Explore trends and technologies transforming the tax and accounting profession at this free virtual conference.
Discover innovative tools, technologies, and strategies
Join us for a complimentary virtual conference where industry leaders and Wolters Kluwer experts explore the latest innovations revolutionizing the tax and accounting sector. This event offers a unique opportunity to gain insights into cutting-edge innovations and best practices, ensuring you stay ahead in this rapidly evolving field.
Earn up to six CPE credits by attending our free webinars. Explore the six sessions below!
Earn up to six CPE credits by attending our free webinars. Explore the six sessions below!
Tuesday, December 3rd
The Future of Firm Intelligence: Leveraging AI, Automation, and Data to Drive Insights
11:30-12:30 ET
Explore how AI and machine learning are revolutionizing firm intelligence—driving efficiency, proactive decision-making, and operational transformation—through practical insights and real-world examples.
Speakers:
Adam Orentlicher | Senior Vice President & Chief Technology Officer, Wolters Kluwer Tax & Accounting North America
John Barnes | Vice President of Product Management, Wolters Kluwer Tax & Accounting North America
Explore how AI and machine learning are revolutionizing firm intelligence—driving efficiency, proactive decision-making, and operational transformation—through practical insights and real-world examples.
Speakers:
Adam Orentlicher | Senior Vice President & Chief Technology Officer, Wolters Kluwer Tax & Accounting North America
John Barnes | Vice President of Product Management, Wolters Kluwer Tax & Accounting North America
The Success Strategies of High-Growth Firms
12:45-1:45 ET
Facing tough competition from larger firms, small CPA firms can still thrive by tapping into smart strategies for long-term success – this session will tell you how.
Speakers:
Mark McAndrew | Director of Product Management, Wolters Kluwer Tax & Accounting North America
Bill Carlino | Managing Director, Whitman Transition Advisors LLC
Facing tough competition from larger firms, small CPA firms can still thrive by tapping into smart strategies for long-term success – this session will tell you how.
Speakers:
Mark McAndrew | Director of Product Management, Wolters Kluwer Tax & Accounting North America
Bill Carlino | Managing Director, Whitman Transition Advisors LLC
The Crucial Role of Staffing, Value, and Innovation in Accounting Firms
2:00-3:00 ET
Explore how strategic staffing, delivering value, and embracing innovation can transform your firm’s operations and client relationships.
Speakers:
Amanda Wilkie | Consultant, Boomer Consulting, Inc.
Dean Sonderegger | Senior Vice President & General Manager, Wolters Kluwer Tax & Accounting North America
Explore how strategic staffing, delivering value, and embracing innovation can transform your firm’s operations and client relationships.
Speakers:
Amanda Wilkie | Consultant, Boomer Consulting, Inc.
Dean Sonderegger | Senior Vice President & General Manager, Wolters Kluwer Tax & Accounting North America
Championing Change: Women in Tech & Accounting
3:15-4:15 ET
This panel discussion will feature topics, such as how technology and accounting can drive diversity, equity, inclusion, and belonging, featuring insights from inspiring leaders who are transforming workplaces and paving the way for women in the industry.
Speakers:
Cathy Rowe | Senior Vice President & Segment Leader, Wolters Kluwer Tax & Accounting North America
Dana Yates | Lead Consulting Manager, Wolters Kluwer Tax & Accounting North America
This panel discussion will feature topics, such as how technology and accounting can drive diversity, equity, inclusion, and belonging, featuring insights from inspiring leaders who are transforming workplaces and paving the way for women in the industry.
Speakers:
Cathy Rowe | Senior Vice President & Segment Leader, Wolters Kluwer Tax & Accounting North America
Dana Yates | Lead Consulting Manager, Wolters Kluwer Tax & Accounting North America
Wednesday, December 4th
Better, Faster, Stronger: Designing a More Effective Audit
12:45-1:45 ET
Discover how a data-driven audit approach goes beyond surface-level analytics, transforming audits with insights that matter and boosting audit quality like never before.
Speakers:
Kim Conaway | Director of Product Management, Wolters Kluwer Tax & Accounting North America
Stefan Davis | Associate Director of Technology Product Management, Wolters Kluwer Tax & Accounting North America
Discover how a data-driven audit approach goes beyond surface-level analytics, transforming audits with insights that matter and boosting audit quality like never before.
Speakers:
Kim Conaway | Director of Product Management, Wolters Kluwer Tax & Accounting North America
Stefan Davis | Associate Director of Technology Product Management, Wolters Kluwer Tax & Accounting North America
Register Now
Reserve your spot at the FREE CCH Innovations Virtual Conference and earn up 6 CPE credits.
Watch on demand: Summer of Innovations webinars
Watch recordings from our Summer of Innovations series.
The Power of Integration: How APIs Empower Staff, Improve Automation, and Reduce Frustration
While the desire to innovate is strong across firms of all sizes, firm leaders often tell us they’re unsure of where to start. Thankfully, integrations and API automations can be the easy button you’re looking for.
The Digital Audit Workflow: Driven by Data and Powered by AI
With technology impacting every step of an audit, having a data-driven audit approach helps ensure the auditor focuses on the right things and addresses them in the most appropriate way.
The Driving Forces Behind Firm Growth: What High-Growth Firms Are Doing Differently
Our panel of experts discusses topics such as what an increased focus on people means when building a better business process, how the services your firm offers may impact growth, and why high-growth firms consider technology a key driver of growth.
Embedding Intelligence into Every Part of the Firm
Curious about how to transform your firm into an intelligent organization that possesses a deep understanding of its workflows, staff, and clients? This webinar delves into the concept of firm intelligence and how it can revolutionize your business.
Rethinking Automation with the Power of AI
How is AI changing the ways firms work? With AI driving automation, what do the firm’s digital tax and audit workflows look like? How does the integration of research into workflows change how staff access information? Learn more in this webinar.