Choose Your Sessions

This complimentary 2-day virtual conference brings together the brightest industry insiders and product experts to help you learn how to elevate and evolve your firm, both now and in the future. Short 30-minute sessions fit conveniently into any busy schedule. Attend one, two or all of them. Don’t miss this highly anticipated industry event. Note: Registration is by session, so register individually for each session you'd like to attend. Due to our sessions being less that 50 minutes, CPE is not available.

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Auditing for Superheroes

  • Tips to a Better Peer Review
  • Audit Technology Tips & Tricks
  • And More!
Register

Accounting & Reporting Insights

  • Quality Control/Management Standards
  • Simplify Your Research
  • And More!
Register

Navigating the Firm Landscape

  • The Future of Your Audit Workflow is Here
  • See a No Touch Business Tax Return in Action
  • And More!
    Register

     

    Other Resources

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    Session Schedule

    All times listed are Eastern Daylight Time (ET).

    Tuesday, June 1, 2021

    9:30 a.m. — Keynote - Maximize Client Value and Effectiveness Through Process Improvement
    10:30 a.m. — Auditing with Automation, Analytics & AI
    11:30 a.m. — Steps to Get Started with Audit Data Analytics
    12:30 p.m. — Tips to a Better Peer Review
    1:30 p.m. — Audit Technology Tips & Tricks
    2:30 p.m. — See a No Touch Business Tax Return in Action
    3:30 p.m. — CCH Axcess With Quick Start - First Year Perspective
    4:30 p.m. — What’s New with CCH Axcess™ Audit

    Wednesday, June 2, 2021

    9:30 a.m. — Enhancing Audit Quality Focus & Trends in 2021
    10:30 a.m. — Connecting the Dots Between Analytics & Standards
    11:30 a.m. — Quality Control/Management Standards - Proposed Changes
    12:30 p.m. — Simplify Your Research While Remaining an Expert
    1:30 p.m. — A Diagnostic Deep Dive
    2:30 p.m. — The Future of Your Audit Workflow is Here
    3:30 p.m. — The Future, Success & CCH Axcess Engagement – They’re All Connected

    Download the complete schedule here.

     

    Session Track: Auditing for Superheroes

     

    Auditing with Automation, Analytics & AI


    Ann Glenz, CPA
    Partner, National Assurance Office, Eide Bailly
    Christopher O’Neal, CPA
    Partner, Rodl & Partner
    Stefan Davis, CPA
    Senior Product Manager, Wolters Kluwer
    Andrea Hearn
    Senior Technical Product Manager, Wolters Kluwer
    Colleen Knuff, CPA, CIAS, CRMA, NPDP
    Vice President, Audit Product Management, Wolters Kluwer

    Tuesday, June 1, 2021, 10:30-11:00 a.m. ET
    Historically, you perform an audit and then analyze the data. But, what if the data actually 'drove the how, what and why' of an audit from beginning to end? That's what a data-driven audit is all about. Join this session to hear our industry experts discuss how data drives:

    • Risk assessment – predict and identify the greatest areas of risk
    • Analytics – testing entire populations versus samples
    • AI and the audit standards

    When you tap into the power of data, you'll receive a more effective analysis of your clients' business processes. That's a win-win for them and you.
    Register

     

    Steps to Get Started with Audit Data Analytics


    Michael Holmstrom, CPA
    Audit Manager, Marks Paneth
    Colleen Knuff, CPA, CIAS, CRMA, NPDP
    Vice President, Audit Product Management, Wolters Kluwer

    Tuesday, June 1, 2021, 11:30 a.m.-12:00 p.m. ET 
    Audit data analytics, or ADAs, help you discover and analyze patterns, identify anomalies, extract useful information through various analysis methods and perform procedures to gather audit evidence. Join this session to learn from our industry experts.

    • Where are analytics incorporated within the audit?
    • How do analytics improve my existing workflow?
    • What technology is available to help?

    The right ADA tool for your firm will be one that is easy to implement and use across your entire audit team. TeamMate Analytics is that tool.
    Register

     

    Tips to a Better Peer Review


    Troy Coon, CPA
    Partner, Watson Coon Ryan, LLC
    Andrea Hearn
    Senior Technical Product Manager, Wolters Kluwer

    Tuesday, June 1, 2021, 12:30-1:00 p.m. ET
    Research shows over 60% of previously peer-reviewed engagements should have been deemed non-conforming because they did not comply with risk assessment standards. Join this session to hear from our industry experts how you can avoid being in that bucket. You'll learn:

    • Which hot issues found in peer review affect you the most
    • What tips can help you avoid the common missteps
    • How the right audit methodology and technology helps

    The AICPA is holding Peer Reviewers more accountable. This session will help you prevent your Peer Reviewer identifying more findings than you are accustomed to.
    Register

     

    Audit Technology Tips & Tricks


    Chelsea Stahl, CPA
    Audit Technology Manager, Friedman, LLP
    Devona Coleman
    Senior Consultant, Wolters Kluwer

    Tuesday, June 1, 2021, 1:30-2:00 p.m. ET
    Get answers to questions you didn’t even know you had, but realize you wished you had asked. Join this session to learn from our industry experts:

    • Software tips and tricks that will significantly enhance the efficiency and productivity of your audit workflow
    • How the tips and tricks give you a competitive advantage when combined with Wolters Kluwer's integrated audit solutions

    While this session will focus on CCH® ProSystem fx® Engagement, CCH® ProSystem fx® or CCH Axcess™ Knowledge Coach and TeamMate® Analytics, you do not need to own these solutions to gain value from attending.
    Register

     

    What’s New with CCH Axcess™ Audit


    Patrick Tokarski, CPA
    Director, National Assurance Technical Group, CliftonLarsonAllen, LLP
    Andrea Hearn
    Senior Technical Product Manager, Wolters Kluwer
    Colleen Knuff, CPA, CIAS, CRMA, NPDP
    Vice President, Audit Product Management, Wolters Kluwer

    Tuesday, June 1, 2021, 4:30-5:00 p.m. ET
    Interestingly, CCH Axcess Audit modules offer value-add efficiencies for both your audit and tax workflows. Join this session to learn from our industry experts:

    • How to improve the quality & productivity of your workflows leveraging new enhancements
    • What's coming soon to CCH Axcess Audit

    The future of audit is here. Don't miss out on learning the value moving to it will bring your firm.
    Register

     

    Enhancing Audit Quality Focus & Trends in 2021


    Carl Mayes, CPA
    Associate Director of CPA Quality & Evolution, AICPA
    John Miller, CPA
    QC Audit Shareholder, Doeren Mayhew
    Andrea Hearn
    Senior Technical Product Manager, Wolters Kluwer

    Wednesday, June 2, 2021, 9:30-10:00 a.m. ET
    The AICPA’s Enhancing Audit Quality (EAQ) initiative serves the purpose of improving audit quality in an increasingly complex world, and is an ongoing resource for auditors. Join this session to learn from our industry experts:

    • Which 2021 audit trends identified by the AICPA matter most
    • How this year's EAQ areas of focus affect your audit work
    • What Wolters Kluwer technology helps firms with compliance and success

    For auditors, it is important to know and understand what the focus and trends are for the initiative for this year so you are in a better position to build on your successes. Attend this session to learn more.
    Register

     

    A Diagnostic Deep Dive


    Mona Dickerson, CPA
    National Assurance Director, CohnReznick, LLP
    Andrea Hearn
    Senior Technical Product Manager, Wolters Kluwer

    Wednesday, June 2, 2021, 1:30-2:00 p.m. ET
    As the saying goes, an ounce of prevention is worth a pound of cure. That prevention comes in the form of powerful diagnostics, for auditors who use a Knowledge Coach solution. Join this session to learn from our industry experts how diagnostics:

    • Serve as a first-line-reviewer
    • Proactively help auditors avoid errors and comply with standards
    • Help train your staff on identifying commonly overlooked issues

    By leveraging the power of diagnostics, auditors are confident that all procedures are complete, documentation is consistent and risks have been addressed. Attend this session to hear about that power in action.
    Register

     

    Session Track: Accounting & Reporting Insights

     

    Connecting the Dots Between Analytics & Standards


    Patrick Tokarski, CPA
    Director, National Assurance Technical Group, CliftonLarsonAllen, LLP
    Stefan Davis, CPA
    Senior Product Manager, Wolters Kluwer
    Colleen Knuff, CPA, CIAS, CRMA, NPDP
    Vice President, Audit Product Management, Wolters Kluwer

    Wednesday, June 2, 2021, 10:30-11:00 a.m. ET
    The AICPA considers audit data analytics a priority, more now than ever before. So, how exactly do the audit standards tie in to that … or do they? Join this session for insights from our industry experts on:

    • Differences between the current and the new audit evidence standard that you should know
    • Why a refresher of AU-C 520 continues to be important now
    • A glance at technology that helps

    Ensure there are no gaps in your workflow. Doing so will lead to added value for your firm and your clients.
    Register

     

    Quality Control/Management Standards - Proposed Changes

    Robert Pearson, CPA
    Manager, Content Management, Wolters Kluwer
    Beth Patrick
    Product & Business Development Manager, Wolters Kluwer

    Wednesday, June 2, 2021, 11:30 a.m.-12:00 p.m. ET
    The AICPA is making sweeping changes to the standards governing Firm Quality Control/Management practices. Join this session as our industry experts discuss these proposed new standards, emphasizing the:

    • Risk-based approach to Quality Control/Management that will affect every firm that performs assurance engagements
    • Feedback from firms that are working to early-implement the proposed standards

    Understanding what's coming will help with a smoother transition for your firm.
    Register

     

    Simplify Your Research While Remaining an Expert

    Beth Patrick
    Product & Business Development Manager, Wolters Kluwer

    Wednesday, June 2, 2021, 12:30-1:00 p.m. ET
    It's a fact that a key to your firm's success is ensuring everyone in your organization is an expert. It's also a fact that CCH® Accounting Research Manager® (ARM) is an irreplaceable tool for accounting, disclosure examples and auditing best practices. Marrying the two is the ideal. Join this session to learn from our industry expert how to do that. You'll see how ARM:

    • Makes staying up-to-date on changes and being an expert easy
    • Provides confidence on accuracy
    • Increases productivity by reducing research time

    Taking the complex and making it simple is easier than you think. Attend this session to learn more.
    Register

     

     

    Session Track: Navigating the Firm Landscape

     

    Keynote - Maximize Client Value and Effectiveness Through Process Improvement


    Arianna Campbell
    Consultant, Boomer Consulting Inc
    Colleen Knuff, CPA, CIAS, CRMA, NPDP
    Vice President, Audit Product Management, Wolters Kluwer

    Tuesday, June 1, 2021, 9:30-10:00 a.m. ET
    Implementing process improvement strategies within your firm will not only identify and improve practices internally but will maximize both client value and effectiveness. Join this session for insights from our industry experts on:

    • An approach to process improvement that ensures an increase in consistency and quality in your firm
    • Value-add from audit technology with process improvements

    Improvements to your processes will ultimately lead to increased client service and satisfaction. Attend this session to understand how to get there.
    Register

     

    See a No Touch Business Tax Return in Action


    Dan Suissa, CPA
    Partner, Heymann Suissa & Stone CPAs
    Joel Ortner
    Senior Technical Product Manager, Wolters Kluwer

    Tuesday, June 1, 2021, 2:30-3:00 p.m. ET
    Join this session for a demonstration of how quick and easy it is to prepare tax balances in CCH Axcess™ Financial Prep, then seamlessly send them to the tax return in CCH Axcess™ Tax. See the complete workflow in action, from beginning to end. We’ll highlight all the efficiencies along the way. During, you will learn the value of:

    • Direct access to client data
    • Automatic tax grouping
    • Link to tax return

    A no touch business tax return has advantages for your firm and your clients. Come see how.
    Register

     

    CCH Axcess™ With Quick Start - First Year Perspective

    Bryce Rea
    Technology Product Manager, Wolters Kluwer
    Susan Luu, CPA
    Owner, KA International Tax

    Tuesday, June 1, 2021, 3:30-4:00 p.m. ET
    Small firms can secure their future in the cloud by providing a flexible, scalable and manageable tax practice. And, CCH Axcess With Quick Start will help those small firms get there. Join our industry experts to learn more, including the:

    • Value Quick Start brings to the firm
    • Implementation and learning curve involved

    If your firm has 4 or fewer employees, you do not want to miss this session. The power of CCH Axcess is within your reach. Attend this session to see how close it is.
    Register

     

    The Future of Your Audit Workflow is Here

    Jim Bourke, CPA, CITP, CFF, CGMA
    Partner and Managing Director, Advisory Services, Withum
    Mark McAndrew
    Director, Product Management, Wolters Kluwer

    Wednesday, June 2, 2021, 2:30-3:00 p.m. ET
    Are you a client-focused professional who wants the certainty that work engaged is work that will get done, and get done right? Join our industry experts as they look into what technologies and concepts will improve your firm's audit workflow experience. You will learn how to:

    • Overcome challenges impacting engagement profitability, client experience, peer review and more
    • Manage multiple engagements, with multiple team members, where access to key information is challenging
    • Ensure jobs are staffed with the right people, manage to budget expectations, and coordinate operational processes and administrative requests

    The future of your audit workflow is here. Attend this session to help you better manage it.
    Register

     

    The Future, Success & CCH Axcess™ Engagement – They’re All Connected


    Ian Khan
    Adjunct Professor, Forbes Contributor, and Founder, CEO & Principal of Futuracy
    Colleen Knuff, CPA, CIAS, CRMA, NPDP
    Vice President, Audit Product Management, Wolters Kluwer

    Wednesday, June 2, 2021, 3:30-4:00 p.m. ET
    Hearing predictions about the future from The Futurist - Ian Khan - will be fun. He'll discuss what life will be like before we know it. Then, we’ll share where we are in our journey to CCH Axcess™ Engagement for you. Join this session for insights from our industry experts on:

    • Where firms should focus to build a disruption-proof, future-ready practice, including an effective technology roadmap
    • CCH Axcess™ Engagement for audit and tax workflows, and planning for that move & migration

    Futurist Ian Khan says, "We live in an era of unprecedented change and the only way to succeed is to change the way we think about success." Attend this session to learn how.
    Register

     

     

    A Very Special Thanks to Our Event Sponsor: