CPE Webcast June 14th Session 2: Driving Digital Transformation in Your Firm

This webinar was held on June 14, 2022.
Sponsor: Wolters Kluwer
Duration: 1 Hour

Over the last two years, we’ve seen firms adapt in remarkable ways. But as the industry has embraced new tools, we have encouraged firms to look further – not just at the demands of today, but at the possibilities of tomorrow. During this session, you’ll explore important questions about how technology is changing strategic decisions within firms. We’ll look far beyond remote work capabilities to consider what the future holds for firms who are adapting their processes around technology, including:

Aligning your processes and culture around the latest technologies
Using integration and data to address staffing challenges and meet client demands
Leveraging emerging tech like blockchain for faster, higher-quality audits

Program level: Basic (no prerequisites required).
Field of Study: Information Technology

Presented by:

Cathy Rowe
Vice President, Product Management for Tax
Wolters Kluwer Tax & Accounting North America

Cathy Rowe leads the development and delivery of innovative, cloud-based software for tax professionals. Prior to joining Wolters Kluwer, Cathy spent several years in public accounting working with both large firms PricewaterhouseCoopers and Ernst & Young, as well as experience in a smaller firm. During her time at Wolters Kluwer she has delivered several award-winning solutions to the audit industry, led multiple contextual design projects and most recently won the Wolters Kluwer 2019 Global Innovation Award.

Colleen Knuff
Vice President, Product Management for Audit
Wolters Kluwer Tax & Accounting North America

Colleen Knuff leads the strategic vision and voice of customer research for the external audit product portfolio. Colleen has been responsible for driving product strategy and direction, including in-depth involvement with new product ideas and development efforts. She has transformed a traditional internal audit software product into an innovative and flexible combined assurance platform and solution set that organizations from around the world can use to scale and grow their audit methodology and maturity. Colleen is a featured speaker at various conferences and podcasts on the topics of product management and trends in audit.

Nate Brown
Vice President, Product Management for Firm Management
Wolters Kluwer Tax & Accounting North America

Nate Brown is Vice President, Product Management for Firm Management at Wolters Kluwer Tax & Accounting North America responsible for the development and delivery of firm management solutions. Nate has been working directly with firms to transform their businesses from desktop to cloud-based solutions through product management, sales and consulting roles. He is a sought-after speaker and a coach for firms to improve workflow and data to support decision-making. Prior to joining Wolters Kluwer, Nate worked for a large regional CPA firm as well as held accounting roles at a Fortune 500 company.

Gail Perry
Editor-in-Chief
CPA Practice Advisor

Gail Perry is the editor-in-chief of CPA Practice Advisor. She also speaks at many accounting events, trade shows, and webinars. Gail is the author of over 30 books (including Mint.com For Dummies and QuickBooks 2014 On Demand), and she maintains a small tax practice. Gail is a graduate of Indiana University where she earned a bachelor’s degree in journalism. She returned to school to study accounting at Illinois State University, earned her CPA, and worked for Deloitte in the Chicago tax department. She has taught college-level accounting principles and was on staff for 10 years at the Indiana CPA Society as a computer applications instructor. Gail was the publisher and editor-in-chief of AccountingWEB before joining the CPA Practice Advisor team.

This FREE online seminar is a continuation of the magazines’ mission to provide unbiased, independent information on technologies available to practicing public accountants and tax professionals.

Special thanks to our sponsors for supporting this educational session:

CPA Practice Advisor is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: https://www.nasbaregistry.org/. For more information regarding administrative policies please contact Isaac O’Bannon at 800-547-7377 x2110