The Must-Attend Event For Forward-Thinking Tax Professionals is Now Virtual with up to 21.5 CPEs*!

Registration Gets You Access to 6 Weeks of Content!

Now in its 55th year, the Bank & Capital Markets Tax Institute will take place virtually with a weekly, topic-focused session, starting on November 5th, running through December 17th, 2020.
Each year more than 300 bank tax professionals converge for six weeks of access to world-class speakers, their colleagues and the industry’s leading solutions providers. Although we are unable to meet in person, this year’s virtual experience will continue to provide bank tax professionals the highly technical information and timely insights in a setting that is conducive to learning and face-to-face discussions.
And we expect to do so to a record number of attendees as we are able to provide bank professionals access to MORE CPE credits, MORE quality programming and to MORE industry thought leaders during this  comprehensive two-month program. 

*CPE is only available for the live program. It is not available for sessions viewed on demand.

Just Announced: IRS Commissioner, Charles P. Rettig, to provide Keynote Address on 12/3!

Charles P. Rettig, IRS Commissioner

Charles P. Rettig is the 49th Commissioner of the IRS. As Commissioner, Mr. Rettig presides over the nation’s tax system, which collects more than $3.5 trillion in tax revenue each year representing about 96% of the total gross receipts of the United States. This revenue funds most government operations and public services. Mr. Rettig manages an agency of about 80,000 employees and a budget of more than $11 billion.

Weekly Session Schedule

  • Tuesday, October 13:  Program Preview
  • Thursday, November 5:  Workshops
  • Thursday, November 12:  Session 1
  • Thursday, November 19:  Session 2
  • Thursday, December 3:  Session 3
  • Thursday, December 10:  Session 4
  • Thursday, December 17:  Session 5

Benefits of Attending

Who Should Attend?

With Our Reduced Pricing This Year Bring the Whole Team!

Job Functions

  • Accountant
  • Attorney (Tax)
  • Business Development
  • Comptroller
  • Consultant
  • Chief Financial Officer (CFO)
  • Internal Auditor Partner/Senior Manager
  • Tax Advisor
  • Tax Officer/Specialist
  • Tax Research/Manager
  • Treasurer
  • Other Corporate Finance Management
  • Administrator (Government)


  • Commercial Bank
  • CPA Firm
  • Government
  • Investment Bank
  • Law Firm
  • Online Bank
  • Retail Bank
  • Savings and Loans
  • Technology / Software Industry Provider
  • Consultant: Business / Finance
  • Consultant: Other
  • Academia/Non-Profit