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?

Hear from auditors from Armanino, BDO, and Weaver as they discuss the tips and tricks to making audit season pain-free. They 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, watch this recording to learn how Carta partners with auditors to make sure you know how to have a seamless audit. 

Topics we 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
Madison Sinclair

Assurance Principal
BDO
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.