9:00 AM | Cafecito & Networking | |
9:20 AM | Welcome | Will DeJesus, CPA Tony Martinez, EA |
9:30 AM to 11:00 AM | 2026 Tax Updates | John Sheeley, EA Larry Pon, CPA, CFP, EA |
11:00 AM to 11:40 AM | Exhibitor Break | |
11:40 AM to 12:05 PM | Lead Generation and Support of Running a Service Bureau | Ian Gardner |
12:05 PM to 12:20 PM | OLT Pro SB Panel | Juan Marines Willie Nichols Chad McBrayer |
12:20 PM to 12:35 PM | Service Bureau Panel | Jasmine Dabbs Abiye Adane Lakesha Porter |
12:35 PM to 12:50 PM | How MTPO Empowers SBs SB Panel | Robert Jones Michael Rios |
12:50 PM to 2:30 PM | Lunch Break Visit Exhibitors | |
2:30 PM to 3 PM | How to Sell your Tax Business | Jessica Velazquez, CPA |
3 PM to 3:20 PM | Business Success Blueprint for Service Bureaus | Ian Willison Ashley Johnson |
3:20 PM to 3:40 PM | How to Start your own Tax Business Pathward Panel | Dora Huerta Wilson Boye |
3:40 PM to 4PM | Empowering Your SB with Crosslink Presentation & Panel | Gilbert Beneviste |
4PM to 4:20 PM | How to Market & Sell Bank Products TPG Panel | Eli Nunez |