Datasnipper: The Buyers' Guide: What to Look for When Evaluating New Technology

Description

In this breakout session, Mike Levy, CEO at Cherry Hill Advisory, and Terence Artus Jr., Director at Citrin Cooperman, join DataSnipper’s Bas Willems and Connor Buckley to unpack what every audit leader should know before investing in new technology. Drawing from real-world experience, the panel walks through a practical framework for evaluating and implementing AI audit software — from defining your business case to securing leadership buy-in and driving adoption across teams. You’ll learn what separates tools that deliver short-term efficiency from those that create lasting value. Key Takeaways:

How to decide between building in-house vs. buying from a specialized vendor
The 5 key criteria for evaluating AI audit software: functionality, integration, security, roadmap, and scalability
How to prove ROI through measurable results and improved work-life balance
Strategies to drive firm-wide adoption and make AI part of everyday audit work
Why the future of audit depends on technology that enhances—not replaces—human judgment

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