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Roundtables

Roundtables will be offered in five tracks covering:

Course Formats:

Lecture = Lecture
Workshop = Workshop
Roundtable = Roundtable
New Session = New Session
Course Levels:

Basic = Basic
Intermediate = Intermediate
Advanced = Advanced
Update = Update
Overview = Overview


CCH User Conference 2009 Accounting and Audit
Accounting and Audit Research Best Practices Intermediate Roundtable

For accounting and audit professionals — join your peers in sharing experiences, best practices and other tips and tricks your firm uses when researching accounting and audit issues as well as seeking quick answers.

CPE Field of Study: Specialized Knowledge & Applications


ProSystem fx® Engagement Best Practices - Accounting & Audit Intermediate Roundtable

For accounting professionals using ProSystem fx® Engagement for A&A engagements — join your peers in sharing your experiences and any other tools your firm uses to ensure your paperless engagements run efficiently and effectively.

CPE Field of Study: Specialized Knowledge & Applications


ProSystem fx® Knowledge Coach & the Knowledge-Based Audit Methodology New SessionIntermediate Roundtable

For auditing professionals using ProSystem fx® Knowledge Coach, ProSystem fx® Knowledge Tools and/or CCH’s Knowledge-Based Audit Methodology -- join your peers in sharing your experiences using ProSystem fx® Knowledge Coach, ProSystem fx® Knowledge Tools and/or CCH’s Knowledge-Based Audit Methodology to increase the efficiency and effectiveness of your firm’s audit engagements.

CPE Field of Study: Specialized Knowledge & Applications

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CCH User Conference 2009 General

Multi-Office Firms Best Practices Overview Roundtable

Learn how other firms manage people, applications and infrastructures across multiple offices. Exchange ideas about the latest tools and techniques to keep productivity and client service high across all your offices.

CPE Field of Study: Business Management & Organization


ProSystem fx® Document Best Practices Intermediate Roundtable


For accounting professionals using ProSystem fx® Document— join your peers in discussing best practices, tips and tricks of the application and the processes it encompasses.

CPE Field of Study: Specialized Knowledge & Applications


ProSystem fx® Practice (Advantage) Best Practices Intermediate Roundtable

For ProSystem fx® Practice (Advantage) users — join your peers in discussing best practices related to time entry, project management, billing, reporting and integration with ProSystem fx® Tax, as well as workflow efficiencies using time entry and project management.

CPE Field of Study: Business Management & Organization

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ProSystem fx® Practice Management Best Practices Intermediate Roundtable


For ProSystem fx® Practice Management (formerly Sage/CPASoftware) users — join your peers in discussing best practices related to time entry, project management, billing and reporting.

CPE Field of Study: Business Management & Organization


ProSystem fx® Practice (SaaS) Best Practices New Session Intermediate Roundtable


For ProSystem fx® Practice (SaaS) users — join your peers in discussing best practices related to time entry, billing and reporting.

CPE Field of Study: Specialized Knowledge & Applications


ProSystem fx® Workstream Best Practices New Session Intermediate Roundtable


For ProSystem fx® Workstream users — join your peers in discussing best practices related to the use of types, masters and worksteps.

CPE Field of Study: Specialized Knowledge & Applications

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Tax Research Best PracticesIntermediate Roundtable

For tax professionals - join your peers in sharing experiences, best practices and other tips and tricks your firm uses when researching tax issues as well as seeking quick answers.

CPE Field of Study: Specialized Knowledge & Applications

CCH User Conference 2009 Management
Managing Your Firm's Knowledge Using CCH KnowledgeConnect New Session Overview Roundtable

For accounting professionals using or interested in learning more about CCH KnowledgeConnect, join your peers in discussing better ways to manage the knowledge within your organization, along with learning best practices, tips and tricks of the KnowledgeConnect application.

CPE Field of Study: Business Management & Organization


CCH User Conference 2009 Tax

ProSystem fx® Engagement Best Practices - Tax Intermediate Roundtable

For accounting professionals using ProSystem fx® Engagement for tax engagements — join your peers in sharing your experiences and any other tools your firm uses to ensure your paperless engagements run efficiently and effectively.

CPE Field of Study: Specialized Knowledge & Applications


ProSystem fx® Scan Best Practices Intermediate Roundtable


For accounting professionals using ProSystem fx® Scan and AutoFlow — join a group of your peers in discussing best practices, tips and tricks of the application and the processes it encompasses.

CPE Field of Study: Specialized Knowledge & Applications


ProSystem fx® Tax Best PracticesIntermediate Roundtable


For ProSystem fx® Tax (Foundation and SaaS) or Global fx® Tax users — join your peers in discussing on-screen review, electronic filing and tax preparation workflow best practices.

\ CPE Field of Study: Specialized Knowledge & Applications

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CCH User Conference 2009 Technology

IT Management for the ProSystem fx® Suite Overview Roundtable

For IT professionals — join your peers in discussing best practices, tips and tricks for implementing, maintaining and integrating the various applications within the existing ProSystem fx® Suite. Come prepared with any common support or maintenance tips, remote worker configurations, scanning solutions you have found successful, or other information you have found useful in maximizing your investment in the ProSystem fx® Suite.

CPE Field of Study: Computer Science


Trends in IT Management Overview Roundtable

For IT professionals - join your peers to collaborate and share information on what technology has made their firm successful and where they are looking to go in the near future. The industry is constantly changing with new hardware, operating systems and core applications. Discuss hot topics and exchange opinions about new technology with your peers.

CPE Field of Study: Computer Science

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Organization Size

To ensure attendees find CCH User Conference 2010 beneficial, we will offer topics that are of interest to small, medium, and large organizations. Topics will be the same for all groups:

  • Small Organizations — 1 – 9 users
  • Medium Organizations — 10 – 49 users
  • Large Organizations — 50+ users

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