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Free cpe webinars
Execute Your Data-Driven Audit

EXECUTE YOUR DATA-DRIVEN AUDIT

Cost Free
Presentation Length 1.0 hour

Recorded DateOctober 5, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaAuditing
Course LevelBasic
Course Description

The journey toward a fully data-driven audit that utilizes AI begins by first effectively leveraging automation and analytics in your audit workflow. A good example is identifying patterns in reasonably clean data that can be used to make useful predictions. Another is promoting continuous risk assessment, documenting each appropriately and then seamlessly updating the audit plan. Fact is, you will gain multiple efficiencies and learn as you go when you execute a data-driven audit.

Our industry experts for this session include Jason Miller, Audit Partner at Anglin Reichmann Armstrong PC, Chris Geno, Audit Manager at Saville Dodgen, and from Wolters Kluwer, Stefan Davis, Senior Product Manager, and Andrea Hearn, Technology Product Manager. CPA firm audit partners, audit managers, and audit staff interested in improving their audit quality and efficiency should attend this informative session. 

Learning Objectives:


  • Determine why there’s no turning back from the data-driven audit

  • Identify how risk assessment and analytics improve with this new approach

  • Evaluate what Wolters Kluwer technology helps 

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Jason is a Partner in the Audit and Assurance group at Anglin Reichmann Armstrong with over 14 years’ experience in public accounting. As leader of the firm’s peer review practice, Jason helps support and enhance the audit quality and efficiency for Anglin and the audit practice of other firms around the country. He specializes in audit and assurance services, such as: audits, reviews, compilations, preparations, agreed upon procedures and examinations. He also provides consulting and data analytic services to non-profit, manufacturing and other commercial entities. In addition to these services, Jason consistently researches the latest audit and assurance guidelines to better support clients in the future. Jason also plays a critical role in the firm’s research into technology, software packages and data analytics to support clients moving forward. Jason’s industry focus includes biotechnology, employee benefit plans, government contracting, information technology, manufacturing and not-for-profit agencies.

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Andrea Hearn

Wolters Kluwer Tax & Accounting
Technical Product Manager
[email protected]
(847) 580-5000

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Andrea Hearn is Technical Product Manager at Wolters Kluwer Tax and Accounting North America. Andrea works with customers and software teams to provide new audit products, new features and industry titles for CCH® ProSystem fx® Knowledge Coach and CCH® Axcess® Knowledge Coach. Andrea also works closely with the Wolters Kluwer Research and Learning team to ensure titles have optimal workflow for Knowledge Coach Customers.
 
Prior to joining Wolters Kluwer in 2006, Andrea worked as a business planning manager in the financial services industry and has a Masters Degree in Arts from York University.

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Stefan Davis

Wolters Kluwer Tax & Accounting
Senior Product Manager
[email protected]
(847) 580-5000

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Stefan is one of the co-founders and now Senior Product Owner for TeamMate Analytics. He began his career as an Auditor at KPMG. During nine years there, he also spent time in Internal Audit, Forensics, Transaction Services, and Management Consulting, working with a wide range of clients from small owner-managed businesses to FTSE 100 companies. Stefan has a huge passion for Data Analytics and increasing its use in auditing.

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Chris Geno

Saville, Dodgen & Company
Assurance Manager
[email protected]
(469) 480-3535

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Chris joined Saville in 2018 and has over 12 years of experience providing assurance and advisory services. His experience includes serving domestic and international clients of a broad range of sizes and a variety of industries, including manufacturing, retail, distribution, and professional services. In addition, Chris has assisted with assurance engagements for employee benefit plans with various frameworks and scopes.

About Our Presenter

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Wolters Kluwer Tax & Accounting is a leading provider of software solutions and local expertise that helps tax, accounting, and audit professionals research and navigate complex regulations, comply with legislation, manage their businesses and advise clients with speed, accuracy, and efficiency – so they maximize the impact they create for their clients. Our focus is giving tax and accounting professionals the ability to grow, manage and protect their business and their clients’ businesses in a fast-moving and ever-changing world. It means that firms can stay ahead of the pack, take advantage of new technologies, transform, and capitalize on new opportunities.

Wolters Kluwer Tax & Accounting is part of Wolters Kluwer (WKL), a global leader in professional information, software solutions, and services for the healthcare; tax and accounting; governance, risk and compliance; and legal and regulatory sectors. We help our customers make critical decisions every day by providing expert solutions that combine deep domain knowledge with advanced technology and services.