Name: Black Ore AI Tax Summit
Start: 2026-05-21T11:45:00
End: 2026-05-21T19:00:00
Location: Nasdaq Tower

Speakers

Insights from Industry Leaders

Eyal Shinar

Co-Founder & CEO
Black Ore

Teddy Nwachuku

VP of Operations
Black Ore

Jeff Wong

Chief Innovation Officer
EY

Mark Ellenbogen

Chief Operating Officer
BDO

Chuck Droege

Chief Operating Officer Baker Tilly

Peter Scavuzzo

Chief Technology Officer
CBIZ

David Frigeri

Chief AI Officer, EisnerAmper

Steve Ronan

Chief Strategy Officer, Citrin Cooperman

Allan Koltin

Chief Executive Officer
Koltin Consulting Group

Jim Bourke

Managing Director
Withum

Geni Whitehouse

President, ITA

Belinda Pestana

Americas Deputy Vice Chair – Tax,
EY

Becky Munson

CAS Practice Leader
EisnerAmper

Daryl Sherred

Head of Tax Transformation
PwC

Lawrence Friedman

Tax Innovation Leader
BDO

Amit Ringshia

Principal at Ignition
KPMG

Ashok Parmar

Audit Partner, Deloitte

Kacee Johnson

Executive Director
AI-Native Accounting Foundation

Randy Johnston

Executive Vice President
K2 Enterprises

Brian Tankersley

Director
K2 Enterprises

Ivan Makarov

Partner
Andreessen Horowitz

Blake Oliver

Host
The Accounting Podcast

Kelly Phillips Erb

@TaxGirl
Forbes

Michael Cohn

Editor-in-Chief, Online
Accounting Today

Agenda

Overview Agenda

Hosted by:

Kelly Phillips Erb

Forbes (@Taxgirl)

11:00 – 12:30 PM

Arrival & Lunch

12:30 – 12:40 PM

Welcome & Opening Remarks

Eyal Shinar

Co-Founder & CEO, Black Ore

12:40 – 1:10 PM

AI Is Rewriting the Services Economy

Opening Brief

Teddy Nwachuku

VP Operations, Black Ore

AI Lab Leader

To Be Announced

1:10 – 1:50 PM

AI in Enterprise Accounting: What’s Real Now

Fireside

Kelly Phillips Erb

Forbes (@Taxgirl)

Jeff Wong

Former Global CIO, EY

David Frigeri

Chief AI Officer, EisnerAmper

Kacee Johnson

Executive Director, ANAF

Ivan Makarov

Partner, Andreessen Horowitz

1:50 – 2:00 PM

Networking Break

Coffee and facilitated introductions.

2:00 – 2:45 PM

The Evolution of Tax Technology: Scaling it at Your Firm

Randy Johnston

Executive Vice President
K2 Enterprises

Brian Tankersley

Director
K2 Enterprises

Belinda Pestana

Deputy Vice Chair (Tax), EY

Daryl Sherred

Head of Tax Transformation, PwC

Amit Ringshia

Principal at Ignition, KPMG

Lawrence Friedman

Managing Director of Tax Technology
BDO

2:45 – 3:15 PM

AI Agents in Production: End-to-End Tax Automation

Live Demonstration

Black Ore

Tax Autopilot

3:15 – 3:35 PM

Networking Break

Coffee and facilitated introductions.

3:35 – 4:05 PM

The AI-Native Firm: Unifying Tax, Advisory, and Assurance

Panel

Blake Oliver

Host, The Accounting Podcast

Jim Bourke

Managing Director, Withum

Becky Munson

CAS Practice Leader, EisnerAmper

Sean McLean

Chief Digital Officer, Elevate CPA

Ashok Parmar

Audit Partner, Deloitte

Geni Whitehouse

President, ITA

4:05 – 4:50 PM

Behind the Curtain: Private Equity, M&A, and the Future of Firm Ownership

Insider Briefing

Allan Koltin

CEO, Koltin Consulting Group

Chuck Droege

COO, Baker Tilly

Mark Ellenbogen

COO, BDO

Peter Scavuzzo

CTO, CBIZ

4:50 – 5:00 PM

Closing Remarks

Teddy Nwachuku

VP Operations, Black Ore

5:00 – 6:30PM

Happy Hour

Join us for cocktails and light bites onsite at Nasdaq Tower

6:30 – 8:30 PM

Dinner

Enjoy dinner with the Black Ore Team, summit speakers/panelists, investors and peers

Agenda to be Updated

black ore
summit

Black Ore Presents: AI Tax Summit

A private, invitation-only summit at Nasdaq Tower, convening firm leaders, operators, and technologists shaping the AI-native future of tax and accounting as the industry shifts from copilots to agents.

Insights from Industry Leaders

Overview Agenda

Nasdaq Tower

See you in New York