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

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

How is your 2026 audit going? How can you make this your most seamless season yet?
Hear from expert auditors at Armanino, BDO, and Weaver as they share the exact strategies needed to make this year's audit season pain-free. They discuss how to improve team collaboration, keep an eye on mitigating risk, and leverage technology to drive maximum accuracy and efficiency.

Whether you are in the heat of fieldwork or just getting your files in order, watch this on-demand masterclass to learn how Carta partners with top auditors to ensure you have a successful, stress-free audit.

Topics we explore:

• Components of a successful 2026 audit
• How to leverage technology to streamline workflows
• Responsibilities of Auditors vs. Fund Managers
• Effective team management and delegation
• Mitigating risk and increasing data accuracy
• How Carta works with audit partners to automate the process

Featuring

• Henry Ward
  Chief Executive Officer
  Carta

• Sindhu Rajesh
  Partner, Audit
  Weaver

• Kyle Clark
  Assurance Partner
  Armanino LLP

• Madison Sinclair
  Assurance Principal
  BDO

• Chad Willbur
  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.