Free Up Capacity and Fuel Growth
Firms that thrive in today’s fast-moving landscape are embracing technology not just as a tool—but as a strategic driver of efficiency, insight, and client value. In this interactive session, Wolters Kluwer experts and peer firm leaders will explore how a unified digital workflow, powered by the CCH Axcess Suite and its integrated partners, enables smarter collaboration, automation, and firmwide visibility.
Join us to learn how future-ready firms are turning siloed processes into seamless, data-driven systems that free up capacity and fuel growth. From AI-enabled workflows to client-centric innovation, this session will provide participants with practical strategies for building a modern, agile, and competitive firm.
(3) Complimentary CPE Credits included.
Date/Time
Tuesday, June 17, 2025 | 11 a.m. to 2 p.m.
Meeting Location
Urban Farmer Steakhouse – Barrel Room (Located on the 8th floor of the Nines Hotel in downtown Portland)
525 SW Morrison St., Portland, OR 97204
Agenda
11:00 a.m. — 2:00 p.m.:
- How to improve collaboration, reduce manual effort and enhance data visibility across departments with integrated digital workflows
- Ways to leverage emerging technologies like AI and automation support compliance work to unlock time for higher-value advisory services
- Product demonstration of the CCH Axcess Suite
RSVP Today
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