Agenda

PROGRAM

Tuesday, July 14, 2026
Noon to 2:15 pm ET

AI Session 1 – AI Fundamentals – Introduction – Noon to 1 pm ET
This opening hour introduces the core concepts of AI – what it is, the major platforms shaping the landscape, and the practical ways SALT professionals can incorporate AI into their work. The session also explores effective prompting techniques, the different AI platforms and what their best uses are, privacy considerations, and the ethical dimensions of using AI in a professional SALT environment.

Break – 1 pm to 1:10 pm ET

AI Session 2 – AI Usage – Focus on Things AI Can Do with Practical Demonstrations – 1:10 to 2:10 pm ET
The webinar shifts into the first set of practical demonstrations, focusing on what AI tools can accomplish today for the SALT professional. Attendees will see how AI can locate emails or past discussions, summarize or compare documents, generate meeting summaries and action items, draft and edit written communications, and even create PowerPoint presentations. This session highlights the everyday efficiencies AI can unlock across common workflows.  

Closing Q&A – 2:10 to 2:15 pm ET

Thursday, July 16, 2026
2 pm to 4:15 pm ET

AI Session 3 – SALT Specific Demos of Using AI to Address SALT Issues – 2:00 to 3:00 pm ET
This part of the webinar will focus on how AI can synthesize multiple sources of information to support tax analysis and compliance. Demonstrations include drafting quarterly SALT updates, comparing versions of legislative proposals, applying basic Excel AI features, reviewing cases for appeal arguments, and exploring embedded AI research tools.

Break – 3 pm to 3:10 pm ET

AI Session 4 – Learn How to Create a Basic AI Agent with AI – 3:10 to 4:10 pm ET
The webinar series ends with the emerging world of agentic AI. Participants will learn how to create a basic agent using AI products. This session will present ideas on how to incorporate multi-step AI solutions into your daily routine.

Closing Q&A – 4:10 to 4:15 pm ET