CCH Innovations Virtual Conference

A grounded, executive-level conversation on the evolution from generic AI tools to firm-specific intelligence.

AI has reached a tipping point in the accounting profession, moving beyond simple automation to systems that think, learn, and act. In this opening session, join us as we explore how Agentic AI and intelligent systems are transforming things like firm operations, audit workflows, client collaboration, and advisory services. Discover what’s working today, what’s next on the horizon, and why the shift from general-purpose AI to firm-specific intelligence will redefine how accounting professionals deliver value, insight, and growth.

Speakers: 

Cathy Rowe, Senior Vice President and Segment Leader, US Professional Market, Wolters Kluwer Tax & Accounting North America

Jim Boomer, Shareholder and CEO, Boomer Consulting, Inc.

Firm intelligence isn’t a tool; it’s a capability that firms must actively build and refine. This session explores how firms are using integrated systems, predictive analytics, and workflow insights to drive better intelligence across operations, staffing, and client service. Learn how to move from fragmented data to actionable insights that support smarter, faster decisions.

Includes a look at Wolters Kluwer’s vision for enabling firm-wide intelligence through connected platforms, automation, and strategic data use.

Speakers:

Mark McAndrew, Director of Project Management for Firm Management, Wolters Kluwer Tax & Accounting North America

Tyler Pendergraft, Lead Technology Product Manager, Wolters Kluwer Tax & Accounting North America

Advisory services are no longer a niche offering; they’re central to firm growth and client retention. As client expectations shift toward strategic guidance, firms must evolve their service models to deliver personalized, high-value insights. This session explores how data, automation, and client-centric workflows are helping firms scale advisory without sacrificing quality.

Includes a look at Wolters Kluwer’s vision for enabling advisory at scale through integrated platforms and predictive intelligence.

Speakers: 

Joel Morris, Vice President and Segment Leader, Research & Advisory, Wolters Kluwer Tax & Accounting North America
Betty Ross, Director of Product Management, Wolters Kluwer Tax & Accounting North America
Nate Jones, Lead Product Manager, Wolters Kluwer Tax & Accounting North America

Today’s organizations face an ever-accelerating, chaotic pace of change in standards, technology, talent, client expectations, M&A and more. To successfully manage change, leaders must strategically design, execute, and communicate their strategies with the same focus and intention that they spend conceiving of the planned change. In this session, learn strategies to drive effective change where you will:

• - Recognize the psychology and mechanics of change
• - List strategies for moving your team members – even resistors – along the change adoption curve
• - Identify the crucial role of strategic communication and developing a plan that considers the motivators, interests and questions of each group affected
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Leave this session with a strategy for driving change that will better your people, your organization and your clients!

Speakers:
Jennifer Wilson, Partner and Co-Founder, ConvergenceCoaching, LLC

AI is rapidly moving from experimental to essential in accounting firms. From document summarization and fraud detection to predictive analytics and client communication, firms are finding real-world applications that improve efficiency and deepen insights. This session explores how to evaluate ROI, build trust, and integrate AI into everyday workflows.

Includes a look at Wolters Kluwer’s vision for embedding AI into the core of tax, audit, and advisory services.

Speakers: 
Adam Orentlicher, Senior Vice President & Chief Technology Officer, Wolters Kluwer Tax & Accounting North America

Stefan Davis​, Senior Product Manager, Wolters Kluwer Tax & Accounting North America

Tax preparation is no longer just about compliance; it’s becoming a strategic, tech-powered service. This session examines how AI, automation, and predictive analytics are transforming every stage of the tax lifecycle, from research and planning to client communication and audit readiness. Discover how firms can move beyond manual data entry and disconnected workflows to provide faster, smarter, and more personalized tax services.

Includes a look at Wolters Kluwer’s plan to enable intelligent tax workflows that reduce manual work, improve accuracy, and unlock new advisory opportunities.

Speakers:

Sheetal Kamani, Vice President, Product Management, Wolters Kluwer Tax & Accounting North America

Mark McAndrew, Director of Project Management for Firm Management, Wolters Kluwer Tax & Accounting North America

Audit is evolving from a retrospective checklist to a proactive, continuous process. This session explores how firms are leveraging AI, automation, and full-population data analytics to transform audit workflows. Learn how predictive risk alerts, real-time dashboards, and integrated systems are enabling smarter fieldwork, deeper insights, and more strategic client conversations.

Includes a look at Wolters Kluwer’s vision for enabling continuous audit and assurance through intelligent technologies.

Speakers: 

Erin Leckie, Vice President of Product Management, Wolters Kluwer Tax & Accounting North America

Sarah Gant, Director of Product Management, Wolters Kluwer Tax & Accounting North America