2026 K1x User Conference - EXPLORE

Schedule

Wed, 24 Jun, 2026 at 08:00 am to Thu, 25 Jun, 2026 at 05:00 pm

UTC-05:00

Location

DoubleTree by Hilton Hotel Nashville Downtown | Nashville, TN

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Come join us at the 2026 K1x User Conference - EXPLORE for a day of learning, networking, and discovering new possibilities!
About this Event

EARLY BIRD PRICING ENDS JAN 31, 2026


Get ready for two days of learning, collaboration, strategy, and innovation—all designed to help you Adopt, Accelerate, and Amplify your impact with K1x. Limited seats available!

ExPLORE! The K1x User Confernece

Join us Tuesday, June 24 – Wednesday, June 25, 2026 at the DoubleTree by Hilton Hotel Nashville Downtown for an energizing, two-day experience built for tax professionals, fund finance teams, exempt organizations, technologists, and transformation leaders across the K1x community.

This year’s theme—Adopt. Accelerate. Amplify.—sets the tone for a conference focused on unlocking the full power of the K1x platform:

  • Adopt: Deepen your mastery of K1 Aggregator, K1 Creator, 990 Tracker, and K1xChange
  • Accelerate: Learn time-saving workflows, automation strategies, and product best practices that help teams move faster with greater accuracy.
  • Amplify: Discover new ways to expand your organization’s tax data intelligence footprint and increase the value you deliver.

Whether you're an experienced K1x user or just getting started, ExPLORE! offers the insight, training, and connections to elevate your practice.

Limited Capacity — Secure Your Spot

We have a limited number of seats available for 2026. Sign up early to secure your place at this 12-CPE-credit event.

Ticket Transfer Policy

Due to the limited capacity of our conference, we are unable to offer refunds for registrations. However, we understand that plans may change, and we are happy to accommodate attendee substitutions. If you are unable to attend, you may transfer your registration to another representative from your organization. Please contact us in advance to facilitate the transfer.

Hotel Information (Secure your room before Tuesday, May 26th, 2026)

For your convenience, we have secured a room block in the Double Tree by Hilton Downtown 315 4th Avenue North, Nashville, Tennessee, 37219-1693. Please make your reservations as soon as possible to secure your spot.

Click here to secure your hotel room!

Group Name:

K1x User Conference

Group Code:

92J **Code attendees will use if they are calling in

Check-in: June 23rd, 2026

Check-out: June 25th, 2026

Hotel Name:

DoubleTree by Hilton Hotel Nashville Downtown

Hotel Address:

315 4th Avenue North

Nashville, Tennessee 37219-1693

Reservation:1-800-222-8733



Day 1
Welcome & Opening Keynote​

Info: Kick off the conference with an inspiring look at how intelligent tax workflows, automation, and next-generation K-1 connectivity are reshaping the profession. We’ll share the bold vision for the K1x ecosystem, unveil what’s coming next, and showcase how firms and organizations are already transforming their practices through smarter adoption.


K1x Product Roadmap Reveal​

Info: What’s Coming & Why it Matters. Get an insider preview of upcoming enhancements across K1 Aggregator, K1 Creator, 990 Tracker and K1xChange. Product leaders will walk through real capabilities launching over the next 12–18 months and tie them directly to user-reported needs, efficiency gains, and new advisory opportunities. This is where the future becomes tangible.​


Keynote

Info: Explore the shifts happening across private markets, tax compliance, data automation, and AI adoption. This session grounds attendees in the why behind the transformation—what forces are accelerating change, what challenges remain in the industry, and where the greatest opportunities lie for firms and tax departments ready to modernize.​


Product Specific Breakout Sessions – K1 Aggregator; K1 Creator; 990 Tracker​

Info: K1x Applied: Case Studies & Open Exchange — Explore how firms leverage K1x to improve workflows, accelerate adoption, and drive efficiency. This hands-on session will equip you with practical insights and takeaways you can immediately apply within your organization. Attendees will have the opportunity to attend 2 of 3 breakout sessions.​


AI Peer Exchange – Practical AI Aids for the Tax Professional of the Future

Info: Fueled by interactive dialogue, this session examines how AI is evolving tax work from manual processes to data-driven decision-making. Practitioners will share first-hand experiences with AI-enabled workflows, accuracy considerations, and change-management approaches. The focus is not theory, but practical aids that elevate service quality, expand capacity, and enable a future-ready tax function.​


Day 2
K-1 Maturity Model & The K1xChange​

Info: This session outlines the evolution of K-1 processing—from disconnected, document-heavy steps to connected, automated data flows. Participants will learn how the K-1 Maturity Model guides firms through that progression, enabling higher-quality outputs, reduced manual review, operational scalability, and better insights. We will also explore the K1xChange as the foundational network that supports interoperability and digital exchange of K-1 data across the private markets ecosystem.​


Beyond Compliance: Case Studies in Data-Fueled Advisory​

Info: Dive into the practical side of data-driven tax work. Using real examples, we’ll explore how firms are extracting value from data—identifying patterns, surfacing anomalies, improving reviews, and enhancing visibility across engagements. With manual tasks reduced and more time available for advisory, participants will see how report-driven insights can fuel high-value advisory opportunities. The session also offers a preview of the forthcoming tax analytics module and how it will enable deeper benchmarking, opportunity identification, and strategic decision-making.​


Customer Spotlight: Winning Through Intelligent Transformation​

Info: Hear directly from firms and organizations that have adopted K1x at scale and transformed their workflows, staffing models, and client delivery. These candid discussions reveal what worked, what didn’t, and how data-driven insights are improving margins, boosting team satisfaction, and opening new advisory revenue streams.​


Product Specific Breakout Sessions – K1 Aggregator; K1 Creator; 990 Tracker​

Info: K1x Applied: Case Studies & Open Exchange — Explore how firms leverage K1x to improve workflows, accelerate adoption, and drive efficiency. This hands-on session will equip you with practical insights and takeaways you can immediately apply within your organization. Attendees will have the opportunity to attend 2 of 3 breakout sessions.​


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Where is it happening?

DoubleTree by Hilton Hotel Nashville Downtown, 315 4th Avenue North, Nashville, United States

Event Location & Nearby Stays:

Tickets

USD 1407.36

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