4th Annual Conference – Virtual – Cultivating Excellence

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Receive up to 44 CPE and 33 CLE credit hours – including up to 4 in Regulatory Ethics (2 CO R&R!), unrivaled networking, and more at TaxForward’s 4th Annual Conference

About this Event

Receive up to 44 CPE and 33 CLE credit hours – including up to 4 of Regulatory Ethics (2 CO R&R!) – at TaxForward’s 4th Annual Conference from October 19 – November 20, 2020. This year, we’re going virtual! The conference will now be delivered in 16 sessions over five weeks. We’ll be kicking off with a keynote speech from Author, Thought-Provoker, and Host of the “What’s Your And?” PodcastJohn Garrett, at 2pm ET/11am PT on October 19, 2020, and then continuing sessions every Monday, Wednesday, and Friday through November 20, 2020.

In general, sessions will contain two hours of technical CPE and CLE, two 15‐minute networking intervals, and one half‐hour or hour roundtable discussion with tax and other luminaries on cultivating excellence within tax and business. Enjoy informative presentations by engaging speakers such as Timothy Zue, Boston Red Sox CFO, and keynote speakers Greg Anton, former AICPA Chair and current BDO USA LLP Audit Partner, Jack McCulloughauthor, President of The CFO Leadership Council, and Chair of MIT Sloan CFO Summit, and Tadd Fowler, VP Treasury, Global Tax Operations at Procter & Gamble.

Join a virtual coffee or cocktail with your favorite speaker or sports celebrity, such as SF Giants Pitcher Tyler Beede (limited seats available, limited to one per qualified ticket holder).

Tickets include:

  • Up to 44 CPE and 33 CLE credit hours,
  • 11+ hours of unrivaled networking,
  • Industry and subject matter meeting rooms,
  • Virtual coffee or cocktail with a celebrity or luminary (limitations apply),
  • Expertise from the FBI, IRS, economists, best selling authors, and more,
  • E-copy of Secrets of Rockstar CFOs by Jack McCullough, and
  • Opportunities to win a seven day retreat in Bali and other prizes.

View the schedule here. Read more about your courses and instructors here.

Ticket Prices: Full Conference: $400. Discounts: Non-member students save 50%. Members save 100% – become a member ($200) and attend FREE!

Have a discount code? Register here.

CPE and CLE courses are designed to comply with Colorado State Board of Accountancy and NASBA CPE and Colorado Supreme Court CLE standards and the provider requirements outlined in sections 88.1 and 88.2 of the California Board of Accountancy Regulations. CPE and CLE courses are based on 50-minute credit hours. Participants must attend at least 50 minutes of a particular course to receive one (1) credit in that course. All courses will be delivered in an internet based group method. Participants are encouraged to confirm eligibility compliance with their jurisdiction. CLE hours are anticipated. Questions, concerns, and complaints may be submitted to Info@TaxForward.org. Refunds available for cancellations made before October 5, 2020.


Q1: How do I register for the virtual cocktail or coffee?

A1: Qualified ticket holders will receive a link to a form to indicate their ranking of the choices available once the coffees and cocktails are scheduled. Limited to one virtual cocktail or coffee per qualified ticket holder, based on availability. Priority assigned in order of registration and form completion.

Q2: How do I become a qualified ticket holder for a virtual cocktail or coffee with a celebrity?

A1: Ticket holders qualify for the virtual cocktail or coffee by purchasing a ticket or being a current member of TaxForward or Future Tax Leaders on October 19, 2020.

Q3: How can I contact the organizer with any questions?

A3: Email Info@TaxForward.org.

Q4: What’s the refund policy?

A4: Full refunds for cancellations up to fourteen (14) days before the start of the event.

Q5: Can I update my registration information?

A5: Yes.

Q6: Is my registration fee or ticket transferable?

A6: Tickets are fully, not partially, transferable.

Q7: Is it ok if the name on my ticket or registration doesn’t match the person who attends?

A7: No.

Q8: How can I become a speaker or sponsor?

A8: Contact Partner@TaxForward.org for more information about becoming a speaker or sponsor.

Platinum Partners


Gold Partners

  • October 19, 2020 - November 20, 2020
    12:00 pm - 5:40 pm
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