Thomson Reuters

Future-proofing audit firms: Embracing modernization and technology

WATCH ON DEMAND

Hosted by Thomson Reuters

Over the past several years, leading audit firms have focused on making themselves future-ready and even future-proof. They're constantly asking themselves, "How can we manage a perpetually fluid environment where things like regulatory compliance, data security, ethics requirements, and other issues are in a constant state of flux?"

Join our webcast to learn more about:

The current environment of the audit industry.
How modernization can set audit firms up for future success.
The role technology can play in adapting to change and embracing innovation.

Many firms are finding that a purposeful approach to modernization is the best strategy. Discover how firms are focusing on preparing for a future that demands adaptability and innovation, and how taking a proactive stance on embracing change can be instrumental in maintaining relevance and competitiveness.

Speakers

Dave Wyle

General Manager, Audit

Dave was named General Manager of Audit for Thomson Reuters Tax & Accounting Professionals in September 2023, following Thomson Reuters’ acquisition of SurePrep earlier that year. His extensive experience and expertise in audit workflow are helping the Tax & Accounting Professionals business continue to grow and expand in the audit space.

Previously, Dave was CEO of SurePrep, an end-to-end tax automation solution for tax professionals and taxpayers that he founded in 2002. Prior to SurePrep, Dave founded and was CEO of ePace! Software, a leading audit software package that was acquired by CCH in 2001, now called ProSystem fx Engagement. He started his career as a CPA with PwC.

Dave earned a bachelor’s degree in economics from the University of California at Santa Barbara.

Steve Lindsey

Director, Product Management

Steve leads the design and development efforts of Thomson Reuters’ online and desktop audit and assurance products. He has worked for Thomson Reuters for over 30 years, first as an editor and author of audit and accounting guidance and later leading the development of Thomson Reuters’ audit software product line, including Checkpoint Tools, SMART Practice Aids, and Checkpoint Engage.

Steve is a CPA and has been active in the accounting profession for over 40 years. He began his career in public practice working with KPMG and a small, local firm in Fort Worth, Texas. The hands-on experience gained providing audit, accounting, and tax services to clients ranging from small businesses to multinational companies gives him a unique understanding of the challenges faced by CPAs and their clients today.

Scott Spradling

Executive Director, Audit Innovation

Scott’s professional passion is working with our teams to help audit firms apply progressive technologies in ways that are practical and allow auditors to do work that is faster, better, and more fun. Prior to joining Thomson Reuters, Scott was an auditor with KPMG. He has over 30 years of experience in the profession and has also worked as a strategic consultant to audit technology providers.

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