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    5. #CCHUC21 In-Person Conference Schedule
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    #CCHUC21 In-Person Conference Schedule

    See the full session schedule for the in-person #CCHUC21 experience in Austin, Texas.
    Back to CCHUC21 Home
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    CCHUC21 Sessions

    Session Registration is Now Open for the In-Person Conference in Austin, TX

    Already registered? To reserve your sessions, simply follow the link below and use your registration information to log into the portal, then follow the prompts until you reach the session selection screen. You'll want to act quickly, many in-person sessions have limited capacity.


    Session registration for the virtual conference will open the week of the event. Advanced registration for virtual sessions is not necessary as there are no capacity limits on virtual sessions. 

    Register for Sessions
    Day 1

    Wednesday, October 27

    Download a PDF of the In-Person Session Schedule

    4:00 - 5:30 PM CT

    Day 1: Wednesday, October 27

    Charles Rettig - IRS

    Opening Keynote with Jason Marx and Special Guest, IRS Commissioner Charles Rettig

    Keynote Speakers: 
    Charles Rettig | IRS Commissioner

    Jason Marx | President & CEO, Wolters Kluwer Tax & Accounting North America

    6:30 - 8:30 PM CT

    Day 1: Wednesday, October 27

    JW Marriott Rooftop Pool Deck

    Welcome Reception

    Wrap up Day 1 with our Welcome Reception up on the JW Marriott's fabulous rooftop pool deck! This Cabana Chic-themed opening party will include a live performance by Austin's own Ruby Jane Trio, plus drinks, dinner, and other surprise entertainment.

    Day 2

    Thursday, October 28

    Download a PDF of the In-Person Session Schedule

    8:00 - 9:40 AM CT

    Day 2: Thursday, October 28

    Audit
    Beyond the Basics of Audit Technology

    Bill Gleason

    Workshop

    Audit
    What's New with Wolters Kluwer Audit Solutions
    Joel Ortner & Andrea Hearn
    Lecture
    Firm Management
    Advisory, Not Just a Partner Game Anymore! 
    Jason Kadow
    Lecture

    Firm Management
    Change Leadership: Focus on the Opportunities Not the Fear

    Sandra Wiley
    Lecture

    Firm Management
    Social Media in the Post-Pandemic Environment

    Jon Hubbard

    Lecture

    Firm Management
    What's New with Firm Management

    Lisa Erickson & Mark McAndrew

    Lecture

    Tax
    Achieving Maximum Impact Using CCH Axcess™ Tax

    Deepak Bhandari

    Lecture

    Tax
    CCH® ProSystem fx® Tax Best Practices

    Wolters Kluwer Facilitator

    Discussion Pod

    Tax
    What's New with Tax

    Frank Giudice

    Lecture

    Technology
    CCH Axcess™ Security Configuration Best Practices

    Wolters Kluwer Facilitator

    Discussion Pod

    Technology
    Innovation in Action

    Marc Staut

    Lecture

    Technology
    Inspector Gadget

    David Cieslak

    Lecture

    Technology
    Modern Security Trends in Accounting

    Wolters Kluwer Facilitator

    Discussion Pod

    Technology
    The Newest Microsoft® Platforms and How They Impact the Modern Accountant

    Jim Piller

    Lecture

    Workflow

    CCH Axcess™ Client Collaboration Best Practices

    Wolters Kluwer Facilitator
    Discussion Pod

    Workflow
    CCH Axcess™ Document and CCH Axcess™ Portal Best Practices

    Wolters Kluwer Facilitator

    Discussion Pod

    Workflow
    CCH Axcess™ Practice Best Practices
    Wolters Kluwer Facilitator
    Discussion Pod

    Workflow
    XCMworkflow® Best Practices

    Wolters Kluwer Facilitator

    Discussion Pod

    10:00 - 11:40 AM CT

    Day 2: Thursday, October 28

    Marc Randolph

    Keynote with Netflix Co-Founder Marc Randolph and Host Katie Linendoll

    Keynote Speakers:
    Marc Randolph | Founding CEO, Netflix

    Katie Linendoll | Emmy-Award Winning TV Personality &Consumer Tech Expert

    1:00 - 2:40 PM CT

    Day 2: Thursday, October 28

    Audit
    CCH® ProSystem fx® Engagement Best Practices

    Wolters Kluwer Facilitator

    Discussion Pod

    Audit
    CCH® ProSystem fx® Knowledge Coach Best Practices

    Wolters Kluwer Facilitator

    Discussion Pod

    Firm Management
    2 Firms + 1 Merger = The Creation of One Culture

    Sandra Wiley

    Lecture

    Firm Management
    Social Media in the Post-Pandemic Environment

    Jon Hubbard

    Lecture

    Firm Management
    What's New with Firm Management

    Lisa Erickson & Mark McAndrew
    Lecture

    Tax
    Achieving Maximum Impact Using CCH® ProSystem fx® Tax

    Bernie Wagner

    Workshop

    Tax
    CCH Axcess™ Tax Best Practices

    Wolters Kluwer Facilitator

    Discussion Pod

    Tax
    CCH® ProSystem fx® Scan with AutoFlow Technology Best Practices

    Wolters Kluwer Facilitator

    Discussion Pod

    Tax
    The Latest on Tax Reform

    Tony Nitti

    Lecture

    Technology
    CCH Axcess™ Security Configuration Best Practices

    Wolters Kluwer Facilitator

    Discussion Pod

    Technology
    Inspector Gadget

    David Cieslak

    Lecture

    Technology
    Leveraging Technology to Optimize the Virtual Office

    Wolters Kluwer Facilitator

    Discussion Pod

    Technology
    Navigating Cloud Computing Storms

    Patrick McCoy
    Lecture

    Workflow
    Digital File Exchange with CCH Axcess™ Document and CCH Axcess™ Portal

    Carolyn Martin

    Workshop

    Workflow
    Managing Due Dates for All Service Lines and Internal Operations Using XCMworkflow®

    Michele Ake

    Lecture

    Workflow
    CCH Axcess™ Workstream Best Practices

    Wolters Kluwer Facilitator

    Discussion Pod

    Workflow
    The Ultimate Workflow with CCH Axcess™

    Sarah Stanejovic
    Lecture

    3:20 - 5:00 PM CT

    Day 2: Thursday, October 28

    Technology
    Navigating Cloud Computing Storms

    Patrick McCoy
    Lecture

    Audit
    How to Have a Better Peer Review and Not Compromise on Realizations

    Jason Miller and Andrea Hearn

    Lecture

    Firm Management
    2 Firms + 1 Merger = The Creation of One Culture

    Sandra Wiley

    Lecture

    Firm Management
    Advisory, Not Just a Partner Game Anymore!

    Jason Kadow

    Lecture

    Firm Management
    Best Practices to Manage Cash Flow and Get Paid Quickly with CPACharge

    Erika Segal and Samantha Youngblood

    Lecture

    Firm Management
    Making Your Career Your Own

    Tony Nitti

    Lecture

    Tax
    Achieving Maximum Impact Using CCH Axcess™ Tax

    Deepak Bhandari

    Workshop

    Tax
    Achieving Maximum Impact Using CCH® ProSystem fx® Tax 

    Bernie Wagner

    Workshop

    Tax
    CCH® ProSystem fx® Scan with Autoflow Technology Best Practices

    Wolters Kluwer Facilitator
    Discussion Pod

    Tax
    Outsourcing for Accounting Firms: Beyond the Basics

    Ray Barlow and David Harris
    Lecture

    Tax
    Tax Planning and Compliance for Foreign Branches and Partnerships: Forms 8832 and reporting on Forms 8858 and 8865

    Rob Misey and Frank Giudice
    Lecture

    Technology
    Automating Tax Preparation Processes with CCH Axcess™ Open Integration

    Rod Lear
    Lecture

    Technology
    Modern Security Trends in Accounting

    Wolters Kluwer Facilitator

    Discussion Pod

    Workflow
    CCH Axcess™ Client Collaboration Best Practices

    Wolters Kluwer Facilitator

    Discussion Pod

    Workflow
    CCH Axcess™ Document and CCH Axcess™ Portal Best Practices

    Wolters Kluwer Facilitator

    Discussion Pod

    Workflow
    CCH Axcess™ Practice Best Practices

    Wolters Kluwer Facilitator

    Discussion Pod

    Workflow
    CCH Axcess™ Workstream Best Practices

    Wolters Kluwer Facilitator
    Discussion Pod

    Workflow
    Maintaining Control of Resources and Deliverables Utilizing XCMscheduler®

    Michele Ake

    Lecture

    7:00 - 11:00 PM CT

    Day 2: Thursday, October 28

    Container Bar on Rainey Street

    Rainey Street Block Party

    An Austin experience isn't complete without hitting Rainey Street! Thursday evening, shuttles will take us from the JW Marriott to Rainey Street, where we will have exclusive access to three Austin icons - the Lustre Pearl, Bungalow, and Container Bar. Each bar will feature live music, custom drinks and dinner options, plus games and other entertainment. 
    Day 3

    Friday, October 29

    Download a PDF of the In-Person Session Schedule

    8:00 - 9:40 AM CT

    Day 3: Friday, October 29

    Audit
    Beyond the Basics of Audit Technology

    Bill Gleason

    Workshop

    Audit
    What's New with Audit Solutions

    Andrea Hearn and Joel Ortner

    Lecture

    Firm Management
    Best Practices to Manage Cash Flow and Get Paid Quickly with CPACharge

    Erika Segal and Samantha Youngblood

    Lecture

    Firm Management
    Change Leadership: Focus on the Opportunities Not the Fear

    Sandra Wiley

    Lecture

    Firm Management
    Data Analytics for Firm Management Using Workflow and Productivity Datapoints

    Mark McAndrew

    Lecture

    Firm Management
    Scaling Your Client Accounting Services Practice

    Randy Johnston and Ray Barlow

    Lecture

    Tax
    CCH Axcess™ Tax Best Practices

    Wolters Kluwer Facilitator

    Discussion Pod

    Tax
    CCH® ProSystem fx® Tax Best Practices

    Wolters Kluwer Facilitator

    Discussion Pod

    Tax
    Nuts and Bolts of Cryptocurrency Taxation

    Shehan Chandrasekera

    Lecture

    Tax
    What's New with Tax

    Frank Giudice

    Lecture

    Technology
    CCH Axcess™ Security Configuration Best Practices

    Wolters Kluwer Facilitator

    Discussion Pod

    Technology
    Innovation in Action

    Marc Staut

    Lecture

    Technology
    Leveraging Technology to Optimize the Virtual Office

    Wolters Kluwer Facilitator

    Discussion Pod

    Technology
    Modern Security Trends in Accounting

    Wolters Kluwer Facilitator

    Discussion Pod

    Workflow
    CCH Axcess™ Client Collaboration Best Practices

    Wolters Kluwer Facilitator

    Discussion Pod

    Workflow
    CCH Axcess™ Practice Best Practices

    Wolters Kluwer Facilitator

    Discussion Pod

    Workflow
    Digital File Exchange with CCH Axcess™ Document and CCH Axcess™ Portal
    Carolyn Martin
    Workshop
    Workflow
    Managing Due Dates for All Service Lines and Internal Operations Using XCMworkflow®
    Michele Ake
    Lecture

    10:00 - 11:40 AM CT

    Day 3: Friday, October 29

    Ken Corbin - IRS

    Final General Session Featuring Ken Corbin and Wolters Kluwer Thought Leaders

    Keynote Speakers:
    Ken Corbin | Chief Taxpayer Experience Officer, IRS

    Jason Marx | President & CEO, Wolters Kluwer Tax & Accounting North America


    Wolters Kluwer Expert Panel:
    Cathy Rowe | Vice President, Product Management for Audit
    Colleen Knuff | Vice President, Product Management for Tax 

    Nate Brown | Vice President, Product Management for Firm Management

    1:00 - 2:40 PM CT

    Day 3: Friday, October 29

    Audit
    Beyond the Basics of Audit Technology

    BIll Gleason

    Workshop 

    Firm Management
    What's New with CCH Axcess™

    Nate Brown, Collen Knuff, and Cathy Rowe

    Lecture

    Tax
    Achieving Maximum Impact Using CCH Axcess™ Tax

    Deepak Bhandari

    Workshop

    Tax
    CCH® ProSystem fx® Scan with AutoFlow Technology Best Practices

    Wolters Kluwer Facilitator

    Discussion Pod

    Tax
    CCH® ProSystem fx® Tax Best Practices 

    Wolters Kluwer Facilitator

    Discussion Pod

    Tax
    The Latest on Tax Reform

    Tony Nitti

    Lecture

    Tax
    Strategic Tax Outsourcing and Accounting Firms: Beyond the Basics

    Ray Barlow and David Harris

    Lecture

    Technology
    Navigating Cloud Computing Storms

    Patrick McCoy

    Lecture

    Technology
    The Newest Microsoft® Platforms and How They Impact the Modern Accountant

    Jim Piller

    Lecture

    Workflow
    CCH Axcess™ Document and CCH Axcess™ Portal Best Practices

    Wolters Kluwer Facilitator

    Discussion Pod

    Workflow
    CCH Axcess™ Practice Best Practices

    Wolters Kluwer Facilitator

    Discussion Pod

    Workflow
    The Ultimate Workflow with CCH Axcess™

    Sara Stanojevic
    Lecture

    Workflow
    XCMworkflow® Best Practices

    Wolters Kluwer Facilitator

    Discussion Pod

    3:20 - 5:00 PM CT

    Day 3: Friday, October 29

    Audit
    CCH® ProSystem fx® Knowledge Coach Best Practices

    Wolters Kluwer Facilitator

    Discussion Pod

    Audit
    How to Have a Better Peer Review and Not Compromise on Realizations

    Jason Miller and Andrea Hearn

    Lecture

    Firm Management
    Data Analytics for Firm Management Using Workflow and Productivity Datapoints

    Mark McAndrew

    Lecture

    Firm Management
    Making Your Career Your Own

    Tony Nitti

    Lecture

    Firm Management
    Scaling Your Client Accounting Services Practice

    Randy Johnston and Ray Barlow

    Lecture

    Firm Management
    What's New with CCH Axcess™

    Nate Brown, Colleen Knuff, and Cathy Rowe

    Lecture

    Tax
    Achieving Maximum Impact Using CCH® ProSystem fx® Tax

    Bernie Wagner

    Workshop

    Tax
    CCH Axcess™ Tax Best Practices

    Wolters Kluwer Facilitator

    Discussion Pod

    Tax
    CCH® ProSystem fx® Scan with AutoFlow Technology Best Practices

    Wolters Kluwer Facilitator

    Discussion Pod

    Tax
    Nuts and Bolts of Cryptocurrency Taxation

    Shehan Chandrasekera

    Lecture

    Tax
    Tax Planning and Compliance for Foreign Branches and Partnerships: Form 8832 and Reporting on Forms 8858 and 8865

    Rob Misey and Frank Giudice

    Lecture

    Technology
    Automating Tax Preparation Processes with CCH Axcess™ Open Integration

    Rod Lear

    Lecture

    Technology
    CCH Axcess™ Security Configuration Best Practices

    Wolters Kluwer Facilitator

    Discussion Pod

    Technology
    Leveraging Technology to Optimize the Virtual Office

    Wolters Kluwer Facilitator

    Discussion Pod

    Workflow
    CCH Axcess™ Client Collaboration Best Practices

    Wolters Kluwer Facilitator

    Discussion Pod

    Workflow
    CCH Axcess™ Document and CCH Axcess™ Portal Best Practices

    Wolters Kluwer Facilitator

    Discussion Pod

    Workflow
    Digital File Exchange with CCH Axcess™ Document and CCH Axcess™ Portal

    Carolyn Martin

    Workshop

    Workflow

    Maintaining Control of Resources and Deliverables Utilizing XCMscheduler®

    Michele Ake

    Lecture

    7:00 PM - 12:00 AM CT

    Day 3: Friday, October 29
    PDA Band

    Friday Night Frights Finale

    Close the conference with some spooky fun! Our final evening event is a celebration of the season, including a bewitching performance from local band PDA, costume stations, and much more. Dinner and drink options are included, or course!

    Reserve Your Seat at #CCHUC21
    Register Now

    Session FAQs

    • How do I sign up for sessions?

      In-Person Conference Session Registration
      Session registration for the in-person experience is now open. To sign up for sessions, simply log in to the conference registration portal with your confirmation information and follow the prompts until you reach the session selection screen. Be sure to continue through the additional prompts to confirm your session selections. Sessions in the in-person conference have limited seating, and Wolters Kluwer cannot guarantee seating in in-person sessions or reserve seats for attendees prior to the launch of session registration.

      Virtual Conference Session Registration 
      Sessions for the virtual conference have no attendance limits, and as such, there will be no advanced session registration period. When the conference begins, simply log into the virtual conference portal and select your sessions. The virtual conference portal will open the week of October 24, 2021.

    • Can I access sessions on-demand after the conference?

      Yes, virtual conference sessions will be available on-demand after the conference. Sessions at the in-person event in Austin, Texas will not be recorded and shared following the conference, however. 

      CPE credit will not be available for on-demand sessions following the conference. Complimentary credits will be provided to attend select CCH CPELink webinars following the conference to earn additional CPE credits. More information about CCH CPELink webinar credits will be made available during the conference.

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