The Modern Audit Playbook: Roles, Valuations, and Platform Power

It may be time for pumpkin spice lattes and Halloween decorations, but there’s no need for your 2025 audit to feel spooky! Ready to transform this year’s audit from pain point to playbook?

Watch this recording, featuring seasoned audit and valuation experts, for a practical, technology-driven guide to audit readiness. We cover best practices for stakeholder collaboration, organizing your documentation, and valuation considerations.

Whether it’s your first audit or you are a seasoned veteran, tune in to discover how Carta collaborates with audit firms to prepare you for a seamless 2025 audit.

Topics we’ll explore:

Components of a successful audit
Responsibilities of Fund Managers, Auditors, and the Fund Administrator
Valuations: Common pitfalls and how to overcome them
Leveraging technology to drive workflows

Featuring

Dan Jones
Partner, Asset Management
KPMG

Tom Miller
Director, Auditable Reporting Services
Carta

Sally Tan
Fund Financial Reporting Lead
Carta

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.