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.


Wolters Kluwer Tax and Accounting

Wolters Kluwer Tax and Accounting is a leading provider of software solutions and local expertise that helps tax, accounting, and audit professionals research and navigate complex regulations, comply with legislation, manage their businesses and advise clients with speed, accuracy and efficiency. Wolters Kluwer Tax and Accounting is part of Wolters Kluwer N.V. (AEX: WKL), a global leader in information services and solutions for professionals in the health, tax and accounting, risk and compliance, finance and legal sectors. We help our customers make critical decisions every day by providing expert solutions that combine deep domain knowledge with specialized technology and services. Wolters Kluwer reported 2016 annual revenues of €4.3 billion. The company, headquartered in Alphen aan den Rijn, the Netherlands, serves customers in over 180 countries, maintains operations in over 40 countries and employs 19,000 people worldwide. Wolters Kluwer shares are listed on Euronext Amsterdam (WKL) and are included in the AEX and Euronext 100 indices. Wolters Kluwer has a sponsored Level 1 American Depositary Receipt program. The ADRs are traded on the over-the-counter market in the U.S. (WTKWY).

All stories by: Wolters Kluwer Tax and Accounting