CCH Innovations Virtual Conference

A grounded, executive-level conversation on the evolution from generic AI tools to firm-specific intelligence.

AI has reached a tipping point in the accounting profession, moving beyond simple automation to systems that think, learn, and act. In this opening session, join us as we explore how Agentic AI and intelligent systems are transforming things like firm operations, audit workflows, client collaboration, and advisory services. Discover what’s working today, what’s next on the horizon, and why the shift from general-purpose AI to firm-specific intelligence will redefine how accounting professionals deliver value, insight, and growth.

Speakers: 

Cathy Rowe, Senior Vice President and Segment Leader, US Professional Market, Wolters Kluwer Tax & Accounting North America

Jim Boomer, Shareholder and CEO, Boomer Consulting, Inc.

AI is no longer just automating tasks; it’s orchestrating how firms think, operate, and grow. In this session, we’ll explore how embedded AI and agentic workflows are helping firms move beyond efficiency to deliver smarter decisions, stronger client relationships, and scalable advisory services. Whether you're exploring AI for the first time or looking to scale innovation across your practice, this session will help you understand what’s possible when technology becomes a strategic partner.

Speakers:

Mark McAndrew, Director of Project Management for Firm Management, Wolters Kluwer Tax & Accounting North America

Tyler Pendergraft, Lead Technology Product Manager, Wolters Kluwer Tax & Accounting North America

Advisory services are no longer a niche offering; they’re central to firm growth and client retention. As client expectations shift toward strategic guidance, firms must evolve their service models to deliver personalized, high-value insights. This session explores how data, automation, and client-centric workflows are helping firms scale advisory without sacrificing quality.

Includes a look at Wolters Kluwer’s vision for enabling advisory at scale through integrated platforms and predictive intelligence.

Speakers: 

Joel Morris, Vice President and Segment Leader, Research & Advisory, Wolters Kluwer Tax & Accounting North America
Betty Ross, Director of Product Management, Wolters Kluwer Tax & Accounting North America
Nate Jones, Lead Product Manager, Wolters Kluwer Tax & Accounting North America

Today’s organizations face an ever-accelerating, chaotic pace of change in standards, technology, talent, client expectations, M&A, and more. To successfully manage change, leaders must strategically design, execute, and communicate their strategies with the same focus and intention that they spend conceiving of the planned change. Leave this session with a strategy for driving change that will better your people, your organization, and your clients!
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Speakers:
Jennifer Wilson, Partner and Co-Founder, ConvergenceCoaching, LLC

AI is rapidly moving from experimental to essential in accounting firms. From document summarization and fraud detection to predictive analytics and client communication, firms are finding real-world applications that improve efficiency and deepen insights. This session explores how to evaluate ROI, build trust, and integrate AI into everyday workflows.

Speakers: 
Adam Orentlicher, Senior Vice President & Chief Technology Officer, Wolters Kluwer Tax & Accounting North America

Stefan Davis​, Senior Product Manager, Wolters Kluwer Tax & Accounting North America

Tax preparation is no longer just about compliance; it’s becoming a strategic, tech-powered service. This session examines how AI, automation, and predictive analytics are transforming every stage of the tax lifecycle, from research and planning to client communication and audit readiness. Discover how firms can move beyond manual data entry and disconnected workflows to provide faster, smarter, and more personalized tax services.

Speakers: 

Sheetal Kamani, Vice President, Product Management, Wolters Kluwer Tax & Accounting North America

Mark McAndrew, Director of Project Management for Firm Management, Wolters Kluwer Tax & Accounting North America

Audit is no longer just about looking back; it’s about anticipating what’s next. In a world driven by data, firms have the opportunity to transform audits into a source of insight and strategic value. This session examines how technologies such as advanced and agentic AI, automation, and advanced analytics are transforming audit workflows and facilitating more informed decisions. Learn how to move beyond compliance toward deeper client conversations and future-ready practices while hearing about Wolters Kluwer’s vision for innovation in audit.

Speakers: 

Erin Leckie, Vice President of Product Management, Wolters Kluwer Tax & Accounting North America

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