Excellence in Auditing Education Workshop
Sponsored by PwC
Planning Committee:
Eric Rapley, Colorado State University, Chair – Academic
Danielle Gant Booker, Loyola University - Chicago, Vice Chair – Academic
Vanessa Teitelbaum, Chair – Practice, Center for Audit Quality
James Powell, Vice Chair – Practice, KPMG
Date: Thursday, January 15, 2026
Time: 1:00 PM – 5:00 PM
Field of Study: Auditing
Credit Hours: 4.2 Credit Hours
Program Level: Basic
Method of Delivery: Group Live
Intended Audience: Auditing Educators
Learning Objectives: Artificial Intelligence will be a particular focus of this year’s workshop. Through panel discussions, participants will gain a better understanding of how auditors currently use AI in practice. Professors will present various ways they are using AI in the classroom, including how they are leveraging AI for improved learning and adapting their classes in response to the use of AI. This will allow participants to learn about innovative and interactive ways to teach auditing.
Prerequisites/Advanced Preparation: There are no prerequisites or advanced preparation required for this workshop.
Workshop Agenda
| 1:00 pm - 1:05 pm | Welcome & Overview of the Workshop Eric Rapley, Colorado State University, Chair of 2026 Workshop |
| 1:05 pm - 2:00 pm | Panel Discussion: How is Technology (AI, in particular) Changing the Audit Environment? Moderator: Emily Lucas, Senior Director, CAQ Panelists: David Knibbs, National Attest Office Managing Director and Shareholder, CBIZ CPAs Mike Sawyer, Partner and US Audit Business Leader for AI and Innovation, KPMG Tim Persons, Principal and AI Leader, PwC |
| 2:00 pm - 2:50 pm | Panel Discussion: How do Junior Auditors utilize Generative AI in Different Phases of Audit Fieldwork (e.g., planning, internal control analysis, substantive testing, etc.)? Moderator: Erin Cromwell, Senior Manager, CAQ Panelists: Stephanie Mejia, Senior Associate - Digital Assurance and Transparency, PwC Marci Slaughter, Manager – Audit Innovation, Grant Thornton Allison Wolff, Assurance Senior & Innovation Specialist, EY |
| 2:50 pm - 3:10 pm | Refreshment Break |
| 3:10 pm - 3:35 pm | How Professors Have Leveraged AI in the Audit Classroom: Creating a Chatbot Tutor Aleksandra “Ally” B. Zimmerman, Ed McIntyre Associate Professor of Business Administration, Florida State University |
| 3:35 pm - 4:00 pm | How Professors Have Leveraged AI in the Audit Classroom: Using AI to create a unique, comprehensive case Tammie Schaefer, Associate Professor, University of Missouri-Kansas City Amy Donnelly, Assistant Professor, University of Missouri-Kansas City |
| 4:00 pm - 4:10 pm | Break |
| 4:10 pm - 4:35 pm | How Professors Guide Students in Leveraging Multimodal AI Prompting (Text, Voice, and Datafiles) for Risk Assessment, Ratio Analysis, and Professionally Compliant Use Rob Gonzales, Assistant Professor, Fairfield University |
| 4:35 pm - 4:55 pm | How Professors Have Adapted Assessments of Learning Based on Student Use of AI Group Discussion |
| 4:55 pm - 5:00 pm | Closing Eric Rapley, Colorado State University, Chair of 2026 EAE Workshop Danielle Booker, Loyola University Chicago, Chair of 2027 EAE Workshop |