### 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