST

Rate Rec and Footnote Tool: Precision in Tax Rate Reconciliation

8:00 AM - 9:00 AM EST

Solving Executive Tax Challenges with a Unified Corptax Platform

8:00 AM - 9:45 AM EST

Becoming Proficient in Corptax Data Import

8:00 AM - 9:45 AM EST

Efficient Use of Corptax Tools and Resources for Beginners

8:00 AM - 9:45 AM EST

Introduction to Corptax for International Tax Processes

8:00 AM - 9:45 AM EST

Optimizing Pass-Through Entity Setup in Corptax

9:15 AM - 9:45 AM EST

Amended Returns Tips and Tricks: Streamline Your Workflow

9:15 AM - 9:45 AM EST

Product Demo: Corptax Accounting for Income Taxes (AIT)

10:15 AM - 11:00 AM EST

Facilitated Networking Table Talks: International Setup and Process Considerations

10:15 AM - 11:15 AM EST

Boost Efficiency with Microsoft 365 and Power Automate

10:15 AM - 11:15 AM EST

Corptax, GenAI and Data: APIs for Mission-Critical Automation and Integration of Systems, Data, and Processes for Tax - Presented by Platinum Sponsor: KPMG

10:15 AM - 11:15 AM EST

Expert Strategies and Techniques for Corptax Provision

10:15 AM - 11:15 AM EST

Implementing Continuous Improvement Processes for Operational Excellence and Strategic Value

10:15 AM - 11:35 AM EST

Corptax Calculation Review and Collaboration

10:15 AM - 11:35 AM EST

UX Lab: Empowering Your Organization and Mastering Your Obligations

10:15 AM - 11:35 AM EST

UX Lab: Shape the Future of Corptax Accounting for Income Taxes (AIT)

10:15 AM - 12:00 PM EST

Foreign Amount Sourcing in Corptax: From Data to Calculations

10:15 AM - 12:00 PM EST

Fundamentals of Corptax Office

10:15 AM - 12:00 PM EST

State Tax Compliance Skills

11:30 AM - 12:00 PM EST

Explore the New CSC Connections with the Community Managers

11:30 AM - 12:00 PM EST

Product Demo: Corptax Global Minimum Tax

12:00 PM - 1:30 PM EST

Lunch

1:30 PM - 2:00 PM EST

Corptax Analytics: Real-Time Insights, Zero Setup

1:30 PM - 2:30 PM EST

Career Strategy Discussion: Networking for Success - Expanding Your Influence in the Tax Industry

1:30 PM - 2:30 PM EST

Empowering Tax Professionals: Building a Tech-Savvy Team for the Future

1:30 PM - 2:30 PM EST

Enhancing International Tax Operations Through Corptax

1:30 PM - 2:30 PM EST

Fundamentals of STAT-Based Insurance Provisions

1:30 PM - 2:30 PM EST

Getting Started with Queries in Corptax

1:30 PM - 2:30 PM EST

Streamlining Federal Compliance: From Tools to Tips & Tricks

1:30 PM - 2:50 PM EST

UX Lab: Advancing the Future of Compliance and Collaboration

1:30 PM - 2:50 PM EST

UX Lab: Empowering Your Organization and Mastering Your Obligations

1:30 PM - 3:15 PM EST

AIT Setup & Data: Deep Dive Essentials

1:30 PM - 3:15 PM EST

Making the Most of International Data with Corptax Office

1:30 PM - 3:15 PM EST

Unlock the Power of Corptax Office and Provision

2:45 PM - 3:15 PM EST

Mastering Form 3800: Leveraging Corptax Tools for Efficient Credit Calculations

2:45 PM - 3:15 PM EST

Product Demo: Corptax International Compliance

3:45 PM - 4:30 PM EST

Facilitated Networking Table Talks: Streamline State Returns

3:45 PM - 4:45 PM EST

Accelerating the Tax Close: How Close Are You to Zero-Day? - Presented by Platinum Sponsor: BDO

3:45 PM - 4:45 PM EST

Expand Your Toolkit: Workpapers to Strengthen Your Provision Process

3:45 PM - 4:45 PM EST

Mastering International Tax Complexities: Strategies for Compliance and Optimization

3:45 PM - 4:45 PM EST

Short-Period Returns: Key Considerations for Accurate Filing

3:45 PM - 5:05 PM EST

Transform Your Data with Power Query

3:45 PM - 5:05 PM EST

UX Lab: Advancing the Future of Compliance and Collaboration

3:45 PM - 5:05 PM EST

UX Lab: Empowering Your Organization and Mastering Your Obligations

3:45 PM - 5:30 PM EST

Advanced Techniques for Managing Automated Form 5471 in Corptax

3:45 PM - 5:30 PM EST

Navigating the Federal e-File Process

3:45 PM - 5:30 PM EST

Understanding the Corptax Rollover Process

3:45 PM - 5:30 PM EST

Using Advanced Corptax Office Features for Your Corptax Data

5:00 PM - 5:30 PM EST

Product Demo: Corptax U.S. Corporate Alternative Minimum Tax (CAMT)

5:00 PM - 5:30 PM EST

Using Pro-Check to Fully Leverage Your Data and Software

5:45 PM - 6:45 PM EST

Women Shaping the Future of Tax Technology

7:00 AM - 8:00 AM EST

Breakfast

8:00 AM - 8:30 AM EST

New Product Preview: Managing Obligations Operations with Confidence

8:00 AM - 8:45 AM EST

Facilitated Networking Table Talks: Provision Round Table

8:00 AM - 9:00 AM EST

Automating Tax Processes in Corptax

8:00 AM - 9:00 AM EST

CbC Reporting Made Simple

8:00 AM - 9:00 AM EST

Corporate Income Tax Compliance: Navigating Key Challenges and Emerging Provisions - Presented by Diamond Sponsor: Ernst & Young, LLP

8:00 AM - 9:00 AM EST

Technology and Automation in Tax Operations: Leveraging Software Solutions to Streamline Tax Processes

8:00 AM - 9:20 AM EST

Next Level Excel

8:00 AM - 9:20 AM EST

State Tax Strategies for Partnerships

8:00 AM - 9:45 AM EST

A Complete Guide to Mixed Group Return e-Filing

8:00 AM - 9:45 AM EST

Domestic Amount Sourcing in Corptax: Data Flow, Methods, and Application

8:00 AM - 9:45 AM EST

Harness Your Existing Data to Prepare Form 4626

9:15 AM - 9:45 AM EST

Jumpstart Data Entry with Corptax Office Templates

9:15 AM - 9:45 AM EST

Product Demo: Corptax Accounting for Income Taxes (AIT)

10:15 AM - 10:45 AM EST

Why Now Is the Time to Move to Corptax AIT

10:15 AM - 11:00 AM EST

Facilitated Networking Table Talks: Insurance Strategies Roundtable

10:15 AM - 11:15 AM EST

Client Success Stories: Transforming Compliance with Automation

10:15 AM - 11:15 AM EST

Embracing the Future of Tax Operations: Harnessing Emerging Technologies for Agility

10:15 AM - 11:15 AM EST

Optimizing State Provision

10:15 AM - 11:15 AM EST

Unlocking e-File Success: Expert Tools and Strategies from Corptax

10:15 AM - 11:35 AM EST

Corptax Calculation Review and Collaboration

10:15 AM - 11:35 AM EST

Mastering Adjustments in Corptax

10:15 AM - 11:35 AM EST

Mastering Form 8858 in Corptax: From Navigation to Generation

10:15 AM - 11:35 AM EST

UX Lab: Empowering Your Organization and Mastering Your Obligations

10:15 AM - 11:35 AM EST

UX Lab: Shape the Future of Corptax Accounting for Income Taxes (AIT)

10:15 AM - 12:00 PM EST

Create Impactful Dashboards and Reports with Power BI

10:15 AM - 12:00 PM EST

Effective Planning and Provision for International Tax Compliance

11:30 AM - 12:00 PM EST

Product Demo: Corptax U.S. Corporate Alternative Minimum Tax (CAMT)

11:30 AM - 12:00 PM EST

Unlocking the Power of Provision: What's New and What You Might Be Missing

12:00 PM - 1:30 PM EST

Lunch

1:30 PM - 2:30 PM EST

Career Strategy Discussion: Building Your Personal Brand as a Tax Professional

1:30 PM - 2:30 PM EST

International Setup and Sourcing Considerations for Schedule K-2/K-3

1:30 PM - 2:30 PM EST

Simplifying Amended Return e-Filing: Tips and Best Practices

1:30 PM - 2:30 PM EST

Your Guide to Year-End Provision Success

1:30 PM - 2:50 PM EST

UX Lab: Empowering Your Organization and Mastering Your Obligations

1:30 PM - 2:50 PM EST

UX Lab: Shape the Future of Corptax Accounting for Income Taxes (AIT)

1:30 PM - 3:15 PM EST

Advanced Alteryx Integration with Corptax for Complex Data Workflows

1:30 PM - 3:15 PM EST

GMT Essentials: An Overview of the Corptax Solution

1:30 PM - 3:15 PM EST

Preparing Automated Forms 1118 and 8993 in Corptax

1:30 PM - 3:15 PM EST

Streamline Your Tax Processes with Corptax Automated Adjustments

2:45 PM - 3:15 PM EST

Product Demo: Corptax Data Visualization Solutions

2:45 PM - 3:15 PM EST

Streamlining the International Tax Process

3:45 PM - 4:30 PM EST

Facilitated Networking Table Talks: All Things Rollover-Compliance, Provision, Enterprise

3:45 PM - 4:45 PM EST

Career Strategy Discussion: Work Smarter, not Harder - Productivity Hacks for Tax Professionals

3:45 PM - 4:45 PM EST

Gen AI in Action: Redefining Tax Data & Automation with Corptax Connectors + Microsoft Power Automate - Presented by Diamond Sponsor: Ernst & Young LLP

3:45 PM - 4:45 PM EST

Transforming Data with Corptax Analytics

3:45 PM - 5:05 PM EST

Reporting Gains and Losses Made Easy: Schedule D, 4797, and 8949

3:45 PM - 5:05 PM EST

Streamline Your K-2/K-3 Compliance with Corptax

3:45 PM - 5:05 PM EST

UX Lab: Advancing the Future of Compliance and Collaboration

3:45 PM - 5:05 PM EST

UX Lab: Empowering Your Organization and Mastering Your Obligations

3:45 PM - 5:30 PM EST

Elevate Tax Provision with Corptax AIT: Accuracy, Speed, and Automation

3:45 PM - 5:30 PM EST

Lookthrough Payment Calculations and Corptax International Functionality

3:45 PM - 5:30 PM EST

Taking Corptax Query Features to the Next Level

5:00 PM - 5:30 PM EST

Boost Your Data Game: When and How to Use Alteryx, Power BI, Corptax Office, and Power Automate

5:00 PM - 5:30 PM EST

Product Demo: Corptax Global Minimum Tax

6:30 PM - 10:30 PM EST

Transformation Celebration

7:00 AM - 8:00 AM EST

Breakfast

8:00 AM - 8:45 AM EST

Facilitated Networking Table Talks: Corptax Automation Tools

8:00 AM - 9:00 AM EST

Corptax Admin Tips and Tricks

8:00 AM - 9:00 AM EST

Corptax Enhancements for Global Minimum Tax Reporting

8:00 AM - 9:00 AM EST

Simplifying State Tax e-Filing with Corptax

8:00 AM - 9:00 AM EST

Techniques for Reviewing and Reconciling International Forms

8:00 AM - 9:20 AM EST

Interim Provision Using Corptax

8:00 AM - 9:45 AM EST

From Data to Decisions: Unlocking the Power of AIT Reporting

8:00 AM - 9:45 AM EST

Fundamental Concepts for Completing Forms 8990 and 8992 Using Corptax

9:15 AM - 9:45 AM EST

Modernized U.S. Compliance: Calculation Review and Collaboration

9:15 AM - 9:45 AM EST

Product Demo: Corptax Data Management Solutions

10:15 AM - 11:00 AM EST

Facilitated Networking Table Talks: Pass-Through Playbook - Smart Strategies & Shared Success

10:15 AM - 11:15 AM EST

Best Practices to Ensure Successful Insurance Filings

10:15 AM - 11:15 AM EST

Elevate Your Workflow with the Corptax Connector for Power Automate

10:15 AM - 11:15 AM EST

From Properties to Profiles: Managing Entities in Corptax

10:15 AM - 11:15 AM EST

Tools and Techniques for Effective State Tax Compliance

10:15 AM - 11:35 AM EST

Taking Data Import to the Next Level

10:15 AM - 11:35 AM EST

UX Lab: Advancing the Future of Compliance and Collaboration

10:15 AM - 11:35 AM EST

UX Lab: Shape the Future of Corptax Accounting for Income Taxes (AIT)

10:15 AM - 12:00 PM EST

Cut Through the Complexity of BEPS Reporting

10:15 AM - 12:00 PM EST

Leveraging Corptax for Historical Earnings and Profits Calculations

12:00 PM - 1:30 PM EST

Lunch