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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Auditing for Superheroes

  • How to Embrace Analytics in the Audit
  • The Secret to Great Client Service
  • And More!
Register

Accounting & Reporting Insights

  • The FASB Responds to COVID-19
  • Review New Auditor Reporting Standard
  • And More!
Register

Navigating the Firm Landscape

  • Embracing Change and Surviving
  • No-Touch Tax Return 
  • And More!
    Register

     

    Other Resources

    Learn More About The Integrated Audit Approach

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    Session Schedule

    All times listed are Eastern Daylight Time (EDT).

    Tuesday, June 2, 2020

    9:30 a.m. — Embracing Change and Surviving
    10:30 a.m. — Update of the EAQ Initiative and Peer Review
    11:30 a.m. — No‑Touch Tax Return
    12:30 p.m. — How to Embrace Analytics in the Audit
    1:30 p.m. — The Secret to Great Client Service
    2:30 p.m. — ‘Must Know’ Changes to Employee Benefit Audits
    3:30 p.m. — Running a Small Firm and Having a Life
    4:30 p.m. — A Fireside Chat with Bob Dohrer, AICPA Chief Auditor

    Wednesday, June 3, 2020

    9:30 a.m. — Up Your Game with a Brand New Financial Statement Disclosure
    10:30 a.m. — The FASB Responds to COVID‑19
    11:30 a.m. — SEC’s Response to COVID‑19
    12:30 p.m. — How to Embrace Analytics in the Audit
    1:30 p.m. — Review Engagements: Changes You Need to Know
    2:30 p.m. — Review New Auditor Reporting Standard
    3:30 p.m. — Tap into New Workflow Opportunities
    4:30 p.m. — What’s New and What’s Coming for Wolters Kluwer’s Integrated Audit Approach

    Download the complete schedule here.

    Session Track: Auditing for Superheroes

     

    Update of the EAQ Initiative and Peer Review


    Carl Mayes
    CPA & Associate Director of CPA Quality and Evolution, AICPA
    Matthew Reiter
    CPA & Partner, Whitley Penn
    Cathy Rowe
    CPA, Director, Technology Product Management, Wolters Kluwer

    Tuesday, June 2, 2020, 10:30-11:00 a.m. EDT
    The risk assessment standards have been around for more than a decade. However, many firms still struggle to comply with what is at the core of every audit. That core is identifying and responding to risks of material misstatement.

    You want to avoid risky business and ensure your peer review readiness. Right? Then join this session. You will leave knowing what the AICPA Enhancing Audit Quality (EAQ) Initiative uncovered about the most pervasive issues and how to avoid them in your practice.
    Register

    How to Embrace Analytics in the Audit

    Christopher O'Neal
    CPA & Partner, Rodl & Partner
    Stefan Davis
    CPA, Senior Product Manager, Wolters Kluwer
    Patrick Tokarski
    CPA, Technology Product Manager, Wolters Kluwer

    Tuesday, June 2, 2020, 12:30-1:00 p.m. EDT
    Most firms we talk with are interested in embracing analytics in the audit because they know it can help drive efficiencies, improve quality and even transform client service. Yet, most firms are not sure how to approach analytics.

    Join this session and learn some practical ways to incorporate analytics in your audits. Also, hear directly from one firm that embraced the technology and experienced a quick and positive difference.
    Register

    The Secret to Great Client Service

    Krystle Conrad
    Audit Coordinator, Smith Marion and Co.
    Joel Ortner
    Technology Product Manager, Wolters Kluwer

    Tuesday, June 2, 2020, 1:30-2:00 p.m. EDT
    Most CPA firms strive to deliver quality client service. Because, whether it is for an audit or tax client, how strong your client collaboration skills are can make or break an engagement. This is especially true in the virtual world we are all now living in during the current global pandemic.

    The secret to great client service, at least in part, involves technology - and whether you know how to leverage yours effectively. So, join this session and learn how Wolters Kluwer's Integrated Audit Approach supports greater client collaboration. Also, hear from one firm how they successfully embraced this technology with their clients.
    Register

    'Must Know' Changes to Employee Benefit Audits

    Vincent Gaudiuso
    CPA, MST, Quality Control Partner, AMG Consulting Services
    Patrick Tokarski
    CPA, Technology Product Manager, Wolters Kluwer

    Tuesday, June 2, 2020, 2:30-3:00 p.m. EDT
    Ensure your EBP audits adhere to the most recent AICPA audit requirements, while also avoiding common peer review deficiencies. This is more important than ever since the AICPA Auditing Standards Board (ASB) issued as a final standards Statement on Auditing Standards (SAS) No. 136, Forming an Opinion and Reporting on Financial Statements Subject to ERISA.

    Join this session to learn what you need to know about this new standard and its requirements.
    Register

    A Fireside Chat with Bob Dohrer, AICPA Chief Auditor

    Bob Dohrer
    CPA, CGMA, Chief Auditor, AICPA
    Cathy Rowe
    CPA, Director, Technology Product Management, Wolters Kluwer

    Tuesday, June 2, 2020, 4:30-5:00 p.m. EDT
    Join AICPA Chief Auditor for a discussion on how auditors are affected by recent ASB standards and active agendas including ongoing efforts to modernize auditing and attestation standards, enhance outreach to stakeholders regarding proposed standards, and post-implementation reviews of issued standards and revisions to Audit Evidence (AU-C 500), a core auditing standard, that make it more relevant and effective in today's business environment.

    Also, hear what this industry expert considers to be relevant lessons-learned around auditors working remotely during COVID‑19.
    Register

    How to Embrace Analytics in the Audit

    Morgan Martin
    CPA & Staff Accountant, Rodl & Partner
    Stefan Davis
    CPA, Senior Product Manager, Wolters Kluwer
    Cathy Rowe
    CPA, Director, Technology Product Management, Wolters Kluwer

    Wednesday, June 3, 2020, 12:30-1:00 p.m. EDT
    Most firms we talk with are interested in embracing analytics in the audit because they know it can help drive efficiencies, improve quality and even transform client service. Yet, most firms are not sure how to approach analytics.

    Join this session and learn some practical ways to incorporate analytics in your audits. Also, hear directly from one firm that embraced the technology and experienced a quick and positive difference.
    Register

    Review Engagements: Changes You Need to Know

    Robert Pearson
    CPA, Manager, Content Management, Wolters Kluwer
    Patrick Tokarski
    CPA, Technology Product Manager, Wolters Kluwer

    Wednesday, June 3, 2020, 1:30-2:00 p.m. EDT
    The AICPA issued SSARS No. 25, Materiality in a Review of Financial Statements & Adverse Conclusions to align with GAAS and converge with international review standards.

    Join this session and learn this standard's effect on Review Engagements and How both CCH® ProSystem fx® Knowledge Coach and CCH Axcess Knowledge Coach will make sure you are prepared.
    Register

    What's New & What's Coming for the Wolters Kluwer's Integrated Audit Approach

    Cathy Rowe
    CPA, Director, Technology Product Management, Wolters Kluwer

    Wednesday, June 3, 2020, 4:30-5:00 p.m. EDT
    You do not want to miss this session! It is a "must attend" so that you understand our audit-strategy, including all the new features that will help you drive efficiency, quality and client service, and plan your technology roadmap for the next year.

    Join us and learn what is new with all the solutions within the Integrated Audit Approach. Those solutions include CCH® ProSystem fx® Engagement, CCH® ProSystem fx® Knowledge Coach, TeamMate® Analytics and all the new offerings on the CCH Axcess platform.
     
    Register

    Session Track: Accounting & Reporting Insights

     

    Up Your Game with a Brand New Financial Statement Disclosure Checklist

    Larry Koral
    CPA, Manager, Accounting Content, Wolters Kluwer
    Beth Patrick
    CPA, Manager, Sales & Business Development, Wolters Kluwer

    Wednesday, June 3, 2020, 9:30-10:00 a.m. EDT
    Are you, or your client, using a manual financial statement disclosure checklist? Then you should attend this session.

    Join us and learn about a brand new cloud based financial statement disclosure checklist that you can tailor for each client. In fact, this checklist better enables your client to complete their own financial statements and disclosures for the audit.
    Register

    The FASB Responds to COVID‑19

    Larry Koral
    CPA, Manager, Accounting Content, Wolters Kluwer

    Wednesday, June 3, 2020, 10:30-11:00 a.m. EDT
    The FASB has responded to COVID‑19. Join us for a discussion on how they addressed financial reporting issues arising due to it, which accounting rules are delayed, for how long and for whom, and the application of specific accounting guidance as impacted by COVID‑19.
    Register

    SEC's Response to COVID‑19

    Paul Mackey
    CPA, Manager, SEC Content, Wolters Kluwer

    Wednesday, June 3, 2020, 11:30 a.m.-12:00 p.m. EDT
    Join us for a review of the SEC’s efforts in response to the effects of COVID‑19, including: operational initiatives, market-focused actions, targeted assistance or relief, Investor protection efforts and more.
    Register

    Review New Auditor Reporting Standard

    Robert Pearson
    CPA, Manager, Accounting Content, Wolters Kluwer

    Wednesday, June 3, 2020, 2:30-3:00 p.m. EDT
    Join this session for a review of the most significant portions of the recently issued auditor reporting standards, including: 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.

    Understanding changes like these is always important, and especially so during times like we are currently experiencing.
    Register

    Session Track: Navigating the Firm Landscape

     

    Embracing Change and Surviving

    Rachel Cooke
    Founder & CEO, Lead Above Noise
    Cathy Rowe
    CPA, Director, Technology Product Management, Wolters Kluwer

    Tuesday, June 2, 2020, 9:30-10:00 a.m. EDT
    Change is constant. Nothing ever stays the same. Yet, most people are afraid of change ... even though it can take many shapes. For example, in the face of a global pandemic a completely different way to operate as a business has emerged, including embracing technology.

    Join this session and learn how to approach change management for successful outcomes, no matter what the change is. Afterall, it is a fact that we always have a choice regarding how we face any given change.
    Register

    No-Touch Tax Return

    Jody Padar
    Founder & CEO, New Vision CPA Group
    Kathleen Grant
    CPA, Manager, Technology Product Management, Wolters Kluwer
    Joel Ortner
    Senior Technology Product Manager, Wolters Kluwer

    Tuesday, June 2, 2020, 11:30 a.m.-12:00 p.m. EDT
    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 to understand how CCH Axcess Financial Prep in combination with CCH Axcess Tax accomplishes this goal, and helps ensure you are ready for this new world.
    Register

    Running a Small Firm & Having a Life

    Julie & Martin Lepper
    CPAs, Co-founders & Principals, Lepper & Company LLC
    Amy Mazurik
    Director, Technology Product Management, Wolters Kluwer

    Tuesday, June 2, 2020, 3:30-4:00 p.m. EDT
    Small firms are often under pressure to deliver the same results for their clients that larger firms deliver. However, while also striving to have a better work like balance, those small firms have much fewer resources to work with. That fact alone compounds the struggle.

    Join this session to learn secrets that will help you run your small firm more efficiently. Because when you leverage the right technology, you can also have a life!
    Register

    Tap into New Workflow Opportunities

    Romina Marneli
    CPA & Partner, Powers & Sullivan LLC
    Pam Kelley
    Manager, Technology Product Management, Wolters Kluwer

    Wednesday, June 3, 2020, 3:30-4:00 p.m. EDT
    Firms are constantly faced with pressures from many angles, including increased regulations, timelines, and staffing. All have a direct impact on a firm's realization and staff engagement. Therefore, uncovering ways to successfully meet those pressures is beneficial to every firm.

    Join this session and learn tips on how to optimize your workflow management for clear visibility across all of your engagements, including audit. Doing so will help you avoid challenges, like missed deadlines and running over budget.
    Register

    A Very Special Thanks to Our Event Sponsor: