69th ANNUAL FALL SEMINAR

MEMBERS: login before you register to get member pricing.

THE CHICAGO TAX CLUB'S 69^TH ANNUAL FALL SEMINAR

We are so excited to have our members, guests, and speakers back to the Hyatt Lisle for our 69th annual Fall Seminar! 2023 is extra special with the Chicago Tax Club celebrating its 90th Anniversary – an impressive milestone that we can’t wait to share with you.

Location: We are back at the Hyatt Regency Lisle in Lisle, Illinois for this year's seminar.

Format:

Day One will begin at 7:30am with registration and a continental breakfast, then at 8:30am we begin with an engaging joint session featuring keynote speaker Sanjay Gosalia, AI industry leader. Following the Keynote, breakout learning sessions will be held for Federal, State, Indirect, and International Tax, Ethics, Tax Administration, and Technology and lunch. We will close the day celebrating our 90^th anniversary with a 2-hour networking reception including light hors d'oeuvres, beverages, and live music provided by Cirrus Falcon.

Day Two begins at 7:30am with a generous breakfast buffet followed by breakout learning sessions and additional networking opportunities, with the conference wrapping up at 12:45PM.

CPE&CLE: The seminar qualifies for up to 11.5 hours of continuing professional education (CPE) credits and 7.5 hours of MCLE credits. Depending on the sessions attended, up to 1.5 hours qualify for ethics credit.

Fee and Registration: The fee for the seminar is $325.00 for members, $475.00 for non-members. (If you are a member, login first for member pricing).
Credits for cancellations will only be granted for cancellations made by October 23, 2023.

Joining CTC: If you are not currently a member, consider joining prior to registering for the Fall Seminar. Memberships are for the calendar year ending December 31st and the annual membership fee is $100. Membership enables you to get member pricing for the Fall Seminar and the upcoming Winter Meeting, attend our Chicago Tax Club Tuesdays, and earn virtual CPE throughout the year.

Our program includes nationally recognized speakers, authors, and tax technicians, who will be addressing a variety of current tax issues. The Fall Seminar not only provides an excellent opportunity to enhance your professional skills but also gives you a forum for networking and sharing experiences with other tax professionals.

Attire is business casual.

Seminar Presentation Materials: Approximately one week before the seminar, registrants will receive an email with links to the handouts. HANDOUTS WILL NOT BE AVAILABLE AT THE CONFERENCE SITE.

Please download the Chicago Tax Club app! Search Chicago Tax Club in Google Play for Android or iTunes for Apple. You can view slides in the CTC app or download presentations to your tablet or other mobile devices. The handouts will remain available on thectc.org to registered attendees after the seminar.

Annual Business Meeting: The Chicago Tax Club’s Annual Business Meeting will be held during the seminar luncheon on Thursday, October 26, 2023. The Officers and Directors for the year 2023 will be elected and the 3rd annual President’s Award will be presented.

Directions and Parking: The Hyatt Regency Lisle is located at 1400 Corporetum Dr, Lisle, IL 60532 (a half-mile from the 1,700-acre Morton Arboretum), 25 miles from the Chicago Loop, and right off of I-88 at the Route 53 exit. Parking at the hotel is complimentary.

Please register and pay the seminar fee via credit card. For those unable to pay on the website, payment may be made by check on the day of the seminar. The check is to be made payable to: The Chicago Tax Club.

We can't wait to see you all again at this year’s seminar!

When:

Thursday, October 26, 2023 to Friday, October 27, 2023

Where:

Hyatt Regency Lisle IL
1400 Corporetum Drive
Lisle, IL 60532

(630) 852-1234

Event Contact(s):

Lisa N Becker

mandy J Bilbrey

Teri R Harman

Maggie Young

Category:

Fall Seminar

Registration is required before Thursday, October 26, 2023 at 3:00 PM

Payment in Full In Advance Or At Event

Cancellation Policy:

Credit that can be used for a future event will be issued for paid registrations canceled through October 23, 2023.

REGISTRATION and Breakfast

Additional Day 1 breakfast - Vendor

Joint Session / Keynote Speaker: 1.0 CPE Credit

Details:

From Cuneiform Ledgers to AI: The next evolution of Finance and Tax Professions

The last two decades have witnessed an explosive growth in the applications of Artificial Intelligence, leaving technologists, entrepreneurs, venture capitalists, business leaders, and governments in awe of the possibilities and grappling with the implications. Join us for an enlightening keynote where we will embark on a journey to explore the transformative potential of AI for Finance and Tax professionals.

In this keynote we will:

Gain a clear understanding of AI, the different types of AI approaches, the underpinning macro trends to have lead to this cambrian moment, the potential benefits and limitations

Explore real world applications of how AI is revolutionizing industries and reshaping how we think about the productivity and humanity

Delve deeper into AI's applications in Finance and Tax. Explore practical use cases, pathways to assess, adopt, integrate, and manage the risks associated with AI in your business

Walk away with a personal framework and roadmap to learn, envision and embrace AI possibilities in your daily life, business, and industry.

Speaker:
Sanjay Gosalia

Thriving at the epicenter of finance, technology and innovation, Sanjay has established a successful track record of leading digital transformation initiatives, building high-performing teams, delivering differentiated products and services to drive exponential revenue growth.

As a business futurist, Sanjay’s, career has spanned across Capital One, Discover Financial, Goldman Sachs SVB(prior to the collapse) and Google where he was a thought leader and builder across significant changes in industry paradigms including Web2.0, SoLoMo (Social, Local, Mobile), mobile payments, CX, and most recently blockchain and AI.

Sanjay currently is the CEO of Nucleus Finance, a fintech,

When:

Thursday, October 26, 2023, 8:30 AM until 9:45 AM

Where:

Same as event

Registration is Required

Registration Types & Fees:

Both Days (Member)

No Fee

Both Days (Non-Member)

No Fee

Both Days (Senior Member Type)

No Fee

Both Days (Honorary Member Type)

No Fee

Member Guest - another member - Both Days

No Fee

Member guest - Non-Member - Both Days

No Fee

Non-Member guest - another non-member Both Days

No Fee

Speaker - Day 1 only (free)

No Fee

Speaker - Pay one day, Free one day

No Fee

Morning Break and Networking

CONCURRENT SESSIONS I: Federal Tax C.P.E. Credit: 1.5 Hours

CONCURRENT SESSIONS I: State Income and Franchise Tax C.P.E. Credit: 1.5 Hours

CONCURRENT SESSIONS I: International Tax C.P.E. Credit: 1.5 Hours

CONCURRENT SESSIONS I: Indirect and Operational C.P.E. Credit: 1.5 Hours

CONCURRENT SESSIONS I: Tax Admin/Ethics/Technology C.P.E. Credit: 1.5 Hours

CONCURRENT SESSIONS II: Federal Tax C.P.E. Credit: 1.5 Hours

CONCURRENT SESSIONS II: State Income And Franchise C.P.E. Credit: 1.5 Hours

CONCURRENT SESSIONS II: International Tax C.P.E. Credit: 1.5 Hours

CONCURRENT SESSIONS II: Indirect and Operational C.P.E. Credit: 1.5 Hours

Details:

Navigating Inconsistent Marketplace Rules – How can Multistate Facilitators and Sellers Comply?

Is uniformity obtainable now that all 45 states (and D.C.) with sales taxes, and Alaska with its local sales taxes have some version of a marketplace facilitator law? Certainly not under current law! Not only do jurisdictions define Marketplace Facilitators differently, but marketplace sellers and marketplace facilitators face different challenges in trying to comply across multiple jurisdictions. The presenters in this session will address variations in states’ marketplace laws, including how multiple facilitator (tiered) transactions are handled and marketplace seller issues. The panelists will also analyze the growing trend of states’ collection requirements expanding to other taxes and fees (some not centrally administered by a state agency).

Speakers:
Diane Yetter - President (Yetter Tax | Sales Tax Institute)
Keith Staats - Executive Director (Illinois Chamber Tax Institute)
Stefi George - Partner, Tax (Akerman LLP)

Moderator:
Diane Yetter - President (Yetter Tax | Sales Tax Institute)

When:

Thursday, October 26, 2023, 11:30 AM until 12:45 PM

Where:

Same as event

Registration is Required

Registration Types & Fees:

Both Days (Member)

No Fee

Both Days (Non-Member)

No Fee

Both Days (Senior Member Type)

No Fee

Both Days (Honorary Member Type)

No Fee

Member Guest - another member - Both Days

No Fee

Member guest - Non-Member - Both Days

No Fee

Non-Member guest - another non-member Both Days

No Fee

Speaker - Day 1 only (free)

No Fee

Speaker - Pay one day, Free one day

No Fee

CONCURRENT SESSIONS II: Tax Admin / Ethics/Technology C.P.E. Credit: 1.5 Hrs

LUNCHEON Day 1

LUNCHEON - Additional Vendor Ticket

CONCURRENT SESSIONS III: Federal Tax C.P.E. Credit: 1.5 Hours

CONCURRENT SESSIONS III: International AND State Tax C.P.E. Credit: 1.5 Hours

CONCURRENT SESSIONS III: Indirect and Operational Tax C.P.E. Credit: 1.5 Hours

CONCURRENT SESSIONS III: Technology C.P.E. Credit: 1.5 Hours

CONCURRENT SESSIONS IV: Ethics C.P.E. Credit: 1.5 Hours

CONCURRENT SESSIONS IV: State Income and Franchise Tax C.P.E. Credit: 1.5 Hours

CONCURRENT SESSIONS IV: International Tax C.P.E. Credit: 1.5 Hours

CONCURRENT SESSIONS IV: Indirect and Operational Tax C.P.E. Credit: 1.5 Hours

CONCURRENT SESSIONS IV: Technology C.P.E. Credit: 1.5 Hours

RECEPTION

RECEPTION - Additional Vendor Ticket

Continental Breakfast

Additional Day 2 breakfast - Vendor

CONCURRENT SESSIONS V: Federal Tax C.P.E. Credit: 1.5 Hours

CONCURRENT SESSIONS V: International Tax C.P.E. Credit: 1.5 Hours

CONCURRENT SESSIONS V: State Income and Franchise C.P.E. Credit: 1.5 Hrs

CONCURRENT SESSIONS V: Indirect & Operational Tax CPE Credit: 1.5 Hours

CONCURRENT SESSIONS V: Tax Administration C.P.E. Credit: 1.5 Hours

CONCURRENT SESSIONS VI: International AND Federal Tax C.P.E. Credit: 1.5 Hours

CONCURRENT SESSIONS VI Indirect & Operational Tax C.P.E. Credit: 1.5 Hours

CONCURRENT SESSIONS VI: State Income and Franchise C.P.E. Credit: 1.5 Hours

CONCURRENT SESSIONS VI: Technology C.P.E. Credit: 1.5 Hours

Morning Break and Networking

CONCURRENT SESSIONS VII: Ethics C.P.E. Credit: 1.5 Hours

CONCURRENT SESSIONS VII: Indirect and Operational Tax C.P.E. Credit: 1.5 Hours

CONCURRENT SESSIONS VII: International Tax C.P.E. Credit: 1.5 Hours

CONCURRENT SESSIONS VII: State Income and Franchise Tax C.P.E. Credit: 1.5 Hours

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