Innovation starts here
Featured speaker
Cathy Rowe
Executive Vice President & Segment Leader, Professional Markets
Executive Keynote: Unlocking the future of Tax & Accounting with AI agents
Featured speaker
Jim Boomer
CEO & Shareholder, Boomer Consulting, Inc.
From compliance to counsel: Building the future of advisory services
Featured Speaker
Joel Morris
Vice President & Segment Leader, Research & Advisory
From compliance to counsel: Building the future of advisory services
Day 1
Tuesday June 23
From bottlenecks to flow: Building predictable tax and audit workflows
June 23 | 12:00 PM EST
Disconnected systems, manual handoffs, and uneven workload visibility create friction that slows firms down and increases risk.
This session explores how operational intelligence helps firms move from reactive work management to more predictable, orchestrated execution. With the right digital workflows in place, alerts go to the right person, work advances only when it’s truly ready, and leaders gain clearer visibility into progress across teams. Attendees will discover how connected operations reduce rework, improve accountability, and create the kind of consistency firms need during busy season and beyond.
Presenters:
Mark McAndrew, Director of Product Management, Firm Management Solutions | Wolters Kluwer
Greg Hoss, Lead Technology Product Manager | Wolters Kluwer
Trust you can see: Building confidence in AI-powered decisions
June 23 | 1:00 PM EST
AI adoption in tax and accounting is accelerating, but trust remains the real dividing line between experimentation and lasting impact. Firms need more than fast answers; they need transparency, traceability, privacy by design, and confidence that professionals remain in control.
This session examines what “governed intelligence” should look like in practice, from source-backed outputs and explainability to human-in-the-loop workflows and stronger accountability. Attendees will learn why the future of AI in firms depends not just on innovation, but on trust that firms can actually see, evaluate, and rely on.
Presenters:
TBD
Day 2
Wednesday June 24
Turning complexity into clarity: Using connected data and intelligence to make better decisions
June 24 | 11:00 AM EST
In many firms, valuable information lives across disconnected tools, forcing professionals to spend too much time chasing, verifying, and reconciling data instead of acting on it.
This session looks at how firms can bring research, workflow data, and intelligence together to create faster answers and more confident decisions in the flow of work. By connecting the right information at the right moment, firms can reduce wasted effort, improve decision-making, and respond to client needs more quickly and precisely. The result is not just more data, but clearer, more actionable insight.
Presenters:
Sarah Gant, Director of Innovation, InnovateHub | Wolters Kluwer
Scale with confidence: Modernizing your firm for growth
June 24 | 12:00 PM EST
Firms cannot grow efficiently when systems are fragmented, processes are rigid, and every change introduces more disruption.
This session explores what it takes to build a more resilient, future-ready firm: a connected digital core, integrated workflows, secure data sharing, and standards-based interoperability that reduce complexity over time. Attendees will learn how a stronger platform foundation supports agility, helps firms respond to changing market and client demands, and enables growth without sacrificing consistency or control. In a volatile environment, resilience is no longer just operational protection; it’s a growth strategy.
Presenters:
Tyler Pendergraft, Lead Technology Product Manager | Wolters Kluwer
Will Hill, CEO | Will Hill Consults
Executing closing session: From compliance to counsel: Building the future of advisory services
June 24 | 1:00 PM EST
As compliance work becomes more automated and intelligence becomes more embedded in daily workflows, the opportunity for firms is shifting toward higher-value advisory relationships.
In this forward-looking conversation, Joel Morris and a Boomer Consulting leader will explore where advisory services are headed next, and what firms need to do now to prepare. From using better data to uncover opportunities, to freeing professionals to focus on judgment and client conversations, this session will examine how firms can strengthen relationships, expand into more strategic services, and create more durable growth in the years ahead.
Presenters:
Joel Morris, Vice President & Segment Leaders, Research & Advisory | Wolters Kluwer
Jim Boomer, CEO & Shareholder | Boomer Consulting