Breakout Sessions

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Choose from more than 80 sessions across four content tracks: Audit, Firm Management, Tax, and Technology. 


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

Audit Track 
A Fireside Chat with Carl Mayes, AICPA Senior Director of Audit & Accounting Quality
Carl Mayes, AICPA
Colleen Knuff, Wolters Kluwer
Lecture
Session Description
Audit Vision and Future Direction
Wolters Kluwer facilitator
Discussion pod
Session Description
Auditing Crypto Assets & Liabilities
Robert Minniti, Minniti CPA
Lecture
Session Description
Auditing Standards for CPAs
Pat Patterson, Patterson CPA Group
Discussion pod
Session Description
CCH Axcess™ Engagement: Explore the Possibilities!
Joel Ortner, Wolters Kluwer
Bill Gleason, Wolters Kluwer
Workshop
Session Description
CCH® ProSystem fx® Engagement Best Practices
Wolters Kluwer facilitator
Discussion pod
Session Description
CCH® ProSystem fx® Knowledge Coach Best Practices
Wolters Kluwer facilitator
Discussion pod
Session Description
Efficient & Effective Risk Assessment Under the New SAS 145
Steven Morrison, CohnReznick
Jason Miller, Anglin Reichman Armstrong
Lecture
Session Description
Risk Assessment - The Key to Successful Engagements
Mark Dauberman, Mark Dauberman
Lecture
Session Description
Taking CCH® ProSystem fx® Engagement to the Next Level
Kara Atkinson, Wolters Kluwer
Workshop
Session Description
Tips to a Better Peer Review
Panel TBD
Panel discussion
Session Description
Unleash the Power of Data with CCH Axcess™ Validate and TeamMate® Analytics
Stefan Davis, Wolters Kluwer
Workshop
Session Description
What's New with Audit Solutions
Andrea Hearn, Wolters Kluwer
Joel Ortner, Wolters Kluwer
Lecture
Session Description
Firm Management Track
Achieving Maximum Impact Using CCH Axcess™ Practice
Carolyn Martin, Wolters Kluwer
Workshop
Session Description
Applying Tools like Power BI with Firm Management CCH Axcess™ Solutions
Tyler Pendergraft, Wolters Kluwer
Lecture
Session Description
Beginning Your CCH Axcess™ Journey: Hindsight From Successful Firms
Subject-matter experts, Panel TBD
Panel
Session Description
Best Practices for Managing a Successful Firm
Wolters Kluwer facilitator
Discussion pod
Session Description
Beyond Client Files — Using CCH Axcess™ Document and CCH Axcess™ Portal for Internal Firm File Management
Monica DiFini, Wolters Kluwer
Lecture
Session Description
CCH Axcess™ Workflow Complimentary Performance Review
Meron Makonnen, Wolters Kluwer
Lecture
Session Description
CCH Axcess™ Client Collaboration: Client Workflow Solution for All Your Tax Preparation Engagements
Heather Spontak, Wolters Kluwer
Workshop
Session Description
CCH Axcess™ Document and CCH Axcess™ Portal Best Practices
Wolters Kluwer facilitator
Discussion pod
Session Description
CCH Axcess™ Practice Best Practices
Wolters Kluwer facilitator
Discussion pod
Session Description
CCH Axcess™ Workflow Best Practices
Wolters Kluwer facilitator
Discussion pod
Session Description
CCH Axcess™ Workstream Best Practices
Wolters Kluwer facilitator
Discussion pod
Session Description
Change Management - Systems for Success 
R. Sean Manning, Payroll Vault
Lecture
Session Description
Clarify Your Marketing to Earn More Business
Angela Coenen, Wolters Kluwer
Steve Hetrick, Wolters Kluwer
Lecture
Session Description
Creating a Culture of Inclusion & Belonging
Jim Boomer, Boomer Consulting
Lecture
Session Description
Current Trends in M&A
Bill Carlino, Whitman Transition Advisors
Lecture
Session Description
Disconnect to Connect: Practicing Mindfulness in the Workplace
Amy Vetter, The B3 Method Institute
Lecture
Session Description
Effective Project Tracking with CCH Axcess™ Workstream
Sarah Stanojevic, Wolters Kluwer
Lecture
Session Description
Elevating Your Advisory Service Practice!
Jason Kadow, KMA
Lisa Erickson, Wolters Kluwer
Mark McAndrew, Wolters Kluwer
Panel
Session Description
From the Ground Up: Reskilling Our Profession for Future Relevance
Bill Sheridan, Maryland Association of CPAs
Lecture
Session Description
Hiring & Keeping Talent in the Great Resignation
Jeff Phillips, SmallBizPros
Lecture
Session Description
How to Utilize CCH Axcess™ Workflow Scheduler Efficiently and Effectively
Kristin Settlers, Wolters Kluwer 
Lecture
Session Description
How to Win at M&A Wherever You Sit at the Table
Ira Rosenbloom, Optimum Strategies
Lecture
Session Description
Leading Diverse Generations as a Trusted Advisor
Edward Robinson, Robinson Performance Group
Lecture
Session Description
Making "Work" Meaningful
Sandra Wiley, Boomer Consulting
Lecture
Session Description
Managing Due Dates for All Service Lines and Internal Operations Using CCH Axcess™ Workflow
Michele Ake, Wolters Kluwer
Lecture
Session Description
People First: A Critical Shift to Retain Top Talent
Erin Daiber, Well Balanced Accountants 
Lecture
Session Description
Process Improvement Strategies to Increase Firm Capacity and Profitability
Jim Boomer, Boomer Consulting
Lecture
Session Description
Scaling Your Client Accounting Services Practice
Ray Barlow, Wolters Kluwer
Lecture
Session Description
The Art of Pricing
Ed Kless, Sage Software
Lecture
Session Description
The Integrated Workflow Experience with CCH Axcess™ Workflow and the CCH Axcess™ Product Suite
Sarah Cook, Wolters Kluwer
Lecture
Session Description
Upping Your Client Experience Game
Heather Spontak, Wolters Kluwer
Lecture
Session Description
What's New with CCH Axcess™
Cathy Rowe, Wolters Kluwer
Colleen Knuff, Wolters Kluwer
Nate Brown, Wolters Kluwer
Lecture
Session Description
What's New with Firm Management
Lisa Erickson, Wolters Kluwer
Damon Russel, Wolters Kluwer
Mark McAndrew, Wolters Kluwer
Lecture
Session Description
Xpitax® Tax Preparation Outsourcing Best Practices
Wolters Kluwer facilitator
Discussion pod
Session Description
CCH iFirm - Benefits of Integration and Product Roadmap
Zoran Vojnovic, Wolters Kluwer

NOTE: This session is for Canadian customers.
Session Description
Tax Track 
Accelerate Your Research Workflow Process with CCH® AnswerConnect
Jill Weinstein, Wolters Kluwer
Betty Ross, Wolters Kluwer
Workshop
Session Description
Beyond the Basics of Adobe Acrobat
John Becht, Wolters Kluwer
Workshop
Session Description
Boost Your Tax Workflow with CCH Axcess™ Tax
Deepak Bhandari, Wolters Kluwer
Workshop
Session Description
CCH Axcess™ Tax Best Practices
Wolters Kluwer facilitator
Discussion pod
Session Description
CCH® ProSystem fx® Scan with Autoflow Technology Best Practices
Wolters Kluwer facilitator
Discussion pod
Session Description
CCH® ProSystem fx® Tax Best Practices
Wolters Kluwer facilitator
Discussion pod
Session Description
Future Ready: Expanding Your Role in the Lives of Your Tax Clients
Gail Perry, CPA Practice Advisor
Lecture
Session Description
Hot Tax Practice, Procedure, and Ethics Issues
Michael Goller, Reinhart Boerner Van Deuren
Lecture
Session Description
How Firms Create "Perfected Tax Workpapers" and Get the Most of Out of Autoflow
John Becht, Wolters Kluwer
Lecture
Session Description
Learn Before Your Leap to CCH Axcess®
Deepak Bhandari, Wolters Kluwer
Workshop
Session Description
Maximizing Efficiencies with CCH® ProSystem fx® Tax
Bernie Wagner, Wolters Kluwer
Workshop
Session Description
Power Your Tax Reporting with DataScan
Chuck Moss, Wolters Kluwer
Lecture
Session Description
S Corps and Shareholders: Key Tax Developments Impacting Tax Planning and Compliance
Tony Nitti, Ernst & Young
Lecture 
Session Description
Safeguarding Taxpayer Data: A Guide for Your Required Security Plan
Randy Johnston, K2 Enterprises
Lecture
Session Description
Tax Method Change Identification - The Next CPA Practice Niche?
Eric Wallace, Eric P. Wallance LLP
Lecture
Session Description
Tax Organizers: What's the Best Solution for Your Firm?
Charles Marshall, Wolters Kluwer
Lecture
Session Description
Tax Planning & Compliance for Foreign Corporations: Form 5471
Rob Misey, Reinhart Boerner Van Deuren
Frank Guidice, Wolters Kluwer
Lecture
Session Description
Tax Reporting Headaches with Form 1099
Marcia Miller, Financial Horizons
Lecture
Session Description
Technology and Tax Research Now, New, Next...
Wolters Kluwer facilitator
Discussion pod
Session Description
The State of the Crypto Tax & Accounting Industry
Kell Canty, Ledgible
Gabriel Brin, Ledgible
Lecture
Session Description
Using Accounting Methods to Reduce Tax & Eliminate Audit Exposure
Alex Bagne, ICS Tax
Lecture
Session Description
What's New with Tax
Frank Giudice, Wolters Kluwer
Tate Davis, Wolters Kluwer
Lecture
Session Description
Technology Track
CCH Axcess™ Tax APIs: Tax Transfer and Beyond
Rod Lear, Wolters Kluwer
Lecture
Session Description
Cybersecurity Practices in the Modern Threat Landscape
Ken Pyle, CYBIR
Lecture 
Session Description
Emerging Topics in Blockchain & Cryptocurrency
Randy Johnston, K2 Enterprises
Lecture
Session Description
How Technology Can Drive the New Virtual Office
Wolters Kluwer facilitator
Discussion pod
Session Description
Inspector Gadget
David Cieslak, RKL eSolutions
Lecture
Session Description
Modern Security Trends in Accounting
Wolters Kluwer facilitator
Discussion pod
Session Description
Technology Succession Planning for the Modern Firm
Patrick McCoy, Wolters Kluwer
Lecture
Session Description
Technology, Innovation, & Closing the CPA Talent Gap
Kate Krupey, Netgain Technology
Lecture
Session Description
The Newest Microsoft® Platforms & How They Impact the Modern Accountant
Jim Piller, Baker Tilly
Lecture
Session Description
The Synthesis of Systems Design
Marc Staut, Boomer Consulting
Lecture
Session Description
Understanding APIs and How They Can Be Leveraged
Rod Lear, Wolters Kluwer
Lecture
Session Description
Unlocking Your Data in CCH Axcess™ Practice and CCH® ProSystem fx® Practice Management
Luke Muszkiewicz, Anderson ZurMuelen & Co. 
Lecture
Session Description
Welcome to the Metaverse!
Marc Staut, Boomer Consulting
Lecture
Session Description

Session FAQs

  • How do I sign up for sessions?

    Session Registration will Open in Late Summer / Early Fall
    Session registration is now open. All registered attendees will receive an email with a link to the session registration portal. If you haven't received the email with a link to choose your sessions, you can access the session selection portal here. 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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