Error loading player: No playable sources found
DCPA2203
Evolving the Client Experience around Audit
Date
June 9, 2022
$49
Standard Price
This product is also available as part of the following products:
This includes sessions from AICPA & CIMA ENGAGE 2022:
This session focuses on how firms can explore ways to innovate their approach to client collaboration and interaction throughout the audit process.
Learning Objectives
- Recognize how client expectations will change with a data-driven audit
- Identify how to improve auditor-to-client collaboration, communication, and visibility throughout the audit process
- Indicate what opportunities will exist to identify potential opportunities for additional services
- Estimate how data analytics will drive greater insights for auditors to share with audit clients
Speakers
Executive Vice President, Growth & Professional Services, CPA.com
Senior Director - Product Management - Dynamic Audit Solution, AICPA & CIMA
Head of Ecosystem, CaseWare International
General
Tracks
Related Products
CAS Workflow and a Continuous Close, Not Just a Myth
Remember the old days of write-up work and waiting on the client for everything? Well, not anymore. CAS (Client Accounting/Advisory Services) is all about automating the workflow to have information at your fingertips…
Mastering Your Sales & Use Tax Strategy in Today’s Complex Landscape
The risks can be severe for businesses who choose to ignore sales and use tax obligations. As State and local jurisdictions increase audit activity, it is vital for your firm to step in as your clients’ trusted advisor to mitigate risk they may have due to sales and use tax exposure…
How to Price and Position FP&A Services
Financial Planning & Analysis (FP&A) services, which include budgeting and forecasting, are a high-growth area within client advisory services (CAS)…
A Goals-Based Approach to Retirement Income Planning
The traditional 4% rule assumes that retirees can withdraw a fixed amount from a volatile investment portfolio. In a world of increasing longevity and lower expected asset returns, this approach to funding retirement income is neither safe nor optimal…
