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 (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
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.
How to Embrace Analytics in the Audit
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
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.
The Secret to Great Client Service
Audit Coordinator, Smith Marion and Co.
Joel Ortner
Technology Product Manager, Wolters Kluwer
Tuesday, June 2, 2020, 1:30-2:00 p.m. EDT
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.
'Must Know' Changes to Employee Benefit Audits
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
Join this session to learn what you need to know about this new standard and its requirements.
A Fireside Chat with Bob Dohrer, AICPA Chief Auditor
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
Also, hear what this industry expert considers to be relevant lessons-learned around auditors working remotely during COVID‑19.
How to Embrace Analytics in the Audit
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
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.
Review Engagements: Changes You Need to Know
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
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.
What's New & What's Coming for the Wolters Kluwer's Integrated Audit Approach
CPA, Director, Technology Product Management, Wolters Kluwer
Wednesday, June 3, 2020, 4:30-5:00 p.m. EDT
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.
Session Track: Accounting & Reporting Insights
Up Your Game with a Brand New Financial Statement Disclosure Checklist
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
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.
The FASB Responds to COVID‑19
CPA, Manager, Accounting Content, Wolters Kluwer
Wednesday, June 3, 2020, 10:30-11:00 a.m. EDT
SEC's Response to COVID‑19
CPA, Manager, SEC Content, Wolters Kluwer
Wednesday, June 3, 2020, 11:30 a.m.-12:00 p.m. EDT
Review New Auditor Reporting Standard
CPA, Manager, Accounting Content, Wolters Kluwer
Wednesday, June 3, 2020, 2:30-3:00 p.m. EDT
Understanding changes like these is always important, and especially so during times like we are currently experiencing.
Session Track: Navigating the Firm Landscape
Embracing Change and Surviving
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
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.
No-Touch Tax Return
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
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.
Running a Small Firm & Having a Life
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
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!
Tap into New Workflow Opportunities
CPA & Partner, Powers & Sullivan LLC
Pam Kelley
Manager, Technology Product Management, Wolters Kluwer
Wednesday, June 3, 2020, 3:30-4:00 p.m. EDT
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.