October 16 @ 12:00PM ET

Exclusive from XcelLabs & K1x

AI Applied:
Turning K-1s Into Client Time

Join XcelLabs and K1x for a hands-on training that turns AI buzz into billable impact. Learn the frameworks of AI-first firms and practice end-to-end K-1 automation using patented K1 Aggregator® software—guided by CPAs and AI instructors.

What you will learn

  • AI-First Firm Foundations: XcelLabs’ frameworks for upskilling teams and productizing advisory.

  • Hands-on K-1 Automation: Upload → parse → review-ready packets in award-winning K1 Aggregator® software; handling footnotes, K-3, state lines, and edge cases.

  • Throughput & Quality: Measure forms-per-minute vs. your baseline; capture reviewer exceptions; export clean data to your stack.

  • Change Management that Sticks: Turn saved hours into advisory touchpoints and growth.

Reserve your spot today

 

Our Speakers

Jody Padar
The Radical CPA

 

XcelLabs was founded by Jody Padar and Katie Tolin to help accountants think AI-first—with structured education and proprietary tools that turn conversations and unstructured data into actionable insights

 

Camron Momeni,
CPA, VP of Solution Engineering at K1x

 

K1x built THE patented, AI-powered platform to extract, validate, and package data from K-1s, 1099s, and W-2s, and streamline IRS-certified 990 e-filings—so your team spends less time keying and collating and more time advising.

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