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.

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.

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.​

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.

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.​

As AI and intelligent tools become more powerful and accessible, firms face a new challenge: how to encourage innovation without compromising quality, governance, and regulatory standards. The tooling has 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 innovative mindset across teams while operating within Quality Management (QM) guardrails? How do domain experts translate experimentation into scalable, firm-wide practices? And how do leaders balance oversight with empowerment?​

Through practical examples and audience discussion, we’ll examine how firms can create space for experimentation, encourage new approaches to old problems, and unlock efficiency and higher-quality outcomes—without stepping beyond the boundaries that protect trust and compliance.

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.

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.

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.

4 CPE / CPD Credits
Applicable to both Canadian and US Cloud apps.
Attendees must bring a laptop for this interactive session.

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.

1 CPE / CPD Credit
Applicable to both Canadian and US Cloud apps.
Attendees must bring a laptop for this interactive session.

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.

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.

1.5 CPE / CPD Credit
Applicable to all North America Users.
Attendees must bring a laptop for this interactive session.

1.5 CPE / CPD Credit
Applicable to all North America Users.
Attendees must bring a laptop for this interactive session.

1.5 CPE / CPD Credit
Applicable to all Canadian users.
Attendees must bring a laptop for this interactive session.

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.

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.

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.