CCH Innovations Conference | Wolters Kluwer

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CCH Innovations Conference 2026

Innovation starts here

Discover innovative tools, technologies, and strategies

Dive into what’s next for the accounting profession at the CCH Innovations Virtual Conference. Explore how AI, connected intelligence, and evolving technology are changing the way work gets done across tax, audit, and advisory. Hear from industry thought leaders and Wolters Kluwer experts on creating capacity for higher-value work, bringing trusted tax intelligence into the flow of work, and building a firm ready to move faster, deliver greater value, and grow with confidence.

Featured speakers

Cathy Rowe - CCH Innovations

Featured speaker

Cathy Rowe

Executive Vice President & Segment Leader, Professional Markets

CCH Connections keynote: Rethinking work in the AI-powered firm

Jump to Session

Jason Marx

Featured speaker

Jason Marx

CEO, Wolters Kluwer Tax & Accounting

CCH Connections keynote: Rethinking work in the AI-powered firm

Jump to Session

Joel Morris - Speaker

Featured Speaker

Joel Morris

Vice President & Segment Leader, Research & Advisory

CCH Connections keynote: Rethinking work in the AI-powered firm

Jump to Session

Sessions

Hear from industry leaders on the trends shaping the future of tax and accounting, from AI-powered workflows and connected intelligence to what it takes to build a future-ready firm. Each session is eligible for 1 CPE credit.

CCH Connections keynote: Rethinking work in the AI-powered firm

AI offers accounting firms more than faster processes. Join Wolters Kluwer leadership and special guest, Jen Leary, as they discuss how connected, AI-enabled workflows can reduce manual work, create professional capacity, and give accounting professionals more time for judgment, client service, and growth.

Presenters:

Jason Marx | CEO, Wolters Kluwer Tax & Accounting

Cathy Rowe | Executive Vice President and Segment Leader, U.S. Professional Market, Wolters Kluwer Tax & Accounting North America

Joel Morris | Vice President and Segment Leader, Research & Advisory, Wolters Kluwer Tax & Accounting

Jen Leary | CEO, CliftonLarsonAllen (CLA)

Wolters Kluwer + Microsoft: Bringing tax intelligence into the flow of work

Tax professionals should not have to leave the flow of work to find and apply trusted insights. Learn how Wolters Kluwer and Microsoft are connecting tax intelligence with Microsoft 365®, helping professionals reduce context switching and work more seamlessly across research, Excel®, and Word®.

Presenter:

Sarah Gant | Director of Product Management, Wolters Kluwer Tax & Accounting

What makes an accounting firm future-ready? Insights from the 2027 report

What does it take to build a future-ready accounting firm? Join industry leaders as they unpack findings from the 2027 U.S. Future Ready Accountant report and explore how AI, evolving client needs, and new approaches to growth are reshaping the profession.

Presenter:

Sandra Wiley | CEO, Sandra Wiley Strategies

Demos

Experience solutions in action, explore real-world use cases, and connect directly with our experts. See exactly how our solutions work and how to start implementing them right away. These sessions are not eligible for CPE credit.

Agentic Tax | 2 p.m.

Explore how agentic return preparation with CCH Axcess™ Tax can help firms reduce manual work, move returns toward review more efficiently, and create capacity while keeping professional judgment and control at the center.

Agentic Audit | 3 p.m. ET

Explore how more connected, intelligent workflows within CCH Axcess™ Engagement can help firms surface risks earlier and give auditors more time to focus on higher-value judgement and insight.

Advisory | 4 p.m. ET

See where Wolters Kluwer is taking the future of advisory, then explore how CCH Axcess™ Advisor and CCH Axcess™ Tax Planner can help firms turn insights into proactive planning and more valuable client conversations.