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Agenda

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Plan your daily schedule!
  • Earn up to 16 CPE for AFSP, CFP®, CPA, CRTP, EA

  • 3 Federal Tax Law Update credits available

  • 2 Ethics credits available

These sessions were delivered at Taxposium:

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Day1

Tuesday, Nov. 5, 2024

11:00 a.m. - 11:20 a.m. CT  |  General Session

Welcome

Get ready for four days of must-attend tax education!

11:20 a.m. - 11:30 a.m. CT  |  Event Break

Break

Take a moment to stretch, refill your coffee or grab a quick snack.

1:10 p.m. - 1:30 p.m. CT  |  Session Q&A

Follow up Q&A

Ask the instructor or subject matter expert a question pertaining to the session you just participated in.

1:30 p.m. - 1:40 p.m. CT  |  Event Break

Break

Use this time to check your messages, refresh your mind or step outside for some fresh air.

1:40 p.m. - 2:00 p.m. CT  |  Networking Event

Trivia

Partake in a fun game of trivia to break the day up!

3:40 p.m. - 3:45 p.m. CT  |  Event Break

Break

Relax and recharge!

3:45 p.m. - 4:15 p.m. CT  |  Networking Event

Practical Cybersecurity

Facilitator: Verito

Networking Breakout Room

Marketing, Social Media, & SEO Facilitator: GetNetSet

Networking Breakout Room

Escalated IRS Correspondence

Facilitator: Protection Plus

Networking Breakout Room

Day 2

Wednesday, Nov. 6, 2024

11:00 a.m. - 11:20 a.m. CT  |  General Session

Welcome

11:20 a.m. - 11:30 a.m. CT  |  Event Break

Break

Stretch your legs, get some fresh air or enjoy a few moments of quiet.

1:10 p.m. - 1:30 p.m. CT  |  Session Q&A

Follow up Q&A

Ask the instructor or subject matter expert a question pertaining to the session you just participated in.

1:30 p.m. - 2:00 p.m. CT  |  Concurrent Sessions

GetNetSet Demo

Vendor Session

Verito

Vendor Session

Protection Plus

Vendor Session

2:00 p.m. - 2:20 p.m. CT  |  Networking Event

To be announced

4:00 p.m. - 4:20 p.m. CT  |  Session Q&A

Follow up Q&A

Ask the instructor or subject matter expert a question pertaining to the session you just participated in.

4:20 p.m. - 5:00 p.m. CT  |  Networking Event

Hot Cocoa Happy Hour

Brew up your own hot cocoa and join us for happy hour!

Day 3

Thursday, Nov. 7, 2024

11:00 a.m. - 11:20 a.m. CT  |  General Session

Welcome

11:20 a.m. - 11:30 a.m. CT  |  Event Break

Break

Refill your water and take a quick mental break.

1:10 p.m. - 1:30 p.m. CT  |  Session Q&A

Follow up Q&A

Ask the instructor or subject matter expert a question pertaining to the session you just participated in.

1:30 p.m. - 2:00 p.m. CT  |  Concurrent Sessions

Year-End Cybersecurity Planning |

Financial Guardians

Vendor Session

Gleim

Vendor Session

Market Changes & Advisory Opportunities | ADP

Vendor Session

2:00 p.m. - 2:20 p.m. CT  |  Networking Event

Trivia

Partake in a fun game of trivia to break the day up!

4:00 p.m. - 4:20 p.m. CT  |  Session Q&A

Follow up Q&A

Ask the instructor or subject matter expert a question pertaining to the session you just participated in.

4:20 p.m. - 5:00 p.m. CT  |  Networking Event

EAs & Want to be EAs

Facilitator: Gleim

Networking Breakout Room

Public Data Breaches

Facilitator: Financial Guardians

Networking Breakout Room

Representation in Real Life

Networking Breakout Room

Day 4

Friday, Nov. 8, 2024

11:00 a.m. - 11:20 a.m. CT  |  General Session

Welcome

11:20 a.m. - 11:30 a.m. CT  |  Event Break

Break

Grab a snack, a refreshing beverage and relax!

11:30 a.m. - 1:10 p.m. CT  |  Concurrent Sessions

1 CPE for AFSP, EA, CPA, CRTP per session

AJ

2 CPE for AFSP, EA, CFP®, CPA, CRTP

Josh Youngblood

1:10 p.m. - 1:30 p.m. CT  |  Session Q&A

Follow up Q&A

Ask the instructor or subject matter expert a question pertaining to the session you just participated in.

1:30 p.m. - 1:45 p.m. CT  |  Networking Event

To be announced

3:25 p.m. - 3:30 p.m. CT  |  Event Break

Break

Take a few minutes to step away from your screen, stretch and refresh.

3:30 p.m. - 4:20 p.m. CT  |  General Session

To be announced

1 CPE for AFSP, EA, CPA, CRTP

To be announced

4:20 p.m. - 4:25 p.m. CT  |  Event Break

Break

Take a few minutes to step away from your screen, stretch and refresh.

4:25 p.m. - 4:30 p.m. CT  |  General Session

Event closing messages

Get ready to tackle the upcoming tax season!

Thank you to our sponsors

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