Course Fee: $400 USD per person
4 CPE / CPD Credits
Applicable to both Canadian and US Cloud apps.
Attendees must bring a laptop for this interactive session.
This hands-on, instructor-led session is designed for firms looking to maximize the power and flexibility of Caseware Cloud. Participants will learn how to tailor firm templates and financial statements to align with internal standards and regulatory requirements. The session focuses on practical solutions to common template authoring challenges, helping firms drive consistency, improve efficiency and produce polished, compliant financial statements across engagements.
Learning Objectives
By the end of this session, participants will be able to:
- Manage and maintain firm templates to ensure consistency across engagements
- Configure roles and signoffs to support firm governance and review processes
- Apply visibility logic to control content and streamline workflows
- Design and manage checklists, letters, memos and queries
- Tailor financial statements, including audit reports, primary statements and notes
- Apply advanced content management, formatting and presentation techniques
- Build and modify dynamic tables
Course Fee: $400 USD per person
4 CPE / CPD Credits
Applicable to auditors who use DAS to conduct their financial statement audit engagements.
Attendees must bring a laptop for this interactive session.
Join us for a walkthrough of the latest DAS enhancements, featuring redesigned risk workflows and the newly added PCAOB content. In addition, through interactive demos, we’ll explore powerful and differentiated functionality such as Audit 360, a key feature for strengthening audit documentation, and Group Audit Central, where you’ll see how DAS supports group audits under the new SAS 149 standards and the streamlined component auditor workflow.
Learning Objectives:
- Identify key enhancements in DAS, including redesigned risk workflows and newly added PCAOB content.
- Recognize how Audit 360 supports stronger audit documentation by guiding auditors in evaluating audit matters, root causes and their effect on the audit strategy.
- Identify the main steps of the Group Audit workflow in DAS and how it supports group audits performed in accordance with SAS 149 (AU‑C 600 Revised).
- Distinguish between the roles and responsibilities of group auditors and component auditors in a group audit and recognize how effective coordination supports audit quality.
Course Fee: $100 USD per person
1 CPE / CPD Credit
Applicable to both Canadian and US Cloud apps.
Attendees must bring a laptop for this interactive session.
Designed to help audit teams work smarter and more efficiently in Caseware Cloud, participants will explore commonly asked questions and proven best practices through live demonstrations and practical examples in a dedicated training environment. The session focuses on streamlining engagement workflows, reducing manual effort and enhancing collaboration—providing practical techniques that can be applied immediately to improve productivity across Canadian and U.S. Cloud Audit engagements.
Learning Objectives
By the end of this session, participants will be able to:
- Leverage staff-client collaboration tools effectively using queries
- Create and manage queries to improve communication and tracking
- Customize checklists to align with engagement requirements
- Apply visibility logic to control checklist content dynamically
- Copy risks, controls, and checklists from other engagements to improve efficiency and consistency
- Implement workflow best practices to reduce duplication and manual rework
Course Fee: $300 USD per person
3 CPE / CPD Credits
Applicable to US DAS or OPA users.
Attendees must bring a laptop for this interactive session.
The Single Audit remains one of the most rigorous engagement types for practitioners. This session is designed to guide users through the fundamentals of the DAS Single Audit module. We will explore the template's unique functionality, including the approach and methodology of the DAS Single Audit solution. Through practical examples, we will demonstrate how the solution guides auditors through each step, from major program determination in conformity with Uniform Guidance to a robust risk assessment framework compliant with SAS 148, Amendment to AU-C Section 935.
Learning Objectives:
- Apply the DAS Single Audit Framework to perform single audits in compliance with Uniform Guidance and SAS No. 148, using a risk-based approach.
- Perform Major Program Determination to acquire skills to input SEFA data, calculate Type A/B thresholds, assess program risks and identify major programs.
- Identify direct and material compliance requirements for each major program.
- Assess the risk of material noncompliance and execute control and compliance testing using DAS tools.
- Complete wrap-up procedures, summarize audit findings and prepare audit reports using the audit report optimizer.
Course Fee: $200 USD per person
2 CPE / CPD Credit
Applicable to both Canadian and US Cloud Audit users (excluding DAS-specific group audit workflows).
Attendees must bring a laptop for this interactive session.
Participants will explore proven strategies to efficiently set up consolidation structures, manage linked engagements, and leverage central planning capabilities through interactive demonstrations and hands-on exercises in a dedicated training environment. The session focuses on streamlining workflows, reducing manual effort, and enhancing collaboration across engagement teams—helping firms deliver accurate, well-coordinated group and consolidated audits with confidence.
Learning Objectives
By the end of this session, participants will be able to:
- Configure and manage consolidated engagements using the Consolidation Tree
- Apply best practices for Imported Trial Balances vs. Linked Engagements
- Sync and re-consolidate linked engagements effectively
- Customize consolidated financial statements using dynamic tables and Cloud Connector
- Leverage Central Planning capabilities to coordinate multi-entity engagements
- Review and monitor work performed by component auditors
- Apply best-practice workflows to streamline group audit execution and oversight
Kick off CwX North America 2026 by joining us for our Opening Reception. Connect with fellow attendees, speakers and partners in a relaxed setting featuring food, drinks and interactive experiences designed to spark conversation.
Whether you’re reconnecting with peers or meeting new faces, this is your first opportunity to engage, unwind and set the tone for the days ahead.
Course Fee: $150 USD per person
1.5 CPE / CPD Credit
Attendees are welcome to bring a laptop; however, it is not required for this session.
This session will be delivered as an instructor‑led demonstration with interactive discussion and worked examples focused on real‑world Extractly use cases. To take part in the interactive elements of the session, attendees must have a fully provisioned version of Extractly installed and available on their own computer. Participants will follow along in Excel as workflows and scenarios are demonstrated, with opportunities for discussion and questions throughout.
Learning Objectives
- Automate expense vouching and expense testing procedures
- Extract and summarize invoice values to support financial statement preparation
- Identify exceptions and produce audit-ready schedules and summaries
- Apply Extractly efficiently across audit and financial reporting workflows
Caseware CEO David Marquis opens CwX 2026 with remarks on the state of the profession and the opportunities ahead, setting the stage for two days of insight, learning and connection.
When you're commanding a space shuttle, there's zero margin for error. Col. Eileen Collins knows what it takes to lead under extreme pressure - she made history as the first woman to pilot AND command a U.S. spacecraft, including NASA's critical "Return to Flight" mission after Columbia.
Col. Collins earned a reputation for coolness under pressure. In 2022, Col. Collins was awarded the National Aeronautic Association’s Wright Brothers Award for her inspirational career as an astronaut, teacher and leader. She is also honored as a 2025 inductee into the Living Legends of Aviation.
She'll share hard-won lessons on:
- What it takes to break barriers
- How to lead in high-stakes environments
- How to build cultures of safety and innovation
- How collaboration and clear purpose enable teams to achieve extraordinary results
Last year, we discussed how private equity, regulatory pressure, consolidation and technology were reshaping the structure of leading firms. Twelve months later, AI has moved from strategy decks to daily operations.
This session revisits that conversation with candor and accountability. What has trulychanged inside firms? Where has AI delivered measurable impact — and where has it fallenshort? How are leaders embedding intelligence into workflows while protecting audit quality, regulatory defensibility and client trust?
Join this mainstage discussion as firm leaders share real-world progress, hard lessons learned and the structural shifts required to operationalize AI responsibly at scale.
Explore the latest AI-driven technology and discover how intelligent workflows are transforming the way work gets done. Experience Caseware’s platform live in the demo theatre and connect directly with ecosystem partners and technology vendors showcasing complementary solutions and services. Reimagine what’s possible across your firm’s engagement lifecycle.
This is where ideas become action—and innovation moves forward.
Course Fee: $150 USD per person
1.5 CPE / CPD Credit
Applicable to all North America users.
Attendees must bring a laptop for this interactive session.
AI literacy is no longer optional for accounting and assurance professionals — it's a competitive edge. But knowing how to use AI daily is different from knowing how to use it well.
This session covers both. The first half covers prompt writing best practices — the structural elements that turn a vague AI output into something genuinely useful. The second half shifts to something more cutting-edge: how do you rethink the way you approach problems when you have access to powerful tools and agentic workflows? The focus moves from prompts to leverage — how domain experts can operate at greater scale without sacrificing judgment or control.
The session also includes an open, candid dialogue on how to coach teams and students to build critical thinking skills in an AI-augmented environment. Limited seats, no off-limits questions.
Learning Objectives
- Build AI literacy by identifying the core qualities of a well-structured prompt and applying best practices in accounting and assurance contexts
- Recognize how agentic AI workflows expand what domain professionals can accomplish — and what it means to scale safely
- Shift problem-framing: from "how do I use this tool" to "how does having this tool change how I think"
- Gain insight into how experienced practitioners develop critical thinking frameworks for AI supervision across teams and organizations
Data drives better outcomes only when it’s connected, visible, and easy to act on—not trapped in disconnected tools or static reports. In this session, you’ll see how Caseware combines data pipelines, observability, and automated workflows to support the full engagement lifecycle, transforming raw data into actionable insight from planning through completion.
Learning Objectives
- Understand how Caseware embeds data across the engagement lifecycle
- See how connected data improves risk assessment and engagement visibility
- Learn how tools like IDEA and Sherlock enable deeper insight from complex data
As firms evolve, so do their workflow needs — and one size rarely fits all. This session dives into how flexible solutions, smart customizations and firm-specific authoring capabilities can transform the way teams plan, execute and deliver engagements. From tailoring templates and automating dynamic tables to building scalable content that reflects your firm’s methodology, branding, and quality standards, you’ll learn how customization becomes a strategic advantage rather than a complexity. Whether you’re refining risk workflows, enhancing documentation clarity, or automating recurring deliverables, this session will show how the right configuration choices lead to more efficient teams, higher consistency and better client outcomes.
Learning Objectives
- Build Templates That Work for You
- Put Dynamic Tables to Work
- Create Scalable Customizations
- Enhance Team Efficiency
- Avoid Common Pitfalls
Modern audit and assurance work demands more than isolated tools—it requires a connected, intelligent workflow from data ingestion to final reporting. Learn how technologies work together across the engagement lifecycle to create a seamless, insight-driven experience.
From secure data extraction and standardization, to automated confirmations and external validation, to end-to-end workflow execution and AI-embedded intelligence and integrated ecosystem reduces friction, strengthens governance and enhances professional judgment at every stage. See how firms can move beyond manual handoffs and disconnected tools to build a more intelligent, scalable engagement process—delivering trusted outcomes with greater efficiency and confidence.
Learning Objectives
- Define a connected engagement lifecycle and how integrated tools reduce workflow friction.
- Identify where data, confirmations, and AI intersect to strengthen quality and governance.
- Explain how embedded intelligence enhances professional judgment.
- Recognize practical steps to build a more scalable, efficient engagement process.
Course Fee: $150 USD per person
1.5 CPE / CPD Credit
Applicable to all Canadian users.
Attendees must bring a laptop for this interactive session.
Risk identification, assessment and response continue to be one of the most frequently cited inspection findings across oversight bodies. This course is designed specifically for Canadian firms seeking to enhance the quality, and effectiveness of their risk assessment processes under CAS 315 (Revised), CAS 330, and similar concept around areas of likely material misstatement under CSRE 2400.
Learning Objectives
- This course will focus on clear identification of risks and related responses to enable practitioners to focus their efforts on highest risk areas.
- Participants will have the opportunity to apply the concepts directly within Caseware Suite- Canada
- Participants will navigate the automated and guided workflows through engagements following the Canadian Assurance Standards
Document matching shouldn’t be a separate step or a disconnected tool. In this session, we’ll explore how Caseware is embedding document matching and document intelligence directly into audit workflows—reducing manual effort and improve efficiency, consistency, and traceability. This allows teams to spend less time managing documents and more time applying professional judgment.
Learning Objectives
- Understand how embedding document matching improves end-to-end audit workflows
- How document intelligence automates the extraction process
- See options to reduce workflow friction by reducing context switching
Building a modern firm isn’t just about adopting new technology—it requires transforming how people think, work, and lead. In this session, Boomer Consulting will explore what it takes for firms to evolve their mindset, culture, and skillsets to thrive in an AI-powered profession. We’ll discuss how to build a technology-first identity that attracts top talent, how to nurture a culture that supports experimentation and innovation and how to empower teams to overcome resistance and operational inertia. You’ll learn what the most progressive firms are doing today to stay competitive, and how shifting leadership behaviors can accelerate AI adoption, unlock capacity and drive meaningful change across the organization.
Attendees will leave with a practical, actionable roadmap for shaping a modern, adaptable firm capable of embracing intelligent workflows and leading the next era of audit and accounting.
Learning Objectives
- Shift Mindset to Embrace AI & Modern Workflows
- Build a Culture That Enables Experimentation & Innovation
- Develop the Skills & Leadership Behaviors Needed in an AI-Powered Firm
- Position Your Firm as a Technology-First Employer of Choice
- Overcome Resistance and Operational Inertia
- Learn What Top-Performing Modern Firms Are Doing Right Now
As firms navigate rising complexity, talent pressures, and accelerating AI adoption, alliance models are becoming powerful engines for scalable growth and shared innovation. In this session, leaders from Aprio Alliance will explore what it takes to build a strategy that wins across a distributed network of firms—balancing local independence with collective strength.
Learn how alliance communities can drive measurable value through shared technology standards, coordinated AI onboarding, and aligned operating models. From evaluating and introducing intelligent tools across member firms to maintaining quality and governance at scale, this discussion will provide practical insight into how alliances are helping firms modernize with confidence.
Learning Objectives
- Designing an alliance strategy that balances autonomy with standardization
- Introducing AI across member firms without creating fragmentation
- Creating shared governance models for technology evaluation and vendor selection
- Driving growth through collaborative innovation and shared best practices
- Measuring ROI on alliance-wide modernization initiatives
Explore the latest AI-driven technology and discover how intelligent workflows are transforming the way work gets done. Experience Caseware’s platform live in the demo theatre and connect directly with ecosystem partners and technology vendors showcasing complementary solutions and services. Reimagine what’s possible across your firm’s engagement lifecycle.
This is where ideas become action—and innovation moves forward.
Join us for an unforgettable evening on the beach as we celebrate CwX 2026 in true Fort Lauderdale style. Enjoy great food, refreshing drinks and interactive experiences set against an oceanfront backdrop.
Kick off your shoes, connect with peers and unwind after a full day of learning and insights. This is your chance to relax, recharge and strengthen the conversations that started during the day — all with sand between your toes.
Course Fee: $150 USD per person
1.5 CPE / CPD Credit
Applicable to both Canadian and US Cloud apps.
Attendees are welcome to bring a laptop; however, it is not required for this session.
This session will be delivered as a demonstration‑led session supported by interactive discussion and worked examples. Rather than attendees logging into a Caseware Cloud environment, the instructor will demonstrate advanced administration, security and data governance concepts live, using practical scenarios to prompt discussion. The session is designed to encourage engagement through questions, shared experiences and discussion.
Learning Objectives
By the end of this session, participants will be able to:
- Design an effective staff, group, and role structure within Caseware Cloud
- Understand and manage user permissions to avoid security conflicts
- Streamline user access to improve efficiency while minimizing risk
- Develop and implement a firm-wide tagging strategy
- Use tags, filters, and views to enhance reporting, oversight, and standardization
- Differentiate between personal and shared views and apply governance best practices
- Configure and manage file-level data retention policies
- Align Cloud data lifecycle management with firm and regulatory requirements
- Identify practical next steps to strengthen administration and governance controls
Transforming the way your firm operates requires more than selecting a new tool — it demands a clear internal roadmap that aligns leadership, teams, technology and timing. This session walks through the essential steps for successful workflow modernization, from defining success and engaging leaders early to preparing cross-functional teams, evaluating readiness, and building communication and training plans that drive momentum. We’ll also cover often-overlooked backend elements such as IT involvement, data migration, access provisioning, integrations and automation, as well as strategies for mobilizing your people, supporting them through transition and gathering feedback to continually refine your approach.
Learning Objectives:
- Starting with the End in Mind
- Preparation & Planning
- Backend Foundations: Migration & Integration
- Mobilizing Your People
- Lessons Learned & What to Expect
Joe Lazer is an award-winning marketing leader and author who helps businesses strengthen relationships with their clients, communicate value clearly and drive measurable impact.
In a world drowning in data and AI, Joe Lazer teaches the superpower that sets humans apart: storytelling. Author of The Storytelling Edge and the new Amazon #1 release Super Skill: Why Storytelling Is the Superpower of the AI Age, Joe helps 185,000+ weekly newsletter subscribers master the art of connection.
His expertise provides actionable insights for professionals on how to communicate with clarity, build trust and foster meaningful relationships with both clients and colleagues.
He'll reveal how to:
- Build trust, communicate value and strengthen client relationship
- Transform complex information into compelling narratives
- Leverage AI without losing the human touch
- Communicate with clarity and confidence in the age of artificial intelligence
Ready to elevate your leadership and communication skills to new heights?
Explore the latest AI-driven technology and discover how intelligent workflows are transforming the way work gets done. Experience Caseware’s platform live in the demo theatre and connect directly with ecosystem partners and technology vendors showcasing complementary solutions and services. Reimagine what’s possible across your firm’s engagement lifecycle.
This is where ideas become action—and innovation moves forward.
Course Fee: $150 USD per person
1.5 CPE / CPD Credit
Applicable to Canadian Cloud users.
Attendees must bring a laptop for this interactive session.
This session will demonstrate the new Canadian Cloud products including Cloud Financials.
Learning Objectives
- Participants will learn about use cases for the new products
- Participants will have the opportunity to navigate the automated and guided workflows through engagements in the new products
- Participants will gain an understanding of the methodology underlying the new products and how the products work together
Intelligent automation is entering a new era, powered by agentic workflows that can reason, sequence tasks and execute actions safely within firm-governed boundaries. In this session, we’ll break down how Caseware’s emerging AI capabilities automate multi-step, high-effort processes. You’ll learn how context-aware AI agents can surface insights, recommend next steps, and complete work inside the engagement while maintaining human oversight, transparency and compliance.
Learning Objectives
- What intelligent automation really means (and why it’s different)
- How agentic workflows operate inside Caseware
- Real use cases that deliver immediate value
- How firms can build their own agentic workflows
As AI and intelligent tools become more powerful and accessible, firms face a new challenge: how toencourage innovation without compromising quality, governance, and regulatory standards. The toolinghas never been stronger—but neither have expectations around oversight and quality management.
This session explores the spectrum between control and creativity. How do you foster an innovativemindset across teams while operating within Quality Management (QM) guardrails? How do domainexperts translate experimentation into scalable, firm-wide practices? And how do leaders balanceoversight with empowerment?
Through practical examples and audience discussion, we’ll examine how firms can create space forexperimentation, encourage new approaches to old problems, and unlock efficiency and higher-qualityoutcomes—without stepping beyond the boundaries that protect trust and compliance.
AI is transforming how firms operate—but scaling intelligent workflows across an alliance requires more than technology selection. It demands trust, alignment, and structured enablement. In this session, Allinial Global leaders will share how alliance networks can accelerate AI adoption while preserving firm culture, methodology and client trust.
Discover how alliance communities can move beyond experimentation toward coordinated execution—establishing guardrails for governance, creating shared learning environments and supporting firms at different stages of maturity. This session will highlight how collaboration across firms strengthens confidence, reduces duplication and enables sustainable modernization at scale.
Learning Objectives
- Building consensus around AI strategy within alliance structures
- Establishing shared guardrails for responsible AI adoption
- Supporting firms at varying stages of digital maturity
- Leveraging alliance communities for education, training, and peer benchmarking
- Turning innovation into consistent, scalable outcomes across member firms
Explore the latest AI-driven technology, dive deeper into Caseware’s platform and product suite, and see how intelligent workflows are reshaping the way work gets done. Connect directly with ecosystem partners and leading technology vendors, discover new solutions and reimagine what’s possible across your firm’s engagement lifecycle. This is where ideas turn into action—and innovation moves forward.
Recognizing and elevating the next generation of accounting, audit and assurance leaders who are shaping the future of the profession through innovation, integrity and impact.
Caseware CEO David Marquis returns to close CwX North America 2026 with final reflections on the themes, insights and conversations that defined the event. In this closing address, he will connect the dots across innovation, technology and leadership — and outline what’s next for Caseware and the profession.
Leave with clear perspective, renewed momentum and a sharper vision for the year ahead.
Join us as we close out CwX North America 2026 with an evening of connection and conversation. Continue discussions from the past two days, reconnect with peers and partners and enjoy food and drinks in a relaxed setting.
It’s a chance to reflect on the insights gained and wrap up the conference on a strong note before heading home.