Self-Study Course Details
Course Description
In this episode of the Encoursa CPE Podcast, AuditDashboard founder and CEO Dave Mundy shares insights from his career as an auditor, audit client, controller, and technology entrepreneur. Dave explores the challenges inherent in audit workflows, the evolution of client expectations, and the shift from reactive customer service to proactive client experience design. Participants will learn why firms struggle with outdated processes, how remote work has reshaped audit delivery, and what leading firms are doing to improve collaboration, efficiency, and client satisfaction.
Note: You can listen to this podcast episode on Apple or Spotify. If you listen on one of these platforms please return to this course and complete the review and exam questions for CPE credit.
Learning Objectives
- Identify key workflow and communication challenges in traditional audit processes and how they impact both audit teams and clients.
- Explore the difference between reactive customer service and proactive client experience, and describe strategies auditors can use to anticipate client needs.
- Recognize how technology, data, and changing work environments influence modern audit delivery and opportunities for continuous improvement.
Prerequisites
- None
Advanced Preparation
None
Author Details
-
Liz Briggson
Liz Briggson joined the Encoursa team in 2017, bringing a unique mix of accounting, finance, and sales experience. A self-described lifelong learner, Liz is passionate about education and helping people reach their potential.
Liz's corporate finance experience includes progressive finance roles with Kellogg Company, Amway, and Open Systems Technologies. At Amway, Liz was responsible for management reporting for Amway’s portfolio companies and financial planning & analysis for Amway’s finance and executive divisions. Prior to that, Liz served clients in the utilities, insurance, and manufacturing industries in the assurance practice at PricewaterhouseCoopers.
Today, in addition to being a member of Encoursa, Liz continues to practice as a licensed CPA, providing valuation and financial advisory services as part of the Adamy Valuation team.
NASBA Sponsor
-
Encoursa 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: NASBAregistry.org.
$15.00
CPE
-
Webinars: CPE certificates will be accessible through your dashboard 1 hour after a webinar concludes.
Self-Study: CPE certificates will be accessible through your dashboard immediately after passing the qualified assessment.
For specific instructions on accessing your CPE, please see our FAQ section on our support page.
- Multiple Attendees on Webinars: Each attendee should register separately for the webinar. If more than 1 attendee participated from the same device, please contact us after the event to let us know. For group signups for paid events, please contact us.
Purchase options
Podcast Course
Transforming the Audit Experience with Dave Mundy
- by Liz Briggson
- Credits: 1.00
$15.00
All-Access Pass
Get a Full Year of Unlimited Training With One Purchase.
- 12+ Unique Premium Webinars Each Month
- 840+ CPE Hours of On-Demand Self-Study Content
- Track CPE Courses and Support in the Cloud
- Save an average of $500+ per year on CPE