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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
      • LexicompEvidence-based drug referential solution
      • OvidThe world’s most trusted medical research platform
      • UpToDateClinical decision support resource
      • Sentri7Revolutionizing patient care
      View All Solutions
      Expert Insights
      • Building clinical judgment during a pandemic: Exploring flexible foundational learning experiences that address the Next Generation NCLEX
      • Client health and wellness: What’s zip code got to do, got to do with it?
      • Improving performance with after-action reviews
      • Treating Sepsis in COVID-19 patients
      • Chocolates and tissues: Remembering not to pour from an empty cup
      • What we’re grateful for in 2020: Nurses, interoperability, and COVID response
      • Teaching clinical skills via an online platform
      • Improving nurse retention by restructuring nurse orientation
      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 Axcess™ SuiteCloud-based tax preparation and compliance, workflow management and audit solution
      • CCH® ProSystem fx®Integrated tax, accounting and audit, and workflow software tools
      • CCH® ProSystem fx® EngagementOne central hub for all your firm’s engagements
      • Corporate Actions SuiteSuite of solutions with detailed and accurate corporate action taxability
      View All Solutions
      Expert Insights
      • Digital Skills Assessment Matrix
      • Consolidated Appropriations Act, 2021: IRA distribution provisions included
      • How TeamMate+ can help teams with dynamic risk assessment
      • Emerging risks in financial services audit
      • Individual Retirement Accounts: RMD notice deadline approaching
      • IRAs, HSAs, and CESAs: Year-end reporting
      • Internal Audit's Role in Mergers & Acquisitions
      • How is data analytics used in auditing?
      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
      • OneSumX for Finance, Risk and Regulatory ReportingIntegrated regulatory compliance and reporting solution suite
      • Lien SolutionsUCC, vehicle title, and real property documentation management
      • ExpereCentralized document system
      • CCH TagetikUnified performance management software
      View All Solutions
      Expert Insights
      • Digital Skills Assessment Matrix
      • Taking a Proactive Approach to Risk Adjusted Performance Management
      • How TeamMate+ can help teams with dynamic risk assessment
      • All You Need to Know About K-factors
      • The benefit of lien monitoring for in-house filers
      • Practicing sound loan management in a COVID world
      • Filing your UCCs in-house: More risk than reward?
      • Emerging risks in financial services audit
      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
      • OneSumX for Finance, Risk and Regulatory ReportingIntegrated regulatory compliance and reporting solution suite
      • TeamMateSolutions suite for auditors
      • OneSumX for Regulatory Change ManagementTrack regulatory changes across a list of global agencies
      • CT Global ServicesCorporate services and expertise in 150+ countries
      View All Solutions
      Expert Insights
      • Digital Skills Assessment Matrix
      • How recent changes to Chinese corporate law affects U.S. or foreign entities
      • Consolidated Appropriations Act, 2021: IRA distribution provisions included
      • Malaysia extends transitional period for the reporting of beneficial ownership
      • Taking a Proactive Approach to Risk Adjusted Performance Management
      • How TeamMate+ can help teams with dynamic risk assessment
      • Meet the future
      • Country Guide: Barbados
      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
      • Enterprise Legal managementMatter and spend management solution
      • CT Global Corporate ServicesCompliance services for global expansion
      • CheetahAccelerate your legal research
      • CCH AnswerConnectResearch platform & content
      View All Solutions
      Expert Insights
      • Accelerate sales with contract lifecycle management solutions
      • IDC Analyst Brief: Integrated legal technology strategy crucial for business resiliency and managing risk
      • Whitepaper: Leveraging Technology to Combat Contract Risk
      • The time has never been more right for contract lifecycle management
      • LegalVIEW BillAnalyzer Expert Service by the Numbers
      • ELM Amplify: Will AI replace you or enable you to improve?
      • CLOC 2020: COVID forces legal to grow up, become more institutional, more tech-enabled
      • eBook: Workflow Administration - The Center of Contract Management Compliance, Productivity, and Profitability
      View All Expert Insights
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    Our Experts Conference Room

    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. With backgrounds as regulators, bankers and compliance experts, our consultants bring the deep domain expertise you can trust to every engagement.
    Secondary Navigation
    Compliance Advisory Services
      • Community Reinvestment Act
      • Compliance Management
      • Fair and Responsible Banking
      • Operational Management
      • Fintech
    • Who We Serve
    • Our Experts
    • Expert Insights
    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.
    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
    Ann Marie Lefebvre
    Ann-Marie Lefebvre
    Consulting Manager, U.S. Advisory Services
    Ann-Marie Lefebvre is a consulting manager with the Wolters Kluwer U.S. Advisory Services team.
    View Full Bio
    Britt Faircloth
    Britt Faircloth
    Consulting Manager

    Britt Faircloth is a consulting manager for Wolters Kluwer U.S. Advisory Services, where she focuses on CRA, HMDA, fair lending and redlining data analytics for institutions of all sizes, including CRA and fair lending market analysis, fair lending risk reviews, and integrated redlining reviews.

    View Full Bio
    Neal Doherty
    Neal Doherty
    Consulting Manager, U.S. Advisory Services
    Neal Doherty, consulting manager for CMS and regulatory consulting with Wolters Kluwer Compliance Solutions, is an attorney and compliance professional with 20 years of experience in the financial services sector.
    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
    Valerie Baxendale
    Valerie Baxendale
    Senior Regulatory Consultant, U.S. Advisory Services
    View Full Bio
    Sara Resmer
    Sara Resmer, CRCM
    Senior Regulatory Consultant
    Sara Cook is a Senior Regulatory Consultant with Wolters Kluwer U.S. Advisory Services and is a Certified Regulatory Compliance Manager (CRCM).
    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
    James T. Bork
    Senior Banking Compliance Analyst, Compliance Center of Excellence

    James T. Bork, J.D., LL.M., is a senior banking compliance analyst with Wolters Kluwer’s financial services business. Prior to joining Wolters Kluwer, he practiced law for several years with a focus on financial institutions, consumer banking issues, and lending.

    View Full Bio
    Robert Desmond
    Data Analyst, U.S. Advisory Services
    View Full Bio
    Loretta Lennemann
    Senior Regulatory Consultant
    Lori Lennemann is a Senior Regulatory Consultant with Wolters Kluwer, U.S. Advisory Services.
    View Full Bio
    Mark White
    Senior Banking & Securities Compliance Analyst, Compliance Center of Excellence
    View Full Bio
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