Explore trends, technologies, and strategies driving smarter decisions and scalable growth for tax and accounting firms at this free virtual conference.
Discover innovative tools, technologies, and strategies
Dive into the future of tax, audit, and advisory at the CCH Innovations Virtual Conference. Hear from industry thought leaders and Wolters Kluwer experts as they share insights on the trends, technologies, and best practices shaping firms today and tomorrow. From AI-powered workflows to data-driven advisory services, learn how firms are turning fragmented data into actionable insights, enabling smarter decisions and sustainable growth.
Join us Dec. 3–4 to be part of the conversation and earn up to 7 CPE credits.
Session Agenda
Please note that session topics and speakers are subject to change. Updated as of Oct. 2025.
The tipping point: How agentic AI & intelligent systems are reshaping accounting | 11-11:50 a.m. ET
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
Boomer Consulting
Driving firm intelligence: Turning data into action across the practice | 12:30-1:20 p.m. ET
Firm intelligence isn’t a tool; it’s a capability that firms must actively build and refine. This session explores how firms are using integrated systems, predictive analytics, and workflow insights to drive better intelligence across operations, staffing, and client service. Learn how to move from fragmented data to actionable insights that support smarter, faster decisions.
Includes a look at Wolters Kluwer’s vision for enabling firm-wide intelligence through connected platforms, automation, and strategic data use.
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 at scale: Building value beyond compliance | 2-2:50 p.m. ET
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
Session topic coming soon | 3-3:50 p.m. ET
Session description coming soon.
Speakers:
Speakers coming soon
Day 2: Thursday, Dec. 4
AI in practice: From curiosity to core capability | 11-11:50 a.m. ET
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.
Includes a look at Wolters Kluwer’s vision for embedding AI into the core of tax, audit, and advisory services.
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
Beyond the return: How AI and automation are reshaping tax preparation | 12:30-1:20 p.m. ET
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.
Includes a look at Wolters Kluwer’s plan to enable intelligent tax workflows that reduce manual work, improve accuracy, and unlock new advisory opportunities.
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
From checklists to continuous: The future of audit in a data-driven world | 2-2:50 p.m. ET
Audit is evolving from a retrospective checklist to a proactive, continuous process. This session explores how firms are leveraging AI, automation, and full-population data analytics to transform audit workflows. Learn how predictive risk alerts, real-time dashboards, and integrated systems are enabling smarter fieldwork, deeper insights, and more strategic client conversations.
Includes a look at Wolters Kluwer’s vision for enabling continuous audit and assurance through intelligent technologies.
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