Session Schedule

Tuesday

11:00 AM - 12:00 PM EST   Back to Top

GENERAL SESSION | ALL ATTENDEES
Opening General Session 

Opening presentation from Wolters Kluwer Tax & Accounting North America CEO Jason Marx and a panel of Wolters Kluwer executives. 

Jason Marx President & CEO, Wolters Kluwer Tax & Accounting, North America	Shannon Bond VP, US Preparer Market, Wolters Kluwer Tax & Accounting, North America	Jim McGinnis EVP & GM, TAA Professional Market, Wolters Kluwer Tax & Accounting, North America	Satyan Penmetsa Chief Technology Officer, Wolters Kluwer Tax & Accounting, North America	Cathy Rowe Director, Product Management, Wolters Kluwer Tax & Accounting, North America

Tuesday

12:10 - 1:10 PM EST   Back to Top

GENERAL SESSION | ALL ATTENDEES
U.S. Tax Law Update with Sunita Lough

Sunita Lough is the Deputy Commissioner for Services and Enforcement, having previously served as the Commissioner, Tax-Exempt/Government Entities Division of Internal Revenue Service (IRS). In 2018, Ms. Lough led the Tax Reform Implementation Office, overseeing the implementation of the Tax Cuts and Jobs Act.

Joined by Wolters Kluwer's own Shannon Bond, Ms. Lough will share her unique perspective as a leading tax authority during a period of great change.

Sunita Lough Deputy Commissioner for Services and Enforcement, IRS	Shannon Bond VP, US Preparer Market, Wolters Kluwer Tax & Accounting, North America

CANADIAN GENERAL SESSION
How We See It: Canadian Market Insights

Key members of the Wolters Kluwer Canada team discuss notable developments in cloud accounting technology for the Canadian accounting industry. Includes a demonstrate of cloud-based tax compliance software. 

Frans Klaassen EVP & GM, Canada & Research & Learning, Wolters Kluwer Tax & Accounting, North America

Tuesday

1:10 - 2:00 PM EST   Back to Top

U.S. ATTENDEES
Break & Exhibit Hall

CANADIAN GENERAL SESSION
Live Roundtable: Canada

An opportunity for live discussion on a broad range of practice management issues. Share best practices and exchange ideas with your peers.

Tuesday

2:00 - 3:00 PM EST   Back to Top

GENERAL SESSION | CHOOSE 1 OF 4
Market Insights: Professional Market

Jim McGinnis EVP & GM, TAA Professional Market, Wolters Kluwer Tax & Accounting, North America

GENERAL SESSION | CHOOSE 1 OF 4
Market Insights: Preparer Market

Shannon Bond VP, US Preparer Market, Wolters Kluwer Tax & Accounting, North America

GENERAL SESSION | CHOOSE 1 OF 4
Market Insights: Corporate Indirect Market

James Paterson VP & GM, Corporate Indirect, Wolters Kluwer Tax & Accounting, North America

GENERAL SESSION | CHOOSE 1 OF 4
XCM Welcome General Session

Glenn Keenan President, Xpitax	Jason Marx President & CEO, Wolters Kluwer Tax & Accounting, North America	Jim McGinnis EVP & GM, TAA Professional Market, Wolters Kluwer Tax & Accounting, North America

CANADIAN GENERAL SESSION
Canadian Innovation Session

Wolters Kluwer’s Product Managers and Solutions Architect present new product enhancements that help meet today’s unique challenges and opportunities.

Tuesday

3:10 - 4:10 PM EST   Back to Top

KEYNOTE | ALL ATTENDEES
Special Guest Keynote Presentation from Simon Sinek

Described as "a visionary thinker with a rare intellect," Simon has devoted his professional life to help advance a vision of the world that does not yet exist; a world in which the vast majority of people wake up every single morning inspired, feel safe wherever they are and end the day fulfilled by the work that they do.

Simon is the author of multiple best selling books including Start With Why, Leaders Eat Last, Together is Better, and The Infinite Game.

Simon Sinek Best Selling Author & Optimist