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Effective & Efficient Audit Data Analytics (ADA): Insights from Successful Firms
Auditing

EFFECTIVE & EFFICIENT AUDIT DATA ANALYTICS (ADA): INSIGHTS FROM SUCCESSFUL FIRMS

Cost Free
Presentation Length 1.0 hour

Recorded DateFebruary 15, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaAuditing
Course LevelBasic
Who Should AttendCFO / Controller
CPA - small firm
CPA - medium firm
CPA - large firm
Course Description

There’s no question that audit data analytics (ADA) provides insights that will help you help your audit clients be more successful. But how do you easily spot those nuggets of information to share while maintaining—or even increasing—audit efficiency and improving your peer review? And if you haven’t even implemented ADA yet, how do you get started? The answers to those questions will benefit audit firms of all sizes. If you are a CPA firm audit partner, audit manager, or audit staff member interested in improving your audit quality and client service excellence, this webinar will provide practical steps for your firm to start its journey of creating a team of expert analyzers. 

Learning Objectives: 


  • Give examples of how ADA helps improve audit efficiency and client service excellence 

  • Recognize the importance, benefits, and value of your entire audit team leveraging ADA 

  • List steps you can take now to successfully implement data analytics in your firm 

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Stefan Davis

Wolters Kluwer Tax & Accounting
Senior Product Manager
stefan.davis@wolterskluwer.com
(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.

Michael Holmstrom

SAX LLP
Senior Audit Manager
mholmstrom@saxllp.com
(973) 472-6250 ext. 6137

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Michael Holmstrom, senior audit manager at Sax LLP, is a New York CPA and has received his M.S in Accounting from SUNY Old Westbury. Michael has an extensive auditing background in real-estate, construction, manufacturing and distribution, healthcare, food and beverage and architecture and engineering. Additionally, he enjoys researching audit technology and gaining an understanding of how data analytics can help firms become more efficient. For example, with the use of Excel and other software, he has helped develop efficiencies and automation in the audit practice.

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.