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Free cpe webinars
The Digital Audit Workflow: Driven by Data and Powered by AI
Software Demo Included
Auditing

THE DIGITAL AUDIT WORKFLOW: DRIVEN BY DATA AND POWERED BY AI

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Available Date(s)
Tuesday, April 29, 2025: 3:00PM EDT

Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Auditing
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Who Should Attend CFO / Controller
CPA - small firm
CPA - medium firm
CPA - large firm
Course Description

Data and technologies like AI are changing the way auditors work. With technology impacting every step of an audit, having a data-driven audit approach helps ensure the auditor focuses on the right things and addresses them appropriately. There's no question that technology and audit data analytics (ADA) provide insights that will help you help your audit clients be more successful. But how do you start building a digital audit workflow that supports leveraging all that data, especially if your firm hasn't historically invested in a data strategy, or still relies on manual processes? In this webinar, Andrea Hearn and Brett Bell dive into today's and tomorrow's digital audit workflow.

Learning Objectives

  • Discuss what the future of the digital audit workflow looks like when it's data-driven and AI-powered

  • Recognize how data analytics helps identify risks and issues that may have otherwise gone unnoticed

  • Evaluate how automation + AI reduce repetitive and time-consuming work, maximizing auditor productivity

  • Identify how audit bank confirmations will help with the digital workflow by reducing manual data entry through automated digital software built on the Axcess platform, how top-level security prevents fraud, and more

Linkedin

Andrea Hearn

Wolters Kluwer Tax & Accounting
Technical Product Manager
[email protected]
(847) 580-5000

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Andrea Hearn is Technical Product Manager at Wolters Kluwer Tax and Accounting North America. Andrea works with customers and software teams to provide new audit products, new features and industry titles for CCH® ProSystem fx® Knowledge Coach and CCH® Axcess® Knowledge Coach. Andrea also works closely with the Wolters Kluwer Research and Learning team to ensure titles have optimal workflow for Knowledge Coach Customers.
 
Prior to joining Wolters Kluwer in 2006, Andrea worked as a business planning manager in the financial services industry and has a Masters Degree in Arts from York University.

Linkedin

Brett Bell

Wolters Kluwer Tax & Accounting
Senior Solution Architect
[email protected]
(847) 580-5000

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Brett is a seasoned professional with over two decades of experience in the fields of accounting and consulting. He is currently a Solution Architect helping firms bridge the gap between technology and the specific needs of the firm. Prior to his current role he spent time as an A&A Consultant with the Professional and Client Services team helping firms implement CCH’s A&A suite of products as well as conducting hands-on audit training through the Audit Academy. Prior to joining WK he worked in public accounting for a large regional accounting firm.

Additional Materials
Webinar Technical FAQs
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Handout Materials
Presentation Slides
Nasba

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

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.