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What We Learned from the 2020 Audit Season


Cost Free
Presentation Length 1.0 hour

Recorded DateJune 22, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaManagement Services
Course LevelBasic
Course Description

Now that the 2020 and 2021 audit seasons have given us new perspectives, join this panel for a roundtable discussion of what we've learned from this unprecedented time.

Learn how to set your firm apart with cloud-based tools that control costs, improve audit quality, and generate new revenue streams.

Learning Objectives:

  • Recognize what went well and what didn't

  • List new ways of working

  • Evaluate training & mentoring

  • Describe technology adoption

  • Give examples of the work-from-home environment

  • Recall working with clients

  • Identify cyber risks and fraud

  • Name cloud-based tools that enable secure, remote work

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Charles Rubin

Thomson Reuters
Sr. Solutions Consultant

(800) 968-8900

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Charles Rubin is responsible for providing customers, prospects, and sales consultants with technical product advice and demonstrations. In addition, he frequently shares his expertise at trade shows and conferences. His consultation sets the foundation for the successful implementation of Thomson Reuters audit solutions.


R. Logan Kendrick, CPA, ABV

Thompson, Derrig & Craig P.C.
Assurance and Valuation Services Manager

(979) 260-9696


Logan leads the audit and valuation practices for Thompson, Derrig & Craig, PC, a local accounting firm located in College Station, Texas. He also assists with directing the technology implementation and recruiting efforts for the firm. Logan began his career with KMPG in the Dallas audit practice and has gained experience in a variety of industries, including real estate, private equity, financial services, non-profit, manufacturing, 401k and HOA.

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Alfredo is a Partner at Hancock Askew with over ten years of experience in public accounting. His areas of expertise range from financial statement audits, reviews, compilations, and internal audits. In addition, he has experience with merger and acquisition assistance as it relates primarily to real estate, non-profits, family offices, healthcare, manufacturing, wholesale, professional services, technology, and a variety of other industries. He has worked with both publicly traded and privately held companies. As Partner, he leads the assurance practice in South Florida.

He is a Certified Public Accountant in Florida and is a member of both the American and Florida Institute of Certified Public Accountants.

About Our Presenter

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Thomson Reuters® provides the profession’s most integrated, comprehensive tax and accounting software, research, training, and more. With proven brands like CS Professional Suite®, Onvio®, and Checkpoint®, you get the intelligence, technology, and human expertise you need no matter where you’re doing business. For more information, visit