This unique session is focused on the trends and technologies transforming the tax and accounting profession. It is a compilation of recorded presentations from recent CCH conferences that focus on innovation.
In part one of this two-part session, Wolters Kluwer President & CEO Jason Marx walks us through the recent progression of technology in the industry, culminating with an introduction of the bleeding-edge capabilities our panel will be discussing in part two.
For part two, we will revisit a fascinating conversation from the recent CCH Connections: User Conference, featuring technology experts from Wolters Kluwer, Microsoft, and Boomer Consulting. Join us as our panel examines how the profession is evolving around big data and machine learning and explores how tomorrow's technologies—such as Augmented Reality and the Metaverse—have the potential to fundamentally change how firms operate.
Learning Objectives:
Wolters Kluwer Tax & Accounting
Senior Vice President & CTO
[email protected]
770.857.5000
Jason Marx is CEO of Wolters Kluwer Tax & Accounting, North America. In this role, Marx leads the development and delivery of innovative, cloud-based tax and compliance software, firm management and information solutions for tax, accounting and audit professionals.
Marc Staut, Shareholder and Chief Innovation and Information Officer at Boomer Consulting, Inc., helps meet the growing needs of CPA firms by leveraging his experience to provide strategic technology assessments, planning, visioning and coaching. He feels that “technology should be an enabler – something that’s approachable, aligned with and integral to the success of each firm.”
Marc is a regular speaker, author and panelist on technology in the accounting profession, cloud computing, mobile technology, leadership and vision.
Wolters Kluwer Tax & Accounting
Vice President of Firm Management
[email protected]
(847) 580-5000
Nate has had severed in several customer centric roles within consulting, sales and Product Management. Prior to joining Wolters Kluwer Nate served as a practicing CPA as well as working for a large multi-national corporation.
Wolters Kluwer Tax & Accounting
Senior Vice President & Chief Technology Officer
(847) 580-5000
Supporting thousands of clients, Adam leads the global technology team responsible for application development, quality assurance and release management, spanning cloud and desktop software platforms. His focus is driving high-quality, highly scalable and performant applications leveraging emerging technologies and innovations including, the use of APIs, AI, ML, Blockchain, and RPA capabilities to enable leading customer experiences.
Microsoft Corporation
Principal Developer
Todd has been developer and technologist for 20 years serving in a range of application platform and software development roles at Microsoft. His current focus is on natural user interfaces and creating new ways of human interaction with the computer