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User Conference Classes

  • Course Formats:
  • = Lecture
  • = Workshop
  • = Discussion Pod
  • = New Session
  • Course Levels:
  • = Basic
  • = Intermediate
  • = Advanced
  • = Update
  • = Overview

Class schedules are subject to change and classes fill up fast. Reserve your spot now.


View Full Class Schedule and List of Course Descriptions.

Accounting & Audit Track


Accounting & Auditing Research - Minimize Research Time and Enhance Workflow: Master the skills needed to reach sound conclusions by utilizing efficient and effective research techniques in real-world scenarios. Accounting Research Manager provides expert-written analytical accounting, auditing, governmental, internal controls and SEC information as well as authoritative literature. ARM is structured by Accounting Standards with our unique guidance and authoritative materials extensively linked, simplifying research and ensuring that your research and answers are complete. In this workshop you will learn how to get to your answers faster utilizing advanced search methods, practice tools and checklists to implement new and rapidly changing accounting or auditing standards.

Speaker: Ruth O’Toole, Research Consultant, CCH, a part of Wolters Kluwer

CPE Field of Study: Specialized Knowledge & Applications

Prerequisites: None

Who Should Attend: All Levels

Advanced Preparation: None


Adding Value to Your Audit Engagements: As a result of the ever increasing competitive pressures that accounting firms face, it is more important than ever to find ways to uncover, identify and present value to your audit clients through the audit engagement. In this session, you will learn practical ways to leverage audit procedures and processes to uncover value for your clients.

Speakers: Chuck Manganiello, CPA, Owner, AuditSense, LLC

CPE Field of Study: Auditing

Prerequisites: None

Who Should Attend: All Levels

Advanced Preparation: None


CCH's Accounting & Audit Portfolio - What's New for 2013 and Beyond: Discover the exciting changes that have been made to the award-winning solutions of ProSystem fx® Engagement, ProSystem fx® Knowledge Coach, and Accounting Research Manager, along with updates to other CCH accounting and audit solutions. Learn about the portfolio roadmap for this complete A&A solution – all designed to continuously increase efficiency and bring value to your firm.

Speaker: Cathy Wright, Product Line Manager, CCH, a part of Wolters Kluwer

CPE Field of Study: Specialized Knowledge & Applications

Prerequisites: None

Who Should Attend: All Levels

Advanced Preparation: None


How the New COSO Guidance Affects Your Financial Statement Audits and Your Clients: When performing a financial statement audit, fully understanding your client’s business and assessing risks of material misstatement require that an auditor evaluate all internal controls relevant to that audit. Learn how changes in the COSO Framework change the way audits must be done.

Speaker: Judy O’Dell, CPA, Owner, O’Dell Valuation Consulting, LLC

CPE Field of Study: Auditing

Prerequisites: None

Who Should Attend: All Levels

Advanced Preparation: None


Private and Small Company “GAAP”- FAF and AICPA Initiatives: How might the AICPA's financial reporting framework for small- and medium-sized entities, and the FAF’s Private Company Council initiative on GAAP changes for private companies impact you and your clients?

Speaker: Eric P. Wallace, CPA, Director, Boyer & Ritter, CPAs

CPE Field of Study: Accounting

Prerequisites: None

Who Should Attend: All Levels

Advanced Preparation: None


ProSystem fx® Engagement - Tips and Tricks: Effective use of ProSystem fx® Engagement's functionality can increase your firm's efficiency and productivity. This workshop will show you various best in process tips and tricks our consultants have picked up over the years at firms across the country. Bring your own and share with other attendees.

Speaker: Jared Jones, CPA, Software Consultant, CCH, a part of Wolters Kluwer

CPE Field of Study: Specialized Knowledge & Applications

Prerequisites: None

Who Should Attend: All Levels

Advanced Preparation: None


ProSystem fx® Engagement Best Practices - Accounting & Audit: For accounting professionals using ProSystem fx® Engagement for A&A engagements -- join your peers in sharing your experiences and any other tools your firm uses to ensure your paperless engagements run efficiently and effectively.

CPE Field of Study: Specialized Knowledge & Applications

Prerequisites: None

Who Should Attend: Current Users-All Levels

Advanced Preparation: None


ProSystem fx® Knowledge Coach Best Practices: For auditing professionals using ProSystem fx® Knowledge Coach, ProSystem fx® Knowledge Tools and/or CCH’s 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.

CPE Field of Study: Specialized Knowledge & Applications

Prerequisites: None

Who Should Attend: Current Users-All Levels

Advanced Preparation: None


ProSystem fx® Knowledge Coach Tips and Tricks: Effective use of ProSystem fx® Knowledge Coach functionality can increase your firm's efficiency and productivity when implementing and using the Knowledge Base Audit Methodology. This workshop will teach you various best in process tips and tricks relevant from implementation through Knowledge Coach's future ongoing usage.

Speaker: Dana Yates Software Consultant, CCH, a part of Wolters Kluwer

CPE Field of Study: Specialized Knowledge & Applications

Prerequisites: Experience with ProSystem fx Engagement and ProSystem fx Knowledge Coach

Who Should Attend: All Levels

Advanced Preparation: None


Revenue Recognition: A Brave New World; Are You Ready?: Revenue recognition has been and continues to be one of the top accounting and auditing areas of risk. Major changes by the standard setters to the revenue model are anticipated. Will you be ready to meet the daunting challenges ahead?

Speaker: Scott Taub, CPA, Financial Reporting Advisors, LLC

CPE Field of Study: Accounting

Prerequisites: None

Who Should Attend: All Levels

Advanced Preparation: None


The AICPA’s Clarified Auditing Standards: One Year Later: The AICPA’s Clarified Auditing Standards became effective almost a year ago. How has implementation gone? What are some common best practices and problem areas and how should your firm deal with them?

Speaker: Alan Anderson, CPA, President, ACCOUNT-ability Plus, LLC

CPE Field of Study: Auditing

Prerequisites: None

Who Should Attend: All Levels

Advanced Preparation: None


The Auditor’s Role in Detecting Fraud: The occurrence and potential for accounting and business fraud is more prevalent than ever. Financial statement auditors are now more responsible to gather and consider much more information to assess fraud risks. Learn how to most effectively and efficiently detect incidents of fraud.

Speaker: Michael S. Kridel, CPA, CFF, CITP, CFC, DABFA, Principal, Rehmann Robson

CPE Field of Study: Auditing

Prerequisites: None

Who Should Attend: All Levels

Advanced Preparation: None


CCH AxcessTM Track


CCH AxcessTM Practice Best Practices: CCH Axcess Practice users - join your peers in discussing best practices related to time entry, billing and reporting.

CPE Field of Study: Specialized Knowledge & Applications

Prerequisites: None

Who Should Attend: Current Users-All Levels

Advanced Preparation: None


CCH AxcessTM Tax Best Practices: For CCH Axcess Tax users -- join your peers in discussing tax preparation workflow, on-screen review and electronic filing best practices.

CPE Field of Study: Specialized Knowledge & Applications

Prerequisites: None

Who Should Attend: Current Users-All Levels

Advanced Preparation: None


CCH AxcessTM Workstream Best Practices: For CCH Axcess Workstream users -- join your peers in discussing best practices related to the use of types, masters and worksteps.

CPE Field of Study: Specialized Knowledge & Applications

Prerequisites: None

Who Should Attend: Current Users-All Levels

Advanced Preparation: None


Document Best Practices: For accounting professionals using ProSystem fx® or CCH AxcessTM Document -- join your peers in discussing best practices, tips and tricks of the application, and the processes it encompasses.

CPE Field of Study: Specialized Knowledge & Applications

Prerequisites: None

Who Should Attend: Current Users-All Levels

Advanced Preparation: None


Firm Management Using CCH AxcessTM: Learn how seamless integration between Practice, Workstream, Document, and Tax can help you run your firm efficiently. Use notifications and project assignments to help each staff member stay on top of crucial due dates and responsibilities. Quick access to tax notes and files you check out help easily push tax returns through the review process. All of these features come together on a single integrated Dashboard to ensure that staff members only need one screen to review all of this crucial information

Speaker: Kara Baker, CPA, Software Consultant, CCH

CPE Field of Study: Specialized Knowledge & Applications

Prerequisites: None

Who Should Attend: All Levels

Advanced Preparation: None


Introduction to CCH AxcessTM Practice: Learn more about CCH Axcess Practice, our time, billing and accounts receivable program. Get a preview of how to save time with Dashboard Notifications, enhanced clocks and enhanced billing features. These features can help your organization develop a more efficient time, billing and cash receipts process.

Speaker: Amanda Kelley, Software Consultant, CCH

CPE Field of Study: Specialized Knowledge & Applications

Prerequisites: None

Who Should Attend: All Levels

Advanced Preparation: None


Introduction to CCH AxcessTM Workstream: Learn more about CCH Axcess Workstream, the perfect combination of workflow and project management. Get a preview of how to save time with scalable project masters, use notifications to stay up-to-date on project changes, manage worksteps and budget more effectively. New and enhanced features will help your firm on the way to a complete digital office.

Speaker: Nate Brown, CPA, Software Consultant, CCH

CPE Field of Study: Specialized Knowledge & Applications

Prerequisites: None

Who Should Attend: All Levels

Advanced Preparation: None


Portal Integration: CCH AxcessTM and ProSystem fx® Portal integrates with many other CCH products, including Tax, Engagement, and Document. This session will guide new and existing Portal users through every aspect of these integration points; including the setup and the integration itself. Taking advantage of the available integration is a guaranteed way to increase efficiencies across a firm's many workflow processes.

Speaker: David Kallman, Software Consultant, CCH

CPE Field of Study: Specialized Knowledge & Applications

Prerequisites: None

Who Should Attend: All Levels

Advanced Preparation: None


Understanding the CCH Axcess™ Implementation Process: If you are a CCH customer and haven’t transitioned to CCH Axcess yet, you may be wondering what is involved. Attend this session to learn about the CCH Axcess implementation process and what to expect. A CCH Implementation Consultant will give you valuable information on what you can do now to prepare to migrate to CCH Axcess and share lessons learned from customers who have already migrated.

Speaker: Jon Detwiler, Implementation Consultant, CCH

CPE Field of Study: Computer Science

Prerequisites: None

Who Should Attend: IT Personnel, Firm Administration and Migration Champions

Advanced Preparation: None


What's New with CCH Axcess™: Learn about the new features and functionality in CCH Axcess - all designed to help you grow, manage and protect your practice.

Speaker: Jerry Connor, Product Manager, CCH, Mark Ryburn:Product Line Manager, CCH

CPE Field of Study: Specialized Knowledge & Applications

Program Level: Update

Prerequisites: None

Who Should Attend: All Levels

Advanced Preparation: None


What's New with Document and Portal: See how recent releases and the exciting enhancements planned for Document and Portal will help drive efficiency and productivity at your firm.

Speakers: John Barnes and Damon Russel, Product Managers, CCH, Damon L. Russel: Technical Product Manager – Workflow Solutions, CCH

CPE Field of Study: Specialized Knowledge & Applications

Prerequisites: None

Who Should Attend: All Levels

Advanced Preparation: None


Emerging Leaders Track


Challenges and Opportunities for Emerging Leaders: Join your peers in discussing the challenges and opportunities inherent in being an emerging leader at your firm.

CPE Field of Study: Business Management & Organization

Prerequisites: None

Who Should Attend: Emerging Leaders

Advanced Preparation: None


Listen, Learn and Emerge as a Future Leader in Your Firm: You have amazing personal talent, but does the current leadership team in your firm recognize that talent? Understanding your unique abilities is the first step, but that is simply not enough in today’s competitive environment. In this session we will explore areas of development that will elevate you the quickest as well as strategies for using your talents to insure the most value for your firm. We will identify:
  • How to identify your personal strengths
  • Areas of development that you must pursue to ready yourself for future leadership positions
  • A step by step process for allowing yourself to emerge as a leader in your firm
  • The 5 actions you can enact as soon as you return home from this conference


Speaker: Sandra Wiley, Shareholder & COO, Boomer Consulting, Inc.

CPE Field of Study: Personal Development

Prerequisites: None

Who Should Attend: Emerging Leaders

Advanced Preparation: None


Look, Lead, Love Learn: Four Steps to Better Business, A Better Life - And Conquering Complexity in Process: The conversation among CPAs today has gone way beyond technical issues. Today's CPAs need to know how to collaborate, connect, innovate and inspire. For the past six years, MACPA blogger Bill Sheridan has been showing them how – and he’s learned a thing or two along the way. Bill's stories from the pages of his new book "Look, Lead, Love, Learn" will inspire and entertain -- and show you how to stay ahead of the change curve in the process.

Speaker: Bill Sheridan, CAE, Chief Communications Officer, Maryland Association of CPAs

CPE Field of Study: Personal Development

Prerequisites: None

Who Should Attend: Emerging Leaders

Advanced Preparation: None


Presentation Skills for Emerging Leaders: Does the thought of delivering a presentation make your stomach turn? In this session, you will learn effective presentation skills and a process for creating powerful PowerPoint presentations. The presenter will share techniques that can help you deliver a compelling presentation.

Speaker: Barry MacQuarrie, KAF Financial Group

CPE Field of Study: Personal Development

Prerequisites: None

Who Should Attend: Emerging Leaders

Advanced Preparation: None


The Next Generation Leader – Navigators of Change: Has the pace of change changed leadership? Tom Hood will share the latest research that highlights how leadership is changing and what emerging leaders need to know now. Tom draws on his experience designing and running the AICPA and MACPA Leadership Academies and recent custom developed partner development programs to share the critical competencies needed for leaders in today's rapidly changing and complex environments.

Speaker: Tom Hood, CPA, CITP, CEO & Executive Director, Maryland Association of CPAs

CPE Field of Study: Personal Development

Prerequisites: None

Who Should Attend: Emerging Leaders

Advanced Preparation: None


Management Track


Best Practices for Telecommuting: For accounting and corporate professionals - Telecommuting is a practice that has varying levels of participation across industries. Join your peers to discuss business polices and practice around telecommuting. Discuss what has worked has worked and what hasn't, and discuss the various tools used for telecommuting

CPE Field of Study: Business Management & Organization

Prerequisites: None

Who Should Attend: All Levels

Advanced Preparation: None


Building on the Power of Generations in the Workplace: The old days of traditional CPA firm management are gone forever. It a new day and it takes a new style and high energy to find, hire and develop the future leaders of the CPA profession, the leaders who will be the next owners of your CPA firm.

Firms are creating cultures where new college graduates want to work but also where experienced people want to stay. What are the Millennials thinking? What do the Gen-Xers really want? Where are the Boomers going and when? What new style of management does it take to manage and inspire them all? Join Rita Keller, nationally acclaimed for helping CPA firms create vibrant and magnetic cultures, for an informative, interactive and enlightening session.

Speaker: Rita Keller, AAPM, Keller Advisors, LLC

CPE Field of Study: Business Management & Organization

Prerequisites: None

Who Should Attend: All Levels

Advanced Preparation: None


Collaboration: The Glue that Bonds People to Your Firm: Leaders from all levels of your firm are beginning to understand the power behind collaboration. Collaboration is far more than simply team meetings, it is a shift in communication, work styles, client interaction and leadership. In this session, you will discover:
• The power of collaboration within your firm
• Engagement of top talent is dependent on a collaboration shift
• Communication actions that deepen group thinking
• A plan for collaboration in the year ahead

Speaker: Sandra Wiley, Shareholder & COO, Boomer Consulting, Inc.

CPE Field of Study: Business Management & Organization

Prerequisites: None

Who Should Attend: All Levels

Advanced Preparation: None


Firm Management: Metrics and Key Performance Indicators: Join your peers in discussing the metrics and key performance indicators you use to manage your firm and measure performance.

CPE Field of Study: Business Management & Organization

Prerequisites: None

Who Should Attend: Current Users - All Levels

Advanced Preparation: None


Getting Smart about Business Intelligence: In today’s competitive environment it is critical for CPAs to find ways to add value to client relationships and differentiate themselves with prospects. In this session you will learn how to leverage new enabling technologies that will allow you to leverage business intelligence as a way to win new business and expand your current client relationships.

Speaker: Robert H. Woosley, CPA, Director of Entrepreneurial Services, Frazier & Deeter

CPE Field of Study: Business Management & Organization

Prerequisites: None

Who Should Attend: All Levels

Advanced Preparation: None


Handling Difficult Conversations: The goal of this session is to enable you to be better prepared to handle difficult conversations. Topics include terminations, constructive evaluations, resignation meetings, mentoring management on their role in HR matters, dress code and hygiene issues, excessive lateness/absence, getting back on track after tragedies/natural disasters, staff allocation and management vs. individual.

Speaker: Michael Gaines, CPA, Partner, Friedman, LLP

CPE Field of Study: Business Management & Organization

Prerequisites: None

Who Should Attend: All Levels

Advanced Preparation: None


Level 5 Service - A Systematic Approach to Advisory Services: No more random acts of consulting! Just as you have systems for delivering tax, audit and accounting services you must have a system for doing advisory work. Having a standardized approach to advisory work ensures you will be able leverage the service across the firm and across all sizes and types of clients.

Speaker: Edi Osborne, CEO, MentorPlus

CPE Field of Study: Business Management & Organization

Prerequisites: None

Who Should Attend: All Levels

Advanced Preparation: None


Marketing and Contact Management in ProSystem fx® Practice Management: Manage your firm's practice development efforts by tracking leads, prospects and referral sources using ProSystem fx® Practice Management. In this session, you will learn how to research who is attracting new clients and the action taken, as well as how you can keep in touch with your prospects and clients with newsletters, mailings and emails. You will also learn how to use Contact Management, an onscreen inquiry and analysis tool that provides quick access to a variety of client information.

Speaker: Kim Forsyth, Software Consultant, CCH

CPE Field of Study: Business Management & Organization

Prerequisites: None

Who Should Attend: All Levels

Advanced Preparation: None


Marketing and Selling Techniques Leading to New and Creative Services: Practice development is a contact sport that requires a systematic and sustained approach to engage qualified client prospects and develop business relationships with referral sources. This presentation will guide you in becoming more successful in your practice development efforts and make best use of your time in the process through methods to identify, target, qualify and meet prospects and referral sources and create new and innovative services.

Speaker: Joseph A. Tarasco, Accountants Advisory Group, LLC

CPE Field of Study: Business Management & Organization

Prerequisites: None

Who Should Attend: All Levels

Advanced Preparation: None


ProSystem fx® Practice Management Best Practices: ProSystem fx® Practice Management (formerly Sage/CPASoftware) users - join your peers in discussing best practices related to time entry, billing and reporting.

CPE Field of Study: Specialized Knowledge & Applications

Prerequisites: None

Who Should Attend: Current Users - All Levels

Advanced Preparation: None


ProSystem fx® Practice Management Reports : Learn how to use various reporting options in ProSystem fx® Practice Management to better analyze data. This session addresses use of dashboards, customized on-screen lists, standard reports and the embedded Report Writer.

Speaker: Scott Helgesen, CPA, Software Consultant, CCH

CPE Field of Study: Business Management & Organization

Prerequisites: None

Who Should Attend: All Levels

Advanced Preparation: None


Step Up and Lead in Firm Administration : Sophisticated firms are embracing the role of the firm administrator, recognizing the value this position brings, while some firms struggle with the definition of the role and the why, how and when to implement. Topics for this session include adding value to the firm in the role as the firm administrator, operational issues (are they the best use of partner time), developing the job description of the firm administrator, building trust and leadership.

Speaker: Ginny Fedrich, AAAPM, Firm Administrator, HBLA, Certified Public Accountants, Inc.

CPE Field of Study: Business Management & Organization

Prerequisites: None

Who Should Attend: All Levels

Advanced Preparation: None


Supercharge Your Small/Medium Business : In smaller firms, it is generally not possible to have in-house expertise in all the areas the firm needs to function optimally, including technology, practice management, recruiting, and marketing. Join this session for a discussion of quick-hitting strategies for improving your firm's operations in all these areas. Learn to identify the levers to pull to make your practice more profitable, efficient and enjoyable.

Speaker: David Straughan, CPA, CA, Partner, MacGillivray

CPE Field of Study: Business Management & Organization

Prerequisites: None

Who Should Attend: All Levels

Advanced Preparation: None


The Key Steps to Implementing a Succession Plan : This course will guide you through the steps necessary to develop an internal succession plan and what your alternatives are. Key items to be covered include assessing the quality of talent in your firm for new partners, developing an effective plan for the transition of retiring partner duties, the right financial arrangement for buying out partners and admitting new ones, valuing partnership interests, and what your options are if your internal plan fails.

Speaker: Terrence Putney, CPA, CEO, Transition Advisors

CPE Field of Study: Business Management & Organization

Prerequisites: None

Who Should Attend: All Levels

Advanced Preparation: None


What It Means to be a Digital CPA Today : Previous generations of CPAs reinforced their “image” with a good address, a Chamber of Commerce membership, nice report covers, and an impressive business card. That image had little or nothing to do with their internal business practices or workflows. Today’s CPAs use all types of technology to define and reinforce their firm image. Are you “digitally present”? Learn from a leading expert, who describes specific steps to implement to ensure your firm’s “digital brand” conveys exactly what you want it to. Leave with an actionable checklist of the key factors involved in establishing and maintaining your digital brand.

Speaker: M. Darren Root, CPA, CITP, CGMA, CEO RootWorks, LLC

CPE Field of Study: Business Management & Organization

Prerequisites: None

Who Should Attend: All Levels of Firm Administration

Advanced Preparation: None


What's New with ProSystem fx® Practice Management : Get a high level overview of recent and future enhancements to ProSystem fx® Practice Management that will help improve processes and efficiency within your company.

Speakers: Samantha Grovenstein-Lee, Mark Ryburn, Product Managers, CCH

CPE Field of Study: Specialized Knowledge & Applications

Program Level: Update

Prerequisites: None

Who Should Attend: Current Users - All Levels

Advanced Preparation: None


Tax Track


2013 Tax Planning Opportunities: How to Generate More Revenue Through Tax Planning: This is the ideal session for tax professionals who want to take advantage of revenue opportunities that ATRA and other new tax developments have bestowed upon us this year. This session describes practical ways to get your clients to proactively work with you to do tax planning before tax season and offers specific tax planning strategies you can use under the new laws. This session will share ideas firms are using that get their clients to the planning table before tax season when they have more time to devote to strategic planning and at the same time increase their cash flow outside of tax season.

Speaker: Steven G. Siegel, J.D., LL.M. (Taxation), President, The Siegel Group

CPE Field of Study: Taxes

Prerequisites: None

Who Should Attend: All Levels

Advanced Preparation: None


Challenging a Federal Tax Liability: It Isn't Over 'til It's Over!: There are many opportunities along the taxpayer's road to challenge a tax liability from the IRS - from during examination to collection to after the tax is paid. This helpful session will provide a practical review of the opportunities tax practitioners have to raise a challenge to a client's federal tax liability, including examination, appeals and U.S. Tax Court, seeking a tax abatement during and after collection has begun, making an audit reconsideration request, utilizing the Offer-in-Compromise program to make a "Doubt as to Liability" offer, and litigating a refund claim in federal court.

Speaker: Eric L. Green, J.D., LL.M., Partner, Convicer, Percy & Green, LLP

CPE Field of Study: Taxes

Prerequisites: None

Who Should Attend: All Levels

Advanced Preparation: None


Effective Planning with ProSystem fx© Planning: In this course you will learn how to use ProSystem fx® Planning to calculate the Net Investment Income Tax (NIIT) imposed by section 1411 of the IRC on individuals taxpayers for tax years beginning on or after January 1, 2013. You will also learn how to use ProSystem fx® Planning to create different scenarios for reduction of the NIIT, as well as generate reports comparing the various tax reduction scenarios.

Speaker: Charles Marshall, Software Consultant, CCH, a part of Wolters Kluwer

CPE Field of Study: Taxes

Prerequisites: None

Who Should Attend: All Levels

Advanced Preparation: None


Efficient and Effective Tax Preparation with Scan and AutoFlow: Step inside of an accounting office that has successfully transformed their 1040 tax return preparation using ProSystem fx® Scan and AutoFlow. Observe the efficiency and effectiveness Scan with AutoFlow technology provides the tax workflow in a typical firm environment. Hear from fellow practitioners who have implemented this technology into their tax workflow with great success.

Speaker: John Becht, Senior Software Consultant, CCH, a part of Wolters Kluwer

CPE Field of Study: Specialized Knowledge & Applications

Prerequisites: None

Who Should Attend: All Levels

Advanced Preparation: None


Enhancing Your Tax Practice with Adobe Acrobat: Adobe Acrobat is essential to a paperless office. In this session learn the tools and techniques to enhance your paperless tax practice. Using a combination of Adobe Acrobat tools, and PDFlyer tools, we’ll discover tools to simplify your day to day activities. Topics will include workpaper organization and management, tools to effectively communicate as well as on-screen preparation and review tips and tricks.

Speaker: Heather Spontak, Software Consultant, CCH, a part of Wolters Kluwer

CPE Field of Study: Specialized Knowledge & Applications

Prerequisites: None

Who Should Attend: All Levels

Advanced Preparation: None


Fast Answers – The Total Tax Research Compliance Solution: Learn how to use efficiency tools to enhance your compliance-focused research productivity. Fast Answers provides explanatory content, unique practice materials worksheets and tools that provide step-by-step analysis needed for tax preparation. Fast Answers is accessed from CCH's ProSystem fx® Tax to provide guidance directly from a tax return form, providing increased efficiency, revenue and quality assurance.

Speaker: John Gemmellaro, Research Consultant, CCH, a part of Wolters Kluwer

CPE Field of Study: Specialized Knowledge & Applications

Prerequisites: None

Who Should Attend: All Levels

Advanced Preparation: None


Finding Comprehensive Answers and Collaborative Research on the Go: Grow your business from tax research using real life examples. Centralize your research through collaboration and easily share your research with all firm members who support your client, providing efficiency and seamless communication on the research conducted on the client’s behalf. This course will also focus on extending your research using CCH Mobile.

Speaker: Ann Ramos, Research Consultant, CCH, a part of Wolters Kluwer

CPE Field of Study: Specialized Knowledge & Applications

Prerequisites: None

Who Should Attend: All Levels

Advanced Preparation: None


Foreign Tax Credit Planning with Forms 1116 and 1118: Businesses that continue to expand globally will incur double taxation in the foreign county and taxation in the United States. The primary means by which the United States alleviates double taxation is the foreign tax credit. This paperless course will focus on the rules necessary to avoid double taxation by maximizing foreign tax credits and will use the ProSystem fx® software to complete case studies for compliance with Form 1116 (the foreign tax credit for individuals) and the Form 1118 (the foreign tax credit for U.S. corporations).

Speakers: Robert J. Misey, Jr., J.D., LL.M., M.B.A., Shareholder, Reinhart, Boerner, Van Deuren s.c., and Frank Giudice, Software Consultant, CCH a part of Wolters Kluwer

CPE Field of Study: Taxes

Prerequisites: None

Who Should Attend: All Levels

Advanced Preparation: None


From Entity to Individual - From K-1 to 1040: Partnerships, Estates, Trusts and S-Corporations all "pass through" tax attributes to their owners, beneficiaries, and shareholders. This session will help you understand 12 key issues in correctly reporting the K-1 information on the 1040 return. It will include a practical review of commonly encountered Forms K-1 seen by return preparers, demonstrate how to integrate the information from the K-1 to the 1040, and present numerous practice tips for working with clients and obtaining needed information to properly prepare the returns.

Speaker: Claudia Hill, EA, M.B.A., Tax Mam, Inc.

CPE Field of Study: Taxes

Prerequisites: None

Who Should Attend: All Levels

Advanced Preparation: None


Multistate Taxation of e-Commerce: The explosive growth of e-commerce in our digital age has resulted in new tax issues surfacing in both the sales tax and income tax arenas. As states look for additional means to fill their coffers, e-commerce activities are attractive targets to generate tax revenue and your company or your clients will be looking to you for a strategic approach to work through the state tax issues that could affect business operations. This insightful session will explore the sales tax and state income tax aspects of e-commerce business activities and offer strategies and recommendations for minimizing state tax burdens.

Speaker: Timothy P. Noonan, Esq., Partner, Hodgson Russ, LLP

CPE Field of Study: Taxes

Prerequisites: None

Who Should Attend: All Levels

Advanced Preparation: None


Planning for the 3.8 Percent Medicare Tax on Net Investment Income: This session is a must for professionals who have “High Income” clients with AGI over $200,000/$250,000 (single/MFJ). Examine methods to lessen the impact of this new tax and learn the ins and out of how this 3.8% tax affects your clients and how net investment income is calculated. Knowledge of how this new tax works and planning strategies to minimize its impact can help you generate additional dollars for your practice.

Speaker: Steven G. Siegel, J.D., LL.M. (Taxation), President, The Siegel Group

CPE Field of Study: Taxes

Prerequisites: None

Who Should Attend: All Levels

Advanced Preparation: None


ProSystem fx® Scan & AutoFlow Best Practices: For accounting professionals using ProSystem fx® Scan and AutoFlow -- join a group of your peers in discussing best practices, tips and tricks of the application, and the processes it encompasses.

CPE Field of Study: Specialized Knowledge & Applications

Prerequisites: None

Who Should Attend: All Levels

Advanced Preparation: None


ProSystem fx® Tax Best Practices: For ProSystem fx® Tax or Global fx® Tax users -- join your peers in discussing on-screen review, electronic filing and tax preparation workflow best practices.

CPE Field of Study: Specialized Knowledge & Applications

Prerequisites: None

Who Should Attend: All Levels

Advanced Preparation: None


S Corporations - Basis and Distribution Ordering Rules: This session will clear up common misconceptions about those items that do and do not impact a shareholder's adjusted basis in their S corporation stock, as well as the taxability of S corporation distributions.

Speaker: Tony Nitti, CPA, MST, Partner, Withum Smith + Brown, PC

CPE Field of Study: Taxes

Prerequisites: None

Who Should Attend: All Levels

Advanced Preparation: None


Tangible Property “Repair” Regulations and Preparing Form 3115: The potential benefits of tax accounting method changes apply across all industries and to businesses of all sizes. Under the new regulations for capitalization of tangible property, it is vital that you understand the rules and opportunities for changing accounting methods and how to properly report the correct accounting methods. This session will help you understand accounting method changes and the proper preparation of IRS Form 3115 under the new repair regs. You will learn about opportunities for taxpayers to maximize cash flows and get tips and insights into the process for completing the 3115.

Speaker: Eric P. Wallace, CPA, Director, Boyer & Ritter, CPAs

CPE Field of Study: Taxes

Prerequisites: None

Who Should Attend: All Levels

Advanced Preparation: None


Taxprep® – What’s New: Get an early preview of the Canadian tax preparation software suite. Learn about enhancements scheduled for the Fall 2013 releases. This session will cover functionality and main form changes to the T1, T2 and T3 returns and Taxprep Forms software. You will also learn how these enhancements will benefit your firm’s workflow for the upcoming season.

Speaker: Erik Beauchamp, Product Manager, CCH Canadian Limited

CPE Field of Study: Taxes

Prerequisites: None

Who Should Attend: Current Taxprep customers - All Levels

Advanced Preparation: None


Value Added Tax Services - What Am I Missing?: Are you missing any value added tax service opportunities with your clients? In this session you will learn about value added technical tax areas such as Research and Development Tax Credits, IC-Disc, and Captive Insurance.

Speaker: Glenn Scharf, CPA, CVA, Shareholder, Saltmarsh, Cleaveland and Gund

CPE Field of Study: Taxes

Prerequisites: None

Who Should Attend: All Levels

Advanced Preparation: None


What's New - Tax Update Preview: Get a head start on the 2013 tax return filing season. Hear about the planned enhancements to the ProSystem fx®, Global fx and CCH Axcess Tax programs including changes due to legislative activity. You will also learn how these enhancements will affect your firm's processing methodology for the upcoming season. Designed for experienced ProSystem fx, Global fx® and CCH Axcess Tax users.

Speaker: Frank Giudice, Software Consultant, CCH, a part of Wolters Kluwer

CPE Field of Study: Taxes

Program Level: Update

Prerequisites: None

Who Should Attend: Experienced ProSystem fx, Global fx and CCH Axcess Tax users

Advanced Preparation: None


Wonders of Worksheet View: In this session you will learn the virtues and profound benefits of using the Worksheet View for both tax preparation and review. Learn best in process recommendations for transitioning your firm to Worksheet View immediately, without missing a beat.

Speaker: Paul Hunkins, Software Consultant, CCH, a part of Wolters Kluwer

CPE Field of Study: Specialized Knowledge & Applications

Prerequisites: None

Who Should Attend: All Levels

Advanced Preparation: None


Technology Track


A Systematic Approach to IT Budgeting: IT costs consist of equipment refresh cycles, convoluted software licenses, and often confusing IT service provider proposals. Add into the mix, cloud computing and managed service providers and how do you even start to develop an IT budget? This session will provide an overview of Excel-based IT budgeting, cover some basic IT knowledge that non-technical managers need to know to validate budgets, and provide some techniques to shift management’s perspective of IT from a cost to an investment.

Speaker: Donny Shimamoto, Managing Director, Intraprise Techknowlogies, LLC

CPE Field of Study: Computer Science

Prerequisites: None

Who Should Attend: IT Personnel

Advanced Preparation: None


Disaster Recovery: Understanding the Tactical Component of a Business Continuity Plan: In this course you will learn difference between business continuity and disaster recovery and discuss the different parts of a disaster recovery plan including business impact and risk assessment, contingency planning, recovery time objectives, recovery site models, and datacenter recovery plans. Organizations without a disaster recovery plan will learn how to create one and those with existing plans can validate those plans against industry best practices.

Speaker: Jason Shaller, Information Security Manager, Anderson ZurMuehlen

CPE Field of Study: Computer Science

Prerequisites: None

Who Should Attend: IT Personnel

Advanced Preparation: None


Have You Accessed the Crowd? The Power of Crowdsourcing!: Crowdsourcing allows you to tap into a “crowd” of talent through the Internet to get projects completed in a timely and cost-effective manner. From branding and design to professional writing, there are crowdsourcing sites dedicated to meeting your project needs. In this session, we’ll discuss a basic overview of crowdsourcing including the benefits, challenges and ideal projects. We'll also look at the mechanics of crowdsourcing with a step-by-step process for ensuring success. You will see examples of crowdsourcing in action and learn how technologies like crowdsourcing can allow you to complete projects faster and cheaper than ever before.

Speaker: Jim Boomer, CIO & Shareholder, Boomer Consulting, Inc.

CPE Field of Study: Computer Science

Prerequisites: None

Who Should Attend: IT Personnel

Advanced Preparation: None


How To Create The Virtual Office: What does it take to move your office to the Cloud? In this session you will learn how to set up virtual desktops and virtual servers and manage the risks associated with each. You'll learn what it what it takes to get the job done and observe live demonstrations of setting up cloud-based servers and desktops. You know the benefits of moving to the Cloud, now experience what the transition looks like. Relax - it is much easier than it sounds!

Speaker: Randy Johnston, Executive CP, K2 Enterprises and NMGI

CPE Field of Study: Computer Science

Prerequisites: None

Who Should Attend: IT Personnel

Advanced Preparation: None


Information Security and Defending the Enterprise: Information Security is a growing field and is one of the most important components of your enterprise. Internal and external parties have the ability to compromise and severely damage your firm. This course will walk you through your responsibilities; how to manage these risks, educate your IT staff, decision makers and line employees; and how to defend your information against threats from both inside and outside of your firm.

Speaker: Ken Pyle, CISSP, CCNA, VCP, ACE, Security+, Bowman & Company

CPE Field of Study: Computer Science

Prerequisites: None

Who Should Attend: IT Personnel and Firm Administration

Advanced Preparation: None


Introduction to CCH's Open Integration Platform: The Open Integration Platform (OIP) provides customers and vendors with tools and APIs to facilitate integration of any customer or third party application with CCH Axcess™ solutions. Learn what functions and data are exposed by the platform, and see real world examples of integration built using OIP.

Speaker: Jerry Connor, Product Manager, CCH, a part of Wolters Kluwer

CPE Field of Study: Computer Science

Prerequisites: None

Who Should Attend: IT Personnel

Advanced Preparation: None


IT Management for ProSystem fx® Solutions: For IT professionals -- join your peers in discussing best practices, tips and tricks for implementing, maintaining and integrating the various applications within the existing ProSystem fx® solutions. Come prepared with any common support or maintenance tips, remote worker configurations, scanning solutions you have found successful, or other information you have found useful in maximizing your investment in the ProSystem fx® Solutions.

CPE Field of Study: Computer Science

Prerequisites: None

Who Should Attend: IT Personnel

Advanced Preparation: None


IT Security Best Practices: 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 which they have to mitigate. Join your peers for discussions around security best practices, risks, security appliances, and compliance audits. Learn what others are doing to secure their businesses and how you may be at risk.

CPE Field of Study: Computer Science

Prerequisites: None

Who Should Attend: IT Personnel

Advanced Preparation: None


Lean Six Sigma Strategies for Increased Leverage and Utilization of Technology: Most firms struggle with getting firm-wide buy in and acceptance to process improvements and change. Lean Six Sigma is a proven tool to achieve greater buy in, understanding, and controlled implementation of process changes. Attend this session to learn how to achieve greater consistency and utilization of technology and processes through Lean deployment.

Speaker: Dustin Hostetler, President, Flowtivity

CPE Field of Study: Computer Science

Prerequisites: None

Who Should Attend: IT Personnel

Advanced Preparation: None


Mobile Strategies for Success: Mobility is not the next big thing, it is today's thing! In this session you will learn about options for successful mobile computing including Smartphones, Tablets, remote access, and other enabling technologies and which tools are right for specific tasks. You will also learn how mobile applications extend key products, help you to provide better client/customer service, and enable doing business in innovative ways. Attend this session and learn about the best devices and apps to maximize your team's productivity when away from the office.

Speaker: Brian Tankersley, Technology Editor, The CPA Practice Advisor & Director, Strategic Relationships, K2 Enterprise

CPE Field of Study: Computer Science

Prerequisites: None

Who Should Attend: All Levels

Advanced Preparation: None


Technology Benefits of Hosted Applications: Learn how hosted applications can leverage datacenter technologies to provide the next level of security and availability. Topics include technology audit standards, security, high availability, disaster recovery, exit strategies, and big data.

Speaker: Robert Baumann, Chief Architect, Shared Platform, CCH, a part of Wolters Kluwer

CPE Field of Study: Computer Science

Prerequisites: None

Who Should Attend: IT Personnel, CIOs and Technology Decision Makers

Advanced Preparation: None


Accounting & Audit Track


Accounting & Auditing Research - Minimize Research Time and Enhance Workflow: Master the skills needed to reach sound conclusions by utilizing efficient and effective research techniques in real-world scenarios. Accounting Research Manager provides expert-written analytical accounting, auditing, governmental, internal controls and SEC information as well as authoritative literature. ARM is structured by Accounting Standards with our unique guidance and authoritative materials extensively linked, simplifying research and ensuring that your research and answers are complete. In this workshop you will learn how to get to your answers faster utilizing advanced search methods, practice tools and checklists to implement new and rapidly changing accounting or auditing standards.

Speaker: Ruth O’Toole, Research Consultant, CCH, a part of Wolters Kluwer

CPE Field of Study: Specialized Knowledge & Applications

Prerequisites: None

Who Should Attend: All Levels

Advanced Preparation: None


Adding Value to Your Audit Engagements: As a result of the ever increasing competitive pressures that accounting firms face, it is more important than ever to find ways to uncover, identify and present value to your audit clients through the audit engagement. In this session, you will learn practical ways to leverage audit procedures and processes to uncover value for your clients.

Speakers: Chuck Manganiello, CPA, Owner, AuditSense, LLC

CPE Field of Study: Auditing

Prerequisites: None

Who Should Attend: All Levels

Advanced Preparation: None


CCH's Accounting & Audit Portfolio - What's New for 2013 and Beyond: Discover the exciting changes that have been made to the award-winning solutions of ProSystem fx® Engagement, ProSystem fx® Knowledge Coach, and Accounting Research Manager, along with updates to other CCH accounting and audit solutions. Learn about the portfolio roadmap for this complete A&A solution – all designed to continuously increase efficiency and bring value to your firm.

Speaker: Cathy Wright, Product Line Manager, CCH, a part of Wolters Kluwer

CPE Field of Study: Specialized Knowledge & Applications

Prerequisites: None

Who Should Attend: All Levels

Advanced Preparation: None


How the New COSO Guidance Affects Your Financial Statement Audits and Your Clients: When performing a financial statement audit, fully understanding your client’s business and assessing risks of material misstatement require that an auditor evaluate all internal controls relevant to that audit. Learn how changes in the COSO Framework change the way audits must be done.

Speaker: Judy O’Dell, CPA, Owner, O’Dell Valuation Consulting, LLC

CPE Field of Study: Auditing

Prerequisites: None

Who Should Attend: All Levels

Advanced Preparation: None


Private and Small Company “GAAP”- FAF and AICPA Initiatives: How might the AICPA's financial reporting framework for small- and medium-sized entities, and the FAF’s Private Company Council initiative on GAAP changes for private companies impact you and your clients?

Speaker: Eric P. Wallace, CPA, Director, Boyer & Ritter, CPAs

CPE Field of Study: Accounting

Prerequisites: None

Who Should Attend: All Levels

Advanced Preparation: None


ProSystem fx® Engagement - Tips and Tricks: Effective use of ProSystem fx® Engagement's functionality can increase your firm's efficiency and productivity. This workshop will show you various best in process tips and tricks our consultants have picked up over the years at firms across the country. Bring your own and share with other attendees.

Speaker: Jared Jones, CPA, Software Consultant, CCH, a part of Wolters Kluwer

CPE Field of Study: Specialized Knowledge & Applications

Prerequisites: None

Who Should Attend: All Levels

Advanced Preparation: None


ProSystem fx® Engagement Best Practices - Accounting & Audit: For accounting professionals using ProSystem fx® Engagement for A&A engagements -- join your peers in sharing your experiences and any other tools your firm uses to ensure your paperless engagements run efficiently and effectively.

CPE Field of Study: Specialized Knowledge & Applications

Prerequisites: None

Who Should Attend: Current Users-All Levels

Advanced Preparation: None


ProSystem fx® Knowledge Coach Best Practices: For auditing professionals using ProSystem fx® Knowledge Coach, ProSystem fx® Knowledge Tools and/or CCH’s 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.

CPE Field of Study: Specialized Knowledge & Applications

Prerequisites: None

Who Should Attend: Current Users-All Levels

Advanced Preparation: None


ProSystem fx® Knowledge Coach Tips and Tricks: Effective use of ProSystem fx® Knowledge Coach functionality can increase your firm's efficiency and productivity when implementing and using the Knowledge Base Audit Methodology. This workshop will teach you various best in process tips and tricks relevant from implementation through Knowledge Coach's future ongoing usage.

Speaker: Dana Yates Software Consultant, CCH, a part of Wolters Kluwer

CPE Field of Study: Specialized Knowledge & Applications

Prerequisites: Experience with ProSystem fx Engagement and ProSystem fx Knowledge Coach

Who Should Attend: All Levels

Advanced Preparation: None


Revenue Recognition: A Brave New World; Are You Ready?: Revenue recognition has been and continues to be one of the top accounting and auditing areas of risk. Major changes by the standard setters to the revenue model are anticipated. Will you be ready to meet the daunting challenges ahead?

Speaker: Scott Taub, CPA, Financial Reporting Advisors, LLC

CPE Field of Study: Accounting

Prerequisites: None

Who Should Attend: All Levels

Advanced Preparation: None


The AICPA’s Clarified Auditing Standards: One Year Later: The AICPA’s Clarified Auditing Standards became effective almost a year ago. How has implementation gone? What are some common best practices and problem areas and how should your firm deal with them?

Speaker: Alan Anderson, CPA, President, ACCOUNT-ability Plus, LLC

CPE Field of Study: Auditing

Prerequisites: None

Who Should Attend: All Levels

Advanced Preparation: None


The Auditor’s Role in Detecting Fraud: The occurrence and potential for accounting and business fraud is more prevalent than ever. Financial statement auditors are now more responsible to gather and consider much more information to assess fraud risks. Learn how to most effectively and efficiently detect incidents of fraud.

Speaker: Michael S. Kridel, CPA, CFF, CITP, CFC, DABFA, Principal, Rehmann Robson

CPE Field of Study: Auditing

Prerequisites: None

Who Should Attend: All Levels

Advanced Preparation: None


CCH AxcessTM Track


CCH AxcessTM Practice Best Practices: CCH Axcess Practice users - join your peers in discussing best practices related to time entry, billing and reporting.

CPE Field of Study: Specialized Knowledge & Applications

Prerequisites: None

Who Should Attend: Current Users-All Levels

Advanced Preparation: None


CCH AxcessTM Tax Best Practices: For CCH Axcess Tax users -- join your peers in discussing tax preparation workflow, on-screen review and electronic filing best practices.

CPE Field of Study: Specialized Knowledge & Applications

Prerequisites: None

Who Should Attend: Current Users-All Levels

Advanced Preparation: None


CCH AxcessTM Workstream Best Practices: For CCH Axcess Workstream users -- join your peers in discussing best practices related to the use of types, masters and worksteps.

CPE Field of Study: Specialized Knowledge & Applications

Prerequisites: None

Who Should Attend: Current Users-All Levels

Advanced Preparation: None


Document Best Practices: For accounting professionals using ProSystem fx® or CCH AxcessTM Document -- join your peers in discussing best practices, tips and tricks of the application, and the processes it encompasses.

CPE Field of Study: Specialized Knowledge & Applications

Prerequisites: None

Who Should Attend: Current Users-All Levels

Advanced Preparation: None


Firm Management Using CCH AxcessTM: Learn how seamless integration between Practice, Workstream, Document, and Tax can help you run your firm efficiently. Use notifications and project assignments to help each staff member stay on top of crucial due dates and responsibilities. Quick access to tax notes and files you check out help easily push tax returns through the review process. All of these features come together on a single integrated Dashboard to ensure that staff members only need one screen to review all of this crucial information

Speaker: Kara Baker, CPA, Software Consultant, CCH, a part of Wolters Kluwer

CPE Field of Study: Specialized Knowledge & Applications

Prerequisites: None

Who Should Attend: All Levels

Advanced Preparation: None


Introduction to CCH AxcessTM Practice: Learn more about CCH Axcess Practice, our time, billing and accounts receivable program. Get a preview of how to save time with Dashboard Notifications, enhanced clocks and enhanced billing features. These features can help your organization develop a more efficient time, billing and cash receipts process.

Speaker: Amanda Kelley, Software Consultant, CCH, a part of Wolters Kluwer

CPE Field of Study: Specialized Knowledge & Applications

Prerequisites: None

Who Should Attend: All Levels

Advanced Preparation: None


Introduction to CCH AxcessTM Workstream: Learn more about CCH Axcess Workstream, the perfect combination of workflow and project management. Get a preview of how to save time with scalable project masters, use notifications to stay up-to-date on project changes, manage worksteps and budget more effectively. New and enhanced features will help your firm on the way to a complete digital office.

Speaker: Nate Brown, CPA, Software Consultant, CCH, a part of Wolters Kluwer

CPE Field of Study: Specialized Knowledge & Applications

Prerequisites: None

Who Should Attend: All Levels

Advanced Preparation: None


Portal Integration: CCH AxcessTM and ProSystem fx® Portal integrates with many other CCH products, including Tax, Engagement, and Document. This session will guide new and existing Portal users through every aspect of these integration points; including the setup and the integration itself. Taking advantage of the available integration is a guaranteed way to increase efficiencies across a firm's many workflow processes.

Speaker: David Kallman, Software Consultant, CCH, a part of Wolters Kluwer

CPE Field of Study: Specialized Knowledge & Applications

Prerequisites: None

Who Should Attend: All Levels

Advanced Preparation: None


Understanding the CCH Axcess™ Implementation Process: If you are a CCH customer and haven’t transitioned to CCH Axcess yet, you may be wondering what is involved. Attend this session to learn about the CCH Axcess implementation process and what to expect. A CCH Implementation Consultant will give you valuable information on what you can do now to prepare to migrate to CCH Axcess and share lessons learned from customers who have already migrated.

Speaker: Jon Detwiler, Implementation Consultant, CCH, a part of Wolters Kluwer

CPE Field of Study: Computer Science

Prerequisites: None

Who Should Attend: IT Personnel, Firm Administration and Migration Champions

Advanced Preparation: None


What's New with CCH Axcess™: Learn about the new features and functionality in CCH Axcess - all designed to help you grow, manage and protect your practice.

Speaker: Jerry Connor, Product Manager, CCH, a part of Wolters Kluwer, Mark Ryburn: Product Line Manager, CCH, a part of Wolters Kluwer

CPE Field of Study: Specialized Knowledge & Applications

Program Level: Update

Prerequisites: None

Who Should Attend: All Levels

Advanced Preparation: None


What's New with Document and Portal: See how recent releases and the exciting enhancements planned for Document and Portal will help drive efficiency and productivity at your firm.

Speakers: John Barnes and Damon Russel, Product Managers, CCH, a part of Wolters Kluwer, Damon L. Russel: Technical Product Manager – Workflow Solutions, CCH, a part of Wolters Kluwer

CPE Field of Study: Specialized Knowledge & Applications

Prerequisites: None

Who Should Attend: All Levels

Advanced Preparation: None


Emerging Leaders Track


Challenges and Opportunities for Emerging Leaders: Join your peers in discussing the challenges and opportunities inherent in being an emerging leader at your firm.

CPE Field of Study: Business Management & Organization

Prerequisites: None

Who Should Attend: Emerging Leaders

Advanced Preparation: None


Listen, Learn and Emerge as a Future Leader in Your Firm: You have amazing personal talent, but does the current leadership team in your firm recognize that talent? Understanding your unique abilities is the first step, but that is simply not enough in today’s competitive environment. In this session we will explore areas of development that will elevate you the quickest as well as strategies for using your talents to insure the most value for your firm. We will identify:
  • How to identify your personal strengths
  • Areas of development that you must pursue to ready yourself for future leadership positions
  • A step by step process for allowing yourself to emerge as a leader in your firm
  • The 5 actions you can enact as soon as you return home from this conference


Speaker: Sandra Wiley, Shareholder & COO, Boomer Consulting, Inc.

CPE Field of Study: Personal Development

Prerequisites: None

Who Should Attend: Emerging Leaders

Advanced Preparation: None


Look, Lead, Love Learn: Four Steps to Better Business, A Better Life - And Conquering Complexity in Process: The conversation among CPAs today has gone way beyond technical issues. Today's CPAs need to know how to collaborate, connect, innovate and inspire. For the past six years, MACPA blogger Bill Sheridan has been showing them how – and he’s learned a thing or two along the way. Bill's stories from the pages of his new book "Look, Lead, Love, Learn" will inspire and entertain -- and show you how to stay ahead of the change curve in the process.

Speaker: Bill Sheridan, CAE, Chief Communications Officer, Maryland Association of CPAs

CPE Field of Study: Personal Development

Prerequisites: None

Who Should Attend: Emerging Leaders

Advanced Preparation: None


Presentation Skills for Emerging Leaders: Does the thought of delivering a presentation make your stomach turn? In this session, you will learn effective presentation skills and a process for creating powerful PowerPoint presentations. The presenter will share techniques that can help you deliver a compelling presentation.

Speaker: Barry MacQuarrie, KAF Financial Group

CPE Field of Study: Personal Development

Prerequisites: None

Who Should Attend: Emerging Leaders

Advanced Preparation: None


The Next Generation Leader – Navigators of Change: Has the pace of change changed leadership? Tom Hood will share the latest research that highlights how leadership is changing and what emerging leaders need to know now. Tom draws on his experience designing and running the AICPA and MACPA Leadership Academies and recent custom developed partner development programs to share the critical competencies needed for leaders in today's rapidly changing and complex environments.

Speaker: Tom Hood, CPA, CITP, CEO & Executive Director, Maryland Association of CPAs

CPE Field of Study: Personal Development

Prerequisites: None

Who Should Attend: Emerging Leaders

Advanced Preparation: None


Management Track


Best Practices for Telecommuting: For accounting and corporate professionals - Telecommuting is a practice that has varying levels of participation across industries. Join your peers to discuss business polices and practice around telecommuting. Discuss what has worked has worked and what hasn't, and discuss the various tools used for telecommuting

CPE Field of Study: Business Management & Organization

Prerequisites: None

Who Should Attend: All Levels

Advanced Preparation: None


Building on the Power of Generations in the Workplace: The old days of traditional CPA firm management are gone forever. It a new day and it takes a new style and high energy to find, hire and develop the future leaders of the CPA profession, the leaders who will be the next owners of your CPA firm.

Firms are creating cultures where new college graduates want to work but also where experienced people want to stay. What are the Millennials thinking? What do the Gen-Xers really want? Where are the Boomers going and when? What new style of management does it take to manage and inspire them all? Join Rita Keller, nationally acclaimed for helping CPA firms create vibrant and magnetic cultures, for an informative, interactive and enlightening session.

Speaker: Rita Keller, AAAPM, Keller Advisors, LLC

CPE Field of Study: Business Management & Organization

Prerequisites: None

Who Should Attend: All Levels

Advanced Preparation: None


Collaboration: The Glue that Bonds People to Your Firm: Leaders from all levels of your firm are beginning to understand the power behind collaboration. Collaboration is far more than simply team meetings, it is a shift in communication, work styles, client interaction and leadership. In this session, you will discover:
• The power of collaboration within your firm
• Engagement of top talent is dependent on a collaboration shift
• Communication actions that deepen group thinking
• A plan for collaboration in the year ahead

Speaker: Sandra Wiley, Shareholder & COO, Boomer Consulting, Inc.

CPE Field of Study: Business Management & Organization

Prerequisites: None

Who Should Attend: All Levels

Advanced Preparation: None


Firm Management: Metrics and Key Performance Indicators: Join your peers in discussing the metrics and key performance indicators you use to manage your firm and measure performance.

CPE Field of Study: Business Management & Organization

Prerequisites: None

Who Should Attend: Current Users - All Levels

Advanced Preparation: None


Getting Smart about Business Intelligence: In today’s competitive environment it is critical for CPAs to find ways to add value to client relationships and differentiate themselves with prospects. In this session you will learn how to leverage new enabling technologies that will allow you to leverage business intelligence as a way to win new business and expand your current client relationships.

Speaker: Robert H. Woosley, CPA, Director of Entrepreneurial Services, Frazier & Deeter

CPE Field of Study: Business Management & Organization

Prerequisites: None

Who Should Attend: All Levels

Advanced Preparation: None


Handling Difficult Conversations: The goal of this session is to enable you to be better prepared to handle difficult conversations. Topics include terminations, constructive evaluations, resignation meetings, mentoring management on their role in HR matters, dress code and hygiene issues, excessive lateness/absence, getting back on track after tragedies/natural disasters, staff allocation and management vs. individual.

Speaker: Michael Gaines, CPA, Partner, Friedman, LLP

CPE Field of Study: Business Management & Organization

Prerequisites: None

Who Should Attend: All Levels

Advanced Preparation: None


Level 5 Service - A Systematic Approach to Advisory Services: No more random acts of consulting! Just as you have systems for delivering tax, audit and accounting services you must have a system for doing advisory work. Having a standardized approach to advisory work ensures you will be able leverage the service across the firm and across all sizes and types of clients.

Speaker: Edi Osborne, CEO, MentorPlus

CPE Field of Study: Business Management & Organization

Prerequisites: None

Who Should Attend: All Levels

Advanced Preparation: None


Marketing and Contact Management in ProSystem fx® Practice Management: Manage your firm's practice development efforts by tracking leads, prospects and referral sources using ProSystem fx® Practice Management. In this session, you will learn how to research who is attracting new clients and the action taken, as well as how you can keep in touch with your prospects and clients with newsletters, mailings and emails. You will also learn how to use Contact Management, an onscreen inquiry and analysis tool that provides quick access to a variety of client information.

Speaker: Kim Forsyth, Software Consultant, CCH, a part of Wolters Kluwer

CPE Field of Study: Business Management & Organization

Prerequisites: None

Who Should Attend: All Levels

Advanced Preparation: None


Marketing and Selling Techniques Leading to New and Creative Services: Practice development is a contact sport that requires a systematic and sustained approach to engage qualified client prospects and develop business relationships with referral sources. This presentation will guide you in becoming more successful in your practice development efforts and make best use of your time in the process through methods to identify, target, qualify and meet prospects and referral sources and create new and innovative services.

Speaker: Joseph A. Tarasco, Accountants Advisory Group, LLC

CPE Field of Study: Business Management & Organization

Prerequisites: None

Who Should Attend: All Levels

Advanced Preparation: None


ProSystem fx® Practice Management Best Practices: ProSystem fx® Practice Management (formerly Sage/CPASoftware) users - join your peers in discussing best practices related to time entry, billing and reporting.

CPE Field of Study: Specialized Knowledge & Applications

Prerequisites: None

Who Should Attend: Current Users - All Levels

Advanced Preparation: None


ProSystem fx® Practice Management Reports : Learn how to use various reporting options in ProSystem fx® Practice Management to better analyze data. This session addresses use of dashboards, customized on-screen lists, standard reports and the embedded Report Writer.

Speaker: Scott Helgesen, CPA, Software Consultant, CCH, a part of Wolters Kluwer

CPE Field of Study: Business Management & Organization

Prerequisites: None

Who Should Attend: All Levels

Advanced Preparation: None


Step Up and Lead in Firm Administration : Sophisticated firms are embracing the role of the firm administrator, recognizing the value this position brings, while some firms struggle with the definition of the role and the why, how and when to implement. Topics for this session include adding value to the firm in the role as the firm administrator, operational issues (are they the best use of partner time), developing the job description of the firm administrator, building trust and leadership.

Speaker: Ginny Fedrich, AAAPM, Firm Administrator, HBLA, Certified Public Accountants, Inc.

CPE Field of Study: Business Management & Organization

Prerequisites: None

Who Should Attend: All Levels

Advanced Preparation: None


Supercharge Your Small/Medium Business : In smaller firms, it is generally not possible to have in-house expertise in all the areas the firm needs to function optimally, including technology, practice management, recruiting, and marketing. Join this session for a discussion of quick-hitting strategies for improving your firm's operations in all these areas. Learn to identify the levers to pull to make your practice more profitable, efficient and enjoyable.

Speaker: David Straughan, CPA, CA, Partner, MacGillivray

CPE Field of Study: Business Management & Organization

Prerequisites: None

Who Should Attend: All Levels

Advanced Preparation: None


The Key Steps to Implementing a Succession Plan : This course will guide you through the steps necessary to develop an internal succession plan and what your alternatives are. Key items to be covered include assessing the quality of talent in your firm for new partners, developing an effective plan for the transition of retiring partner duties, the right financial arrangement for buying out partners and admitting new ones, valuing partnership interests, and what your options are if your internal plan fails.

Speaker: Terrence Putney, CPA, CEO, Transition Advisors

CPE Field of Study: Business Management & Organization

Prerequisites: None

Who Should Attend: All Levels

Advanced Preparation: None


What It Means to be a Digital CPA Today : Previous generations of CPAs reinforced their “image” with a good address, a Chamber of Commerce membership, nice report covers, and an impressive business card. That image had little or nothing to do with their internal business practices or workflows. Today’s CPAs use all types of technology to define and reinforce their firm image. Are you “digitally present”? Learn from a leading expert, who describes specific steps to implement to ensure your firm’s “digital brand” conveys exactly what you want it to. Leave with an actionable checklist of the key factors involved in establishing and maintaining your digital brand.

Speaker: M. Darren Root, CPA, CITP, CGMA, CEO RootWorks, LLC

CPE Field of Study: Business Management & Organization

Prerequisites: None

Who Should Attend: All Levels of Firm Administration

Advanced Preparation: None


What's New with ProSystem fx® Practice Management : Get a high level overview of recent and future enhancements to ProSystem fx® Practice Management that will help improve processes and efficiency within your company.

Speakers: Samantha Grovenstein-Lee, Mark Ryburn, Product Managers, CCH, a part of Wolters Kluwer

CPE Field of Study: Specialized Knowledge & Applications

Program Level: Update

Prerequisites: None

Who Should Attend: Current Users - All Levels

Advanced Preparation: None


Tax Track


2013 Tax Planning Opportunities: How to Generate More Revenue Through Tax Planning: This is the ideal session for tax professionals who want to take advantage of revenue opportunities that ATRA and other new tax developments have bestowed upon us this year. This session describes practical ways to get your clients to proactively work with you to do tax planning before tax season and offers specific tax planning strategies you can use under the new laws. This session will share ideas firms are using that get their clients to the planning table before tax season when they have more time to devote to strategic planning and at the same time increase their cash flow outside of tax season.

Speaker: Steven G. Siegel, J.D., LL.M. (Taxation), President, The Siegel Group

CPE Field of Study: Taxes

Prerequisites: None

Who Should Attend: All Levels

Advanced Preparation: None


Challenging a Federal Tax Liability: It Isn't Over 'til It's Over!: There are many opportunities along the taxpayer's road to challenge a tax liability from the IRS - from during examination to collection to after the tax is paid. This helpful session will provide a practical review of the opportunities tax practitioners have to raise a challenge to a client's federal tax liability, including examination, appeals and U.S. Tax Court, seeking a tax abatement during and after collection has begun, making an audit reconsideration request, utilizing the Offer-in-Compromise program to make a "Doubt as to Liability" offer, and litigating a refund claim in federal court.

Speaker: Eric L. Green, J.D., LL.M., Partner, Convicer, Percy & Green, LLP

CPE Field of Study: Taxes

Prerequisites: None

Who Should Attend: All Levels

Advanced Preparation: None


Effective Planning with ProSystem fx© Planning: In this course you will learn how to use ProSystem fx® Planning to calculate the Net Investment Income Tax (NIIT) imposed by section 1411 of the IRC on individuals taxpayers for tax years beginning on or after January 1, 2013. You will also learn how to use ProSystem fx® Planning to create different scenarios for reduction of the NIIT, as well as generate reports comparing the various tax reduction scenarios.

Speaker: Charles Marshall, Software Consultant, CCH, a part of Wolters Kluwer

CPE Field of Study: Taxes

Prerequisites: None

Who Should Attend: All Levels

Advanced Preparation: None


Efficient and Effective Tax Preparation with Scan and AutoFlow: Step inside of an accounting office that has successfully transformed their 1040 tax return preparation using ProSystem fx® Scan and AutoFlow. Observe the efficiency and effectiveness Scan with AutoFlow technology provides the tax workflow in a typical firm environment. Hear from fellow practitioners who have implemented this technology into their tax workflow with great success.

Speaker: John Becht, Senior Software Consultant, CCH, a part of Wolters Kluwer

CPE Field of Study: Specialized Knowledge & Applications

Prerequisites: None

Who Should Attend: All Levels

Advanced Preparation: None


Enhancing Your Tax Practice with Adobe Acrobat: Adobe Acrobat is essential to a paperless office. In this session learn the tools and techniques to enhance your paperless tax practice. Using a combination of Adobe Acrobat tools, and PDFlyer tools, we’ll discover tools to simplify your day to day activities. Topics will include workpaper organization and management, tools to effectively communicate as well as on-screen preparation and review tips and tricks.

Speaker: Heather Spontak, Software Consultant, CCH, a part of Wolters Kluwer

CPE Field of Study: Specialized Knowledge & Applications

Prerequisites: None

Who Should Attend: All Levels

Advanced Preparation: None


Fast Answers – The Total Tax Research Compliance Solution: Learn how to use efficiency tools to enhance your compliance-focused research productivity. Fast Answers provides explanatory content, unique practice materials worksheets and tools that provide step-by-step analysis needed for tax preparation. Fast Answers is accessed from CCH's ProSystem fx® Tax to provide guidance directly from a tax return form, providing increased efficiency, revenue and quality assurance.

Speaker: John Gemmellaro, Research Consultant, CCH, a part of Wolters Kluwer

CPE Field of Study: Specialized Knowledge & Applications

Prerequisites: None

Who Should Attend: All Levels

Advanced Preparation: None


Finding Comprehensive Answers and Collaborative Research on the Go: Grow your business from tax research using real life examples. Centralize your research through collaboration and easily share your research with all firm members who support your client, providing efficiency and seamless communication on the research conducted on the client’s behalf. This course will also focus on extending your research using CCH Mobile.

Speaker: Ann Ramos, Research Consultant, CCH, a part of Wolters Kluwer

CPE Field of Study: Specialized Knowledge & Applications

Prerequisites: None

Who Should Attend: All Levels

Advanced Preparation: None


Foreign Tax Credit Planning with Forms 1116 and 1118: Businesses that continue to expand globally will incur double taxation in the foreign county and taxation in the United States. The primary means by which the United States alleviates double taxation is the foreign tax credit. This paperless course will focus on the rules necessary to avoid double taxation by maximizing foreign tax credits and will use the ProSystem fx® software to complete case studies for compliance with Form 1116 (the foreign tax credit for individuals) and the Form 1118 (the foreign tax credit for U.S. corporations).

Speakers: Robert J. Misey, Jr., J.D., LL.M., M.B.A., Shareholder, Reinhart, Boerner, Van Deuren s.c., and Frank Giudice, Software Consultant, CCH a part of Wolters Kluwer

CPE Field of Study: Taxes

Prerequisites: None

Who Should Attend: All Levels

Advanced Preparation: None


From Entity to Individual - From K-1 to 1040: Partnerships, Estates, Trusts and S-Corporations all "pass through" tax attributes to their owners, beneficiaries, and shareholders. This session will help you understand 12 key issues in correctly reporting the K-1 information on the 1040 return. It will include a practical review of commonly encountered Forms K-1 seen by return preparers, demonstrate how to integrate the information from the K-1 to the 1040, and present numerous practice tips for working with clients and obtaining needed information to properly prepare the returns.

Speaker: Claudia Hill, EA, M.B.A., Tax Mam, Inc.

CPE Field of Study: Taxes

Prerequisites: None

Who Should Attend: All Levels

Advanced Preparation: None


Multistate Taxation of e-Commerce: The explosive growth of e-commerce in our digital age has resulted in new tax issues surfacing in both the sales tax and income tax arenas. As states look for additional means to fill their coffers, e-commerce activities are attractive targets to generate tax revenue and your company or your clients will be looking to you for a strategic approach to work through the state tax issues that could affect business operations. This insightful session will explore the sales tax and state income tax aspects of e-commerce business activities and offer strategies and recommendations for minimizing state tax burdens.

Speaker: Timothy P. Noonan, Esq., Partner, Hodgson Russ, LLP

CPE Field of Study: Taxes

Prerequisites: None

Who Should Attend: All Levels

Advanced Preparation: None


Planning for the 3.8 Percent Medicare Tax on Net Investment Income: This session is a must for professionals who have “High Income” clients with AGI over $200,000/$250,000 (single/MFJ). Examine methods to lessen the impact of this new tax and learn the ins and out of how this 3.8% tax affects your clients and how net investment income is calculated. Knowledge of how this new tax works and planning strategies to minimize its impact can help you generate additional dollars for your practice.

Speaker: Steven G. Siegel, J.D., LL.M. (Taxation), President, The Siegel Group

CPE Field of Study: Taxes

Prerequisites: None

Who Should Attend: All Levels

Advanced Preparation: None


ProSystem fx® Scan & AutoFlow Best Practices: For accounting professionals using ProSystem fx® Scan and AutoFlow -- join a group of your peers in discussing best practices, tips and tricks of the application, and the processes it encompasses.

CPE Field of Study: Specialized Knowledge & Applications

Prerequisites: None

Who Should Attend: All Levels

Advanced Preparation: None


ProSystem fx® Tax Best Practices: For ProSystem fx® Tax or Global fx® Tax users -- join your peers in discussing on-screen review, electronic filing and tax preparation workflow best practices.

CPE Field of Study: Specialized Knowledge & Applications

Prerequisites: None

Who Should Attend: All Levels

Advanced Preparation: None


S Corporations - Basis and Distribution Ordering Rules: This session will clear up common misconceptions about those items that do and do not impact a shareholder's adjusted basis in their S corporation stock, as well as the taxability of S corporation distributions.

Speaker: Tony Nitti, CPA, MST, Partner, Withum Smith + Brown, PC

CPE Field of Study: Taxes

Prerequisites: None

Who Should Attend: All Levels

Advanced Preparation: None


Tangible Property “Repair” Regulations and Preparing Form 3115: The potential benefits of tax accounting method changes apply across all industries and to businesses of all sizes. Under the new regulations for capitalization of tangible property, it is vital that you understand the rules and opportunities for changing accounting methods and how to properly report the correct accounting methods. This session will help you understand accounting method changes and the proper preparation of IRS Form 3115 under the new repair regs. You will learn about opportunities for taxpayers to maximize cash flows and get tips and insights into the process for completing the 3115.

Speaker: Eric P. Wallace, CPA, Director, Boyer & Ritter, CPAs

CPE Field of Study: Taxes

Prerequisites: None

Who Should Attend: All Levels

Advanced Preparation: None


Taxprep® – What’s New: Get an early preview of the Canadian tax preparation software suite. Learn about enhancements scheduled for the Fall 2013 releases. This session will cover functionality and main form changes to the T1, T2 and T3 returns and Taxprep Forms software. You will also learn how these enhancements will benefit your firm’s workflow for the upcoming season.

Speaker: Erik Beauchamp, Product Manager, CCH Canadian Limited

CPE Field of Study: Taxes

Prerequisites: None

Who Should Attend: Current Taxprep customers - All Levels

Advanced Preparation: None


Value Added Tax Services - What Am I Missing?: Are you missing any value added tax service opportunities with your clients? In this session you will learn about value added technical tax areas such as Research and Development Tax Credits, IC-Disc, and Captive Insurance.

Speaker: Glenn Scharf, CPA, CVA, Shareholder, Saltmarsh, Cleaveland and Gund

CPE Field of Study: Taxes

Prerequisites: None

Who Should Attend: All Levels

Advanced Preparation: None


What's New - Tax Update Preview: Get a head start on the 2013 tax return filing season. Hear about the planned enhancements to the ProSystem fx®, Global fx and CCH Axcess Tax programs including changes due to legislative activity. You will also learn how these enhancements will affect your firm's processing methodology for the upcoming season. Designed for experienced ProSystem fx, Global fx® and CCH Axcess Tax users.

Speaker: Frank Giudice, Software Consultant, CCH, a part of Wolters Kluwer

CPE Field of Study: Taxes

Program Level: Update

Prerequisites: None

Who Should Attend: Experienced ProSystem fx, Global fx and CCH Axcess Tax users

Advanced Preparation: None


Wonders of Worksheet View: In this session you will learn the virtues and profound benefits of using the Worksheet View for both tax preparation and review. Learn best in process recommendations for transitioning your firm to Worksheet View immediately, without missing a beat.

Speaker: Paul Hunkins, Software Consultant, CCH, a part of Wolters Kluwer

CPE Field of Study: Specialized Knowledge & Applications

Prerequisites: None

Who Should Attend: All Levels

Advanced Preparation: None


Technology Track


A Systematic Approach to IT Budgeting: IT costs consist of equipment refresh cycles, convoluted software licenses, and often confusing IT service provider proposals. Add into the mix, cloud computing and managed service providers and how do you even start to develop an IT budget? This session will provide an overview of Excel-based IT budgeting, cover some basic IT knowledge that non-technical managers need to know to validate budgets, and provide some techniques to shift management’s perspective of IT from a cost to an investment.

Speaker: Donny Shimamoto, Managing Director, Intraprise Techknowlogies, LLC

CPE Field of Study: Computer Science

Prerequisites: None

Who Should Attend: IT Personnel

Advanced Preparation: None


Disaster Recovery: Understanding the Tactical Component of a Business Continuity Plan: In this course you will learn difference between business continuity and disaster recovery and discuss the different parts of a disaster recovery plan including business impact and risk assessment, contingency planning, recovery time objectives, recovery site models, and datacenter recovery plans. Organizations without a disaster recovery plan will learn how to create one and those with existing plans can validate those plans against industry best practices.

Speaker: Jason Shaller, Information Security Manager, Anderson ZurMuehlen

CPE Field of Study: Computer Science

Prerequisites: None

Who Should Attend: IT Personnel

Advanced Preparation: None


Have You Accessed the Crowd? The Power of Crowdsourcing!: Crowdsourcing allows you to tap into a “crowd” of talent through the Internet to get projects completed in a timely and cost-effective manner. From branding and design to professional writing, there are crowdsourcing sites dedicated to meeting your project needs. In this session, we’ll discuss a basic overview of crowdsourcing including the benefits, challenges and ideal projects. We'll also look at the mechanics of crowdsourcing with a step-by-step process for ensuring success. You will see examples of crowdsourcing in action and learn how technologies like crowdsourcing can allow you to complete projects faster and cheaper than ever before.

Speaker: Jim Boomer, CIO & Shareholder, Boomer Consulting, Inc.

CPE Field of Study: Computer Science

Prerequisites: None

Who Should Attend: IT Personnel

Advanced Preparation: None


How To Create The Virtual Office: What does it take to move your office to the Cloud? In this session you will learn how to set up virtual desktops and virtual servers and manage the risks associated with each. You'll learn what it what it takes to get the job done and observe live demonstrations of setting up cloud-based servers and desktops. You know the benefits of moving to the Cloud, now experience what the transition looks like. Relax - it is much easier than it sounds!

Speaker: Randy Johnston, Executive CP, K2 Enterprises and NMGI

CPE Field of Study: Computer Science

Prerequisites: None

Who Should Attend: IT Personnel

Advanced Preparation: None


Information Security and Defending the Enterprise: Information Security is a growing field and is one of the most important components of your enterprise. Internal and external parties have the ability to compromise and severely damage your firm. This course will walk you through your responsibilities; how to manage these risks, educate your IT staff, decision makers and line employees; and how to defend your information against threats from both inside and outside of your firm.

Speaker: Ken Pyle, CISSP, CCNA, VCP, ACE, Security+, Bowman & Company

CPE Field of Study: Computer Science

Prerequisites: None

Who Should Attend: IT Personnel and Firm Administration

Advanced Preparation: None


Introduction to CCH's Open Integration Platform: The Open Integration Platform (OIP) provides customers and vendors with tools and APIs to facilitate integration of any customer or third party application with CCH Axcess™ solutions. Learn what functions and data are exposed by the platform, and see real world examples of integration built using OIP.

Speaker: Jerry Connor, Product Manager, CCH, a part of Wolters Kluwer

CPE Field of Study: Computer Science

Prerequisites: None

Who Should Attend: IT Personnel

Advanced Preparation: None


IT Management for ProSystem fx® Solutions: For IT professionals -- join your peers in discussing best practices, tips and tricks for implementing, maintaining and integrating the various applications within the existing ProSystem fx® solutions. Come prepared with any common support or maintenance tips, remote worker configurations, scanning solutions you have found successful, or other information you have found useful in maximizing your investment in the ProSystem fx® Solutions.

CPE Field of Study: Computer Science

Prerequisites: None

Who Should Attend: IT Personnel

Advanced Preparation: None


IT Security Best Practices: 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 which they have to mitigate. Join your peers for discussions around security best practices, risks, security appliances, and compliance audits. Learn what others are doing to secure their businesses and how you may be at risk.

CPE Field of Study: Computer Science

Prerequisites: None

Who Should Attend: IT Personnel

Advanced Preparation: None


Lean Six Sigma Strategies for Increased Leverage and Utilization of Technology: Most firms struggle with getting firm-wide buy in and acceptance to process improvements and change. Lean Six Sigma is a proven tool to achieve greater buy in, understanding, and controlled implementation of process changes. Attend this session to learn how to achieve greater consistency and utilization of technology and processes through Lean deployment.

Speaker: Dustin Hostetler, President, Flowtivity

CPE Field of Study: Computer Science

Prerequisites: None

Who Should Attend: IT Personnel

Advanced Preparation: None


Mobile Strategies for Success: Mobility is not the next big thing, it is today's thing! In this session you will learn about options for successful mobile computing including Smartphones, Tablets, remote access, and other enabling technologies and which tools are right for specific tasks. You will also learn how mobile applications extend key products, help you to provide better client/customer service, and enable doing business in innovative ways. Attend this session and learn about the best devices and apps to maximize your team's productivity when away from the office.

Speaker: Brian Tankersley, Technology Editor, The CPA Practice Advisor & Director, Strategic Relationships, K2 Enterprise

CPE Field of Study: Computer Science

Prerequisites: None

Who Should Attend: All Levels

Advanced Preparation: None


Technology Benefits of Hosted Applications: Learn how hosted applications can leverage datacenter technologies to provide the next level of security and availability. Topics include technology audit standards, security, high availability, disaster recovery, exit strategies, and big data.

Speaker: Robert Baumann, Chief Architect, Shared Platform, CCH, a part of Wolters Kluwer

CPE Field of Study: Computer Science

Prerequisites: None

Who Should Attend: IT Personnel, CIOs and Technology Decision Makers

Advanced Preparation: None

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