NAA26101. Methodology for Selecting a Methodology
**INCLUDED IN ALL-ACCESS PASS | IN PERSON ONLY**
Selecting the right audit methodology is a high-stakes decision for any firm, yet the process can be overwhelming without real-world insight. Join us for a dynamic, practitioner-led panel where senior leaders who have recently navigated this journey will share their candid experiences, not presentations from vendors, but direct accounts of what worked, what didn’t, and what they wish they’d known at the start.
Each firm on our panel has selected a different audit methodology or vendor, ensuring a wide range of perspectives across various firm sizes and solutions. Through guided discussion, you’ll get a side-by-side comparison of selection processes, key considerations beyond just cost, and practical tools to apply back at your own firm. Expect an honest look at challenges, ROI calculations, and essential stakeholder conversations. Attendees will leave with actionable questions to ask vendors and a framework to help define their firm’s unique needs.
This session is designed for any firm with an audit department whether you’re just starting to explore your options or ready to make a change. You'll gain practical insights no matter where you are in the process.
Learning Objectives:
- Identify and compare the critical factors firms should consider when selecting a new audit methodology, including cost, features, support, and stakeholder alignment.
- Analyze real-world experiences to determine common challenges and effective practices during the audit methodology selection process.
- Apply a structured approach for evaluating potential solutions and articulating firm-specific requirements.
- Identify an actionable plan for engaging stakeholders and implementing a new audit methodology within your firm.
