Wednesday, December 23 2026 9:30am - 5:00pm EST
Virtual
Item Code: K2-TTG
$519.00
Non-Member Fee
K2’s AI-Powered Tax Workflow: Portals, Prep Tools, and Automation
$0.00
K2's Excel Tips for an Efficient Tax Season
Securing Confidentiality: Safeguarding Client Data Under IRS Rules
K2's CPA Firm Update
Available Until Friday, April 30 2027
Item Code: WS-2769
$208.00
Wednesday, October 28 2026 8:00am - 12:00pm EDT
Boston
Item Code: INFO-INV
$239.00
Breakfast and Networking
Registration Opens
SEC Update and Regulatory Reaction Panel
Private Credit and the Retailization of Alternatives
Networking Break
AI in Investment Management Operations
Closing Remarks
Item Code: WS-2838
$142.00