NEW york
MAY 21, 2026

The leaders of top CPA firms, investment firms, and AI companies convene to define the next era of tax.

black ore
summit

Black Ore Presents: AI Tax Summit

THE 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.

Location

Nasdaq Tower
151 West 42nd Street
New York NY 10036 - 4th Floor

Date

May 21, 2026
11:45 AM – 7:00 PM EST

Speakers

Insights from Industry Leaders

Eyal Shinar
Co-Founder & CEO
Black Ore
Teddy Nwachuku
VP of Operations
Black Ore
Mark Ellenbogen
Chief Operating Officer
BDO
Chuck Droege
Chief Operating Officer Baker Tilly
Jim Bourke
Managing Director
Withum
Jeff Wong
Chief Innovation Officer
EY
Belinda Pestana
Vice Chair - Tax
EY
Christopher Azar
Audit Partner, Deloitte
Daryl Sherred
Head of Tax Transformation
PwC
Lawrence Friedman
Managing Director of Tax Technology
BDO
Becky Munson
CAS Practice Leader
EisnerAmper
Allan Koltin
CEO
Koltin Consulting Group
Randy Johnston
Executive Vice President
K2 Enterprises
Brian Tankersley
Director
K2 Enterprises
Ivan Makarov
Partner
Andreessen Horowitz
Marc Andrusko
Partner
Oak HC/FT
Brian Austin
Former Director, Accountant PR
Avalara
Chris Gaetano
Technology Editor
Accounting Today
Kelly Phillips Erb
Senior Writer
Forbes
Peter Scavuzzo
CSO/CTO, CBIZ
Chris Puglia
Managing Partner of the East Tax, Deloitte
Amit Ringshia
Principal at Ignition, KPMG
Kacee Johnson
AI-Native Accounting Foundation
Agenda

Overview Agenda

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)
Ivan Makarov
Partner, Andreessen Horowitz
Jeff Wong
Former Global CIO, EY
Kacee Johnson
AI-Native Accounting Foundation
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
Chris Puglia
Managing Partner of the East Tax, Deloitte
Belinda Pestana
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 Team
To Be Announced
3:15 – 3:35 PM
Break
3:35 – 4:05 PM
The AI-Native Firm: Unifying Tax, Advisory, and Assurance

Panel

Jim Bourke
Managing Director, Withum
Becky Munson
CAS Practice Leader, EisnerAmper
Sean McLean
Chief Digital Officer, Elevate CPA
Christopher Azar
Audit Partner, Deloitte
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
The Venue

Nasdaq Tower

The Summit will be held on the 4th Floor of the iconic Nasdaq Tower in New York City — a global symbol of financial markets, innovation, and technology infrastructure.

Overlooking Times Square, the venue offers panoramic city views, refined spaces for private conversation, and curated food and beverage service.

It is an intentional setting for leaders across accounting, investing, and AI to convene — to exchange ideas, build relationships, and shape the future of tax & financial services.

Get your ticket

See you in New York

Request Invitation