Making Audits Easy: How to Streamline Your Fund’s Audit

How’s your 2024 audit going? How can you make this the best audit season yet?

Join auditors from Armanino and Weaver to discuss the tips and tricks to making audit season pain-free. We’ll cover everything from strategies on how to improve team collaboration, keep an eye on mitigating risk, and leverage technology to drive accuracy and efficiency.

Whether it’s your first audit or you’ve already gone through multiple cycles, join us to learn how Carta partners with auditors to make sure you know how to have a seamless audit.

Topics we’ll explore:

Components of a successful audit
How Carta works closely with audit partners to streamline the process
Responsibilities of Auditors
Responsibilities of Fund Managers
Team management and delegation
Utilizing technology to drive workflows
Mitigating risk and increasing accuracy

Featuring

Henry Ward

Chief Executive Officer

Carta

Sindhu Rajesh

Partner, Audit
Weaver

Kyle Clark

Assurance Partner
Armanino LLP

Chad Wilbur

Head of Auditable Reporting Services
Carta

DISCLOSURE: This event is presented on behalf of eShares, Inc., dba Carta, Inc. (“Carta”). The content of this event is not, and no opinions or comments shared in this event should be treated or construed as, accounting, business, financial, investment, legal, tax, or other professional advice or services. This event is for information purposes only. The content of this event is not intended as a recommendation, offer or solicitation for the purchase or sale of any security. Carta does not assume any liability for reliance on the information provided herein and undertakes no obligation to update content. The opinions of the guests and host are their own and do not reflect the view of Carta or Carta’s affiliates. All product names, logos, and brands are property of their respective owners in the U.S. and other countries, and are used for identification purposes only. Use of these names, logos, and brands does not imply affiliation or endorsement.