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.
Event Sponsor
Auditing for Superheroes
- Tips to a Better Peer Review
- Audit Technology Tips & Tricks
- And More!
Accounting & Reporting Insights
- Quality Control/Management Standards
- Simplify Your Research
- And More!
Navigating the Firm Landscape
- The Future of Your Audit Workflow is Here
- See a No Touch Business Tax Return in Action
- And More!
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.
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• 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.
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• 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.
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• 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.
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• 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.
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• 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.
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• 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.
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• 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.
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• 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.
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
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• 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.
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
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• 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.
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• 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.
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• 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.
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
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• 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.
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
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• 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.
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• 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.
A Very Special Thanks to Our Event Sponsor:
