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Free cpe webinars
Become an Expert Analyzer

BECOME AN EXPERT ANALYZER

Cost Free
Presentation Length 1.0 hour

Recorded DateJanuary 11, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaAuditing
Course LevelBasic
Course Description

When you leverage Audit Data Analytics (ADA) correctly, the insights you can provide your clients come from teamwork, speed, history, probabilities, consequences, and trust –like how Superheroes save the world! Considering the ever-evolving AICPA standards and stricter guidelines that now require data analytics as part of every audit, auditors must have an easy-to-use yet robust ADA tool that provides a ton of value.

Join our panel of industry thought leaders as they unpack and discuss this ever-important topic. If you perform audit engagements on public and non-public entities and are interested in improving your audit quality and efficiency -- including audit partners, audit managers, and audit staff -- join us and learn how to become your clients’ Superhero!

Learning Objectives:


  • Define how to become an expert analyzer (It’s easier than you think!)

  • Give examples of successes firm are experiencing after embracing ADA technology

  • Identify why TeamMate Analytics bring value to the table that you won’t find in competitive solutions

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Morgan Martin, CPA, is a Senior Associate at the Rödl & Partner USA headquarters in Atlanta, GA. She has experience with attest services and US tax consulting and preparation with specialization in the automotive industry, consumer goods, distribution, food service, manufacturing, medical and laboratory equipment, and computer software. In addition, Martin has experience performing audits, reviews, and agreed-upon procedures and compilations under US GAAP, IFRS, and attestation under US standards. She has been a Senior Associate at Rödl & Partner USA since January 2020.

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Andy Hines

Whitley Penn LLP
Senior Audit Manager
andy.hines@whitleypenn.com
(214) 393-9570

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Andy is a certified public accountant with more than seven years of audit public accounting experience serving a broad range of clients, focusing primarily on private clients in the healthcare, manufacturing, distribution, oil and gas servicing, employee benefit plan, and not-for-profit industries. Andy was selected for and participated in a four-month externship with a Nexia member firm in Melbourne, Australia. He earned his BBA and MS in accounting from the University of Texas at Arlington.

Andy serves as Treasurer on the Executive Board of FitWorth, a local not-for-profit in Fort Worth.  He is also a committee member for the Cystic Fibrosis Foundation’s Annual Stair Climb event in Fort Worth and a current member of Leadership Fort Worth.

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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.

About Our Sponsor

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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.