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Thursday
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10:00 - 10:50 AM EST Back to Top
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AUDIT | GROUP DISCUSSION FORUM Accounting professionals using CCH® ProSystem fx® Engagement for A&A and/or Tax engagements — would saving 30-minutes or more per audit during preparation time benefit your workflow? Join this discussion to hear how Engagement Organizer not only gives you back time but also boosts your collaboration with clients so you can stay ahead of your audit schedule.
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MANAGEMENT Join us to discuss why boldly investing in human capital is essential for any business. With roughly 10,000 people reaching retirement age every day, companies need to identify and invest in the next generation of leaders now. Even as companies are investing in artificial intelligence and advanced technologies, human capital remains their most valuable asset. While technology may improve efficiency and productivity, it is ultimately people who provide services and create relationships. By mentoring young leaders on how to build strong, meaningful relationships, the next generation will continue to succeed and provide excellent services in a rapidly advancing world.
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TAX | GROUP DISCUSSION FORUM For existing CCH® ProSystem fx® Scan with AutoFlow Technology users — join your peers in discussing best practices, tips and tricks of the application, and the processes it encompasses.
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TAX Come learn about the new enhancements and content added to CCH AnswerConnect this year! We’ll also provide time-saving tips and tricks to get you to key insights quicker. Need to learn how to find more about COVID-19 Resources, The Cares Act, 163(j) or GILTI? Take this class and learn how!
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TECHNOLOGY | GROUP DISCUSSION FORUM For IT professionals, IT and data security is a pervasive issue at the core of many industries that drives a significant portion of IT strategies and budgets. Firms small to large are facing ever increasing threats, costs, and legislation that they must mitigate. Join your peers for discussions around modern security trends, best practices, risks, security appliances, and compliance audits. Learn what others are doing to secure their businesses and how you may be at risk.
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XCM SOLUTIONS The modern firm is faced with increased regulation, tight deadlines, and staffing constraints which drains budgets, impacts efficiencies, and creates a disengaged workplace culture. Even when auditors have engagement software to effectively manage activity onsite, they still are consistently missing deadlines and running over budget on the post-audit reports. In this session you will learn how to use workflow technology to automate the pre & post audit deliverables, identify how to increase audit engagement visibility and standardize audit workflow processes, make knowledge management more accessible and centralized for streamlined and cost-effective audit engagements; mitigate risk, while creating an engaged A&A workforce and workplace culture.
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GETWISE During this session, we’ll review Section 199A Qualified Business Income and the latest guidance and regulations issued by the IRS, including who is eligible for the deduction, which income qualifies for the 20% deduction, rentals, pass-through entity reporting, losses, computation, and more!
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Thursday
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11:00 - 11:50 AM EST Back to Top
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AUDIT Improving quality and realization on every audit engagement is easy when you have a data analytics tool that works for you, not against you. Whether a central group performs your analytics or otherwise, it’s essential to empower your auditors with an easy-to-use ADA solution. Why? Because the AICPA encourages every audit incorporate analytics. The good news is that TeamMate® Analytics is the answer. Firms say TeamMate Analytics:
Join this session and learn practical ways to incorporate analytics in your audits using TeamMate Analytics. Moreover, gain insights from other firms’ key learnings regarding how they embraced this technology and experienced a quick, positive difference. Now, that’s definitely a solution that works for you!
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MANAGEMENT | GROUP DISCUSSION FORUM For existing CCH Axcess™ Practice users - join your peers in discussing best practices, tips and tricks of the application, and the processes it encompasses.
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TAX Is your firm using CCH® ProSystem fx® Scan, including CCH® ProSystem fx® PDFlyer and AutoFlow Technology, as efficiently as possible? Join this session for insight into the tips and tricks that are often overlooked but can provide new efficiencies when leveraged properly. Some of the topics covered in this course include the effective use of target sheets, methods for improving AutoFlow accuracy, effective management of incoming PDF files using the new CCH® ProSystem fx® Funnel, standardization ideas for PDFlyer, and overall process improvement suggestions.
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TAX With more companies conducting business globally, the number of foreign subsidiaries has exploded. That leaves many U.S. owners needing to know the tax rules when filing Form 5471, Information Return of U.S. Persons With Respect To Certain Foreign Corporations. The IRS is aggressively pursuing penalties for non-filing, so Form 5471 compliance is critical for your business or clients. Join us to learn more about Form 5471!
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TECHNOLOGY | GROUP DISCUSSION FORUM COVID-19 presented an unexpected challenge to how accounting firms function and how well they are prepared for an unplanned series of events. This session will examine the challenges and gains from a functional, technological, logistical, and security-focused viewpoint. The leap (not planned transition) from business as usual to the new norm exposed the reality of transitioning to a new work environment, and as a result, we experienced a change in people skills, tools, and security, along with technical observations, challenges, and learnings. Join your peers in this discussion to interchange your thoughts and experiences via questions and answers.
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TECHNOLOGY Changing economic and work conditions have had a profound impact on the role and expectations for the IT function within CPA firms. In this session, we’ll talk about the need for IT to align with and even drive strategic firm initiatives and showcase some examples of how industry-leading firms have done just that.
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XCM SOLUTIONS This session will discuss the key elements of building a successful and scalable CAS (Client Accounting Services) practice. Attendees will learn how to develop more efficient systems through workflow automation and streamline their existing processes to deliver services to their clients more effectively. This session will highlight the importance of an effectively designed, standardized technology stack to help accounting firms tackle the transactional work, get closer to "real time" accounting and create the bandwidth to deliver higher value advisory services to their clients. This session will uncover the meaning behind tech-enabled services and how remote staff can become tech-enabled through the use of tools and resources available within the cloud ecosystem. This course will provide attendees with a framework to maximize their ability to grow and simplify their CAS practice.
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Thursday
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12:00 - 12:50 PM EST Back to Top
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AUDIT This year, what’s new with Wolters Kluwer audit solutions goes beyond the traditional products that make up the Integrated Audit Approach, including CCH® ProSystem fx® Engagement, CCH® ProSystem fx® Knowledge Coach, and TeamMate™ Analytics. Specifically, audit of the future has arrived with new CCH Axcess modules including CCH Axcess™ Financial Prep, CCH Axcess™ Knowledge Coach, CCH Axcess™ AutoCheck and the upcoming beta launch of CCH Axcess™ Engagement. Join this session to learn about recent releases and exciting enhancements for all of the above designed to help drive efficiency and productivity in your firm. Notably, this session will include a review of efficiency tools, new client collaboration options, data gathering tips, efficient data analytics tips, and more. All in all, you will leave this session with ideas for both immediate and long-term implementation that will improve your audit workflow.
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MANAGEMENT This session is designed to inspire, equip, and empower you to lead teams or clients effectively and engagingly through significant change. Join us as we make the business case for putting engagement and empathy at the forefront of any change; teach a simple, holistic model for change (adapted from the work of John Kotter); introduce three tangible tools you can use to translate vision, develop key messages, and take actions to implement a successful change; and facilitate a personal action/commitment for each participant, ensuring behavior change follows the session.
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TAX | GROUP DISCUSSION FORUM For existing CCH Axcess™ Tax users — join your peers in discussing best practices, tips and tricks of the application, and the processes it encompasses.
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TAX | GROUP DISCUSSION FORUM For existing CCH® ProSystem fx® Tax users - join your peers in discussing tax preparation, review, and electronic filing best practices.
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TECHNOLOGY The modern accounting firm generates and stores a significant amount of data. That information can be valuable for firms looking to improve operations and client services. Turning data into actionable insights takes the right tools. Several recent additions to CCH Axcess™ provide firms with new ways to make use of their data. Discover how to use the CCH Axcess™ Data Axcess Utility and CCH Axcess™ Data Axcess Dashboards to leverage data about internal operations. You will also see a demonstration of CCH Axcess™ iQ highlighting the use of client tax data and CCH® Research and Learning solutions to add value to client relationships and help firms make the transition to more advisory work.
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XCM SOLUTIONS Outsourcing has become a viable business strategy for accounting firms. In this session you will learn how our Tech Enabled Services can be a part of a solution to tax season compression. We will review the ins and outs of outsourcing, discuss workflow, pricing and communication with your client and team. Tech Enabled Services will allow your firm to leverage the current skills and expertise within your team, while utilizing outside resources to bridge the gap.
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GETWISE With cyber threats on the rise, the Internal Revenue Service and the Security Summit partners have urged tax professionals to review their security steps to ensure they are fully protecting client data whether working in the office or a remote location. During this session, we’ll review the basic "Security Six" protections from the IRS Security Summit, as well as guidance from the IRS Pub. 4557.
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Thursday
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1:00 - 1:50 PM EST Back to Top
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AUDIT | GROUP DISCUSSION FORUM Accounting professionals using CCH® ProSystem fx® Engagement for A&A and/or Tax engagements — join your peers in sharing your experiences and any other tools your firm uses to ensure your paperless engagements run efficiently and effectively.
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MANAGEMENT Accounting firms gather their client's tax data from a variety of sources: clients sharing the information directly (via portals, online organizers, email, in-person, postal mail, and so on), other accounting firms, or even in-house (e.g. K-1), etc. The process for gathering this data can involve several manual steps that impedes productivity, which can be especially challenging with the current social distancing efforts due to COVID-19. What if you can automate most of the process to save time and enhance staff efficiency? Join this session to learn best practices for gathering and preparing data by using products such as CCH Axcess™ Tax, CCH Axcess™ Document, CCH Axcess™ Portal, CCH Axcess™ Client Collaboration, and CCH® My1040Data. Current users of these products will learn how to better use the software to streamline data gathering while prospective users will learn how to bring their future vision of streamlining data gathering to life.
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TAX The program will cover legislative and regulatory tax developments in 2020, with an emphasis on the taxation of investments, capital formation, and businesses. We will examine the landmark COVID-19 legislation with a focus on the business tax provisions in those bills. In addition, we will look ahead to what tax policies might be in store for America's enterprises in 2021 after the November 2020 election.
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TECHNOLOGY The Robo-Accountants have risen. Big Data is doubling every two years. Firms are working to analyze and identify new insights into business at a non-stop pace. How will Firms be able to keep up? Enter the Quantum Computers. We will define Quantum Computing and its capabilities and potential. We will debunk the myths and stories and separate facts from the hype. We will explore the intersection of the most important emerging technologies of our time (AI/ML, Analytics, Blockchain), and how they will be impacted and transformed by Quantum Computing. We will identify what firms can/should be doing today to prepare themselves!
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TECHNOLOGY | GROUP DISCUSSION FORUM For IT professionals, IT and data security is a pervasive issue at the core of many industries that drives a significant portion of IT strategies and budgets. Firms small to large are facing ever increasing threats, costs, and legislation that they must mitigate. Join your peers for discussions around modern security trends, best practices, risks, security appliances, and compliance audits. Learn what others are doing to secure their businesses and how you may be at risk.
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XCM SOLUTIONS API (application Programming Interface) are the interfaces that allow applications to talk to one another. Whether it is moving data from your CRM application into XCM to getting data from XCM to your analytics program, API's allow for data to move seamlessly between the two. In this session, you will learn how firms have utilized XCMapi to integrate XCM data with other third party applications, to make their employees more productive.
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Thursday
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2:00 - 2:50 PM EST Back to Top
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AUDIT Join AICPA Auditing Standards Board Chair, Tracy Harding, for a discussion on how auditors are affected by the recent ASB standards and active agendas including ongoing efforts to modernize auditing and attestation standards, enhanced outreach to stakeholders regarding proposed standards, and post-implementation reviews of issued standards. In addition, we'll discuss revisions to Audit Evidence (AU-C 500), a core auditing standard, that make it more relevant and effective in today's business environment. Finally, join us to learn this industry expert's insights regarding lessons-learned around auditors working from home during COVID-19.
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AUDIT | GROUP DISCUSSION FORUM When an audit data analytics solution can turn a test that used to take 1–2 hours into a 10-minute exercise, that’s gained efficiency you should learn more about! Current and potential user of TeamMate™ Analytics, join this discussion to understand how TeamMate Analytics empowers your audit team to do exactly that … and more.
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MANAGEMENT | GROUP DISCUSSION FORUM For existing CCH Axcess™ Workstream users - join your peers in discussing best practices, tips and tricks of the application, and the processes it encompasses.
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TAX Get a head start on the 2020 tax return filing season. Hear about the planned enhancements to the CCH® ProSystem fx® Tax and CCH Axcess™ Tax programs including changes due to legislative activity. You will also learn how these enhancements may affect your firm's processing methodology for the upcoming season. Designed for experienced CCH® ProSystem fx® Tax and CCH Axcess™ Tax users.
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TECHNOLOGY Prospect your data using Microsoft® Power BI, one of the best utilities for firms looking to start using Business Intelligence. In this session, we will dig into datasets for CCH Axcess Tax and Practice. With the use of Power BI Desktop, we will show you how to get the data to transform into interactive dashboards that you can publish and share. Use features such as Power Query, DAX (Data Analysis Expressions), and Visualization to stake your claim.
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GETWISE Are you taking full advantage of the functionality available in your tax preparation software? During this session, we'll show you how to manage your tax returns more efficiently, use our on demand self-help resources, backup and restore your data, leverage the software security options, share files securely with CCH iFirm Client Portal, research your tax questions, maximize your use of the time saving features, and more!
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Thursday
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3:10 - 4:00 PM EST Back to Top
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AUDIT Are you getting the maximum benefit from your Integrated Audit Solutions? Join us on a journey beyond the basics to learn software tips and tricks that can help you take big steps toward enhancing your firm’s efficiency and productivity within the A&A process. This session includes focus on CCH® ProSystem fx® Engagement, CCH® ProSystem fx® Knowledge Coach and TeamMate® Analytics. Get answers to questions you didn’t even know you had but always wished you had asked.
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MANAGEMENT | GROUP DISCUSSION FORUM For existing CCH Axcess™ Document users - join your peers in discussing best practices, tips and tricks of the application, and the processes it encompasses.
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MANAGEMENT The effect of the global pandemic on business and lifestyles has been incalculable. Companies either have had to adapt to a new way of operating or face extinction. Join this session to experience a deep drill-down at how the CPA firm's merger and acquisition process has changed — perhaps permanently — as a result of the Coronavirus and how COVID-19 may prompt a succession exodus among accounting firm owners.
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TAX | GROUP DISCUSSION FORUM For existing CCH Axcess™ Tax users — join your peers in discussing best practices, tips and tricks of the application, and the processes it encompasses.
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TAX Is your firm taking advantage of all features in CCH® ProSystem fx® Tax that, when leveraged properly, can make your tax workflow processes as efficient as possible? Attend this session to hear about the tips and tricks our seasoned software consultants have discovered are often overlooked or under-utilized. Topics include: why your firm should be using the Worksheet View interface; constructing a plan to move your firm to Worksheet View; efficiently using the import-export features unique to Worksheet View; taking full advantage of the CCH ProSystem fx Tax Help features; effective review of tax returns; tips for managing the electronic filing process; and advantageous uses of CCH ProSystem fx Tax’s integration with other CCH applications.
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TECHNOLOGY | GROUP DISCUSSION FORUM Join your peers in discussing best practices, tips and tricks for using technology to support the growing demand of a flexible work environment for your staff.
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GETWISE What's new in ATX™ 2020? Join our Product Management team to learn about updates to the tax forms, new software functionality, and integrated solutions available to you in 2021. If you are an ATX User, this is a must-attend session!
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Thursday
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4:10 - 5:00 PM EST Back to Top
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AUDIT 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? Join this session and leave knowing what the AICPA Enhancing Audit Quality (EAQ) Initiative uncovered about the most pervasive issues and how to avoid them in your practice.
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MANAGEMENT | GROUP DISCUSSION FORUM For existing CCH ProSystem fx Practice Management users — join your peers in discussing best practices, tips and tricks of the application, and the processes it encompasses.
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MANAGEMENT Join our Wolters Kluwer Product Management team as they reveal recent releases and the exciting enhancements planned for CCH Axcess™ Tax, CCH Axcess™ Practice, and CCH Axcess™ Workstream that will help drive efficiency and productivity at your firm. In addition, learn more about what’s coming with CCH Axcess™ Financial Prep, CCH Axcess™ iQ, CCH Axcess™ Client Collaboration, and CCH Axcess™ AutoCheck. Our team will also provide a preview of CCH Axcess™ Engagement that you don't want to miss!
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TAX Numerous and often complex tax changes in COVID-19 legislation affect all individuals. The changes include 2020 rebates most eligible individuals already received, but some may have more to claim on their 2020 return. The legislation also included favorable provisions for self-employed individuals, expanded charitable contribution possibilities, and the ability to pull (and later return) funds from retirement plans. Changes also included some undoing of the TCJA and the need for amended returns. This presentation addresses the COVID-19 legislative changes pertaining to individuals with an emphasis on due diligence and planning considerations.
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TAX | GROUP DISCUSSION FORUM For existing CCH® ProSystem fx® Scan with AutoFlow Technology users — join your peers in discussing best practices, tips and tricks of the application, and the processes it encompasses.
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GETWISE Are you using ATX™ to its full potential? Join our ATX Software Experts in an information-packed session to discover features and functionality that can help you maximize your use of the ATX tax preparation software. Whether you are an experienced ATX user, or are looking for refresher training, you can’t miss this session!
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Thursday
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5:10 - 6:00 PM EST Back to Top
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AUDIT | GROUP DISCUSSION FORUM Auditing professionals using CCH® ProSystem fx® Knowledge Coach, CCH® ProSystem fx® Knowledge Tools or CCH® Knowledge-Based Audit Methodology — join your peers in sharing your experiences using these powerful tools to increase the efficiency and effectiveness of your firm’s audit engagements.
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MANAGEMENT Enhance your CCH Axcess™ experience with tools that help you accomplish more than you ever could before — in even less time. Join this session to learn how you can automatically schedule your tax compliance work, simplify your time and expense entry, efficiently schedule your people, approve and track all of your PTO, and get a better understanding of your firms overall performance with the Empire SUITE of products that integrate seamlessly with CCH Axcess™.
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TECHNOLOGY Even before COVID-19, technology staff at accounting firms struggled with the challenges of securely meeting user demands. During this crisis, firms were quickly forced to balance the responsibilities of controlling the security perimeter, protecting firm data, and providing access to the workplace worldwide. Malicious actors and state adversaries have taken advantage of the vulnerabilities introduced during these sometimes chaotic, unplanned shifts. This session will review lessons learned from COVID related breaches and attacks, how to design an "off-ramp" and remediate security issues when the firm can resume in-person operations, and practices and tools firms can adopt to address ongoing operational or technical flaws in their security posture.
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TECHNOLOGY | GROUP DISCUSSION FORUM For IT professionals, IT and data security is a pervasive issue at the core of many industries that drives a significant portion of IT strategies and budgets. Firms small to large are facing ever increasing threats, costs, and legislation that they must mitigate. Join your peers for discussions around modern security trends, best practices, risks, security appliances, and compliance audits. Learn what others are doing to secure their businesses and how you may be at risk.
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XCM SOLUTIONS This session will focus on how to establish non-standard deliverable's in XCM to manage all your due dates whether it's related to a client return, audit report, client payments or an operational deadline. Participants will learn how to maximize the value of XCM, by creating and calculating due dates for all your business needs, as well as how these deliverables tie to recurring tasks.
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