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Self-Study CPE
CHATGPT & AI IN ACCOUNTING: PRACTICAL EXAMPLES AND ACCOUNTING WORKFLOWS
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CHATGPT 101: GETTING STARTED
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CHATGPT 102: BEYOND THE BASICS
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KEEPING TAXPAYER DATA SECURE
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Free cpe webinars
Innovation in Action

INNOVATION IN ACTION

This course is part of the 2021 CCH Innovations Conference.
CPE will be issued by Wolters Kluwer Tax & Accounting.
Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Information Technology
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

In this two-part opening session, CEO and President of Wolters Kluwer Tax & Accounting, North America kicks things off with a review of the four most influential trends currently shaping the tax and accounting profession.

In part two, a panel of Wolters Kluwer experts react to the most fascinating findings from our annual industry survey, including a look at the factors separating high-performing firms from the rest of the pack.

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Jason Marx is CEO of Wolters Kluwer Tax & Accounting, North America. In this role, Marx leads the development and delivery of innovative, cloud-based tax and compliance software, firm management and information solutions for tax, accounting and audit professionals. 

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Cathy Rowe, CPA, CA, is director of technology product management for audit solutions at Wolters Kluwer. She was named one of the Top 40 Under 40 thought leaders by CPA Practice Advisor for her accomplishments in bringing customer workflow perspectives into the design and development processes.

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Colleen is an experienced leader in product management with a demonstrated history of working in the information technology and services industry. Currently, she leads the Audit business for North America, serving the audit and assurance needs of CPA firms. Colleen has also led a global product management team and owned a product portfolio that services a global client base.

The keys to her success are continuous learning about the profession and clients; her approach to deep learning about customer behaviors and jobs to be done; and her ability to achieve product-market fit.

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Nate Brown

Wolters Kluwer Tax & Accounting
Vice President of Firm Management
nate.brown@wolterskluwer.com
(847) 580-5000

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Nate has had severed in several customer centric roles within consulting, sales and Product Management.  Prior to joining Wolters Kluwer Nate served as a practicing CPA as well as working for a large multi-national corporation.  

Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
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NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Sponsor

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Wolters Kluwer Tax & Accounting is a leading provider of software solutions and local expertise that helps tax, accounting, and audit professionals research and navigate complex regulations, comply with legislation, manage their businesses and advise clients with speed, accuracy, and efficiency – so they maximize the impact they create for their clients. Our focus is giving tax and accounting professionals the ability to grow, manage and protect their business and their clients’ businesses in a fast-moving and ever-changing world. It means that firms can stay ahead of the pack, take advantage of new technologies, transform, and capitalize on new opportunities.

Wolters Kluwer Tax & Accounting is part of Wolters Kluwer (WKL), a global leader in professional information, software solutions, and services for the healthcare; tax and accounting; governance, risk and compliance; and legal and regulatory sectors. We help our customers make critical decisions every day by providing expert solutions that combine deep domain knowledge with advanced technology and services.