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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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