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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?" 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 an active stance on embracing change can be instrumental in maintaining relevance and competitiveness.
Learning Objectives:
- Summarize the current environment of the audit industry
- Determine how modernization can set audit firms up for future success
- Identify the role technology can play in adapting to change and embracing innovation
David Wyle, CPA
Thomson Reuters
General Manager Audit
[email protected]
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
Thomson Reuters
Director of Product Management
[email protected]
Steve Lindsey, director of product management, 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
Thomson Reuters
Executive Director, Audit Innovation
[email protected]
Scott Spradling is Executive Director, Audit Innovation with Thomson Reuters. His 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 and has worked as a strategic consultant to audit technology providers.
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