K1x User Conference

Welcome to the K1x User Conference! Join us on Tuesday, June 24 - Wednesday, June 25, 2025 at The University of Chicago Booth School of Business (Gleacher Center) for two days filled with exciting talks, workshops and networking opportunities. Whether you're a seasoned K1x user or just getting started, this event is perfect for anyone looking to learn more about our products and connect with fellow users. Don't miss out on this chance to expand your knowledge and grow your network.

We have limited capacity for this conference and will only be able to accommodate 100 attendees. Sign up early to secure your spot at this 12-hour CPE event!

To customize your training experience, we're running 4 concurrent tracks. In addition to two user training tracks, we will also have a track for tax technology/transformation leaders and another track for our design thinking sessions. You will not need to register for the individual events in advance.

Hotel Information

For your convenience, we have secured a room block at the Sheraton Grand Chicago Riverwalk located at 301 East North Water Street. This is a very short walk from the Gleacher Center. Please make your reservations as soon as possible to secure your spot.

Click here to secure your hotel room!

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.

Info: K1x registration will open at 9:00 am. Grab a coffee, say hello to your peers, sneak a peek at our innovation center and get settled before we kick-off the conference at 10:00 am sharp.

Info: Kick off the K1x User Conference with an energizing welcome and opening remarks, setting the stage for two days of learning, collaboration and innovation. Hear from our leadership as we share our vision, key themes for the event and what’s ahead for the K1x community.

Info: Stay ahead with the latest advancements in K1x as our product leaders unveil exciting new updates, features and enhancements designed to drive greater efficiency and impact. Gain insights into our product roadmap and discover how these innovations can help you maximize value and stay competitive.

Info: Join us for an inspiring keynote with Ted McKenna. Ted McKenna is one of the world’s leading experts in sales, business development, and customer experience and a co-author of the new book "The Activator Advantage: What Today’s Rainmakers Do Differently" as well as the bestselling book "The JOLT Effect: How High Performers Overcome Customer Indecision". His research frequently appears in the pages of Harvard Business Review and he is a Co-Founder and CEO of SellingInnovations which provides research-based training, enablement and advisory support to B2B commercial organizations. Ted is also a founding partner of DCM Insights, a company that uses data and research-backed frameworks to help professional services firms improve business development.

Info: Master the process of generating K-1s efficiently in this hands-on K1Creator workshop. Learn best practices, explore advanced features and get expert guidance on streamlining workflows to ensure accuracy and compliance in your K-1 reporting.

Info: Enhance your expertise in nonprofit tax reporting with this hands-on 990 Tracker workshop. Learn how to efficiently track, manage and streamline the 990 series filings process using best practices and advanced features to ensure compliance and accuracy.

Info: Discover the power of K1x’s new Account Management feature in this interactive training session. Learn how to efficiently manage engagements & users, track key insights and leverage new capabilities to enhance collaboration, streamline workflows and drive better outcomes.

Info: Unleash your creativity in this interactive Design Thinking session for K1Creator, where you'll collaborate to explore innovative ways to optimize K-1 generation workflows. This is your opportunity to influence and shape the future of K1Creator while gaining practical strategies to enhance efficiency and user experience.

Info: Now that you're automating the more mundane tasks, it's time to repurpose those hours into more productive activities. Join us for this general session, where we'll explore how to leverage that newfound time to drive greater impact and strategic outcomes. Discover actionable approaches to refocus efforts, enhance productivity and create more value with the time you’ve gained.

Info: Grab your coffee and buckle up for another packed day of learning

Info: Join us for K1Aggregator (Basic) user training, where you’ll learn the essentials of aggregating and organizing your K-1 data effectively. This session will cover the core features, best practices and key functionalities to help you get up and running quickly, ensuring you can streamline your processes and maximize efficiency.

Info: Master the process of generating K-1s efficiently in this hands-on K1Creator workshop. Learn best practices, explore advanced features and get expert guidance on streamlining workflows to ensure accuracy and compliance in your K-1 reporting.

Info: Explore the intersection of reporting, data management, and APIs in this Tax Technology Track session. Learn how to leverage the latest tools and technologies to streamline tax reporting, integrate data sources, and automate workflows, while gaining insights into best practices for optimizing your tax technology infrastructure.

Info: Join us for the 990Tracker - Design Thinking Session, where we'll work collaboratively to explore innovative ways to improve the 990 series filings process. We'll collect your ideas and solutions to enhance user experience, streamline workflows and create more efficient compliance processes for you and your clients.

Info: Join us for this general session, where we’ll dive into strategies for successfully driving cultural transformation and fostering adoption of new technologies within your organization. Learn how to build a supportive environment, overcome resistance, and empower teams to embrace change for lasting impact and growth.

Info: Enjoy a networking lunch while listening to our client panel share their experiences and best practices for utilizing K1x technologies. Gain valuable insights on how organizations are leveraging K1x tools to drive efficiency, improve outcomes, and achieve success in their operations.

Info: Take your skills to the next level with K1Aggregator (Advanced) Training, where we’ll dive deeper into advanced features and techniques for aggregating and managing your K-1 data more effectively. Learn how to leverage powerful tools and functionalities to streamline compliance and create valuable insights from the data.

Info: Enhance your expertise in nonprofit tax reporting with this hands-on 990 Tracker workshop. Learn how to efficiently track, manage and streamline the 990 series filings process using best practices and advanced features to ensure compliance and accuracy.

Info: Join us for the Security, 7216 & Use of Offshore Groups session in the Tax Technology Track, where we’ll explore critical compliance and security considerations in tax technology. Gain insights into safeguarding sensitive data, understanding the nuances of Section 7216, and managing offshore groups within your tax processes to ensure security and compliance.

Info: Collaborate and innovate in the K1Aggregator - Design Thinking Session, where we’ll work together to identify challenges and explore creative solutions for improving the K-1 aggregation process. You’ll contribute ideas to enhance user experience, streamline workflows, and shape the future of K1Aggregator for better efficiency and impact.

Info: Join us for the Closing Remarks as we wrap up the K1x User Conference with a reflection on the key takeaways, insights, and strategies shared throughout the event. We’ll look ahead to the future of K1x, express our gratitude for your participation, and leave you with actionable next steps to implement in your organization.

Event Venue & Nearby Stays

The University of Chicago Booth School of Business, Gleacher Center, Chicago, United States