In this session you’ll learn:

• Why innovation should be part of your firm’s culture
• How other companies innovate successfully, and how firms can learn from them
• Steps you and your firm can take to become more innovative, starting today

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

Presented by:


Adam Orentlicher
Senior Vice President & Chief Technology Officer
Wolters Kluwer Tax & Accounting North America

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. Prior to joining Wolters Kluwer, Adam was Vice President, Development, Watson Health, IBM. He led 1500+ engineers in delivering more than 250 software releases per year across 50 open source, cloud, hosted, and on-premises products.

Stefan Davis
Senior Product Manager, TeamMate Analytics
Wolters Kluwer Tax & Accounting North America

Stefan is the co-founder of TeamMate Analytics and an expert on the application of Data Analytics to Audit. He started his career with KPMG in the UK, working in External and Internal Audit for a huge range of clients from small owner-managed businesses to global FTSE100 companies, including many well-known Manufacturers, Retailers, and Financial institutions. Here he developed his data analysis skills, using them to improve audit quality, efficiency, and client value. He left KPMG to join the TeamMate Analytics team and develop the product into what it is today. As the product owner for TeamMate Analytics, Stefan works with customers around the world to help them implement and apply analytics in their audit functions, and develop easy-to-use solutions to their challenges.

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