How to Increase Realization Per Audit
a CCH Customer's Voice event

It is possible to overcome the cycle of over-auditing. And when you accomplish that your realization rate immediately increases! But how do you get there? Join CCH customer Josh Masters as he shares his firm’s journey to achieving 20+% realization per audit. During this session Josh will discuss:

  • Knowledge-based methodology, and its effect on over-auditing
  • ProSystem fx® Knowledge Coach efficiencies that changed this firm's audit approach
  • Lessons learned that will help your firm gain footage toward increased realization per audit


Receive 1 hour of free CPE credit for participating in this live webcast.

Register for the webcast using the registration form below.


Presented by:

M. Darren Root, CPA.CITP
Darren is the Executive Editor of CPA Practice Advisor, and remains in public practice as the principal of Root & Associates, LLC, in Bloomington, Indiana, and president of his consulting practice, RootWorks. He formerly served on the Board of the AICPA's CITP Credentials Committee and is a former member of the Board of Directors for the Indiana CPA Society. He speaks at dozens of professional organizations each year and frequently serves as a guest lecturer at Indiana University's Kelley School of Business.


Josh Masters
Josh Masters, CPA is a senior audit manager with Beall Barclay & Company, PLC in Fort Smith, Arkansas. Josh has approximately thirteen years of experience in public accounting and has been involved in providing audit, tax, and consulting services to a wide variety of organizations, including construction contractors, heavy equipment dealerships, wholesalers, retailers and manufacturers. Josh also assists clients in the nonprofit and low income housing industries. He specializes in high risk and complex audit and attest engagements, including consolidations and business combinations, variable interest entities, high risk inventory, forecasts, and A-133 and Yellow Book compliance.


Stephanie D. Lanke, CPA
Stephanie D. Lanke, CPA is the Customer Experience Leader for CCH's Accounting and Audit Solutions. Her primary role is to assist with customer onboarding and outreach for Knowledge Coach and the Knowledge-Based Audit Methodology. Stephanie began her career at CCH in August 2005 in Training and Consulting for ProSystem fx® Engagement. She went on to consult and train customers on other audit products including ProSystem fx® Knowledge Coach, CCH's Knowledge-Based Audit Methodology, ProSystem fx® Knowledge Tools, and ProSystem fx® ActiveData and was most recently the lead instructor and author for CCH's Learning and Development Academy - School of Audit. With nearly ten years of public accounting experience prior to joining CCH, Stephanie is a committed and passionate audit and learning professional who led many successful Knowledge Coach implementations during her tenure in Training and Consulting.



This FREE online seminar is a continuation of the magazines' mission to provide unbiased, independent information on technologies available to practicing public accountants and tax professionals.

Special thanks to our sponsor for supporting this educational session:


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