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.
Our 2025 live event is over, but you can still access the on-demand sessions to gain actionable insights into the future of the tax and accounting industry.
On-Demand sessions
Turning data into action across the practice
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
Devin Sherman, Senior Technology Product Manager, Wolters Kluwer Tax & Accounting North America
Advisory at scale: Building value beyond compliance
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
Effectively driving change in a time of great disruption
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!
Speakers:
Jennifer Wilson, Partner and Co-Founder, ConvergenceCoaching, LLC
AI in practice: From curiosity to core capability
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
Beyond the return: How AI and automation are reshaping tax preparation
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:
Zoya Givehchin, Senior Technology Product Manager, Wolters Kluwer Tax & Accounting North America
Mark McAndrew, Director of Product Management for Firm Management, Wolters Kluwer Tax & Accounting North America
The future of audit in a data-driven world
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