Audit Mastery: The Essentials You're Not Thinking About

Are you a fund manager preparing for your EOY audit battle? We have been hearing a range of customers’ war stories and thought, why not bring our friends in to share their insights? Let’s break down the constant pain points we see, such as how to tackle valuation hurdles, how to reduce time spent in audit preparation, as well as dive into some essentials that you might not even be thinking about yet!

Watch as our speakers discuss:

• Audit processes from 2 different perspectives: Methods to streamline the process
• Valuations: Common pitfalls and how to overcome them
• Communications during an Audit: Who and what to say to different stakeholders
• Audit like a pro: Best audit practices to follow

Featuring

• Josephine Koh
  Senior Director of Customer Experience, Funds (APAC)
  Carta

• Jeffrey Chew
  Director
  PwC

• Kar Hoe Lum
  Director – Finance
  Vickers Venture Partners

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.