Future-proofing audit firms: Embracing modernization and technology

51:27

Speakers

Dave Wyle
General Manager, Audit

Steve Lindsey
Director, Product Management

Scott Spradling
Executive Director, Audit Innovation

How to adapt to the ever changing audit environment

Throughout the webinar, we will discover how firms focus 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.

Key takeaways:

  • 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

  • Dave Wyle
    General Manager, Audit

    Dave was named General Manager of Audit for Thomson Reuters Tax & Accounting Professionals in September 2023, following the Thomson Reuters acquisition of SurePrep earlier that year. His extensive experience and expertise in audit workflow help tax and accounting professionals continue to grow and expand their businesses 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 CCH — now called ProSystem fx Engagement — acquired in 2001. 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 the 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 the 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 he gained providing audit, accounting, and tax services to clients ranging from small businesses to multinational companies gives him a unique understanding of the challenges CPAs and their clients face today.

  • Scott Spradling
    Executive Director, Audit Innovation

    Scott’s professional passion is working with our teams to help audit firms apply progressive technologies in practical ways 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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