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

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

David Wurtzbacher

CIO, Sax

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)

11:30 – 12:30 PM

Arrival & Lunch

Curated arrivals followed by seated lunch with networking and informal discussion.

12:30 – 12:50 PM

Welcome & Opening Remarks

Framing the current moment in AI and tax

Kelly Phillips Erb

Forbes (@Taxgirl)

Eyal Shinar

Co-Founder & CEO, Black Ore

12:50 – 1:30 PM

AI Is Rewriting the Services Economy

Opening Brief

Teddy Nwachuku

VP Operations, Black Ore

AI Lab Leader

To Be Announced

1:30 – 2:15 PM

The Evolution of Tax Technology: Scaling it at Your Firm

Panel

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

Principal (Tax Innovation), BDO

2:15 – 2:45 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

2:45 – 3:30 PM

Experience Tax Autopilot

Connect with Black Ore team and observe as complex tax returns are prepared autonomously

Black Ore

Tax Autopilot

3:30 – 4:10 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

Steve Ronan

CSO, Citrin Cooperman

Rob Owen

CIO, Sax

4:50 – 5:00 PM

Closing Remarks

Summary of key takeaways and next steps

Kelly Phillips Erb

Forbes (@Taxgirl)

Teddy Nwachuku

VP Operations, Black Ore

5:00 – 5:30 PM

Capture the Moment with Us

Join us for a photo to mark the moment under the iconic Nasdaq banner

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