CCH Innovations

Learn about the latest innovations in tax and accounting at this free virtual event. 

Join us for a free virtual conference focused on trends and technologies that are transforming the tax, accounting, auditing, and advisory professions. Prepare your firm for the future in three CPE-eligible sessions, led by Wolters Kluwer experts and industry thought leaders. 


3 Session | 3 CPE | 8 Experts

Featured speakers

Amy Vetter

Amy Vetter
Author, Speaker, & Creator of the B3 Method Institute

Crystal Cooke
Crystal Cooke
Director of Diversity & Inclusion, AICPA
Cathy Rowe
Cathy Rowe
Vice President & Segment Leader, US Professional Market, Wolters Kluwer Tax & Accounting North America
Shannon Bond

Shannon Bond
Vice President & Segment Leader, Preparer Market, Wolters Kluwer Tax & Accounting North America

Erick Leckie
Erin Leckie
Director, Technology Product Management, Professional Market, Wolters Kluwer Tax & Accounting North America
Mark McAndrew
Marc McAndrew
Director, Product Management, Professional Market, Wolters Kluwer Tax & Accounting North America
Register for CCH Innovations - for free!
Register today to watch the sessions live on June 13 and lock in access to on-demand recordings after the event.
Register Now

Session schedule

11:00 am ET

Session 1
Leading change: Women in tech

Multiple studies over years of research report the same results: diverse teams outperform their less-diverse counterparts.* Fostering an environment conducive to diverse leadership is especially important in accounting, where women represent 50% of accounting graduates but fewer than 25% of Partners.**

In this session, a panel of female leaders in the Tax & Accounting industry will discuss how to develop and empower diverse leaders in firms. In this session, you will learn:

- How DEI (Diversity, Equity, and Inclusion) benefits firms
- Tips for fostering an environment conducive to diverse leadership
- Insights into the future roles of women in tax, accounting, advisory, and audit


CPE Credits: One
CPE Field of Study: Business Management & Organization
Program Level: Overview
Prerequisites: None
Who Should Attend: All Levels
Advanced Preparation: None

 

* Diversity Wins: How Inclusion Matters, Mckinsey & Company, 2019
** 2019 CPA Firm Gender Survey, AICPA, 2019

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12:00 pm ET

Session 2
Enhancing audit quality issues: Strategies for success 

Maintaining audit quality in today’s complex world is difficult. Given the ever-increasing levels of regulatory and legislative complexity, understanding current trends is important. Having a strategy to tackle them is imperative.

During this panel, the AICPA’s Dave Arman and Wolters Kluwer’s Andrea Hearn will discuss the AICPA’s ongoing Enhancing Audit Quality (EAQ) initiative, focusing on current trends and how technology can support firms as they implement strategies to adapt to current and future trends.

Attendees will learn:

- Which audit trends should matter most to firms, and why
- What strategies firms can implement
- How to use technology to innovate and provide valuable services to their clients


CPE Credits: One
CPE Field of Study: Business Management & Organization
Program Level: Overview
Prerequisites: None
Who Should Attend: All Levels
Advanced Preparation: None

Register Now

1:00 pm ET

Session 3

Client experience is more than a website: Tech-enabled growth tactics

As compliance work becomes more commoditized, client experience has emerged as a valuable differentiator, helping firms establish a loyal clientele and even win new business. But reaching this level of service takes much more than simply having a nice website and a few quality-of-life features -- superior service needs to be built from the bottom up.

During this session, Wolters Kluwer’s Erin Leckie and Mark McAndrew will explore how your tech stack can make or break your client service capabilities, discussing topics like:


- Why the client experience is linked to your firm’s strategic goals and growth tactics

- The different roles your technology, processes, and people play in improving client experience and growth

- What steps you can take today to improve and prioritize customer service without overburdening staff

CPE Field of Study: Information Technology

Program Level: Overview
Prerequisites: None
Who Should Attend: All Levels
Advanced Preparation: None

Register Now
Register for CCH Innovations - for free!
Register today to watch the sessions live on June 13 and lock in access to on-demand recordings after the event.
Register Now

Featured webinar

Available on-demand
APIs & Integrations Webinar
Integration and APIs: The connective tissue that empowers staff, improves automation, and reduces frustration
In this on-demand webinar, Adam Orentlicher and Marc Staut discuss the impact that APIs and integrations have on your accounting firm's tech stack, what APIs and integrations mean for innovation and the future of technology, and how firms can get started with APIs and integrations.
Watch On-Demand
Speakers
Adam Orentlicher
Senior Vice President, Product Software Engineering
Wolters Kluwer
Marc Staut
Shareholder, Chief Innovation & Technology Officer
Boomer Consulting, Inc.

Deep dive: Additional resources in innovation

Beyond Limits White Paper on 2021 Industry Survey
White paper: 
Wolters Kluwer's annual accounting industry survey report

Learn about the top trends in the tax and accounting industry in the in-depth survey report. Based on insights from nearly 2,000 industry professionals, Wolters Kluwer analysts break down how firms are stacking different technologies, where they are finding success, and much more. 

Download
Deep Dive Into the Strategic Goals of Today's Accounting Firms

White paper: 

A deep dive into the strategic goals of today's accounting firms

Large or small, building your firm requires careful forethought and planning. In this white paper, you'll learn about real strategies firms are using to grow, from simple implementation to long-term repositioning. 
Download
Build Your Small Firm Tech Stack
White paper: 
Building your small firm's ideal tech stack
Smaller firms often need to operate differently than larger firms, but how can you optimize your current technology without compromising future growth? In this white paper, you will learn about proven strategies for employing tech solutions that can help your firm grow and scale right along with you.
Download
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