TazWorks LIVE! 2026: Agenda & Session Highlights  

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TazWorks LIVE! 2026 is just a few months away! We can’t wait to see everyone May 12-14 in San Diego, CA. 


Still need to register? Save $200 when you register through March 31. 


This year’s event features 20+ breakout sessions, TazWorks and vendor demos, networking sessions, and more, all centered around a key theme of Grow, Scale, and Serve. Featuring product experts, industry leadership, and experienced peers, you’ll gain valuable insights into how to expand business, optimize operations, and deliver exceptional service in a rapidly evolving industry. 

Here are some of the most-anticipated breakouts you can look forward to this year: 

Sales: A Fireside on How You Win 

Join leading CRAs for a candid, to-the-point fireside chat on what truly drives success in background screening. We’ll break down which stakeholders matter most and how to articulate value in a crowded market. We’ll also discuss the repeatable plays, habits, and GTM motions that turn promising conversations into more revenue opportunities. If your sales and marketing teams want to elevate their approach and outperform the “Big 5,” this is a session you won’t want to miss! 

A Look at the Future: Roadmap & Investments in 2026 

Get an exclusive look at the public-facing roadmap and explore potential collaboration opportunities. We’ll highlight near-term “quick wins,” investments underway for 2026, and strategic initiatives designed to improve customer experience and operational performance. 

Product Review: All the Small Things 

This is a hands-on walkthrough for operations managers and Power Users who own product execution. From tagging to THD filters, learn exactly how to operationalize TazWorks’ value-added services, streamline workflows, and maximize client adoption. This session shows where each product fits, how to enable it, and what “great” looks like in day-to-day operations. 

FAQ From You: Your Top 10 Questions From 2025 

Your most-asked questions, answered. This session compiles the top recurring support and training questions from 2025 and provides simple, actionable solutions you can take home and apply immediately. 

Upsell: vID, Monitoring, Recurring Searches, I-9, Social Media, & Drug Screening 

Designed specifically for sales teams, this session shows how to position and sell TazWorks’ most impactful add-on products. Learn real-world messaging, objection handling tips, and use case storytelling to make offerings click for prospects and existing clients alike. 

Thought-Provoking Keynotes 

Hear from Pam Devata, Partner at Seyfarth Shaw LLP Labor and Employment, as she discusses the modern challenges CRAs face in the shifting background screening environment.  

You’ll also enjoy keynotes from TazWorks/MeridianLink® leadership including CEO Larry Katz and CSO Troy Coggiola. Larry will discuss the company’s vision for the future, as well as how we’re harnessing AI and data to meet that future with smarter, faster, innovative experiences; Troy will speak to the company’s growth strategy, including build, buy, and partner initiatives to further strengthen our technology ecosystem and overall customer value. 

Cerebrum Synapse will round out this year’s keynote lineup with a Thursday session covering their new integration with TazWorks technology to help CRAs modernize criminal record review and decisioning with AI-assisted tools.  

The Vendor Showcase Exhibit & PUG Meeting Are Also Back 

Explore TazWorks-compatible third-party vendors in the Vendor Showcase Exhibit Hall, open Wednesday, May 13, and Thursday, May 14, from 10 a.m. to 5 p.m. 

We’ve also scheduled a TazWorks Power User Group (PUG) meeting from 12 p.m. to 2 p.m. on Thursday, May 14. 

A Sendoff Worth Remembering  

LIVE! 2026 will wrap up with our famous customer-focused closing reception on Thursday evening at 8 p.m. Join us for final remarks and a celebration of another successful year alongside company experts and leadership. Save room to indulge your sweet tooth, too, as dessert will be provided!  

Be sure to keep up with this year’s event news on the TazWorks LIVE! 2026 website. There’s so much to look forward to and we can’t wait to share it all with you!