American Industrial Partners
2026 Tax Summit
November 16, 2026 - November 17, 2026
Omni Royal Orleans | New Orleans, LA
Book your room here by 10/1/26 to secure our group rate
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!
Agenda
Monday, November 16th, 2026
Omni Royale | New Orleans
12:00 CST-1:00pm CST
Networking lunch
1:00pm CST -2:00pm CST
AIP Tax and Finance Overview and Priorities
2:15pm CST -2:45pm CST
AIP Tax Dashboard: What, Why, and How
2:45pm CST -3:45pm CST
AI and the Tax and Finance Function: Explore the latest macro trends, use cases of AI in Tax, and the most relevant applications
4:00pm CST -5:00pm CST
AI Workshop Part 1: Introduction to Building Your Own Agent
6:00pm CST -9:00pm CST
Group Dinner - Muriel's (801 Chartres St, New Orleans, LA 70116)
Tuesday, November 17th, 2026
8:00am CST -9:00am CST
Breakfast
9:00am CST - 9:45am CST
Legislative and Regulatory Overview
10:00am CST-11:00am CST
Breakout Discussions
11:15am CST-12:00pm CST
Exit Readiness: What To Know and How To Be Prepared
12:00pm CST - 1:00pm CST
Lunch
1:00pm CST - 3:30pm CST
AI Workshop Part II: Building Your Own Agent
02
14+
35+
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. Reserve your room with our group rate by 10/1/26 to secure your spot!
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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The Spotted Cat - Located on Frenchman street (15 minute walk), very famous and energetic spot
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