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 20- to 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.
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Session Schedule
All times listed are Eastern Daylight Time (ET).
Monday, November 16, 2020
9:30 a.m. — Audit Talks LIVE - Keynote, Talent Reboot
10:30 a.m. — The Auditor? Sounds Like the Sequel to 'The Accountant'!
11:30 a.m. — Avoid Risky Business
12:30 p.m. — Refresh Your Knowledge - New Auditor Reporting Standard
1:30 p.m. — Peer Review Update
2:30 p.m. — Scheduling Nightmares?
3:30 p.m. — Completing Financial Statement Disclosures Checklists Effectively
4:30 p.m. — Good Work-Life Balance in a Small Firm
Tuesday, November 17, 2020
9:30 a.m. — Avoid Risky Business (repeat session)
10:30 a.m. — Standards & Analytics 101
11:30 a.m. — Be on Cloud 9 in 2020
12:30 p.m. — Need Time-Savings for Your Tax Group?
1:30 p.m. — Delightful Audits!
2:30 p.m. — Ready to Better Manage Your Audit Workflows?
3:30 p.m. — The Future, Success & CCH Axcess Engagement – They’re All Connected
4:30 p.m. — Closing Comments - An Outside Look In
Download the complete schedule here.
The Auditor? Sounds Like the Sequel to 'The Accountant'!
Jennifer Hogancamp
CPA, Partner, CitrinCooperman
Fabio Bagatin
VP Technology Innovation, Wolters Kluwer
Vikenti Kunmaniki
Lead Engineer, Wolters Kluwer
Cathy Rowe
CPA, Director, Technology Product Management, Wolters Kluwer
Monday, November 16, 2020, 10:30-11:00 a.m. ET
Wolters Kluwer’s Integrated Audit Approach is evolving. While terms like ‘data driven and AI’ might sound like they belong in a futuristic movie, fact is they are already part of Wolters Kluwer’s audit strategy.
Join this session for insights from our industry experts on understanding the basics of artificial intelligence and blockchain, and how they may impact auditing both now and in the future. Plus, how to develop a plan to effectively start leveraging these new technologies today.
Don’t be afraid that the role of CPA will go away. Instead, hear how embracing these technologies can be a positive change.
RegisterJoin this session for insights from our industry experts on understanding the basics of artificial intelligence and blockchain, and how they may impact auditing both now and in the future. Plus, how to develop a plan to effectively start leveraging these new technologies today.
Don’t be afraid that the role of CPA will go away. Instead, hear how embracing these technologies can be a positive change.
Avoid Risky Business
Jason Miller
CPA, Partner, Anglin Reichmann Armstrong, P.C.
Stefan Davis
CPA, Senior Product Manager, Wolters Kluwer
Patrick Tokarski
CPA, Senior Technology Product Manager, Wolters Kluwer
Monday, November 16, 2020, 11:30-12:00 p.m. ET
Tuesday, November 17, 2020, 9:30 -10:00 a.m. ET
What’s the strategic value in implementing an audit data analytics tool? It’s the kind of technology that helps firms shift their thinking, embrace data, become more efficient and effective, and provide more value to their clients.
Join this session for insights from our industry experts on creating better client conversations by leveraging the power of audit data analytics technology to easily analyze 100% of client data. Plus, learn how to get started using audit data analytics for the first time.
You can avoid risky business when you enhance the relevance and quality of your financial statement audits with a data analytics tool built for all your auditors to use – TeamMate® Analytics. This session will show you how.
Register for session #1 Monday, November 16, 2020
Register for session #2 Tuesday, November 17, 2020
Join this session for insights from our industry experts on creating better client conversations by leveraging the power of audit data analytics technology to easily analyze 100% of client data. Plus, learn how to get started using audit data analytics for the first time.
You can avoid risky business when you enhance the relevance and quality of your financial statement audits with a data analytics tool built for all your auditors to use – TeamMate® Analytics. This session will show you how.
Register for session #1 Monday, November 16, 2020
Register for session #2 Tuesday, November 17, 2020
Peer Review Update
Rachelle Drummond
CPA, Senior Manager, Peer Review, Public Accounting, AICPA
Fran McClintock
CPA, Associate Director, Peer Review, Public Accounting, AICPA
Jason Miller
CPA, Partner, Anglin Reichmann Armstrong, P.C.
Patrick Tokarski
CPA, Senior Technology Product Manager, Wolters Kluwer
Monday, November 16, 2020, 1:30-2:00 p.m. ET
With AICPA research indicating 60% of previously peer-reviewed engagements should have been deemed non-conforming because they did not comply with risk assessment standards, firms of all sizes can only benefit from understanding changes happening in the peer review program.
Join this session for insights from our industry experts on what hot issues are being found in peer review and how the right audit methodology helps you avoid them.
Find out how you can further improve your peer review when you attend this session.
RegisterJoin this session for insights from our industry experts on what hot issues are being found in peer review and how the right audit methodology helps you avoid them.
Find out how you can further improve your peer review when you attend this session.
CCH Axcess AutoCheck: Completing Financial Statement Disclosures Checklists Effectively
Beth Patrick
Research & Learning Sales/Business Development Manager, Wolters Kluwer
Patrick Tokarski
CPA, Senior Technology Product Manager, Wolters Kluwer
Monday, November 16, 2020, 3:30-4:00 p.m. ET
Imagine your Financial Statement Disclosure Checklist being browser based, containing tailoring questions to customize it specific to your client, allowing comments at the disclosure level, and more. Well, there’s no need to image because it’s here!
Join this session for insights from our industry experts on what increases in efficiency and effectiveness this kind of technology brings to your workflow, how CCH Axcess AutoCheck works, and what implementation steps are needed.
Attend and see how you can increase the power of your audit team.
RegisterJoin this session for insights from our industry experts on what increases in efficiency and effectiveness this kind of technology brings to your workflow, how CCH Axcess AutoCheck works, and what implementation steps are needed.
Attend and see how you can increase the power of your audit team.
Delightful Audits!
Shobit Chugh
Product Manager, Google and Career Coach for Product Managers and High Tech Leaders, Intentional Product Manager
Cathy Rowe
CPA, Director, Technology Product Management, Wolters Kluwer
Tuesday, November 17, 2020, 1:30-2:00 p.m. ET
Why is it we love our cell phones, Netflix and more so much? It’s because these everyday products are intentionally delightful.
Join this session for insights from our industry experts on what you can learn from Google’s ‘engineering emotions’ concept that’ll turn customers into evangelists. Also, learn how Wolters Kluwer’s audit solutions are specifically designed to be delightful so that they best assist in your firm’s success.
Adding delight and emotion to your firm’s portfolio can have a profoundly positive impact on you, your firm and your clients. Attend this session to find out how.
RegisterJoin this session for insights from our industry experts on what you can learn from Google’s ‘engineering emotions’ concept that’ll turn customers into evangelists. Also, learn how Wolters Kluwer’s audit solutions are specifically designed to be delightful so that they best assist in your firm’s success.
Adding delight and emotion to your firm’s portfolio can have a profoundly positive impact on you, your firm and your clients. Attend this session to find out how.
The Future, Success & CCH Axcess Engagement – They’re All Connected
Ian Khan
Adjunct Professor, Forbes Contributor, and Founder, CEO & Principal of Futuracy
Cathy Rowe
CPA, Director, Technology Product Management, Wolters Kluwer
Tuesday, November 17, 2020, 3:30-4:00 p.m. ET
Let's have some fun and chat with Futurist Ian Khan to see what life will be like before we know it. Then, we’ll share our journey to the cloud with CCH Axcess Engagement.
Join this session for insights from our industry experts on what focus areas firms should look at to successfully come out of the pandemic and build a disruption-proof, future-ready practice that includes an effective technology roadmap. Plus, find out what CCH Axcess Engagement looks like, and how to plan for that move & migration.
Engagement in the cloud is almost here, and we are beating the competition with a true-cloud-solution. As 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.”
RegisterJoin this session for insights from our industry experts on what focus areas firms should look at to successfully come out of the pandemic and build a disruption-proof, future-ready practice that includes an effective technology roadmap. Plus, find out what CCH Axcess Engagement looks like, and how to plan for that move & migration.
Engagement in the cloud is almost here, and we are beating the competition with a true-cloud-solution. As 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.”
Closing Comments - An Outside Look In
Jim Boomer
CEO, Boomer Consulting, Inc
Cathy Rowe
CPA, Director, Technology Product Management, Wolters Kluwer
Tuesday, November 17, 2020, 4:30-5:00 p.m. ET
Effectively implementing market trends - like big data analytics, AI, advanced cloud computing and more – can create game-changing opportunities for your firm. But how do you determine the best place to start? Sometimes it’s an ‘outside look in’ that’ll help.
Join this session for insights from our industry experts on developing a practical plan that best leverages market trends for the most impact in your firm, both now and in the future. Plus, how your partnerships with other vendors you work with can help.
Consider that opportunities could be limitless because, in addition to your firm, market trends also have an effect on your clients and their customers. Now THAT’S something to think about!
RegisterJoin this session for insights from our industry experts on developing a practical plan that best leverages market trends for the most impact in your firm, both now and in the future. Plus, how your partnerships with other vendors you work with can help.
Consider that opportunities could be limitless because, in addition to your firm, market trends also have an effect on your clients and their customers. Now THAT’S something to think about!
Refresh Your Knowledge - New Auditor Reporting Standard
Robert Pearson
CPA, Manager, Content Management, Wolters Kluwer
Patrick Tokarski
CPA, Senior Technology Product Manager, Wolters Kluwer
Monday, November 16, 2020, 12:30-1:00 p.m. ET
Understanding changes in auditor reporting standards is always important. That holds true especially in times like we are experiencing these days.
Join this session for a review from our industry experts of SAS 134: Auditor Reporting and Amendments, Including Amendments Addressing Disclosures in the Audit of Financial Statements, SAS 139: Amendments to AU-C Sections 800, 805, and 810 to Incorporate Auditor Reporting Changes from SAS No. 134 and SAS 140: Amendments to AU-C Sections 725, 730, 930, 935, and 940 to Incorporate Auditor Reporting Changes from SAS Nos. 134 and 137.
The most significant portions of the recently issued standards listed above will be covered.
RegisterJoin this session for a review from our industry experts of SAS 134: Auditor Reporting and Amendments, Including Amendments Addressing Disclosures in the Audit of Financial Statements, SAS 139: Amendments to AU-C Sections 800, 805, and 810 to Incorporate Auditor Reporting Changes from SAS No. 134 and SAS 140: Amendments to AU-C Sections 725, 730, 930, 935, and 940 to Incorporate Auditor Reporting Changes from SAS Nos. 134 and 137.
The most significant portions of the recently issued standards listed above will be covered.
Standards & Analytics 101
Chris Geno
CPA, Audit Manager, Saville Dodgen & Co
Patrick Tokarski
CPA, Senior Technology Product Manager, Wolters Kluwer
Tuesday, November 17, 2020, 10:30-11:00 a.m. ET
CPA, Audit Manager, Saville Dodgen & Co
Patrick Tokarski
CPA, Senior Technology Product Manager, Wolters Kluwer
Tuesday, November 17, 2020, 10:30-11:00 a.m. ET
What do the standards say about analytics?
Join this session to hear our industry experts discuss a refresher of AU-C 520, why this review is important now and differences between the current and the new audit evidence standard that you should know.
Since, more than ever before, the AICPA considers audit data analytics a priority – this is a must-attend session for auditors.
RegisterJoin this session to hear our industry experts discuss a refresher of AU-C 520, why this review is important now and differences between the current and the new audit evidence standard that you should know.
Since, more than ever before, the AICPA considers audit data analytics a priority – this is a must-attend session for auditors.
Audit Talks LIVE - Keynote, Talent Reboot
Jim Boomer
CEO, Boomer Consulting, Inc
Cathy Rowe
CPA, CA, Director, Technology Product Management, Wolters Kluwer
Monday, November 16, 2020, 9:30-10:00 a.m. ET
In a recent survey, most firms say their top challenge is talent retention and onboarding. Additionally, our current world is forcing us to focus in on how we work to better serve our clients.
Join this session for insights from our industry experts on what kind of 'talent reboot' will help your firm meet those top challenges, and improve your client . Plus, what technology is available that will compliment meeting your firm's strategies and goals.
In an instant, the pandemic changed the way we work. Now, there's no going back ... and it's time to embrace the change.
RegisterJoin this session for insights from our industry experts on what kind of 'talent reboot' will help your firm meet those top challenges, and improve your client . Plus, what technology is available that will compliment meeting your firm's strategies and goals.
In an instant, the pandemic changed the way we work. Now, there's no going back ... and it's time to embrace the change.
Scheduling Nightmares?
Bill Cornfield
President, WSG Systems
Cathy Rowe
CPA, CA, Director, Technology Product Management, Wolters Kluwer
Monday, November 16, 2020, 2:30-3:00 p.m. ET
During your workday, ever feel like you’re having a scheduling nightmare? That's not surprising since a big challenge for most audit firms is managing all the various engagements from start to end.
Join this session for insights from our industry experts on new solutions that can help wake you up from that nightmare and what part artificial intelligence plays.
It is possible to turn those scheduling nightmares into sweet dreams. Learn how.
RegisterJoin this session for insights from our industry experts on new solutions that can help wake you up from that nightmare and what part artificial intelligence plays.
It is possible to turn those scheduling nightmares into sweet dreams. Learn how.
Good Work-Life Balance in a Small Firm
Eric Hersman
CPA, President, Hersman & Associates
Any Mazurik
Director, Technology Product Management, Wolters Kluwer
Monday, November 16, 2020, 4:30-5:00 p.m. ET
CPA, President, Hersman & Associates
Any Mazurik
Director, Technology Product Management, Wolters Kluwer
Monday, November 16, 2020, 4:30-5:00 p.m. ET
Pressure on small firms to deliver the same results for their clients as mid and large sized firms does exist. Compounding the struggle is those small firms have much fewer resources available to them.
Join this session for insights from our industry experts on strategies and tips small firms can take to successfully compete with mid and large firms. Also, learn what technology-mix can help.
It is possible to find work-life balance. Even for small firms.
RegisterJoin this session for insights from our industry experts on strategies and tips small firms can take to successfully compete with mid and large firms. Also, learn what technology-mix can help.
It is possible to find work-life balance. Even for small firms.
Be on Cloud 9 in 2020
Peter Sebilian
CIO, AAFCPAs
Kate Krupey
CIO Consultant, Netgain
Kim Conaway
CPA, Lead Technology Product Manager, Wolters Kluwer
Tuesday, November 17, 2020, 11:30 a.m.-12:00 p.m. ET
CIO, AAFCPAs
Kate Krupey
CIO Consultant, Netgain
Kim Conaway
CPA, Lead Technology Product Manager, Wolters Kluwer
Tuesday, November 17, 2020, 11:30 a.m.-12:00 p.m. ET
Did you know that there are options today to get you fully in the cloud and ditch your infrastructure?
Join this session for insights from our industry experts on how firms have been successful using hosting options from Netgain. Also, learn when and how migration to CCH Axcess™ Engagement is possible.
You CAN be on cloud 9 in 2020. Just decide what option is best for your firm. Additionally, to preview CCH Axcess™ Engagement, also register for our 3:30pm ET session on Tue, 11/17: The Future, Success & CCH Axcess Engagement - They're All Connected.
RegisterJoin this session for insights from our industry experts on how firms have been successful using hosting options from Netgain. Also, learn when and how migration to CCH Axcess™ Engagement is possible.
You CAN be on cloud 9 in 2020. Just decide what option is best for your firm. Additionally, to preview CCH Axcess™ Engagement, also register for our 3:30pm ET session on Tue, 11/17: The Future, Success & CCH Axcess Engagement - They're All Connected.
Need Time-Savings for Your Tax Group?
Lisa Johnson
IT Director, Akin Doherty Klein & Feuge
Kim Conaway
CPA, Lead Technology Product Manager, Wolters Kluwer
Tuesday, November 17, 2020, 12:30-1:00 p.m. ET
In a world that is now truly virtual, it is more important than ever to answer two things. First, how can my tax department be fully in the cloud? Second, how can my firm improve its profitability? Put simply, the answer to both is a cloud-based solution that moves you closer to a 'no touch tax return'.
Join this session for insights from our industry experts on how CCH Axcess™ Financial Prep, in combination with CCH Axcess™ Tax, helps ensure your readiness for this new world. Plus, the latest product updates & what's coming.
You CAN successfully accomplish the goals listed above. Attend and see how.
RegisterJoin this session for insights from our industry experts on how CCH Axcess™ Financial Prep, in combination with CCH Axcess™ Tax, helps ensure your readiness for this new world. Plus, the latest product updates & what's coming.
You CAN successfully accomplish the goals listed above. Attend and see how.
Ready to Better Manage Your Audit Workflows?
David Duckwitz
CPA, Director of Quality Control, Assurance Services Group, RubinBrown
Mark McAndrew
VP of XCM Consulting Services, Wolters Kluwer
Cathy Rowe
CPA, CA, Director, Technology Product Management, Wolters Kluwer
Tuesday, November 17, 2020, 2:30-3:00 p.m. ET
CPA, Director of Quality Control, Assurance Services Group, RubinBrown
Mark McAndrew
VP of XCM Consulting Services, Wolters Kluwer
Cathy Rowe
CPA, CA, Director, Technology Product Management, Wolters Kluwer
Tuesday, November 17, 2020, 2:30-3:00 p.m. ET
To effectively plan your day, and know where to focus to get final deliverables out the door, every employee needs to understand the status of all their engagements. Without that planning, you risk your day being chaos vs ordered … and who wants that?
Join this session for insights from our industry experts on the critical role good communication and better firm management play in effective planning, and what Wolters Kluwer technology improves the audit workflow.
Finding the right workflow solution for your firm is key. Attend this session to learn more.
RegisterJoin this session for insights from our industry experts on the critical role good communication and better firm management play in effective planning, and what Wolters Kluwer technology improves the audit workflow.
Finding the right workflow solution for your firm is key. Attend this session to learn more.
A Very Special Thanks to Our Event Sponsor:
