K1x User Conference

K1x User Conference

Get ready for two days of networking, workshops, design thinking sessions and sneak peeks at our latest products. Only 100 seats available!

By K1x, Inc.

Date and time

June 24 · 10am - June 25 · 4pm CDT

Location

The University of Chicago Booth School of Business

Gleacher Center 450 North Cityfront Plaza Drive Chicago, IL 60611

Refund Policy

No Refunds

Agenda

June 24 Agenda
June 25 Agenda

9:00 AM - 10:00 AM

Registration

K1x registration will open at 9:00 am. Grab a coffee, say hello to your peers, sneak a peek at our innovation center and get settled before we kick-off the conference at 10:00 am sharp.

10:00 AM - 10:30 AM

Welcome & Opening Remarks - General Session

John LaMancuso

Geralyn Hurd

Kick off the K1x User Conference with an energizing welcome and opening remarks, setting the stage for two days of learning, collaboration and innovation. Hear from our leadership as we share our vis...

10:30 AM - 12:00 PM

K1x Product Update - General Session

Michael Yang

Jeff Graydon

Kirsten Carmichael

Neal Schneider

Stay ahead with the latest advancements in K1x as our product leaders unveil exciting new updates, features and enhancements designed to drive greater efficiency and impact. Gain insights into our pr...

12:00 PM - 1:15 PM

Lunch & Keynote - "Activator Advantage" Co-Author Ted McKenna-General Session

Ted McKenna

Join us for an inspiring keynote with Ted McKenna. Ted McKenna is one of the world’s leading experts in sales, business development, and customer experience and a co-author of the new book "The Activ...

1:15 PM - 1:30 PM

Transition

1:30 PM - 3:30 PM

K1Creator Training

Camron Momeni

Will Campbell

Master the process of generating K-1s efficiently in this hands-on K1Creator workshop. Learn best practices, explore advanced features and get expert guidance on streamlining workflows to ensure accu...

1:30 PM - 3:30 PM

990 Tracker Training

Danielle Tewes

Jeff Graydon

Enhance your expertise in nonprofit tax reporting with this hands-on 990 Tracker workshop. Learn how to efficiently track, manage and streamline the 990 series filings process using best practices an...

1:30 PM - 3:30 PM

K1x Account Management - Tax Technology/Transformation Track

Michael Yang

Geralyn Hurd

Discover the power of K1x’s new Account Management feature in this interactive training session. Learn how to efficiently manage engagements & users, track key insights and leverage new capabilities ...

1:30 PM - 3:30 PM

K1Creator - Design Thinking Session

Neal Schneider

Kirsten Carmichael

Ethan Lawton

Unleash your creativity in this interactive Design Thinking session for K1Creator, where you'll collaborate to explore innovative ways to optimize K-1 generation workflows. This is your opportunity t...

3:30 PM - 4:00 PM

Break & Transition

4:00 PM - 5:00 PM

Repurposing the Hour for Higher Value - General Session

Geralyn Hurd

Ken Powell

Now that you're automating the more mundane tasks, it's time to repurpose those hours into more productive activities. Join us for this general session, where we'll explore how to leverage that newfo...

6:00 PM

Dinner Event - TBD

About this event

Welcome to the K1x User Conference! Join us on Tuesday, June 24 - Wednesday, June 25, 2025 at The University of Chicago Booth School of Business (Gleacher Center) for two days filled with exciting talks, workshops and networking opportunities. Whether you're a seasoned K1x user or just getting started, this event is perfect for anyone looking to learn more about our products and connect with fellow users. Don't miss out on this chance to expand your knowledge and grow your network.

We have limited capacity for this conference and will only be able to accommodate 100 attendees. Sign up early to secure your spot at this 12-hour CPE event!

To customize your training experience, we're running 4 concurrent tracks. In addition to two user training tracks, we will also have a track for tax technology/transformation leaders and another track for our design thinking sessions. You will not need to register for the individual events in advance.

Hotel Information

For your convenience, we have secured a room block at the Sheraton Grand Chicago Riverwalk located at 301 East North Water Street. This is a very short walk from the Gleacher Center. Please make your reservations as soon as possible to secure your spot.

Click here to secure your hotel room!

Ticket Transfer Policy

Due to the limited capacity of our conference, we are unable to offer refunds for registrations. However, we understand that plans may change, and we are happy to accommodate attendee substitutions. If you are unable to attend, you may transfer your registration to another representative from your organization. Please contact us in advance to facilitate the transfer.

Tags

Organized by

K1x, Inc.
$1,200