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The Leading Edge: The Future of Accounting Technology

THE LEADING EDGE: THE FUTURE OF ACCOUNTING TECHNOLOGY

Cost Free
Presentation Length 1.0 hour

Recorded DateJune 23, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

This unique session is focused on the trends and technologies transforming the tax and accounting profession. It is a compilation of recorded presentations from recent CCH conferences that focus on innovation.

In part one of this two-part session, Wolters Kluwer President & CEO Jason Marx walks us through the recent progression of technology in the industry, culminating with an introduction of the bleeding-edge capabilities our panel will be discussing in part two. 

For part two, we will revisit a fascinating conversation from the recent CCH Connections: User Conference, featuring technology experts from Wolters Kluwer, Microsoft, and Boomer Consulting. Join us as our panel examines how the profession is evolving around big data and machine learning and explores how tomorrow's technologies—such as Augmented Reality and the Metaverse—have the potential to fundamentally change how firms operate. 

Learning Objectives: 


  • Recognize the ways high-performing firms are using technology today

  • Summarize the development of various technologies currently available—such as AI and machine learning—and what it means for your firm

  • Identify which technologies are poised to impact the profession in the future and the role they may play in your firm’s success

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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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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Marc Staut, Shareholder and Chief Innovation and Information Officer at Boomer Consulting, Inc., helps meet the growing needs of CPA firms by leveraging his experience to provide strategic technology assessments, planning, visioning and coaching. He feels that “technology should be an enabler – something that’s approachable, aligned with and integral to the success of each firm.”

Marc is a regular speaker, author and panelist on technology in the accounting profession, cloud computing, mobile technology, leadership and vision. 
 

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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.  

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Adam Orentlicher

Wolters Kluwer Tax & Accounting
Senior Vice President & Chief Technology Officer

(847) 580-5000

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Supporting thousands of clients, Adam leads the global technology team responsible for application development, quality assurance and release management, spanning cloud and desktop software platforms. His focus is driving high-quality, highly scalable and performant applications leveraging emerging technologies and innovations including, the use of APIs, AI, ML, Blockchain, and RPA capabilities to enable leading customer experiences.

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Todd has been developer and technologist for 20 years serving in a range of application platform and software development roles at Microsoft. His current focus is on natural user interfaces and creating new ways of human interaction with the computer 

About Our Presenter

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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.