GT and ISW Tax and Finance Summit

This kind of peer connection is hard to find.

This is your invitation to come together with a small group of tax and finance leaders to tackle one of the industry's most persistent challenges: fragmented, unreliable data.

The landscape continues to shift, raising the bar for speed, accuracy, and strategic insight. The organizations pulling ahead are the ones that have modernized how they operate.

This half-day in-person event is by invitation only and will include 4 CPE credits from sessions on topics such as tax legislative updates, tax technology advancements, and finance transformation.

Event Date

November 11, 2026 | 9am - 1:30pm

Venue Location

Grant Thornton Chicago Office
171 N Clark Street
2nd Floor
Chicago, IL 60601

Who Should Attend?

Tax managers, directors, VPs and finance professionals responsible for tax reporting, data management, strategic tax planning and finance transformation at mid to large-sized enterprises.

Why In-Person Matters

The value of this event lives in the room, in the conversations between sessions, the peer perspectives, and the ability to ask the questions you'd never type in a chat window.

Speakers

Ed Weaver Partner, International Tax Group, Grant Thornton

Chris Spratt Partner, Tax Transformation & Automation, Grant Thornton

Ron Gothelf Partner Advisory Services, Grant Thornton

Mark Pociask Partner, Tax Transformation & Automation, Grant Thornton

Casey Cullen Director, Tax Transformation & Automation, Grant Thornton

Jonathan Almond Tax Product Specialist, insightsoftware

Molly Anzelc Tax Director

Agenda

9:00 – 9:10 AMWelcome & Introductions

9:10 – 10:00 AMTax Legislative Update

One Big Beautiful Bill Act: Reflecting on Tax Reform and Pillar 2

- Ed Weaver, Partner, International Tax Group, Grant Thornton
- Max Cogan, Tax Director International Tax, Grant Thornton
- Molly Anzelc, Tax Director, Grant Thornton

10:00– 10:50 AMTax Technology Advancements that Deliver Data You Can Trust

Ask yourself, is my current technology or data landscape a barrier to success?

Unreliable tax data leads to compliance risks, reporting delays, and decisions made on shaky ground. Discover how advancements in tax technology eliminate these uncertainties through real-time data synchronization, automated validation, and a centralized platform that serves as your single source of truth.

- Jonathan Almond, Tax Product Specialist, insightsoftware
- Chris Spratt, Partner, Tax Transformation & Automation, Grant Thornton
- Mark Pociask, Partner, Tax Technology and Automation, Grant Thornton
- Casey Cullen, Director, Tax Transformation & Automation, Grant Thornton

10:50 – 11:00 AMBreak

11:00 – 11:50 AMTurning Data into Strategic Tax Insights

See the difference sophisticated visualizations make in sharing a cohesive message to the C-Suite with interactive reports, storyboards and dashboards featuring drill-down and flexible pivoting. Learn how Longview Tax consolidates data, automates routine tasks, and adapts to how you work. With clearer insights at your fingertips, your team can tackle strategic decisions with confidence.

- Jonathan Almond, Tax Product Specialist, insightsoftware
- Anna Sever, Director, Solution Engineering, insightsoftware

11:50 AM – 12:40 PMFinance Transformation

Session description coming soon
- Ron Gothelf, Partner Advisory Services, Grant Thornton.

12:40 – 1:30 PMNetworking/Lunch

What You'll Walk Away with

Regulatory Insights: Get up to speed on the latest tax legislative changes from Grant Thornton advisors - critical updates that could impact your planning strategy
Tax Technology Advancements and Real-World Transformation Stories: Hear how your peers have evolved from manual data management to strategic tax operations. Receive practical advice on obtaining stakeholder buy-in and change management
Practical Solutions & Peer Connection: See how modern tax technology creates reliable, real-time data foundations. Connect with Grant Thornton advisors, fellow tax leaders, and technology experts to discuss your specific challenges

Spots are Limited

This is a private, curated event - not an open session. Space is reserved on a first-come, first-served basis.

RSVP - Save My Spot

RSVP

Yes, I will attend [Join Waitlist]

Your Information

Name

Company Name

Title

Do you have any dietary restrictions

Terms

We follow the insightsoftware data privacy policy: https://insightsoftware.com/legal/privacy-policy/.
At this event photos and videos may be recorded. By attending this event you may be included in these photos and videos which may be used for educational or promotional purposes.

Substitutions: Please notify us in advance of any attendee changes at [email protected]

insightsoftware reserves the right to cancel or postpone the event due to unforeseen circumstances.

I have read and agree to the terms above.

I have read and agree to terms but do not consent to appear in photos and videos

Event Registration Software by RegFox