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Day 1
Tuesday, November 8
Welcome Reception
6:00 - 8:00 PM
Kick off the conference with our annual CCH Connections Welcome Reception! Additional information about evening events and activities will be available closer to the conference.
Day 2
Wednesday, November 9
Wednesday, Nov. 9
Accounting in the Metaverse: A special interactive experience from Microsoft
We are thrilled to announce that Wolters Kluwer has partnered with Microsoft to provide a glimpse into the future: an interactive Virtual Reality experience of CCH Axcess Tax in the Metaverse!
Attendees must pre-register for the Metaverse experience as you would other breakout sessions. The experience is available during every breakout block and is not eligible for CPE credit.
Opening General Session with Jason Marx and Keynote Duncan Wardle
8:00 - 9:40 AM
Jason Marx | President & CEO, Wolters Kluwer Tax & Accounting North America
Duncan Wardle | Former Head of Innovation & Creativity at Disney
Breakout Block #1
Audit
CCH ProSystem fx Engagement Best Practices
CCH ProSystem fx Engagement Best Practices
Wolters Kluwer Facilitator
Discussion Pod
Discussion Pod
Audit
CCH ProSystem fx Knowledge Coach Best Practices
CCH ProSystem fx Knowledge Coach Best Practices
Wolters Kluwer Facilitator
Discussion Pod
Discussion Pod
Audit
Efficient and Effective Risk Assessment Under the New SAS 145
Steven Morrison, CohnReznick
Jason Miller, Anglin Reichman Armstrong
Lecture
Audit
Taking CCH ProSystem fx Engagement to the Next Level
Kara Atkinson, Wolters Kluwer
Workshop
Audit
Unleash the Power of Data with CCH Axcess and TeamMate Analytics
Stefan Davis, Wolters Kluwer
Workshop
Firm Management
Beginning Your CCH Axcess Journey: Hindsight from Successful Firms
Expert Panelists TBD
Panel
Firm Management
CCH Axcess Workstream Best Practices
Wolters Kluwer Facilitator
Discussion Pod
Firm Management
Clarify Your Marketing to Earn More Business
Angela Coenen, Wolters Kluwer
Steve Hetrick, Wolters Kluwer
Lecture
Firm Management
Effective Project Tracking with CCH Axcess Workstream
Sarah Stanojevic, Wolters Kluwer
Lecture
Firm Management
From the Ground Up: Reskilling Our Profession for Future Relevance
Bill Sheridan, Maryland Association of CPAs
Lecture
Firm Management
Leading Diverse Generations as a Trusted Advisor
Edward Robinson, Robinson Performance Group
Lecture
Firm Management
Managing Due Dates for All Services Lines and Internal Operations Using CCH Axcess Workflow
Managing Due Dates for All Services Lines and Internal Operations Using CCH Axcess Workflow
Michele Ake, Wolters Kluwer
Lecture
Lecture
Firm Management
Scaling Your Client Accounting Services Practice
Scaling Your Client Accounting Services Practice
Ray Barlow, Wolters Kluwer
Lecture
Lecture
Firm Management
The Integrated Workflow Experience with CCH Axcess Workflow and the CCH Axcess Product Suite
The Integrated Workflow Experience with CCH Axcess Workflow and the CCH Axcess Product Suite
Sarah Cook, Wolters Kluwer
Lecture
Lecture
Firm Management
What's New with CCH Axcess
What's New with CCH Axcess
Cathy Rowe, Wolters Kluwer
Colleen Knuff, Wolters Kluwer
Nate Brown, Wolters Kluwer
Lecture
Colleen Knuff, Wolters Kluwer
Nate Brown, Wolters Kluwer
Lecture
Tax
CCH Axcess Tax Best Practices
CCH Axcess Tax Best Practices
Wolters Kluwer Facilitator
Discussion Pod
Discussion Pod
Tax
Future Ready: Expanding Your Role in the Lives of Your Clients
Future Ready: Expanding Your Role in the Lives of Your Clients
Gail Perry, CPA Practice Advisor
Lecture
Lecture
Tax
How Firms Create "Perfected Tax Workpapers" and Get the Most of of AutoFlow
How Firms Create "Perfected Tax Workpapers" and Get the Most of of AutoFlow
John Becht, Wolters Kluwer
Lecture
Lecture
Tax
Learn Before You Leap to CCH Axcess Tax
Learn Before You Leap to CCH Axcess Tax
Deepak Bhandari, Wolters Kluwer
Workshop
Workshop
Tax
Power Your Tax Reporting with DataScan
Power Your Tax Reporting with DataScan
Chuck Moss, Wolters Kluwer
Lecture
Lecture
Tax
Technology and Tax Research Now, New, Next
Technology and Tax Research Now, New, Next
Wolters Kluwer facilitator
Lecture
Lecture
Tax
The State of the Crypto Tax and Accounting Industry
The State of the Crypto Tax and Accounting Industry
Kell Canty, Ledgible
Gabriel Brin, Ledgible
Lecture
Gabriel Brin, Ledgible
Lecture
Tax
Using Accounting Methods to Reduce Tax and Eliminate Audit Exposure
Using Accounting Methods to Reduce Tax and Eliminate Audit Exposure
Alex Bagne, ICS Tax
Lecture
Lecture
Technology
Cybersecurity Practices in the Modern Threat Landscape
Cybersecurity Practices in the Modern Threat Landscape
Ken Pyle, CYBIR
Lecture
Lecture
Technology
How Technology Can Drive the New Virtual Office
How Technology Can Drive the New Virtual Office
Wolters Kluwer facilitator
Discussion Pod
Discussion Pod
Technology
Understanding APIs and How They Can be Leveraged
Understanding APIs and How They Can be Leveraged
Rod Lear, Wolters Kluwer
Lecture
Lecture
Technology
Welcome to the Metaverse!
Welcome to the Metaverse!
Marc Staut, Boomer Consulting
Lecture
Lecture
Breakout Block #2
1:00 - 2:40 PM
Audit
A Fireside Chat with Carl Mayes, AICPA Senior Director of Audit & Accounting
Carl Mayes, AICPA
Colleen Knuff, Wolters Kluwer
Lecture
Audit
Audit Vision and Future Direction
Wolters Kluwer Facilitator
Discussion Pod
Audit
CCH Axcess Engagement: Explore the Possibilities!
Joel Ortner, Wolters Kluwer
Workshop
Audit
CCH ProSystem fx Engagement Best Practices
Wolters Kluwer facilitator
Discussion Pod
Audit
Efficient and Effective Risk Assessment Under the New SAS 145
Steven Morrison, CohnReznick
Jason Miller, Anglin Reichman Armstrong
Lecture
Firm Management
Applying Tools Like Power BI with Firm Management CCH Axcess Solutions
Tyler Pendergraft, Wolters Kluwer
Lecture
Firm Management
CCH Axcess Client Collaboration: Client Workflow Solution for all your Tax Preparation Engagements
Heather Spontak, Wolters Kluwer
Workshop
Firm Management
CCH Axcess Document and CCH Axcess Portal Best Practices
Wolters Kluwer facilitator
Discussion Pod
Firm Management
CCH Axcess Practice Best Practices
Wolters Kluwer Facilitator
Discussion Pod
Firm Management
CCH Axcess Workstream Best Practices
Wolters Kluwer facilitator
Discussion Pod
Firm Management
Current Trends in M&A
Bill Carlino, Whitman Transition Advisors
Lecture
Firm Management
Elevating Your Advisory Service Practice!
Jason Kadow, KMA
Lisa Erickson, Wolters Kluwer
Mark McAndrew, Wolters Kluwer
Panel
Firm Management
How to Utilize CCH Axcess Workflow Scheduler Efficiently and Effectively
How to Utilize CCH Axcess Workflow Scheduler Efficiently and Effectively
Kristin Settlers, Wolters Kluwer
Lecture
Firm Management
Leading Diverse Generations as a Trusted Advisor
Leading Diverse Generations as a Trusted Advisor
Edward Robinson, Robinson Performance Group
Lecture
Lecture
Firm Management
People First: A Critical Shift to Retain Top Talent
People First: A Critical Shift to Retain Top Talent
Erin Daiber, Well Balanced Accountants
Lecture
Lecture
Firm Management
Process Improvement Strategies to Increase Firm Capacity and Profitability
Process Improvement Strategies to Increase Firm Capacity and Profitability
Jim Boomer, Boomer Consulting
Lecture
Lecture
Tax
Beyond the Basics of Adobe Acrobat
Beyond the Basics of Adobe Acrobat
John Becht, Wolters Kluwer
Workshop
Workshop
Tax
CCH ProSystem fx Scan with Autoflow Technology Best Practices
CCH ProSystem fx Scan with Autoflow Technology Best Practices
Wolters Kluwer facilitator
Discussion Pod
Discussion Pod
Tax
CCH ProSystem fx Tax Best Practices
CCH ProSystem fx Tax Best Practices
Wolters Kluwer facilitator
Discussion Pod
Discussion Pod
Tax
Maximizing Efficiencies with CCH ProSystem fx Tax
Maximizing Efficiencies with CCH ProSystem fx Tax
Bernie Wagner, Wolters Kluwer
Workshop
Workshop
Tax
Safeguarding Taxpayer Data — A Guide for Your Required Security Plan
Randy Johnston, K2 Enterprises
Lecture
Lecture
Tax
Tax Reporting Headaches with Form 1099
Tax Reporting Headaches with Form 1099
Marcia Miller, Financial Horizons
Lecture
Lecture
Tax
The State of the Crypto Tax and Accounting Industry
The State of the Crypto Tax and Accounting Industry
Kell Canty, Ledgible
Gabriel Brin, Ledgible
Lecture
Gabriel Brin, Ledgible
Lecture
Tax
What's New with Tax
What's New with Tax
Frank Giudice, Wolters Kluwer
Lecture
Lecture
Technology
CCH Axcess Tax APIs: Tax Transfer and Beyond
CCH Axcess Tax APIs: Tax Transfer and Beyond
Rod Lear, Wolters Kluwer
Lecture
Lecture
Technology
The Newest Microsoft Platforms and How They Impact the Modern Accountant
The Newest Microsoft Platforms and How They Impact the Modern Accountant
Jim Piller, Baker Tilly
Lecture
Lecture
Technology
The Synthesis of Systems Design
The Synthesis of Systems Design
Marc Staut, Boomer Consulting
Lecture
Lecture
Breakout Block #3
3:00 - 4:40 PM
Audit
Auditing Crypto Assets and Liabilities
Robert Minniti, Minniti CPA
Lecture
Audit
CCH ProSystem fx Knowledge Coach Best Practices
Wolters Kluwer facilitator
Discussion Pod
Audit
Tips to a Better Peer Review
Panel TBD
Panel
Firm Management
Achieving Maximum Impact Using CCH Axcess Practice
Carolyn Martin, Wolters Kluwer
Workshop
Firm Management
Beyond Client Files - Using CCH Axcess Document and Portal for Internal Firm File Management
Monica DiFini, Wolters Kluwer
Lecture
Firm Management
CCH Axcess Document and CCH Axcess Portal Best Practices
Wolters Kluwer facilitator
Discussion Pod
Firm Management
CCH Axcess Workflow Best Practices
Wolters Kluwer facilitator
Discussion Pod
Firm Management
CCH Axcess Workflow Complimentary Performance Review
Meron Makonnen, Wolters Kluwer
Lecture
Firm Management
Change Management - Systems for Success
R. Sean Manning, Payroll Vault
Lecture
Firm Management
Creating a Culture of Inclusion and Belonging
Jim Boomer, Boomer Consulting
Lecture
Firm Management
How to Win at M&A Wherever You Sit at the Table
Ira Rosenbloom, Optimum Strategies
Lecture
Firm Management
The Art of Pricing
Ed Kless, Sage Software
Lecture
Firm Management
What's New with Firm Management
Damon Russel, Wolters Kluwer
Lisa Erickson, Wolters Kluwer
Mark McAndrew, Wolters Kluwer
Lecture
Firm Management
Xpitax Tax Preparation Outsourcing Best Practices
Wolters Kluwer facilitator
Discussion Pod
Tax
Boost Your Tax Workflow with CCH Axcess Tax
Boost Your Tax Workflow with CCH Axcess Tax
Deepak Bhandari, Wolters Kluwer
Workshop
Workshop
Tax
CCH Axcess Tax Best Practices
CCH Axcess Tax Best Practices
Wolters Kluwer facilitator
Discussion Pod
Discussion Pod
Tax
CCH ProSystem fx Tax Best Practices
CCH ProSystem fx Tax Best Practices
Wolters Kluwer facilitator
Discussion Pod
Discussion Pod
Tax
Maximizing Efficiencies with CCH ProSystem fx Tax
Maximizing Efficiencies with CCH ProSystem fx Tax
Bernie Wagner, Wolters Kluwer
Workshop
Workshop
Tax
S Corps and Shareholders: Key Tax Developments Impacting Tax Planning and Compliance
S Corps and Shareholders: Key Tax Developments Impacting Tax Planning and Compliance
Tony Nitti, Ernst & Young
Lecture
Lecture
Tax
Tax Method Change Identification - The Next CPA Practice Niche?
Tax Method Change Identification - The Next CPA Practice Niche?
Eric Wallace, Eric P. Wallace LLP
Lecture
Lecture
Tax
Tax Organizers: What's the Best Solution for Your Firm?
Tax Organizers: What's the Best Solution for Your Firm?
Charles Marshall, Wolters Kluwer
Lecture
Lecture
Technology
Technology Succession Planning for the Modern Firm
Technology Succession Planning for the Modern Firm
Patrick McCoy, Wolters Kluwer
Lecture
Lecture
Technology
Technology, Innovation, and Closing the CPA Talent Gap
Technology, Innovation, and Closing the CPA Talent Gap
Kate Krupey, Netgain Technology
Lecture
Lecture
Technology
The Newest Microsoft Platforms and How They Impact the Modern Accountant
The Newest Microsoft Platforms and How They Impact the Modern Accountant
Jim Piller, Baker Tilly
Lecture
Lecture
Technology
Unlocking Your Data in CCH Axcess Practice and CCH ProSystem fx Practice Management
Unlocking Your Data in CCH Axcess Practice and CCH ProSystem fx Practice Management
Luke Muszkiewicz, Anderson ZurMuelen & Co.
Lecture
Lecture
Breakout Block #4
5:20 - 6:10 PM
"BIG" Breakout #1: Technology Panel
Our first of two "Big" breakouts (or mini-keynotes!). More information about these sessions will be announced closer to the conference. Pre-conference registration is not necessary.
Day 3
Thursday, November 10
Breakout Block #5
8:00 - 9:40 AM
Audit
Auditing Standards for CPAs - 2022
Cecil "Pat" Patterson, Patterson CPA Group
Lecture
Audit
CCH ProSystem fx Knowledge Coach Best Practices
Wolters Kluwer facilitator
Discussion Pod
Audit
Taking CCH ProSystem fx Engagement to the Next Level
Kara Atkinson, Wolters Kluwer
Workshop
Audit
What's New with Audit Solutions
Andrea Hearn, Wolters Kluwer
Joel Ortner, Wolters Kluwer
Lecture
Firm Management
Beginning Your CCH Axcess Journey: Hindsight from Successful Firms
Subject-matter experts, TBD
Panel
Firm Management
Best Practices for Managing a Successful Firm
Wolters Kluwer facilitator
Discussion Pod
Firm Management
CCH Axcess Practice Best Practices
Wolters Kluwer facilitator
Discussion Pod
Firm Management
Current Trends in M&A
Bill Carlino, Whitman Transition Advisors
Lecture
Firm Management
Disconnect to Connect: Practicing Mindfulness in the Workplace
Amy Vetter, The B3 Method Institute
Lecture
Firm Management
How to Utilize CCH Axcess Workflow Scheduler Efficiently and Effectively
Kristin Settlers, Wolters Kluwer
Lecture
Firm Management
Making "Work" Meaningful
Making "Work" Meaningful
Sandra Wiley, Boomer Consulting
Lecture
Lecture
Firm Management
Process Improvement Strategies to Increase Firm Capacity and Profitability
Jim Boomer, Boomer Consulting
Lecture
Firm Management
The Art of Pricing
The Art of Pricing
Ed Kless, Sage Software
Lecture
Lecture
Firm Management
Xpitax Tax Preparation Outsourcing Best Practices
Wolters Kluwer facilitator
Discussion Pod
Tax
Beyond the Basics of Adobe Acrobat
John Becht, Wolters Kluwer
Workshop
Tax
Boost Your Tax Workflow with CCH Axcess Tax
Deepak Bhandari, Wolters Kluwer
Workshop
Tax
CCH Axcess Tax Best Practices
CCH Axcess Tax Best Practices
Wolters Kluwer facilitator
Discussion Pod
Discussion Pod
Tax
CCH ProSystem fx Scan with Autoflow Technology Best Practices
CCH ProSystem fx Scan with Autoflow Technology Best Practices
Wolters Kluwer facilitator
Discussion Pod
Discussion Pod
Tax
CCH ProSystem fx Tax Best Practices
CCH ProSystem fx Tax Best Practices
Wolters Kluwer facilitator
Discussion Pod
Discussion Pod
Tax
Power Your Tax Reporting with DataScan
Power Your Tax Reporting with DataScan
Chuck Moss, Wolters Kluwer
Lecture
Lecture
Tax
S Corps and Shareholders: Key Tax Developments Impacting Tax Planning and Compliance
S Corps and Shareholders: Key Tax Developments Impacting Tax Planning and Compliance
Tony Nitti, Ernst & Young
Lecture
Lecture
Tax
Tax Method Change Identification - The Next CPA Practice Niche?
Tax Method Change Identification - The Next CPA Practice Niche?
Eric Wallace, Eric P. Wallace LLP
Lecture
Lecture
Technology
Cybersecurity Practices in the Modern Threat Landscape
Cybersecurity Practices in the Modern Threat Landscape
Ken Pyle, CYBIR
Lecture
Lecture
Technology
Emerging Topics in Blockchain and Cryptocurrency
Emerging Topics in Blockchain and Cryptocurrency
Randy Johnston, K2 Enterprises
Lecture
Lecture
Technology
Modern Security Trends in Accounting
Wolters Kluwer facilitator
Discussion Pod
Technology
Technology, Innovation, and Closing the CPA Talent Gap
Technology, Innovation, and Closing the CPA Talent Gap
Kate Krupey, Netgain Technology
Lecture
Lecture
Technology
The Synthesis of Systems Design
The Synthesis of Systems Design
Marc Staut, Boomer Consulting
Lecture
Lecture
Breakout Block #6
10:00 - 11:40 AM
Audit
Auditing Crypto Assets and Liabilities
Robert Minniti, Minniti CPA
Lecture
Audit
CCH ProSystem fx Engagement Best Practices
Wolters Kluwer facilitator
Discussion Pod
Audit
Unleash the Power of Data with CCH Axcess Validate and TeamMate Analytics
Stefan Davis, Wolters Kluwer
Lecture
Audit
What's New with Audit Solutions
Andrea Hearn, Wolters Kluwer
Joel Ortner, Wolters Kluwer
Lecture
Firm Management
Applying Tools like Power BI with Firm Management CCH Axcess Solutions
Tyler Pendergraft, Wolters Kluwer
Lecture
Firm Management
CCH Axcess Document and CCH Axcess Portal Best Practices
Wolters Kluwer Facilitator
Discussion Pod
Firm Management
CCH Axcess Workflow Best Practices
Wolters Kluwer Facilitator
Discussion Pod
Firm Management
CCH Axcess Workstream Best Practices
Wolters Kluwer facilitator
Discussion Pod
Firm Management
Change Management - Systems for Success
R. Sean Manning, Payroll Vault
Lecture
Firm Management
Disconnect to Connect: Practicing Mindfulness in the Workplace
Amy Vetter, The B3 Method Institute
Lecture
Firm Management
Elevating Your Advisory Service Practice!
Elevating Your Advisory Service Practice!
Jason Kadow, KMA
Lisa Erickson, Wolters Kluwer
Mark McAndrew, Wolters Kluwer
Panel
Lisa Erickson, Wolters Kluwer
Mark McAndrew, Wolters Kluwer
Panel
Firm Management
From the Ground Up: Reskilling Our Profession for Future Relevance
Bill Sheridan, Maryland Association of CPAs
Lecture
Firm Management
People First: A Critical Shift to Retain Top Talent
Erin Daiber, Well Balanced Accountants
Lecture
Firm Management
Scaling Your Client Accounting Services Practice
Scaling Your Client Accounting Services Practice
Ray Barlow, Wolters Kluwer
Lecture
Lecture
Firm Management
Upping Your Client Experience Game
Upping Your Client Experience Game
Heather Spontak, Wolters Kluwer
Lecture
Lecture
Tax
Accelerate Your Research Workflow Process with CCH AnswerConnect
Accelerate Your Research Workflow Process with CCH AnswerConnect
Jill Weinstein, Wolters Kluwer
Betty Ross, Wolters Kluwer
Workshop
Betty Ross, Wolters Kluwer
Workshop
Tax
Beyond the Basics of Adobe Acrobat
Beyond the Basics of Adobe Acrobat
John Becht, Wolters Kluwer
Workshop
Workshop
Tax
CCH ProSystem fx Scan with Autoflow Technology Best Practices
CCH ProSystem fx Scan with Autoflow Technology Best Practices
Wolters Kluwer facilitator
Discussion Pod
Discussion Pod
Tax
CCH ProSystem fx Tax Best Practices
CCH ProSystem fx Tax Best Practices
Wolters Kluwer facilitator
Discussion Pod
Discussion Pod
Tax
Future Ready: Expanding Your Role in the Lives of Your Tax Clients
Future Ready: Expanding Your Role in the Lives of Your Tax Clients
Gail Perry, CPA Practice Advisor
Lecture
Lecture
Tax
Learn Before You Leap to CCH Axcess Tax
Learn Before You Leap to CCH Axcess Tax
Deepak Bhandari, Wolters Kluwer
Workshop
Workshop
Tax
Using Accounting Methods to Reduce Tax and Eliminate Audit Exposure
Using Accounting Methods to Reduce Tax and Eliminate Audit Exposure
Alex Bagne, ICS Tax
Lecture
Lecture
Tax
What's New with Tax
What's New with Tax
Frank Giudice, Wolters Kluwer
Tate Davis, Wolters Kluwer
Lecture
Tate Davis, Wolters Kluwer
Lecture
Technology
Inspector Gadget
Inspector Gadget
David Cieslak, RKL eSolutions
Lecture
Lecture
Technology
Technology Succession Planning for the Modern Firm
Technology Succession Planning for the Modern Firm
Patrick McCoy, Wolters Kluwer
Lecture
Lecture
Technology
Welcome to the Metaverse!
Welcome to the Metaverse!
Marc Staut, Boomer Consulting
Lecture
Lecture
Thursday General Session
12:50 - 2:30 PM
Shola Richards | Founder & CEO, Go TogetherTM Global, Best-selling author
Katie Linendoll | Emmy-winning TV personality
Breakout Block #7
3:00 - 4:40 PM
Audit
CCH ProSystem fx Engagement Best Practices
Wolters Kluwer facilitator
Discussion Pod
Audit
Risk Assessment - The Key to Successful Engagements
Mark Dauberman, Mark Dauberman
Lecture
Audit
Tips to a Better Peer Review
Panel TBD
Panel
Firm Management
Achieving Maximum Impact Using CCH Axcess Practice
Carolyn Martin, Wolters Kluwer
Workshop
Firm Management
Best Practices for Managing a Successful Firm
Wolters Kluwer facilitator
Discussion Pod
Firm Management
Beyond Client Files - Using CCH Axcess Document and Portal for Internal File Management
Monica DiFini, Wolters Kluwer
Lecture
Firm Management
CCH Axcess Client Collaboration: Client Workflow Solution for All Your Tax Preparation Engagements
Heather Spontak, Wolters Kluwer
Workshop
Firm Management
CCH Axcess Workflow Best Practices
Wolters Kluwer facilitator
Lecture
Firm Management
Clarify Your Marketing to Earn More Business
Angela Coenen, Wolters Kluwer
Steve Hetrick, Wolters Kluwer
Lecture
Firm Management
Hiring and Keeping Talent in the Great Resignation
Jeff Phillips, SmallBizPros
Lecture
Firm Management
How to Win at M&A Wherever You Sit at the Table
Ira Rosenbloom, Optimum Strategies
Lecture
Firm Management
Making "Work" Meaningful
Sandra Wiley, Boomer Consulting
Lecture
Firm Management
Managing Due Dates for All Services Lines and Internal Operations Using CCH Axcess Workflow
Michele Ake, Wolters Kluwer
Lecture
Firm Management
What's New with CCH Axcess
Cathy Rowe, Wolters Kluwer
Colleen Knuff, Wolters Kluwer
Nate Brown, Wolters Kluwer
Lecture
Tax
CCH Axcess Tax Best Practices
Wolters Kluwer facilitator
Discussion Pod
Tax
Hot Tax Practice, Procedure, and Ethics Issues
Hot Tax Practice, Procedure, and Ethics Issues
Michael Goller, Reinhart Boerner Van Deuren
Lecture
Lecture
Tax
How Firms Create "Perfected Tax Workpapers" and Get the Most Out of Autoflow
How Firms Create "Perfected Tax Workpapers" and Get the Most Out of Autoflow
John Becht, Wolters Kluwer
Lecture
Lecture
Tax
Learn Before You Leap to CCH Axcess Tax
Learn Before You Leap to CCH Axcess Tax
Deepak Bhandari, Wolters Kluwer
Workshop
Workshop
Tax
Safeguarding Taxpayer Data - A Guide for Your Required Security Plan
Safeguarding Taxpayer Data - A Guide for Your Required Security Plan
Randy Johnston, K2 Enterprises
Lecture
Lecture
Tax
Tax Planning and Compliance for Foreign Corporations: Form 5471
Tax Planning and Compliance for Foreign Corporations: Form 5471
Frank Giudice, Wolters Kluwer
Lecture
Lecture
Tax
Tax Reporting Headaches with Form 1099
Tax Reporting Headaches with Form 1099
Marcia Miller, Financial Horizons
Lecture
Lecture
Tax
Technology and Tax Research Now, New, Next
Jill Weinstein, Wolters Kluwer
Discussion Pod
Technology
CCH Axcess Tax APIs: Tax Transfer and Beyond
CCH Axcess Tax APIs: Tax Transfer and Beyond
Rod Lear, Wolters Kluwer
Lecture
Lecture
Technology
How Technology Can Drive the New Virtual Office
How Technology Can Drive the New Virtual Office
Wolters Kluwer facilitator
Discussion Pod
Discussion Pod
Technology
Unlocking Your Data in CCH Axcess Practice and CCH ProSystem fx Practice Management
Unlocking Your Data in CCH Axcess Practice and CCH ProSystem fx Practice Management
Luke Muszkiewicz, Anderson ZurMuelen & Co.
Lecture
Lecture
Breakout Block #8: 5:25 - 6:15 PM
"BIG" Breakout #2: Legislative Panel
Our second of two "Big" breakouts (or mini-keynotes!). More information about these sessions will be announced closer to the conference. Pre-conference registration is not necessary.
Day 4
Friday, November 11
Breakout Block #9
8:30 - 10:10 AM
Audit
Audit Vision and Future Direction
Audit Vision and Future Direction
Wolters Kluwer facilitator
Discussion Pod
Discussion Pod
Audit
Auditing Standards for CPAs - 2022
Auditing Standards for CPAs - 2022
Cecil "Pat" Patterson, Patterson CPA Group
Lecture
Lecture
Audit
CCH Axcess Engagement: Explore the Possibilities!
CCH Axcess Engagement: Explore the Possibilities!
Joel Ortner, Wolters Kluwer
Bill Gleason, Wolters Kluwer
Workshop
Bill Gleason, Wolters Kluwer
Workshop
Audit
CCH ProSystem fx Engagement Best Practices
CCH ProSystem fx Engagement Best Practices
Wolters Kluwer facilitator
Discussion Pod
Discussion Pod
Audit
Risk Assessment: The Key to Successful Engagements
Risk Assessment: The Key to Successful Engagements
Mark Dauberman, Mark Dauberman
Lecture
Lecture
Firm Management
CCH Axcess Practice Best Practices
CCH Axcess Practice Best Practices
Wolters Kluwer facilitator
Discussion Pod
Discussion Pod
Firm Management
CCH Axcess Workflow Complimentary Performance Review
CCH Axcess Workflow Complimentary Performance Review
Meron Makonnen, Wolters Kluwer
Lecture
Lecture
Firm Management
Creating a Culture of Inclusion and Belonging
Creating a Culture of Inclusion and Belonging
Jim Boomer, Boomer Consulting
Lecture
Lecture
Firm Management
Effective Project Tracking with CCH Axcess Workstream
Effective Project Tracking with CCH Axcess Workstream
Sarah Stanojevic, Wolters Kluwer
Lecture
Lecture
Firm Management
Hiring and Keeping Talent in the Great Resignation
Hiring and Keeping Talent in the Great Resignation
Jeff Phillips, SmallBizPros
Lecture
Lecture
Firm Management
The Integrated Workflow Experience with CCH Axcess Workflow and the CCH Axcess Product Suite
The Integrated Workflow Experience with CCH Axcess Workflow and the CCH Axcess Product Suite
Sarah Cook, Wolters Kluwer
Lecture
Lecture
Firm Management
Upping Your Client Experience Game
Upping Your Client Experience Game
Heather Spontak, Wolters Kluwer
Lecture
Lecture
Firm Management
What's New with Firm Management
What's New with Firm Management
Damon Russel, Wolters Kluwer
Lisa Erickson, Wolters Kluwer
Mark McAndrew, Wolters Kluwer
Lecture
Lisa Erickson, Wolters Kluwer
Mark McAndrew, Wolters Kluwer
Lecture
Tax
Accelerate Your Research Workflow Process with CCH AnswerConnect
Accelerate Your Research Workflow Process with CCH AnswerConnect
Jill Weinstein, Wolters Kluwer
Workshop
Workshop
Tax
Boost Your Tax Workflow with CCH Axcess Tax
Boost Your Tax Workflow with CCH Axcess Tax
Deepak Bhandari, Wolters Kluwer
Workshop
Workshop
Tax
Hot Tax Practice, Procedure, and Ethics Issues
Hot Tax Practice, Procedure, and Ethics Issues
Michael Goller, Reinhart Boerner Van Deuren
Lecture
Lecture
Tax
Maximizing Efficiencies with CCH ProSystem fx Tax
Maximizing Efficiencies with CCH ProSystem fx Tax
Bernie Wagner, Wolters Kluwer
Workshop
Workshop
Tax
Tax Organizers: What's the Best Solution for Your Firm?
Tax Organizers: What's the Best Solution for Your Firm?
Charles Marshall, Wolters Kluwer
Lecture
Lecture
Tax
Tax Planning and Compliance for Foreign Corporations: Form 5471
Tax Planning and Compliance for Foreign Corporations: Form 5471
Rob Misey, Reinhart Boerner Van Deuren
Frank Giudice, Wolters Kluwer
Lecture
Frank Giudice, Wolters Kluwer
Lecture
Technology
Emerging Topics in Blockchain and Cryptocurrency
Emerging Topics in Blockchain and Cryptocurrency
Randy Johnston, K2 Enterprises
Lecture
Lecture
Technology
Inspector Gadget
Inspector Gadget
David Cieslak, RKL eSolutions
Lecture
Lecture
Technology
Modern Security Trends in Accounting
Modern Security Trends in Accounting
Wolters Kluwer facilitator
Discussion Pod
Discussion Pod
Technology
Understanding APIs and How They Can be Leveraged
Understanding APIs and How They Can be Leveraged
Rod Lear, Wolters Kluwer
Lecture
Lecture
Closing General Session & #CCHUC23 Location Reveal
10:50 AM - 12:30 PM
Reserve Your Seat at #CCHUC22
Session FAQs
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How do I sign up for sessions?
Session Registration
Session registration for the in-person experience is now open. To sign up for sessions, simply log in to the conference registration portal with your confirmation information and follow the prompts until you reach the session selection screen. Be sure to continue through the additional prompts to confirm your session selections. Sessions in the in-person conference have limited seating, and Wolters Kluwer cannot guarantee seating in in-person sessions or reserve seats for attendees prior to the launch of session registration. -
Is CPE credit available for all sessions?
All breakout sessions are eligible for CPE credit with the exception of the CCH Axcess Tax in the Metaverse experience with Microsoft. To earn CPE credit for all other sessions, you must attend the session in full and comply with all other accredited CPE stipulations.