American Industrial Partners
2026 Tax Summit
November 16, 2026 - November 17, 2026
Omni Royal Orleans | New Orleans, LA
Join us in The Big Easy!
We can't wait to see you at our second annual AIP Tax Summit! This year's summit is focused on Unlocking Transformation - AI Innovation and Automation, and Exit Readiness.
Our summit is anchored around three primary goals:
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Engagement: Build meaningful relationships among portfolio Tax and Finance leaders, tax advisors, and AIP
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Alignment: Build on a shared understanding of AIP's tax priorities and strategies
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Action: Equip you all with tools and best practices for excellence in the tax function, including AI knowledge, best practices, and real-life hands-on application
Our summit will begin with a networking lunch at 12:00 PM CT on Monday, November 16, 2026, and conclude at 3:30 PM CT on Tuesday, November 17, 2026.
We look forward to seeing you there!
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DAYS
PORTFOLIO COMPANIES
PARTICIPANTS
Logistics
Our Venue: Omni Royal Orleans
We are excited to be able to host our event at The Omni Royal in New Orleans.
Dress Code
The dress code for the summit and our dinner is business casual.
New Orleans Eats and Beats
New Orleans is known for live music, southern hospitality and history. Check out some of these spots, all close to our hotel.
Live music
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Preservation Hall - Quintessential New Orleans experience
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Three Maries Jazz Club - At our hotel!
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Maple Leaf Bar - one of the oldest spots in town
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The Spotted Cat - Located on Frenchman street (15 minute walk), very famous and energetic spot
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... and anywhere on Frenchman street!
Food
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GW Fins - upscale seafood
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Brennans - classic New Orleans courtyard
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Arnaud's - classic Creole dining
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Cafe Du Monde - New Orlean's most famous coffee and beignets spot
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Turkey and the Wolf - delicious sandwiches
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Seaworthy - Jordyn's (AIP Finance and New Orleans Native) favorite restaurant
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Bacchanal Wine Bar in the Bywater - outdoors with live music
To do
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Visit the City Park Sculpture Garden
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Explore the WWII Museum
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Walk Magazine Street all the way from Downtown to Uptown
Agenda
Monday, November 16th, 2026
Time
Session
Presenter
Location
12:00 - 1:00pm
Informal Networking Lunch
Terrace
1:00 - 2:00pm
Welcome and Kickoff: Firm Landscape and Tax Priorities
Dino Cusumano, AIP
Lou Tedesco, AIP
Dmitry Zelik, AIP
Vieux Carre
2:15 - 2:45pm
AIP Tax Conveyor Belt: From Onboarding Through Operating
Dmitry Zelik, AIP
Vieux Carre
2:45 - 3:45pm
AI and The Tax and Finance Function: Trends, Use-Cases, and Implementation Stories of Success
Aaron Rakes, EY
Vieux Carre
4:00 - 5:00pm
AI Workshop Part 1: Exploring Agents
Leo Brenk, AIP
Adam Traina, AIP
Vieux Carre
Cocktail Reception + Group Dinner
6:00 - 9:00pm
Muriels: 801 Chartres St, New Orleans, LA 70116
Tuesday, November 17th, 2026
Time
Session
7:30-8:30am
Breakfast
8:30-9:15am
Legislative and Regulatory Overview: What do we, as Tax and Finance leaders, need to know?
Breakout Rotation 1
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Session 1: Global Tax Reporting
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Session 2: Cash Tax Management and International Tax Planning
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Session 3: Tax Planning Opportunities
9:25-10:10am
Presenter
Location
Terrace
Lisa Wolski, EY
Vieux Carre
Session 1: Justin Gurney, Larry LeBlanc, Toni Thereault | RSM
Session 2: Dan Farrell, Gary Silacci | EY
Session 3: Dominic Gabbianelli | Deloitte
Conti
Orleans A
Vieux Carre
10:20-11:05am
Breakout Rotation 2
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Session 1: Tax as a Managed Service
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Session 2: AI Round Table Discussion