The Unfiltered Reality of Audit Tech Change with YHB
What does audit technology transformation really look like once the decision is made and the rollout begins?
In this candid customer case study, Matt Smith, Principal at YHB, shares an honest account of his firm’s audit tech journey — from early evaluation and piloting through to adoption, team response, and the lessons learned along the way.
This session is intentionally conversation‑led and discussion‑driven, giving attendees the opportunity to hear directly from a peer firm about what worked, what didn’t, and what they would approach differently next time. With a small audience and an informal setting, the focus is on authentic insight, open dialogue, and practical takeaways — not polished slides or sales narratives.
Why attend
You want to understand the real‑world impact of audit tech change, beyond the theory
You’re considering, planning, or already navigating audit technology transformation
You want to learn from a peer firm’s honest experience, including challenges and trade‑offs
You value practical insight and discussion over vendor‑led presentations
You’ll leave with a clearer picture of what audit tech change actually involves — and what to expect when it’s your turn.
Who should attend
This session is well suited to:
Audit partners and firm leaders
Audit and assurance professionals involved in technology or process change
Teams responsible for audit delivery, adoption, or transformation initiatives
With limited seating, this session is designed to encourage meaningful discussion and shared learning.