Audit Track

A Fireside Chat with Carl Mayes, AICPA Senior Director of Audit & Accounting Quality – Lecture
Join Colleen Knuff, Vice President of Audit at Wolters Kluwer and Carl Mayes, AICPA Senior Director of Audit & Accounting Quality for a discussion about current standards that many firms are implementing now and in the next year.  Colleen and Carl will discuss the changes included in SAS 145 and risk assessment standards, generally; the new quality management standards; AIPCA commentary on single audit; and an exploration of ESG and the impact and opportunity for firms.

  • Speakers: Carl Mayes, Colleen Knuff
  • CPE field of study: Auditing
  • Program level: Intermediate
  • Prerequisites: General knowledge of ASB standards
  • Who should attend: All levels
  • Advanced preparation: None

Audit Vision and Future Direction – Discussion Pod
Join us to learn about the future direction of CCH Axcess Audit (CCH Axcess Knowledge Coach, CCH Axcess Engagement) with opportunities to spend your "CCH bucks" on new as well as proposed ideas. Whether you are a current audit customer or not, make a difference in how your audit and assurance work will be performed in the future!

  • Speaker: Wolters Kluwer facilitator
  • CPE field of study: Auditing
  • Program level: Basic
  • Prerequisites: Familiarity with or experience using Wolters Kluwer audit solutions
  • Who should attend: All levels
  • Advanced preparation: None

Auditing Crypto Assets & Liabilities – Lecture
Companies, not-for-profits, and government entities are entering the crypto world. With a multitude of cryptocurrencies on the market and initial coin offerings (ICO) coming out on a regular basis sooner or later one of your clients will start accepting and using cryptocurrencies. It is also important to consider crypto tokens (Non-fungible tokens or NFT). How should clients record revenue from crypto transactions? How should these assets be recorded on the balance sheet? When is it necessary to consider impairments of crypto assets? What is the difference between a liability in currency paid with crypto assets and a liability in cryptocurrency? Do you know how they should be reported? This course is designed to provide a basic overview of accounting for, and auditing, cryptocurrencies, assets & liabilities. Participants will gain an understanding of how to audit these new crypto assets and liabilities.

  • Speaker: Robert Minniti
  • CPE field of study: Auditing
  • Program level: Basic
  • Prerequisites: None
  • Who should attend: All levels
  • Advanced preparation: None

Auditing Standards for CPAs - 2022 – Lecture
Review new pronouncements from the AICPA’s Auditing Standards Board (ASB) up to the date of the course. This presentation will inform participants of the latest issues from the ASB and the AICPA for private entities. New and revised audit standards, attestation standards, and other new pronouncements about auditing will be discussed. The impact of the pandemic and the revised auditing standards resulting from COVID-19 will be examined for current application. Any newly released auditing issues such as SQMS No. 1, SQMS No. 2, and SAS 146 will be discussed. These new releases deal with Statements on Quality Management Standards and auditing with these new quality management standards through SAS 146.

  • Speaker: Cecil "Pat" Patterson
  • CPE field of study: Auditing
  • Program level: Intermediate
  • Prerequisites: General knowledge of auditing standards
  • Who should attend: All levels
  • Advanced preparation: None

CCH Axcess™ Engagement: Explore the Possibilities!  Workshop
Learn more about CCH Axcess™ Engagement, the secure, reliable, compliant cloud-based workpaper management, and trial balance solution. In this hands-on workshop, we’ll review importing accounts, managing workpapers/reports, linking to the trial balance, and consolidating trial balances. Save time, and money, and protect your reputation with CCH Axcess Engagement!

  • Speakers: Joel Ortner, Bill Gleason
  • CPE field of study: Auditing
  • Program level: Basic
  • Prerequisites: None
  • Who should attend: All levels
  • Advanced preparation: None

CCH® ProSystem fx® Engagement Best Practices – Discussion Pod
Accounting professionals using CCH® ProSystem fx® Engagement for A&A and/or Tax engagements — join your peers in sharing your experiences and any other tools your firm uses to ensure your paperless engagements run efficiently and effectively. Note: attendees will be separated at tables by firm size.

  • Speaker: Wolters Kluwer facilitator
  • CPE field of study: Accounting
  • Program level: Intermediate
  • Prerequisites: Experience using CCH ProSystem fx Engagement
  • Who should attend: Current Users – All levels
  • Advanced preparation: None

CCH® ProSystem fx® Knowledge Coach Best Practices – Discussion Pod
Auditing professionals using CCH® ProSystem fx® Knowledge Coach, CCH® ProSystem fx® Knowledge Tools, or CCH® Knowledge-Based Audit Methodology — join your peers in sharing your experiences using these powerful tools to increase the efficiency and effectiveness of your firm’s audit engagements. Note: attendees will be separated at tables by firm size.

  • Speaker: Wolters Kluwer facilitator
  • CPE field of study: Accounting
  • Program level: Intermediate
  • Prerequisites: Experience using CCH® ProSystem fx® Engagement and CCH® ProSystem fx® Knowledge Coach
  • Who should attend: Current Users – All levels
  • Advanced preparation: None

Efficient and Effective Risk Assessment under the new SAS 145 – Lecture
Risk assessment is core to an audit and is an area of frequent peer review comment. Learn about the changes coming this Busy Season under SAS 145. This up-tempo session will provide real-world implementation considerations and insight on how risk assessment under the new standard can help firms of all sizes perform high-quality audits and increase realization.

  • Speakers: Steven Morrison, Jason Miller
  • CPE field of study: Auditing
  • Program level: Intermediate
  • Prerequisites: General knowledge of risk assessment standards
  • Who should attend: All levels
  • Advanced preparation: None

Risk Assessment - The Key to Successful Engagements – Lecture
Financial statement users, regulators, & others expect auditors to detect material misstatements due to fraud. In many cases, clients also expect their auditors to detect fraud. Despite the fact that most changes to auditing standards issued in more than the last two decades were designed to improve the auditor's ability to do so, the profession still does not meet the expectations of others.

In addition, business managers & executives, often enlisting the aid of CFEs & CPAs, are expected to prevent fraud, when possible, & to detect instances of fraud that are not prevented. While it is not possible to prevent or detect all fraudulent activities, it is generally believed that enough is not being done to control the situation. In many cases, the weakest component of the processes & techniques used is the performance of a meaningful risk assessment.

An effective & robust risk assessment process allows those individuals to direct their attention to the aspects of an entity that are most susceptible to fraud & avoid wasting time & resources on segments that create less risk. Many attend fraud seminars & read manuals providing suggestions & tools for preventing & detecting fraud, but few, if any, provide an efficient & effective means of performing an effective risk assessment.

This brief program will review some of the basic aspects of fraud that should be considered, including the nature of fraud & how to use that information to remind attendees how fraud is committed & how to develop a process for prevention. We will also review the characteristics of fraud to identify the conditions necessary for a fraud scheme to be successful & a “big picture” approach to prevention. The five components of internal control will also be reviewed to enhance the understanding of the role each plays in the prevention & detection of fraud.

The process begins with an understanding of existing controls & a means of identifying weaknesses, allowing individuals to determine which areas are most in need of attention.

In this session, processes will be introduced that will systematize the risk assessment process & make the analysis very straightforward. Tools that enable & enhance the analysis will be provided that can be used to:

  • Identify control deficiencies
  • Determine areas to focus attention upon
  • Establish priorities for adding or enhancing controls
  • Develop audit programs for use by internal & external auditors in determining whether, & to what degree, controls can be relied upon

Attendees can expect to:

  • Recall the nature & characteristics of fraud & the five components of internal control
  • Identify effective approaches for documenting existing internal controls
  • Learn techniques for identifying internal control deficiencies
  • Establish approaches for using identified deficiencies to enhance or augment controls
  • Create internal & external audit programs to improve the efficiency & effectiveness of audit engagements

Major topics include:

  • The nature & characteristics of fraud
  • The COSO internal control model
  • Understanding & documenting existing internal controls
  • Using the understanding to assess risks
  • Developing priorities for enhancing & augmenting internal controls based on the risk assessment
  • Creating audit programs for internal & external auditors that are focused on the detection of fraud
  • Speaker: Mark Dauberman
  • CPE field of study: Auditing
  • Program level: Advanced
  • Prerequisites: General knowledge of the risk assessment standards
  • Who should attend: All levels
  • Advanced preparation: None

Taking CCH® ProSystem fx® Engagement to the Next Level – Workshop
Are you getting the maximum benefit from your Integrated Audit Solutions? Join us on a journey to learn software tips and tricks that can help enhance your firm’s efficiency and productivity within the A&A process and take it to the next level. This session focuses on CCH® ProSystem fx® Engagement with additional tips for CCH® ProSystem fx® Knowledge Coach. Get answers to questions you didn’t even know you had but always wished you had asked.

  • Speaker: Kara Atkinson
  • CPE field of study: Accounting
  • Program level: Basic
  • Prerequisites: Experience using CCH ProSystem fx Engagement and/or CCH ProSystem fx Knowledge Coach
  • Who should attend: Current Users – All levels
  • Advanced preparation: None

Tips to a Better Peer Review– Panel
Join this panel session to learn: hot issues found in peer review that affect you the most; tips to help you avoid the common missteps; how the right audit methodology and technology can help; and how you can further improve your peer review to bring value to your firm and your clients. Hear from peer reviewers and their perspectives on these topics and more!

  • Speakers: Subject-matter expert panel (panelists TBD)
  • CPE Field of study: Auditing
  • Program level: Intermediate
  • Prerequisites: General knowledge of risk assessment standards
  • Who should attend: All levels
  • Advanced preparation: None

Unleash the Power of Data with CCH Axcess™ Validate and TeamMate® Analytics – Workshop
Every audit firm is looking to improve efficiency while ensuring audit quality and providing value-added client service. Data analytics have truly transformative potential and their use is encouraged by the AICPA, but some firms struggle with hard-to-use tools, difficulty getting data in the right formats, knowing when and how to apply analytics, and a shortage of specialized skills. The good news is that TeamMate® Analytics and CCH Axcess™ Validate can help with all of these challenges. Join this hands-on session to learn and try out practical ways to apply data analytics in your audits to improve quality while replacing inefficient manual procedures, including: extracting usable data when what your client has provided is a mess, including from PDF reports and direct connection to QuickBooks Online; using, creating and customizing automated analytics that can be reused on every audit, even by novice auditors; identifying areas where analytics can add value, and finding the right tools for each job; and seeing how CCH Axcess Validate can accelerate bank confirmations, including getting transactional data to use in your analytics. We’ll also share insights from other firms on how they’ve embraced this technology to deliver real, tangible benefits.

  • Speaker: Stefan Davis
  • CPE field of study: Auditing
  • Program level: Basic
  • Prerequisites: General knowledge of risk assessment standards
  • Who should attend: All Levels
  • Advanced preparation: None

What's New with Audit Solutions – Lecture
What’s new with Wolters Kluwer audit solutions goes beyond the traditional products that make up the Integrated Audit Approach, including CCH® ProSystem fx® Engagement, CCH® ProSystem fx® Knowledge Coach, and TeamMate® Analytics. Join us to see the latest changes to the CCH Axcess audit portfolio including CCH Axcess™ Financial Prep, CCH Axcess™ Knowledge Coach, CCH Axcess™ Validate and receive an update on the launch of CCH Axcess™ Engagement. You will learn about recent releases and exciting enhancements for all of the above designed to help drive efficiency and productivity in your firm. All in all, you will leave this session with ideas for both immediate and long-term implementation that will improve your audit workflow.

  • Speakers: Andrea Hearn, Joel Ortner
  • CPE Field of study: Computer Software & Applications
  • Program level: Update
  • Prerequisites: Familiarity with or experience using Wolters Kluwer audit solutions
  • Who should attend: Current users — All levels
  • Advanced preparation: None

Audit Track | Firm Management Track | Tax Track | Technology Track | Canada Track

Firm Management Track

Achieving Maximum Impact Using CCH Axcess™ Practice – Workshop
This session is designed for individuals who have mastered the basics of CCH Axcess Practice and now want to learn tips for facilitating a more efficient time and billing process and improving the cash conversion cycle. During this course, experienced users will discover ways to save time with our best practices for various CCH Axcess features, including dashboard notifications, clocks, billing, and integration with CCH® Client Axcess and ePay.

  • Speaker: Carolyn Martin
  • CPE field of study: Computer Software & Applications
  • Program level: Intermediate
  • Prerequisites: Experience with CCH Axcess Practice
  • Who should attend: Current Users – All levels
  • Advanced preparation: None

Applying tools like Power BI with Firm Management CCH Axcess solutions – Lecture
This session is focused on the strategic application of key data points both contained within various CCH Axcess ™ Firm Management applications and collected during various stages of a workflow process. By participating, attendees will learn how to take data collected within the system, analyze it year over year, and assist with the development of applying the insight to your business based on both qualitative and quantitative results. This session is geared toward report creators, analysts, administrators, and managers responsible for the day-to-day management of production in their firm during busy season and beyond. Presenters will review reporting options and opportunities to collect necessary data points to help you dig deeper into how to get to the analysis you need to manage your busy season.

  • Speaker: Tyler Pendergraft
  • CPE field of study: Computer Software & Applications 
  • Program level: Intermediate     
  • Prerequisites: None
  • Who should attend: Current Users – All levels
  • Advanced preparation: None 

Beginning Your CCH Axcess™ Journey: Hindsight from Successful Firms – Panel
If you’re considering a future CCH Axcess™ implementation, join this informative panel discussion with accounting firm leaders who have already made the journey. You’ll learn about what to expect, potential obstacles, and tips for success. Don’t miss this opportunity to take the first step toward the cloud.

  • Speaker: Subject-matter expert panel (panelists TBD)
  • CPE field of study: Computer Software & Applications
  • Program level: Overview
  • Prerequisites: None
  • Who should attend: All levels
  • Advanced preparation: None

Best Practices for Managing a Successful Firm – Discussion Pod
Join your peers in discussing best practices, processes, and technology used in managing a successful firm.

  • Speaker: Wolters Kluwer facilitator
  • CPE field of study: Business Management & Organization
  • Program level: Intermediate
  • Prerequisites: Experience in firm leadership
  • Who should attend: All levels
  • Advanced preparation: None 

Beyond Client Files – Using CCH Axcess™ Document and Portal for Internal Firm File Management – Lecture
While client files are the primary focus of document management software, it is important to remember that internal firm files require many of the same considerations. Retention policies, organization, and appropriate access to firm files are critical for your staff. During this session, you will learn how to use CCH Axcess Document for storing internal firm files for staff, offices, non-clients, and more. Topics include best practices for setting up classes, subclasses, folder templates, and security rights for internal firm files, along with alternative options for tracking internal files using the Clients area of Document.

  • Speakers: Monica DiFini     
  • CPE field of study: Computer Software & Applications
  • Program level: Intermediate     
  • Prerequisites: None
  • Who should attend: All levels
  • Advanced preparation: None

CCH Axcess Workflow Complimentary Performance Review – Lecture
This session will provide the firm with a CPR, Complimentary Performance Review. The CPR consists of data collection and site statistics providing the firm with key actionable recommendations for the site based on observations. This open dialog will consider key areas in the application for users to focus on improving as a group.

  • Speaker: Meron Makonnen     
  • CPE field of study: Computer Software & Applications 
  • Program level: Advanced
  • Prerequisites: Experience using CCH Axcess Workflow 
  • Who should attend: Current Users – All levels
  • Advanced preparation: None 

CCH Axcess™ Client Collaboration: Client Workflow Solution for All Your Tax Preparation Engagements – Workshop
CCH Axcess™ Client Collaboration offers the firm an integrated workflow solution for initiating and completing 1040 and business tax preparation engagements. With Client Collaboration, the firm can start engagements by sending the client an individualized engagement letter for e-signature, a tax organizer, and a document request list to assist the client in providing the firm data needed to prepare the return. Client Collaboration offers the firms tools to manage the receipt of tax data from the client and then provide client data to the staff member assigned to prepare the return. New for 2022, Client Collaboration now supports Partnership, C-Corp and S-Corp, Fiduciary, Employee Plan, or Non-Profit tax preparation requests. This session provides an introduction to this exciting new application.

  • Speaker: Heather Spontak
  • CPE field of study: Computer Software & Applications
  • Program level: Basic
  • Prerequisites: None
  • Who should attend: All levels
  • Advanced preparation: None

CCH Axcess™ Document & CCH Axcess™ Portal Best Practices – Discussion Pod
For existing CCH Axcess™ Document and CCH Axcess™ Portal users - join your peers in discussing best practices, tips and tricks of the application, and the processes it encompasses. Note: attendees will be separated at tables by firm size.

  • Speaker: Wolters Kluwer facilitator
  • CPE field of study: Computer Software & Applications 
  • Program level: Intermediate
  • Prerequisites: Experience using CCH Axcess Document and CCH Axcess Portal 
  • Who should attend: Current Users – All levels 
  • Advanced preparation: None 

CCH Axcess™ Practice Best Practices – Discussion Pod
For existing CCH Axcess™ Practice users -- join your peers in discussing best practices and tips and tricks of the application, and the processes it encompasses. Note: attendees will be separated at tables by firm size.

  • Speaker: Wolters Kluwer facilitator
  • CPE field of study: Computer Software & Applications
  • Program level: Intermediate
  • Prerequisites: Experience using CCH Axcess Practice
  • Who should attend: Current Users – All levels 
  • Advanced preparation: None

CCH Axcess™ Workflow Best Practices – Discussion Pod
For existing CCH Axcess™ Workflow users — join your peers in discussing best practices and tips and tricks of the application, and the processes it encompasses.

  • Speaker: Wolters Kluwer facilitator
  • CPE field of study: Computer Software & Applications
  • Program level: Intermediate
  • Prerequisites: Experience using CCH Axcess Workflow
  • Who should attend: Current Users – All levels
  • Advanced preparation: None

CCH Axcess™ Workstream Best Practices – Discussion Pod
For existing CCH Axcess™ Workstream users — join your peers in discussing best practices and tips and tricks of the application, and the processes it encompasses.

  • Speaker: Wolters Kluwer facilitator
  • CPE field of study: Computer Software & Applications 
  • Program level: Intermediate
  • Prerequisites: Experience using CCH Workstream 
  • Who should attend: Current Users – All levels 
  • Advanced preparation: None

Change Management – Systems for Success – Lecture
Change management has always played an important role in business and the last 2 years have accelerated the need for effective change management. It is important to understand a defined pattern to change that should be applied and managed with any change initiative. Subsequent to discussing the change management patterns we will discuss the 4 key phases and necessary measures of change management. They include planning & discussion of any change initiative. The launch and then managed disorder phase. The always anticipated recovery and opportunity phase. And finally, the results and hopefully successful completion along with the success phase. This session will provide examples of change management experience that each attendee can apply to any current change management initiatives they are considering or managing.

  • Speaker: R. Sean Manning
  • CPE field of study: Business Management & Organization
  • Program level: Intermediate
  • Prerequisites: None
  • Who should attend: All levels
  • Advanced preparation: None

Clarify Your Marketing to Earn More Business – Lecture
Marketing is a challenge for any business, but before you start thinking about social media, email, and paid advertising, there is one critical skill to master: communicating the benefits you deliver as effectively as possible. Most businesses fail at this without even realizing it – you know all the wonderful things you can do for your customers, but you may not be saying it in a meaningful or lasting way. In this session, you’ll learn how to clarify your message to help you secure more clients and grow your business.

  • Speakers: Angela Coenen, Steve Hetrick
  • CPE field of study: Business Management & Organization
  • Program level: Overview
  • Prerequisites: None
  • Who should attend: All levels
  • Advanced preparation: None

Creating a Culture of Inclusion and Belonging – Lecture
As a leader, no matter what your position or stance, you must lead effectively through diversity, equity, and inclusion opportunities that ultimately impact all of us. Pursuing diversity is important, however, creating a culture of inclusion and belonging is essential for retaining talent and clients. During this session we will discuss how to initiate and facilitate conversations and develop plans for actionable progress that focus on these areas: 1) Expanding Awareness and Learning 2) Understanding and Removing Barriers 3) Making a Difference in Your Firm and Beyond.

  • Speaker: Jim Boomer
  • CPE field of study: Business Management & Organization
  • Program level: Intermediate
  • Prerequisites: None
  • Who should attend: All levels
  • Advanced preparation: None

Current Trends in M&A – Lecture
With merger-mania in the accounting profession continuing at full speed many remain unsure of whether a merger may be the right strategy for the future. This season will explore the current marketplace trends with regard to M&A and help you determine when a merger may be the right direction and potentially when it may not. This session will cover:

  1. Whether it’s a buyer or seller’s market?
  2. How an IT culture impacts M&A
  3. Why disruptive technologies like blockchain, AI, and machine learning will impact long-term valuations. 
  4. The newest entry to the M&A arena – private equity firms
  • Speaker: Bill Carlino
  • CPE field of study: Business Management & Organization
  • Program level: Basic
  • Prerequisites: None
  • Who should attend: All levels
  • Advanced preparation: None

Disconnect to Connect: Practicing Mindfulness in the Workplace – Lecture
Do you find yourself distracted at work and at home? Do you fear that you are not working to your full potential with your team or as a leader because of workplace misunderstandings? Are you empathetic as a leader and seek to understand others’ perspectives? In this session, we will take a deep dive into understanding where we are off balance in our lives -- both at work and at home -- and how this affects the experience we create with others.

Many of us can feel that we are technically up to speed in what we do; however, we are not living up to our full potential as a leader or co-worker because we lack the skills to mindfully connect with one another. Mindfulness is the practice of being fully present in the current moment and learning how to calmly observe our thoughts and feelings without judgment or action. By learning to disconnect, we can connect in a more intentional, positive way and find common ground with those we work with and care about. Through the daily practice of mindfulness, we can gain a better understanding of where we are off-balance internally so that we can show up better for those around us, be a more successful leader and feel more engaged as an employee.

In this session, you will:

  • Gain a clear understanding of what mindfulness is and how to practice it;
  • Learn to evaluate your work-life balance and the work-life balance of your employees;
  • Understand how to improve employee engagement and well being;
  • Discover a couple of quick and easy meditation practices for mindfulness in the office; and,
  • Learn the most effective office/desk yoga stretches for clarity and focus.
  • Speaker: Amy Vetter
  • CPE field of study: Business Management & Organization
  • Program level: Basic
  • Prerequisites: None
  • Who should attend: All levels
  • Advanced preparation: None

Effective Project Tracking with CCH Axcess™ Workstream – Lecture
Improve your ROI on CCH Axcess™ Workstream. Learn how to leverage the functions and features of CCH Axcess Workstream to streamline your workflows. Save time with scalable project templates, manage projects using project pools, use integration with CCH Axcess™ Tax, Practice, and Document to seamlessly incorporate projects into your workflow process, and more.

  • Speaker: Sarah Stanojevic
  • CPE field of study: Computer Software & Applications
  • Program level: Intermediate
  • Prerequisites: Experience using CCH Axcess Workstream
  • Who should attend: Current Users – All levels
  • Advanced preparation: None

Elevating Your Advisory Service Practice! – Panel
Join us for a Q&A session with expert Jason Kadow (CPA, CVA, CGMA) from KMA Accountants and Advisors, who has a thriving advisory services practice, and Wolters Kluwer product management, on their insights on best practices, technology, training, and marketing.

  • Speakers: Jason Kadow, Lisa Erickson, Mark McAndrew
  • CPE field of study: Business Management & Organization
  • Program level: Overview
  • Prerequisites: None
  • Who should attend: All levels
  • Advanced preparation: None

From the Ground Up: Reskilling Our Profession for Future Relevance – Lecture
Accounting and finance is built on a foundation of technical skills -- functional expertise that improves your core accounting, auditing, and tax skills. But in an era of exponential change, that's not enough anymore. To become truly future-ready, tomorrow's CPAs must add five key competencies that will ensure their future relevance. In this interactive presentation, Bill Sheridan will clearly define these new future-ready skills -- and what CPAs must do now to master them.

  • Speaker: Bill Sheridan
  • CPE field of study: Business Management & Organization
  • Program level: Basic
  • Prerequisites: None
  • Who should attend: All levels
  • Advanced preparation: None

Hiring and Keeping Talent in the Great Resignation – Lecture
Firm turnover is at record levels thanks to the Great Resignation, but hiring and retaining top accounting talent is possible with the right strategies. Jeff Phillips is an accounting talent expert who founded Accountingfly and runs Padgett Business Services. Jeff will present a playbook for CPA firms of all sizes to hire and retain talent in today's environment. Attendees will have a firm grasp of the labor dynamics causing high turnover and leave with practical action steps to implement immediately.

  • Speaker: Jeff Phillips
  • CPE field of study: Business Management & Organization
  • Program level: Intermediate
  • Prerequisites: None
  • Who should attend: All levels
  • Advanced preparation: None

How to Utilize CCH Axcess Workflow Scheduler Efficiently and Effectively – Lecture
Learn how to increase productivity by proactively identifying bottlenecks, balancing resource capacity, and identifying who has capacity to take on more work. Participants will see how firms are using RAS and CAL and the difference between the two, tracking budgets & actual time, leveraging integration services and leveraging workload reporting, availability and conflicts. CCH Axcess Workflow Scheduler delivers a simplified user interface, quick action features, and added connectivity between RAS and Calendar.

  • Speaker: Kristin Settlers
  • CPE field of study: Computer Software & Applications
  • Program level: Basic
  • Prerequisites: None
  • Who should attend: All levels, TBD
  • Advanced preparation: None

How to Win at M&A Wherever You Sit at the Table – Lecture
Whether you plan to be a buyer or a seller, preparing for M&A is serious business, and every deal is different. In this heated merger market, when any misstep can derail negotiations, practice owners must understand what to bring to the table—and what to leave outside the door. In this session, we will review the dealmaking cycle, from readiness and prioritizing to discussions and negotiating. Learn the 10 best practices for deal preparation and how to make the right first impression as we chart the path to a successful transaction.

Learning Outcomes:

  1. Describe the 10 best practices that buyers and sellers should do to prepare for a first merger meeting.
  2. Identify the factors that can create a negative first impression or lead to a breakdown in negotiations. 
  3. Differentiate between anxieties and hurdles, and the impact of each on a potential deal.
  • Speaker: Ira Rosenbloom
  • CPE field of study: Business Management & Organization
  • Program level: Advanced
  • Prerequisites: None
  • Who should attend: All levels
  • Advanced preparation: None

Leading Diverse Generations as a Trusted Advisor – Lecture
Whether you are a CPA, CAE, CFO, CIO, Director, Controller, business advisor, or are a developing audit or IT professional, it is imperative that you master the art of financial influence and build the skills of a relational manager. This powerful, interactive session will provide participants with the skills to design a structured process for developing long-term, mutually beneficial internal and external client relationships along with strategies for becoming a true trusted advisor within your organization.

Ed combines dynamite influencing strategies with a marketing model that creates a machine for effective and proactive influence, regardless of economic conditions. This course is divided into three key areas. The first defines how to be an effective leader and how to influence. The second segment focuses on the various generations and how to motivate and influence each of them. The third segment will help tie in being a trusted advisor with the ability to influence and how to approach all generations in your workplace. You will walk away with over a dozen skills, processes, and tools to grow your organization and impact your career.

  • Speaker: Edward Robinson
  • CPE field of study: Business Management & Organization
  • Program level: Intermediate
  • Prerequisites: None
  • Who should attend: All levels
  • Advanced preparation: None

Making "Work" Meaningful – Lecture
In an interesting turn of events, our team members do NOT want to just work to make money. Yikes! They want meaningful, valuable work that will make them feel fulfilled, valued, and motivated. You may have heard this before but you dismissed it thinking that it is a request that is just too hard to fulfill. I assure you it is not. In this session we will explore:

  • What meaningful work really means.
  • Why it is important to your team members now
  • How you can help your team identify and find this work within your firm
  • What you should do right now to help protect and motivate your team.
  • Speaker: Sandra Wiley
  • CPE field of study: Business Management & Organization
  • Program level: Intermediate
  • Prerequisites: None
  • Who should attend: All levels
  • Advanced preparation: None

Managing Due Dates for All Service Lines and Internal Operations Using CCH Axcess™ Workflow – Lecture
This session will focus on how to establish non-standard deliverables to manage all your due dates whether it’s related to a client return, audit report, client payments, or an operational deadline. Participants will learn how to maximize the value of CCH Axcess™ Workflow, by creating and calculating due dates for all your business needs, as well as how these deliverables tie to rollover and recurring tasks.

  • Speaker: Michele Ake
  • CPE field of study: Computer Software & Applications
  • Program level: Intermediate
  • Prerequisites: Experience using XCMworkflow
  • Who should attend: Current Users – All levels
  • Advanced preparation: None

People First: A Critical Shift to Retain Top Talent – Lecture
The Great Resignation is sending a message: Something must change. 

Attracting and retaining talent in the long-term will require more than pay increases and benefits packages. The future of the accounting profession demands more, specifically a shift from the way we’ve always done things. In this course, we will:

Explore 5 common mindsets and behaviors that are keeping your organization stuck in the past and making it impossible to retain talent in today’s environment.
Identify specific steps you can take to create a people-first culture that is attractive to new and experienced talent. 

Lead your firm into the future by letting go of some of the old ways and creating a sustainable and attractive path forward. Create a people-first culture where everyone thrives and your profits soar.

  • Speaker: Erin Baveye
  • CPE field of study: Business Management & Organization
  • Program level: Intermediate
  • Prerequisites: None
  • Who should attend: All levels
  • Advanced preparation: None

Process Improvement Strategies to Increase Firm Capacity and Profitability – Lecture
Process Improvement Strategies to Increase Firm Capacity and Profitability

Change is happening faster than ever. The future is very bright for our profession- however, firms with the status quo mindset will significantly fall behind. As compliance work become more commoditized, it's becoming imperative that firms modernize their processes to maintain margins and build capacity for additional consulting and advisory work. This session will introduce the key process, automation, and staffing concepts that future-ready firms are applying to stay ahead of the curve and increase firm capacity and profitability.

  • Speaker: Jim Boomer
  • CPE field of study: Business Management & Organization
  • Program level: Intermediate
  • Prerequisites: None
  • Who should attend: All levels
  • Advanced preparation: None

Scaling Your Client Accounting Services Practice – Lecture
Client Accounting Services (CAS) has grown from its early days of bookkeeping and after the fact reporting, expanding into consulting and advisory services. These days a CAS menu routinely includes offerings such as virtual CFO services, controllership, and even M&A support. But how do firms find the capacity to support this growth, without sacrificing quality? During this session, you’ll learn the key elements of building and scaling a CAS practice. We’ll cover key elements of scaling your practice that include:

  • Strategies to grow your CAS practice
  • Service delivery
  • Standardize your tech stack
  • Onboarding new clients
  • Plus much more…

We’ll also discuss how firms are overcoming the staffing challenge by utilizing remote staffing from Xpitax.

  • Speakers: Randy Johnston, Ray Barlow
  • CPE field of study: Business Management & Organization
  • Program level: Basic
  • Prerequisites: None
  • Who should attend: All levels
  • Advanced preparation: None

The Art of Pricing – Lecture
This session will be dedicated to the possibility that a professional firm will achieve better results for its customers and be more profitable when it recognizes that pricing must be developed as a core competency. Developing this skill is hard work and not for everyone. It requires us to think differently than we have in the past about the primary input into price. You are hereby invited to open a dialogue on a different model for creating and capturing value in a professional firm.

  • Speaker: Ed Kless
  • CPE field of study: Business Management & Organization
  • Program level: Basic
  • Prerequisites: None
  • Who should attend: All levels
  • Advanced preparation: None

The Integrated Workflow Experience with CCH Axcess™ Workflow and the CCH Axcess™ Product Suite – Lecture
Learn how to establish effective workflow processes using all modules of CCH Axcess™: CCH Axcess™ Tax, CCH Axcess™ Document, CCH Axcess™ Client Collaboration, CCH Axcess™ Practice, and CCH Axcess™ Efile. During this session, we will walk through a sample workflow and illustrate how to collaborate effectively across roles, departments, or office locations by leveraging CCH Axcess™ Workflow with the various CCH Axcess™ products to create the ultimate integrated workflow experience.  

  • Speaker: Sarah Cook
  • CPE field of study: Computer Software & Applications
  • Program level: Intermediate
  • Prerequisites: General knowledge of CCH Axcess, including CCH Axcess Workflow
  • Who should attend: All levels
  • Advanced preparation: None

Upping Your Client Experience Game – Lecture
Your clients are busy professionals without the time or expertise to prepare their taxes, but they do need to share important tax-related information with the firm. How does your firm’s current client experience help or hinder your clients’ ability to get you this information timely and efficiently? How can you be certain your clients’ online experience is as engaging as the in-office experience? In this session, we will look at the reasons clients leave their accountants and will share the key characteristics and benefits you should look for when selecting a new technology platform your clients will enjoy.

  • Speakers: Sandra Wiley, Heather Spontak
  • CPE field of study: Computer Software & Applications
  • Program level: Basic
  • Prerequisites: None
  • Who should attend: All levels
  • Advanced preparation: None

 What's New with CCH Axcess™ – Lecture

The CCH Axcess™ platform continues to expand and evolve! Join the Wolters Kluwer Product Leadership team to learn about the exciting updates during 2022 and our plans for the future. We will share overall updates to the CCH Axcess Platform and update you on the API Marketplace that can enable automation to your overall process for your firm. In addition:

  • In the area of Tax, we will review enhancements planned for CCH Axcess™ Tax and ongoing progress made for the evolution of CCH Axcess Tax via a browser
  • Focusing on Firm Management, we will review enhancements to CCH Axcess™ Workflow, CCH Axcess™ Client Collaboration, CCH Axcess™ iQ, and CCH Axcess™ reporting
  • For Audit, we will discuss the expanded CCH Axcess™ Financial Prep product, the CCH Axcess™ Engagement early adopter program, and enhancements to CCH Axcess™ Validate. You will also get insights into our data driven approach to audit.
  • Speakers: Cathy Rowe, Nate Brown, Colleen Knuff
  • CPE field of study: Computer Software & Applications
  • Program level: Intermediate
  • Prerequisites: General knowledge of CCH Axcess
  • Who should attend: All levels
  • Advanced preparation: None

What's New with Firm Management – Lecture
Join our Wolters Kluwer Product Management team as they reveal recent releases, enhancements, and integration planned for CCH Axcess™ Practice, CCH Axcess™ Workstream, CCH Axcess™ Workflow, CCH Axcess™ iQ, and CCH Axcess™ Client Collaboration that will help drive efficiency and productivity at your firm.  

  • Speakers: Damon Russel, Lisa Erickson, Mark McAndrew
  • CPE field of study: Computer Software & Applications
  • Program level: Update
  • Prerequisites: Familiarity with or experience using Wolters Kluwer Firm Management products
  • Who should attend: All levels
  • Advanced preparation: None

Xpitax® Tax Preparation Outsourcing Best Practices – Discussion Pod
For existing Xpitax® Tax Preparation Outsourcing users — join your peers in discussing best practices, tips and tricks of the service, and the processes it encompasses.

  • Speaker: Wolters Kluwer facilitator
  • CPE field of study: Computer Software & Applications
  • Program level: Intermediate
  • Prerequisites: Experience using Xpitax 
  • Who should attend: Current Users – All levels  
  • Advanced preparation: None 

Audit Track | Firm Management Track | Tax Track | Technology Track | Canada Track

Tax Track

Accelerate Your Research Workflow Process with CCH® AnswerConnect – Workshop
Everything you need for tax research is in one place with CCH AnswerConnect! Learn how to best find expert commentary for the practicing professional along with a full complement of tools, practice aids, and primary sources. In this hands-on workshop, participants will complete a series of exercises to gain a true perspective on how to leverage new platform enhancements to accelerate your "speed to answer". The Wolters Kluwer Product Management team will reveal how you can benefit from these workflow efficiencies to work smarter, not harder. You will leave this session with newfound knowledge on how to improve your productivity when seeking answers to complex tax questions.

  • Speakers: Jill Weinstein, Betty Ross
  • CPE field of study: Computer Software & Applications
  • Program level: Intermediate
  • Prerequisites: Experience using CCH IntelliConnect or CCH AnswerConnect
  • Who should attend: Current Users – All levels
  • Advanced preparation: None

Beyond the Basics of Adobe Acrobat – Workshop
Adobe Acrobat is essential to a paperless office. In this hands-on workshop, learn navigation, use tips and tricks to enhance your digital experience, and simplify your day-to-day activities by using a combination of Acrobat tools and CCH® ProSystem fx® PDFlyer tools. Topics will include navigation in Acrobat DC, setting up your tools for efficient use, and navigating multiple Acrobat screens.

  • Speaker: John Becht
  • CPE field of study: Computer Software & Applications
  • Program level: Intermediate
  • Prerequisites: Experience using Adobe Acrobat
  • Who should attend: Current Users – All levels
  • Advanced preparation: None

Boost Your Tax Workflow with CCH Axcess™ Tax – Workshop
Are you familiar with all of the resources available to you in CCH Axcess™ Tax? Learn how to leverage many unique features of the tax program to help boost your tax workflow to the next level. Discussion topics include utilizing multiple tabs and windows, saving time with keyboard shortcuts, and using tick marks. This session will also review strategies for utilizing the self-help resources located inside and outside the tax program.

  • Speaker: Deepak Bhandari
  • CPE field of study: Taxes
  • Program level: Intermediate
  • Prerequisites: Experience using CCH Axcess Tax
  • Who should attend: Current Users – All levels
  • Advanced preparation: None

CCH Axcess™ Tax Best Practices – Discussion Pod
For existing CCH Axcess™ Tax users — join your peers in discussing best practices, tips and tricks of the application, and the processes it encompasses. Note: attendees will be separated at tables by firm size.

  • Speaker: Wolters Kluwer facilitator
  • CPE field of study: Taxes
  • Program level: Intermediate
  • Prerequisites: Experience using CCH Axcess Tax
  • Who should attend: Current Users – All levels
  • Advanced preparation: None

CCH® ProSystem fx® Scan with AutoFlow Technology Best Practices – Discussion Pod
For existing CCH® ProSystem fx® Scan with AutoFlow Technology users — join your peers in discussing best practices, tips and tricks of the application, and related workflow processes. Note: attendees will be separated at tables by single office vs. multi-office

  • Speaker: Wolters Kluwer facilitator 
  • CPE field of study: Computer Software & Applications
  • Program level: Intermediate
  • Prerequisites: Experience with CCH ProSystem fx Scan and AutoFlow
  • Who should attend: Current Users – All levels
  • Advanced preparation: None

CCH® ProSystem fx® Tax Best Practices – Discussion Pod
For existing CCH® ProSystem fx® Tax users - join your peers in discussing tax preparation, review, and electronic filing best practices. Note: attendees will be separated at tables by firm size.

  • Speaker: Wolters Kluwer facilitator
  • CPE field of study: Taxes
  • Program level: Intermediate
  • Prerequisites: Experience with CCH ProSystem fx Tax
  • Who should attend: Current Users – All levels
  • Advanced preparation: None

Future Ready: Expanding Your Role in the Lives of Your Tax Clients – Lecture
It's time to transition from tax return preparation to future-facing advisory services, with the tax return as the bi-product. Start by using the information your clients bring you for their tax preparation as a launching pad for planning discussions. Bring a new mindset to your client appointments, and learn how to market and price your services appropriately and fairly. 

Learning objectives:

  • Explore ways in which your tax expertise gives you the knowledge and the credibility to expand the financial discussion with your clients.
  • Learn how to use the tax return as a launching point for additional services.
  • Learn how digital tools can open the door to a year-round relationship with your tax clients. 
  • Speaker: Gail Perry
  • CPE field of study: Taxes     
  • Program level: Basic
  • Prerequisites: None
  • Who should attend: All levels
  • Advanced preparation: None

Hot Tax Practice, Procedure, and Ethics Issues – Lecture
A summary of what is new at the IRS with regard to practice and procedure and ethics issues. Topics will include Circular 230 update, IRS audit initiative update, and other timely IRS issues.

  • Speaker: Michael Goller
  • CPE field of study: Taxes     
  • Program level: Intermediate
  • Prerequisites: None
  • Who should attend: All levels
  • Advanced preparation: None

How Firms Create "Perfected Tax Workpapers" and Get the Most out of AutoFlow – Lecture
Discover the tips, tricks, and best practices in the creation and upkeep of the tax workpaper file. Walkthrough the steps of processing documents initially received, AutoFlowing the data, and merging additional documents like Schedule K-1s with the original electronic workpaper file. Learn how firms are taking ownership of their AutoFlow accuracy to build perfected workpaper files and enhance their digital experience.

  • Speaker: John Becht
  • CPE field of study: Taxes     
  • Program level: Intermediate
  • Prerequisites: Familiarity with or experience using CCH ProSystem fx® Scan
  • Who should attend: All levels
  • Advanced preparation: None

Learn Before You Leap to CCH Axcess Tax – Workshop
Is your firm considering migrating to CCH Axcess™ Tax from CCH® ProSystem fx® Tax? In this hands-on workshop, you will have the opportunity to explore the user interface of CCH Axcess Tax, try some of its unique features, and gain valuable insight into the administration, preparation, and review process in this cloud-based tax system. In addition, you will also review items to consider before, during, and after the migration.

  • Speaker: Deepak Bhandari
  • CPE field of study: Taxes
  • Program level: Basic
  • Prerequisites: Experience using CCH® ProSystem fx® Tax
  • Who should attend: Current Users – All levels
  • Advanced preparation: None

Maximizing Efficiencies with ProSystem fx® Tax – Workshop
Is your firm taking advantage of the features in CCH® ProSystem fx® Tax that can make your tax workflow processes as efficient as possible? Attend this session to hear about the tips and tricks that are often overlooked or under-utilized. Topics include the advantages of the Worksheet view interface, leveraging the use of the import-export features, strategies for utilizing the self-help resources located inside and outside the tax program, effective review of tax returns, tips for managing the electronic filing process, and the benefits of using CCH® ProSystem fx® Tax’s integration with other CCH applications.

  • Speaker: Bernie Wagner
  • CPE field of study: Taxes
  • Program level: Intermediate
  • Prerequisites: Experience using CCH ProSystem fx Tax
  • Who should attend: Current Users – All levels
  • Advanced preparation: None

Power Your Tax Reporting with DataScan – Lecture
Tax returns contain valuable data. How do you extract and take advantage of this important information to enhance your practice? DataScan provides flexible, targeted searches to harness the actionable data based on specific criteria to drive more insight and better reporting for your tax practice.  

  • Speaker: Chuck Moss
  • CPE field of study: Information Technology
  • Program level: Intermediate
  • Prerequisites: Familiarity with or experience using CCH Axcess™ Tax
  • Who should attend: Current Users – All levels
  • Advanced preparation: None

S Corps and their Shareholders: Key Tax Developments Impacting Tax Planning and Compliance – Lecture
Increasingly more businesses and individuals are choosing to use S Corporations as their form of business entity because of the tax advantages offered. The IRS, state legislatures and taxing authorities, and the courts have made many changes that those who advise S Corporations and their shareholders must be aware of. This session will take a comprehensive look at the key developments over the last year that may have a significant impact on you and your clients. These include changes to significant changes in Pass-through entity (PTE) taxes in many states, several IRS pronouncements regarding e-filing, second class of stock issues, a number of key cases in process or decided around the country…and more. These all can have a significant impact on both tax planning and compliance for your S Corporation clients.

  • Speaker: Tony Nitti
  • CPE field of study: Taxes
  • Program level: Update
  • Prerequisites: Basic knowledge of S-Corp taxation
  • Who should attend: All levels
  • Advanced preparation: None

Safeguarding Taxpayer Data – A Guide For Your Required Security Plan – Lecture
Combatting today’s cybercriminals takes all of us working together. The Internal Revenue Service works with state tax agencies and the tax industry to fight these 21st-century identity thieves. Unfortunately, data thefts at tax professionals’ offices are on the rise. Online providers also must follow the six security and privacy standards in Publication 1345, Handbook for Authorized IRS e-file Providers of Individual Income Tax Returns. In addition, you fall under the PTIN and 4557 considerations if you prepare tax returns. Learn how to fulfill your obligations by participating in this session.

  • Speaker: Randy Johnston
  • CPE field of study: Information Technology
  • Program level: Intermediate
  • Prerequisites: None
  • Who should attend: All levels
  • Advanced preparation: None

Tax Method Change Identification – the Next CPA Practice Niche? – Lecture
CPA firms have evolved from just doing tax returns and financial statements to adding niche practices. Those niches have included business valuation, consulting, SALT, industry specialization, to foreign taxation expertise. One that I have found missing is a niche in tax method changes. 

Typically, we CPAs prepare the current year return in the same manner as the prior year return was prepared without asking the crucial questions as to:

  • Whether the prior year return was prepared correctly,
  • Is there a new tax law or issue to address in this tax year that was not applicable in the prior year return preparation?
  • Is the taxpayer employing improper tax methods, and/or
  • Is the taxpayer able to employ different method(s) of accounting that would result in significant current tax deductions or consistent taxable income deferrals.

This session will focus on:

  • Understanding the reasons behind a need for focused annual tax review,
  • The definition of the proper preparation of a tax return,
  • Why key tax issues are missed in the preparation of a tax return,
  • Examples of missed issues in tax return reviews,
  • How to find missed tax issues in a return preparation,
  • The role of tax method changes in a return review,
  • Most common potential tax method change issues, and
  • Why a CPA firm should be motivated to get improper and potential method changes right.
  • Speaker: Eric Wallace
  • CPE field of study: Taxes
  • Program level: Advanced
  • Prerequisites: None
  • Who should attend: All levels
  • Advanced preparation: None

Tax Organizers: What’s the Best Solution for Your Firm? – Lecture
CCH Axcess offers three solutions for generating and delivering Client Organizers: Organizer Print Sets; Client Collaboration; and My 1040 Data. In this session you will learn the features of these solutions for generating and delivering Organizers and how to select the best one for your firm through a comparison and analysis, focusing on ease of use and integration with other Wolters Kluwer programs.

  • Speaker: Charles Marshall
  • CPE field of study: Taxes
  • Program level: Basic
  • Prerequisites: None
  • Who should attend: All levels
  • Advanced preparation: None

Tax Planning and Compliance for Foreign Corporations: Form 5471 – Lecture
The complexity of reporting for foreign corporations has grown exponentially in recent years. Formerly a simple form, Form 5471, is the first place the IRS agents will look when auditing the foreign activities of U.S. taxpayers. Rob Misey will detail the tax rules everyone must understand to complete a Form 5471. Frank Giudice will demonstrate how to complete Form 5471 using the CCH® ProSystem fx® software. At the completion of this program, attendees will understand how to plan to minimize the tax implications of owning a foreign corporation while complying in an audit-proof manner.

  • Speakers: Rob Misey, Frank Giudice
  • CPE field of study: Taxes
  • Program level: Basic
  • Prerequisites: Basic understanding of federal income tax topics and familiarity with CCH® ProSystem fx® Tax
  • Who should attend: All levels
  • Advanced preparation: None

Tax Reporting Headaches with Form 1099 – Lecture
Enter the frustrating World of 1099 reporting and its often-strangling paperwork requirements. An update on recent tax legislation is essential in this ever-changing World of Information Reporting. It is essential to be aware of the revisions of the laws and legislation imposed upon us. This session will include an overview of recent 1099 changes, compliance rules, the B-Notice process, as well as a discussion of the independent contractor controversy.

  • Speaker: Marcia Miller
  • CPE field of study: Taxes
  • Program level: Intermediate
  • Prerequisites: Basic understanding of Federal Form 1099 reporting requirements
  • Who should attend: All levels
  • Advanced preparation: None

Technology and Tax Research Now, New, Next...  – Discussion Pod
Join your peers in discussing how advances in technology have made tax research more efficient. From CCH® Browser Search to CCH AnswerConnect -- what's next? What would help you be more efficient?

  • Speaker: Wolters Kluwer facilitator
  • CPE field of study: Computer Software & Applications
  • Program level: Intermediate
  • Prerequisites: Experience using CCH IntelliConnect or CCH AnswerConnect
  • Who should attend: Current Users – All levels
  • Advanced preparation: None

The State of the Crypto Tax and Accounting Industry  – Lecture
In this session, we will hear crypto tax experts who will provide an overview of the crypto tax & accounting industry. We’ll discuss the state of current regulation, blockchain & crypto 101, and break down tax considerations for various use cases across the crypto ecosystem.

  • Speakers: Kell Canty, Gabriel Brin
  • CPE field of study: Accounting/Tax
  • Program level: Basic
  • Prerequisites: None
  • Who should attend: Accountants, Tax Professionals, Law Firms
  • Advanced preparation: None

Using Accounting Methods to Reduce Tax & Eliminate Audit Exposure  – Lecture
Taxpayers and tax professionals use accounting method changes as a powerful mechanism to implement valuable tax strategies as well as to maintain compliance or remove IRS audit exposure.

Upon completion of the course, attendees will be able to:

  • Understand several popular accounting method changes
  • Calculate the §481(a) adjustment required by changes in accounting methods
  • Complete and file Form 3115, Application for Change in Accounting Method
  • Discuss recent tax rule changes and how they apply to accounting methods
  • Speaker: Jill Weinstein
  • CPE field of study: Computer Software & Applications
  • Program level: Intermediate
  • Prerequisites: Experience using CCH IntelliConnect or CCH AnswerConnect
  • Who should attend: Current Users – All levels
  • Advanced preparation: None

What’s New with Tax – Lecture
Get a head start on the 2022 tax return filing season. Join this session to hear from Frank Giudice, Senior Software Tax Consultant, and Tate Davis, Product Management Director, about the planned enhancements to the CCH Axcess™ Tax and CCH® ProSystem fx® Tax programs including changes due to legislative activity. You will also learn how these enhancements may affect your firm’s processing methodology for the upcoming season. Designed for experienced CCH Axcess™ Tax and CCH® ProSystem fx® Tax users.

  • Speaker: Frank Giudice & Tate Davis
  • CPE field of study: Taxes
  • Program level: Update
  • Prerequisites: Familiarity with or experience using CCH® ProSystem fx® Tax or CCH Axcess™ Tax
  • Who should attend: All levels
  • Advanced preparation: None

Audit Track | Firm Management Track | Tax Track | Technology Track | Canada Track

Technology Track

CCH Axcess Tax APIs: Tax Transfer and Beyond – Lecture
At the core of the CCH Axcess Tax APIs, Tax Transfer provides import and export capabilities with tax return data for firms wanting to leverage automation and data reporting. The Tax APIs open the door for firms to realize more value from the return data, while also enabling firms to find efficiencies in current tax return processing. In this session, we will explore different aspects of leveraging Tax Transfer, areas to pay attention to, and how other APIs can enhance the end-user experience.

  • Speaker: Rod Lear
  • CPE field of study: Information Technology
  • Program level: Intermediate
  • Prerequisites: Basic understanding of API and OIP
  • Who should attend: All levels
  • Advanced preparation: None

Cybersecurity Practices in the Modern Threat Landscape – Lecture
This session will outline the evolving threats, strategies, mitigations, and exposures firms should be considering in 2023. The further emergence of cyberwarfare and crime has strongly impacted professional workplaces and organizations. This evolution opened up a new frontier in cybercrime: targeted attacks against infrastructure, enhanced ransomware threats, and remote access attacks.

  • Speaker: Ken Pyle
  • CPE field of study: Information Technology
  • Program level: Intermediate
  • Prerequisites: Basic understanding of IT and data security
  • Who should attend: IT personnel
  • Advanced preparation: None

Emerging Topics In Blockchain And Cryptocurrency – Lecture
Blockchain is one of the most-watched emerging technologies. Yet, few accountants understand how to use this technology to make existing ledger-based systems more efficient, effective, and tamper-resistant. In this session, you will learn the basics of blockchain-based ledgers. You will also learn about the fundamentals of cryptocurrencies such as Bitcoin and Ripple. Additionally, you will learn about emerging issues in these fields, such as stablecoins, central bank-issued digital currencies, smart contracts, and sovereign identity management. By attending this session, you will see how blockchain-based technologies will change your work with others.

Major Topics

  • Blockchain basics and regulations
  • Cryptocurrencies, stablecoins, and blockchain-enabled central bank digital currencies
  • Smart contracts, sovereign identity management, cross-border funds transfer
  • Emerging uses for blockchain-based ledgers

Learning Objectives

  • Select the correct definitions for key terms associated with blockchain-based ledgers
  • Differentiate the features of a cryptocurrency, a stablecoin, and a central bank-issued digital currency
  • Identify key features associated with a smart contract, distributed finance, and sovereign identity
  • Select from a list at least three different uses for blockchain-based ledgers covered in the course
  • Speaker: Randy Johnston
  • CPE field of study: Information Technology
  • Program level: Update
  • Prerequisites: Fundamental understanding of information technology
  • Who should attend: All levels
  • Advanced preparation: None

How Technology Can Drive the New Virtual Office – Discussion Pod
How Tech can help attract top talent, create a better work-life balance for your firm, and be competitive in a post-pandemic world. Join other industry peers to discuss best practices and emerging technology that will help support the new demands for the “glass” office. Learn how other firms are shifting their firm culture and how they are leveraging technology to accomplish it.  

  • Speaker: Wolters Kluwer facilitator
  • CPE field of study: Information Technology
  • Program level: Overview     
  • Prerequisites: None     
  • Who should attend: All levels
  • Advanced preparation: None

Inspector Gadget – Lecture
Technology continues to evolve at an ever-increasing pace - disrupting and transforming virtually all aspects of our personal and professional lives. From AI, 5G and blockchain, to IoT, robotics and EVs, new technology is impacting and revolutionizing virtually every product and service available. Join Inspector Gadget as he explores the very latest technology trends and vendor solutions, along with cutting-edge gear and gadgets. Technology has never been more critical and impactful than it is today. Make certain you have the essential details you need to navigate your next steps.  

  • Speaker: David Cieslak
  • CPE field of study: Information Technology
  • Program level: Iasic
  • Prerequisites: None
  • Who should attend: All levels
  • Advanced preparation: None

Modern Security Trends in Accounting – Discussion Pod
For IT professionals, IT and data security is a pervasive issue at the core of many industries that drives a significant portion of IT strategies and budgets. Firms small to large are facing ever increasing threats, costs, and legislation that they must mitigate. Join your peers for discussions around modern security trends, best practices, risks, security appliances, and compliance audits. Learn what others are doing to secure their businesses and how you may be at risk. For existing CCH Axcess™ users — join your peers in discussing best practices as well as tips and tricks for establishing the proper security for staff.

  • Speaker: Wolters Kluwer facilitator
  • CPE field of study: Information Technology
  • Program level: Overview     
  • Prerequisites: None
  • Who should attend: Current Users – All levels
  • Advanced preparation: None

Technology Succession Planning for the Modern Firm – Lecture
Pandemics, resignations, mergers and acquisitions...oh my! Many firms prepare for their next Managing Partner or Firm Administrator but what about your next Technology Leader? In today's modern firm, technology has become the hinge pin that drives productivity and staff/client acquisition and retention. What if your Technology Leader left today? Is your firm set up to succeed and thrive in their absence? Does your firm manage and adapt a Technology Blueprint to help navigate your next merger or acquisition? Join us for some simple and practical methodologies that will help your firm "Get right before getting left behind.

  • Speaker: Patrick McCoy
  • CPE field of study: Information Technology
  • Program level: Overview
  • Prerequisites: None
  • Who should attend: All levels
  • Advanced preparation: None

Technology, Innovation, and Closing the CPA Talent Gap – Lecture
As the Great Resignation has increased the challenge of finding and retaining CPA talent, firms are struggling to fill the growing talent gap. In this session, we will highlight innovative and cost-effective ways that a firm can address that gap. We will talk through concrete solutions that increase efficiency and free up CPA resources, including:

  • Capitalizing on tools such as existing APIs and the Microsoft Power Platform to automate manual processes and reduce data management and reporting effort
  • Identifying ways to creatively leverage non-CPA resources to free up CPA capacity
  • Considering modern architecture to more efficiently manage and secure offshore resources and drive profitability

You’ll leave the session with actionable ideas to help your firm bridge the talent gap.

  • Speaker: Kate Krupey
  • CPE field of study: Information Technology
  • Program level: Intermediate
  • Prerequisites: None
  • Who should attend: All levels
  • Advanced preparation: None

The Newest Microsoft® Platforms and How They Impact the Modern Accountant – Lecture
Microsoft continues to develop, improve and enhance Windows and Office with new features and web services that make these critical business tools essential to every practice professional. This session will provide a beneath the covers look at Windows 11 and what impact it may have on the modern workstation and users. In addition, we will look at the advances in Microsoft Office technologies that can be leveraged for productivity and efficiency. The session is designed to discuss and demonstrate the technologies and allow attendees to actively participate during the session.

  • Speaker: Jim Piller
  • CPE field of study: Information Technology
  • Program level: Basic
  • Prerequisites: None
  • Who should attend: All levels
  • Advanced preparation: None

The Synthesis of Systems Design – Lecture
We tend to look at the technology tools we use each and every day through a narrow lens, looking at the features, the functions, and the form but often neglecting to consider how the technology links to and creates a greater whole consisting of systems, feedback, and behaviors.

In this session we will examine the importance of designing systems with intention, focusing on the cognitive, strategic, and practical benefits of adopting a holistic approach.

  • Speaker: Marc Staut
  • CPE field of study: Information Technology
  • Program level: Intermediate
  • Prerequisites: None
  • Who should attend: All levels
  • Advanced preparation: None

Understanding APIs and How They Can Be Leveraged – Lecture
In a world where integrations drive efficiency, that world is powered by APIs to facilitate the integrations. For firms wanting to leverage technology across multiple platforms to realize efficiencies, understanding APIs and how to leverage them will be key. CCH Axcess Open Integration provides a set of APIs that allow firms to automate and access data across various CCH Axcess products. We will discuss the existing Tax and Firm Management APIs, as well as the future with Audit APIs. This allows firms to imagine new possibilities for how current work is accomplished.

  • Speaker: Rod Lear
  • CPE field of study: Information Technology
  • Program level: Basic
  • Prerequisites: None
  • Who should attend: All levels
  • Advanced preparation: None

Unlocking Your Data in CCH Axcess™ Practice and CCH® ProSystem fx® Practice Management – Lecture
Whether you want to use Power BI, Tableau, Excel, or other data visualization software, the hardest part is making sense of the data in the first place. Whether you use CCH Axcess™ Practice with the Data Axcess Utility or CCH® ProSystem fx® Practice Management, we'll dive into the data structures of both and provide the tips, tricks, and best practices you need to start producing custom reports, dashboards, and data extracts for you and your firm. IT staff and tech-savvy CPAs will leave this session with the understanding they need to begin turning their firm's data into actionable insights for firm management.

  • Speaker: Luke Muszkiewicz
  • CPE field of study: Information Technology
  • Program level: Intermediate
  • Prerequisites: Experience using data visualization tools and either CCH Axcess™ Practice with the Data Axcess Utility or CCH® ProSystem fx® Practice Management
  • Who should attend: All levels
  • Advanced preparation: None

Welcome to the Metaverse! – Lecture
No longer in the realm of science fiction, we are facing not just one, but many new technological realities! We will explore Virtual, Augmented and Cross Realities, Virtual Worlds, and Virtual Real Estate, and show you how we will “teleport” to travel, build new collaboration spaces, and accomplish our work in all-new ways. In this session, we will prepare you for not just the reality of the now, but the reality of the next!

  • Speaker: Marc Staut
  • CPE field of study: Information Technology
  • Program level: Intermediate
  • Prerequisites: None
  • Who should attend: All levels
  • Advanced preparation: None

Audit Track | Firm Management Track | Tax Track | Technology Track | Canada Track

Canada

Canadian Accounting Firms - Challenges and Best Practices - Discussion Pod
A Canada CCH Connections: User Conference tradition returns. Join your Canadian colleagues for a series of small discussion groups to talk about successes, challenges, recent learning, best practices, technology and more. Facilitated by Wolters Kluwer Canada product and professional services managers, this is your chance to share your own experiences, and hear from your peers. 

  • Speakers: Alexandre Bouchard, Chris Tobber, Zoran Vojnovic, Gabriel Tremblay
  • CPE field of study: Computer Software & Applications
  • Program level: Overview
  • Prerequisites: None
  • Who should attend: Current Users; Prospective Users
  • Advanced preparation: None

Canadian Accounting Industry - We See the Future and It's Full of Opportunity - Lecture
Are there challenges and opportunities that are unique to the Canadian accounting industry? Of course! This session includes a presentation and the opportunity to discuss how Canadian technological, political, and cultural realities impact the Canadian accounting industry. We'll highlight current challenges and opportunities and discuss ways to anticipate, and "future-proof" your firm for the ones that lie ahead.

  • Speaker: Gabriel Tremblay
  • CPE field of study: Computer Software & Applications
  • Program level: Overview
  • Prerequisites: None
  • Who should attend: Current Users; Prospective Users
  • Advanced preparation: None

CCH iFirm Workflow - The Future of Practice Management (Canada) - Lecture
Has it occurred to you that how you manage client documents is at the centre of your firm's practice management success? It drives efficiency, compliance, client service levels, advisory services and more. This session will showcase current capabilities of CCH iFirm Documents and demonstrate workflows and ways of working that will truly raise the bar. Plus! We'll talk about the roadmap for all CCH iFirm Workflow products -- soon to be released features, and plans for the future. We'll show you our vision of the amazing possibilities that the future holds for your firm's optimal practice management. 

  • Speaker: Gabriel Tremblay
  • CPE field of study: Computer Software & Applications
  • Program level: Overview
  • Prerequisites: None
  • Who should attend: Current Users; Prospective Users
  • Advanced preparation: None

CCH iFirm Workflow: Tips and Tricks for Increased Efficiency (Canada) - Lecture
Attention CCH iFirm Users (and those curious about CCH iFirm)! This not-to-be-missed session looks at CCH iFirm’s most popular features, and includes recommendations for what you should be leveraging now, and into the future. You’re sure to come away from this session with ideas for how to elevate your firm’s efficiency in 2023. 

  • Speakers:  Chris Tobber, Gabriel Tremblay
  • CPE field of study: Computer Software & Applications
  • Program level: Overview
  • Prerequisites: None
  • Who should attend: Current Users; Prospective Users
  • Advanced preparation: None

CCH AnswerConnect for Canadian Firms: Transform your Research Workflow - Lecture
Everything you need for Canadian, US, and International tax research is in one place with CCH AnswerConnect! Learn how to best find expert commentary along with innovative new tools, practice aids, in addition to primary sources. This session will help tax professionals gain a true perspective on how to leverage CCH AnswerConnect to accelerate "speed to answer". Learn how you can benefit from workflow efficiencies that will help you to work smarter, not harder. You will leave this session with newfound knowledge on how to improve your productivity when seeking answers to complex tax questions. 

  • Speaker:  James Nazareth
  • CPE field of study: Computer Software & Applications
  • Program level: Overview
  • Prerequisites: None
  • Who should attend: Current Users; Prospective Users
  • Advanced preparation: None

CCH iFirm Taxprep: Your Tax Compliance Evolution (Canada) - Lecture
Forward thinking accounting firms are moving beyond the limitations of on-premise technology to leverage a whole new set of opportunities. This session highlights the key advantages of CCH iFirm Taxprep, and demonstrates how implementation of cloud-based tax compliance software opens doors to integration and innovation that will not only streamline your tax return workflow but also make your firm more profitable. We'll discuss how your firm can benefit from reduced IT infrastructure costs and hassles, create an attractive work environment that will help you hire new employees and keep existing ones, and how these new tools are the first step toward getting an edge over the competition and delighting your customers.

  • Speaker: Zoran Vojnovic
  • CPE field of study: Computer Software & Applications
  • Program level: Overview
  • Prerequisites: None
  • Who should attend: Current Users; Prospective Users
  • Advanced preparation: None

How to Accelerate Tax Compliance Work (and more) with CCH iFirm Taxprep (Canada) - Lecture
We're not just talking accurate and optimized returns! The focus of this session is to demonstrate features and functionality of CCH iFirm Taxprep that take you beyond the basics to streamlined, effective workflow from the time your clients' documents arrive, to the time you complete the return and send them the bill. We'll show you time savers, client service enhancers, bottleneck resolvers, and staff resource managers. Don't miss this informative and lively session. 

  • Speakers:  Chris Tobber, Zoran Vojnovic
  • CPE field of study: Computer Software & Applications
  • Program level: Overview
  • Prerequisites: None
  • Who should attend: Current Users; Prospective Users
  • Advanced preparation: None

Audit Track | Firm Management Track | Tax Track | Technology Track | Canada Track

Session FAQs

  • How do I sign up for sessions?

    Session Registration will Open in Late Summer / Early Fall
    Session registration will open in late summer / early fall. All registered attendees will receive an email with a link to the session registration portal. Some sessions have limited seating, and Wolters Kluwer cannot guarantee seating in all sessions. Session registration is first-come-firm-serve; seats cannot be reserved for attendees prior to the launch of session registration.

  • Can I access sessions on-demand after the conference?

    Some sessions may be available on-demand following the conference. Additional information about the exact sessions that will be available for on-demand viewing will be available closer to the start of the conference. 

    CPE credit will not be available for all on-demand sessions following the conference. Complimentary credits will be provided to attend select CCH CPELink webinars following the conference to earn additional CPE credits. More information about CCH CPELink webinar credits will be made available during the conference.

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