Communications Taxation '26
Pre-Conference Half-Day Workshop
Wednesday -- May 6, 2026
Data Transformation, Analytics & Agentic AI
This workshop is included with the conference fee.
This hands-on workshop will show you how to use readily available agents to digest data and build meaningful summaries including write up, extracting information, and summarizing data.
EY will be bringing laptops with the pre-loaded content for the hands-on session. However, we may not have enough machines - so we encourage you to bring your computer to this session with required programs and data sets. That way you can take home everything you learned.
Agenda:
Foundations of Data Transformation
- Understanding raw vs. structured data
- Common transformation techniques (cleaning, normalization)
- Hands-on: Transform sample datasets PowerBI
Analytics Essentials
- Key analytics concepts
- Tools for quick insights (Excel, Power BI, etc)
- Hands-on: Generate basic visualizations and summary statistics
AI Introduction
- Setting the stage: Why AI matters for tax and compliance
- The evolution from traditional AI to Agentic AI
Understanding Agentic AI
- What are Agentic AI agents?
- Key differences from conventional AI models
- Why they’re game-changers for automation and decision-making
- How Agentic AI accelerates reporting and reduces manual effort
Working with Ready-to-Use AI Agents
- Overview of leading agents and platforms
- Quick-start guide: Configuring and deploying agents
- Hands-on Demo: Ingest and process a tax dataset using an AI agent
- Combining multiple agents for end-to-end tax workflows
- Hands-on Lab: Build a mini pipeline for “data-to-summary” automation
Future Outlook & Q\&A
- Emerging trends in Agentic AI for tax
- Open discussion and next steps for adoption
Led by:
Rudy Blahnik – EY Managing Director
Victoria Lam – EY Senior Manager
Ryan Kaplan – EY Senior manager
Brendan Golden – EY Manager