Dec  03 @ 12:00PM ET

Decoding K-1s: Smarter Tech, Sharper Reviews, Stronger Outcomes

In today’s fast-changing tax and advisory landscape, success depends on more than just working harder—it requires selecting the right tools, knowing how to interpret the outputs, and continuously refining your processes. This webinar will walk participants through a practical framework for evaluating technology, extracting meaningful insights from results, and optimizing workflows for maximum efficiency and impact. Whether you’re a tax professional, firm leader, or part of an operations team, you’ll leave with actionable strategies to modernize your approach and drive better outcomes.

Learning Objectives

By the end of this webinar, participants will be able to:

  1. Select the Right Technology
    Identify the key criteria for evaluating and choosing technology solutions that align with firm goals, compliance requirements, and client needs.
  2. Interpret Results Effectively
    Understand how to analyze and apply outputs from technology and data tools in order to surface risks, opportunities, and advisory insights.
  3. Optimize the Process
    Learn strategies to refine workflows, integrate people and technology, and build a repeatable process that scales efficiently while supporting growth.

Reserve your spot today

 

Our Speakers

Sunil Bheda

Chief Product Officer, K1

 

Geralyn Hurd
President/Co-founder at K1x

44

OF TOP 100

largest investors
in the country

20

OF TOP 25

accounting
firms

45

OF TOP 100

university
endowments

7

OF TOP 40

healthcare
systems

11

OF TOP 100

private
foundations