The Telecommunications Finance, Tax, & Accounting Conference
November 3rd – 4th, 2026
Introducing Olsen Thielen’s inaugural Telecommunications Finance, Tax, & Accounting Conference taking place on Tuesday, November 3rd and Wednesday, November 4th. This is a new, in person, complimentary event designed specifically for CFOs, Controllers, and Accounting professionals in the telecommunications industry. Attendees will also have access to a variety of CPE-eligible sessions, providing valuable opportunities to earn continuing professional education credits while gaining industry-specific insights.
With many decades of experience partnering with telecommunications companies, our team has designed this event to focus on the practical accounting, tax, regulatory, and operational issues finance leaders are navigating today.
Over the course of 1½ days, you’ll gain practical insights from our telecom specialists, discuss current challenges with peers, and leave with ideas you can apply back at your organization.
Event Highlights
Optional Half-Day Accounting Essentials Workshop:
Held before the conference at 8:00 AM – 12:00 PM on November 3rd, this session is open to anyone looking for a refresher on practical accounting concepts before the main conference begins.
Main Conference Sessions:
- Audit & Accounting updates
- Tax Planning and industry developments
- Client Advisory Services (including payroll and bookkeeping)
- Regulatory updates
- Accounting & Tax considerations specific to telecommunications providers
- Interactive roundtable discussions with industry peers
- And more!
Agenda
Morning – Accounting Essentials Workshop with Mark Klinkhammer, Tom Campbell, and Alex Nagel
- 8:00 – 8:30 | Breakfast & Networking
- 8:30 – 8:45 | Welcome, Introductions & Industry Overview
- 8:45 – 9:45 | Telecom Revenue Fundamentals (ILEC vs CLEC, Regulated vs Nonregulated, USF Support Programs)
- 9:45 – 10:00 | Break
- 10:00 – 11:00 | Regulatory Revenue Reporting & Industry Programs (NECA, Access Charges, BDS, Tariffs, FCC Form 499)
- 11:00 – 11:45 | Plant Accounting & Part 32 Hot Topics (CPRs, Capitalization, Joint Use Assets)
- 11:45 – 12:15 | Interactive Roundtable: What Every New CFO Wishes They Knew Earlier
- 12:15 – 1:15 | Lunch
Afternoon – Audit, Tax & Compliance
- 1:15 – 2:35 | Audit Department Update
- Reporting that Matters Most to Your Board (Daniel Owens)
- Strengthening Internal Controls (Adam Hennen)
- Month-End Close Best Practices (Brian Deuel)
- Equity Management (Pat Powers)
- 2:35 – 2:45 | Break
- 2:45 – 3:30 | Tax Department Update
- Using the Utility Tax Guide Effectively (Allison Boyd)
- Emerging Tax Issues & Planning Strategies (Allison Boyd/Zach Deo)
- General Tax Update for OBBA (Andrew Knewtson/Justice Farley)
- 3:30 – 3:40 | Break
- 3:30 – 4:40 | Finance Operations
- Sales Tax & Use Tax (Sara Johnston/Joe Birkett/Joe Mayer)
- Employee Benefits Reporting (Magen Koepp)
- Payroll Reporting & Common Errors (Monica Lucht)
- 4:40 – 6:00 | Networking Reception
Morning – Regulatory & Industry Discussions
- 8:00 – 8:30 | Breakfast & Networking
- 8:30 – 9:15 Forecasting, Budgeting & Capital Planning (Mike Feriancek/Rob Mathewson)
- 9:15 – 10:00 Telecom KPIs & Benchmarking (Rob Mathewson)
- 10:00 – 10:15 | Break
- 10:15 – 11:00 Regulatory Reporting Calendar, Key Filing Deadlines & Hot Topics (Tom Campbell/Mark Klinkhammer/Alex Nagel)
- 11:00 – 12:00 Ask the Experts Panel
- 12:00 | Adjourn
Location & Navigation
The conference will take place at Olsen Thielen’s Roseville office located at 2675 Long Lake Rd, Roseville, MN 55113. Free parking is available.
Nearby Lodging: