CCH User Conference 2017: Day 2 Highlights

Great Sessions Headline a Fabulous Day 2 

Breakout sessions have long been the heart of the CCH Connections: User Conference. Sessions covering a wide range of topics are a great way to take the pulse of the tax and accounting industry, and Tuesday provided many subjects to choose from. Often, the issues discussed and questions posed are a strong gauge of both current hot topics and future trends, soon to make an impact on firms of all sizes. 

With the future-ready firm being top of mind at #CCHUC17, technology’s influence on redefining the workplace emerged as a unifying theme across this year’s sessions. Below is a snapshot of only a few of the conversations from the more than 70 breakout sessions from this year’s conference. 

The Cloud-Based Office Is Rising 

This past spring, CPA Trendlines published the results of its fourth annual Accounting Firm Operations and Technology Survey. Brian Tankersley, CPA.CITP, CGMA, one of the survey’s authors, presented key findings and insight to raw data that shaped the overall story. Among the results’ storylines was the growing importance of cloud-based software solutions that connect staff and clients regardless of where they might be geographically. 

Creating the Right Atmosphere 

The Houston-based firm of MiddletonRaines+Zapata, LLP was one of many businesses affected by Hurricane Harvey. But the firm’s operations continued virtually uninterrupted, thanks to the powerful combination of investing in the cloud-based CCH Axcess™ and cultivating a strong professional culture. Managing Partner Wesley Middleton, CPA shared how MRZ developed its version of a “cool” culture, and how this concept encompasses the people and solutions that serve the firm’s clients. 

Striking the Best Balance 

With cloud technology, “It provides more seamless integration, and I don’t really have to be so hands-on with a lot of things,” said Ginny Fedrich, firm administrator for HBLA CPAs. Fedrich was joined by Jody Padar, CEO and principal of New Vision CPA Group, for a discussion of the evolving role of the firm administrator. “[Cloud] technology allows me to be in touch with my employees on a regular basis. We’re in the cloud, and we can work anytime, anywhere.” 

On the Horizon 

With a new tax return filing season just around the corner, the #CCHUC17 Wolters Kluwer team previewed the enhancements ready to improve workflows, from sole proprietors to the largest multinational firms. 

Keep the conversation going with our 2017 tax and accounting industry survey and white paper, available to download now.

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Caroline O'Reilly

Content Marketing Manager

All stories by: Caroline O'Reilly