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Wolters Kluwer is a global provider of professional information, software solutions, and services for clinicians, nurses, accountants, lawyers, and tax, finance, audit, risk, compliance, and regulatory sectors.

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    Primary Navigation
    • Health

      Trusted clinical technology and evidence-based solutions that drive effective decision-making and outcomes across healthcare. Specialized in clinical effectiveness, learning, research and safety.

      Health Overview
      Solutions
      • UpToDateEvidence-based clinical decision support
      • OvidThe world’s most-trusted medical research platform
      • 5-Minute ConsultEssential resource for general physicians
      • Lippincott for Healthcare Education and PracticeAccess full portfolio of books and electronic content
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      Challenges
      • Improving patient outcomes
      • Managing population health
      • Reducing healthcare costs
      • Optimizing telehealth and virtual care
      View All Challenges
      Expert Insights
      • Providing access to evidence-based clinical decision support by land – and by sea
      • Starting medical school the right way
      • Don't go it alone: Mentoring in medical education
      • How to connect with senior medical students
      View All Expert Insights
    • Tax & Accounting

      Enabling tax and accounting professionals and businesses of all sizes drive productivity, navigate change, and deliver better outcomes. With workflows optimized by technology and guided by deep domain expertise, we help organizations grow, manage, and protect their businesses and their client’s businesses.

      Tax & Accounting Overview
      Solutions
      • CCH iFirmPractice management software
      • CCH Audit AutomationAudit Automation software
      • CCH Tax Online Online Direct Tax and GST content for India
      • CCH Direct Tax OnlineOnline Direct Tax content for India
      View All Solutions
      Expert Insights
      • Making IT work
      • Why audit automation is now a business imperative: The M. Bhaskara Rao & Co. success story
      • Enhancing fund transfer pricing (FTP) systems at a time when they are needed most
      • Capital Gains
      • Significant Economic Presence for taxing business income is operationalised by CBDT
      • India Budget 2021-2022: All roads lead to India
      • Key Amendments Relating to Victory through D/L(Duckworth/Lewis) Method
      • Budget 2021: What Changes and What Remains The Same
      View All Expert Insights
    • Finance

      Our solutions for regulated financial departments and institutions help customers meet their obligations to external regulators. We specialize in unifying and optimizing processes to deliver a real-time and accurate view of your financial position.

      Finance Overview
      Solutions
      • CCH TagetikUnified performance management software
      • OneSumX for Finance, Risk and Regulatory ReportingIntegrated regulatory compliance and reporting solution suite
      View All Solutions
      Expert Insights
      • Why audit automation is now a business imperative: The M. Bhaskara Rao & Co. success story
      • Leading Australian ADI chooses our OneSumX for Basel solution
      • Unleash the power of your finance systems
      • Infographic: Basel III to Basel IV adaptations
      • Basel and climate risk: How will guidelines evolve?
      • Insights Magazine - Issue 16
      • Banks, ESG and Climate Risk Management: New models for new risks
      • Granularity in regulatory reporting and importance of stress testing
      View All Expert Insights
    • Compliance

      Enabling organizations to ensure adherence with ever-changing regulatory obligations, manage risk, increase efficiency, and produce better business outcomes.

      Compliance Overview
      Solutions
      • TeammateSolutions suite for auditors
      • OneSumX® for Complaint ManagementCentralized and automated process to manage, resolve and report on complaints
      • OneSumX for Finance, Risk and Regulatory ReportingIntegrated regulatory compliance and reporting solution suite
      • EnablonSoftware solutions for Risk & Compliance, Engineering & Operations, and EHSQ & Sustainability
      View All Solutions
      Expert Insights
      • Leading Australian ADI chooses our OneSumX for Basel solution
      • Unleash the power of your finance systems
      • Infographic: Basel III to Basel IV adaptations
      • Basel and climate risk: How will guidelines evolve?
      • Insights Magazine - Issue 16
      • Banks, ESG and Climate Risk Management: New models for new risks
      • Granularity in regulatory reporting and importance of stress testing
      • Americas Q1 Finance, Risk and Regulatory Update Webinar 2022
      View All Expert Insights
    • Legal

      Serving legal professionals in law firms, General Counsel offices and corporate legal departments with data-driven decision-making tools. We streamline legal and regulatory research, analysis, and workflows to drive value to organizations, ensuring more transparent, just and safe societies.

      Legal Overview
      Solutions
      • LegiswayAll-in-one legal management software
      • KleosCloud-based practice management technology
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      Expert Insights
      • Panel: Modelling Climate Risk - a Bank's Perspective
      • Enhancing fund transfer pricing (FTP) systems at a time when they are needed most
      View All Expert Insights
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    Our Experts

    Turning to a consultant for some institutions is big decision. Time and again, institutions turn to our consultants because they trust us to listen to their business problem, understand the underlying pressures and move cost-effectively toward a sound resolution.
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    Compliance Advisory Services
      • Community Reinvestment Act
      • Compliance Management
      • Fair and Responsible Banking
      • Operational Management
      • Fintech
    • Who We Serve
    • Our Experts
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    Executive Leadership
    Stevie Conlon
    Stevie D. Conlon
    Vice President, Tax & Regulatory Counsel: Investment Compliance; U.S. Advisory Services

    Stevie D. Conlon, vice president, tax and regulatory counsel for Wolters Kluwer leads the firm’s U.S. Advisory Services group and Investment Compliance Solutions.

    View Full Bio
    Timothy Burniston
    Timothy Burniston
    Senior Advisor, Regulatory Strategy

    Timothy R. Burniston joined Wolters Kluwer in December 2011 to lead the company’s Risk and Compliance consulting practice. Under his leadership, the practice grew significantly in scope and now enjoys a national reputation for excellence.

    View Full Bio
    Kris Stewart
    Kris Stewart
    Senior Director, Compliance Center of Excellence
    Kris Stewart is Principal Regulatory Consultant and Senior Manager at Wolters Kluwer.
    View Full Bio
    Thomas Grundy
    Thomas Grundy
    Senior Director, U. S. Advisory Services
    With over 33 years of experience Thomas leverages his experience advising compliance and risk management executives on solutions to effectively manage risk in a complex and rapidly changing regulatory environment.
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    Jason Keller
    Jason Keller
    Associate Director, U.S. Advisory Services

    Jason Keller, MPPA, is an associate director who is responsible for managing a team of regulatory consultants who develop and deliver fair and responsible banking as well as Community Reinvestment Act (CRA) related consulting services.

    View Full Bio

    Consulting Management
    Shanon Conroy
    Shanon Conroy
    Manager, U.S. Advisory Services
    Shannon Conroy is the manager of Business Service Processing.
    View Full Bio
    Mark Miller
    Mark Miller
    Senior Manager & Program Manager, Compliance Center of Excellence
    Mark Miller is a senior manager & program manager with Wolters Kluwer. In this role, he uses his industry and compliance expertise to help financial institutions solve complex operational challenges and implement successful compliance management programs.
    View Full Bio
    Consultants
    Larry Perlman
    Larry Perlman
    Tax & Regulatory Specialist, Compliance Center of Excellence
    Larry Perlman is a tax and regulatory specialist with Wolters Kluwer, focusing primarily on legal and regulatory issues related to cashless withholding and cryptocurrency.
    View Full Bio
    Samuel Holle
    Samuel Holle
    Senior Compliance Consulting Analyst, Compliance Center of Excellence

    Samuel Holle is a senior compliance consulting analyst for Wolters Kluwer, where he assists financial institutions in the business and compliance implementation of new software solutions. Holle’s current role focuses on customer relationship management, leading the compliance efforts in the creation and delivery of custom content, and providing mortgage compliance expertise throughout the product implementation.

    View Full Bio
    Angela Myers
    Angela Myers
    Senior Regulatory Consultant
    Angela Myers is a Senior Regulatory Consultant with Wolters Kluwer U.S Advisory Services specializing in CRA, HMDA, and fair lending data analytics for institutions of all sizes.
    View Full Bio
    Zaida Aponte
    Zaida Aponte
    Senior Regulatory Consultant
    Zadia Aponte joined Wolters Kluwer in December 2021 as a Senior Regulatory Consultant for the U.S. Advisory Services division. She is bilingual (English/Spanish) and brings over 30 years of experience in the Financial Services Industry working for global institutions in the areas of internal audit, regulatory compliance, retail products, banking operations, credit cards, external sales and portfolio risk management.
    View Full Bio
    Jeffrey Fox, CAMS, CRCM, CIA Senior Regulatory Consultant, US Advisory Services
    Jeffrey Fox
    Senior Regulatory Consultant, US Advisory Services
    Jeff Fox is a Senior Regulatory Consultant with Wolters Kluwer US Advisory Services where he focuses on performing BSA/AML and sanctions and Compliance Management System reviews on institutions of all sizes.
    View Full Bio
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