Meeting:
TOPIC: The Future of Tax: AI, Talent & the Next Generation of Leadership
Artificial Intelligence is transforming every business function, and tax is no exception. Yet most conversations focus on the technology itself rather than what tax leaders are actually experiencing inside their organizations.
This interactive session will bring together tax professionals from a variety of companies to share real-world insights, challenges, and opportunities related to AI adoption. Through facilitated discussion and table exercises, participants will explore how AI is impacting tax teams today, where leaders see the greatest risks and opportunities, and what changes may lie ahead for the profession.
The session will conclude with a practical framework: 10 Best Practices for the Next-Generation Tax Professional. Topics will include adaptability, critical thinking, communication, business acumen, AI fluency, relationship-building, and other skills that are becoming increasingly important as technology reshapes the workplace.
Attendees will leave with:
• Insights into how peers and other organizations are approaching AI
• A deeper understanding of emerging challenges and opportunities for tax teams
• Practical ideas they can apply immediately within their organizations
• A roadmap for developing future-ready tax professionals and leaders
This is not a technical tax update, software demonstration, or AI lecture. It is a collaborative discussion designed to help tax leaders learn from one another and prepare for the future of the profession.
SPEAKER: Cathleen Zappulla, Talent Strategist
(CPE eligible)