WAL Brainstorming Session by Elizabeth Hilliard https://padlet.com/ehilliard830/2lfd7keihzlipbzg Drop your thoughts on successes & opportunities en-us 2025-04-07 14:37:23 UTC 2025-04-07 21:10:00 UTC hello@padlet.com https://padlet.net/icons/8.0/png/1f4a1.png RSM Team members' positivity ehilliard830 https://padlet.com/ehilliard830/2lfd7keihzlipbzg/wish/3399173995 The RSM team overall had a team-oriented attitude with the collective goal of completing the audit while remaining positive

]]> 2025-04-07 16:45:07 UTC https://padlet.com/ehilliard830/2lfd7keihzlipbzg/wish/3399173995 Consistent team (less team turnover) ehilliard830 https://padlet.com/ehilliard830/2lfd7keihzlipbzg/wish/3399175224 Specifically, senior and experienced team members recurring from PY

]]> 2025-04-07 16:45:58 UTC https://padlet.com/ehilliard830/2lfd7keihzlipbzg/wish/3399175224 More permanent timeline for PBCs ehilliard830 https://padlet.com/ehilliard830/2lfd7keihzlipbzg/wish/3399188033 Put a more permanent timeline in place with client for PBCs

]]> 2025-04-07 16:55:22 UTC https://padlet.com/ehilliard830/2lfd7keihzlipbzg/wish/3399188033 Management to provide third-party PBCs in advance ehilliard830 https://padlet.com/ehilliard830/2lfd7keihzlipbzg/wish/3399192607 management to provide PBCs in advance of third-party PBC requests. May seem duplicative but helps with flow. Interested in team's expansion on this item (seems like it would be applicable to multiple areas and both bank & mortgage).

]]> 2025-04-07 16:58:56 UTC https://padlet.com/ehilliard830/2lfd7keihzlipbzg/wish/3399192607 Caseware ehilliard830 https://padlet.com/ehilliard830/2lfd7keihzlipbzg/wish/3399193203 enough said.

]]> 2025-04-07 16:59:22 UTC https://padlet.com/ehilliard830/2lfd7keihzlipbzg/wish/3399193203 D&I Walkthrough support ehilliard830 https://padlet.com/ehilliard830/2lfd7keihzlipbzg/wish/3399194219

  • d&i/walkthrough support

  • aligning scheduling

  • Wdesk access

    • ]]>     2025-04-07 17:00:11 UTC https://padlet.com/ehilliard830/2lfd7keihzlipbzg/wish/3399194219     Audit Room interruptions ehilliard830 https://padlet.com/ehilliard830/2lfd7keihzlipbzg/wish/3399196728 collaboration is great, but frequent questions/interruptions can lead to inefficiencies and inability to focus.

    ]]>     2025-04-07 17:02:12 UTC https://padlet.com/ehilliard830/2lfd7keihzlipbzg/wish/3399196728     Travel Schedule - Revisit ehilliard830 https://padlet.com/ehilliard830/2lfd7keihzlipbzg/wish/3399197722 This is a neutral - have had feedback both positive and negative with the way travel was structured for 2024 audit

    ]]>     2025-04-07 17:03:00 UTC https://padlet.com/ehilliard830/2lfd7keihzlipbzg/wish/3399197722     Confirmation & other PBC contacts ehilliard830 https://padlet.com/ehilliard830/2lfd7keihzlipbzg/wish/3399198458 Centralized list of contacts that WAL/RSM can update and team has access too.

    ]]>     2025-04-07 17:03:39 UTC https://padlet.com/ehilliard830/2lfd7keihzlipbzg/wish/3399198458     Moving work up! ehilliard830 https://padlet.com/ehilliard830/2lfd7keihzlipbzg/wish/3399199808 This feedback has come from all directions. Let's brainstorm ideas and plan for even more success in moving work forward and out of busy season

    ]]>     2025-04-07 17:04:44 UTC https://padlet.com/ehilliard830/2lfd7keihzlipbzg/wish/3399199808     Client questions ehilliard830 https://padlet.com/ehilliard830/2lfd7keihzlipbzg/wish/3399200586 Run questions by in-charges and/or managers (especially for newer team members where we may have some answers internally)

    ]]>     2025-04-07 17:05:17 UTC https://padlet.com/ehilliard830/2lfd7keihzlipbzg/wish/3399200586     Partner Support ehilliard830 https://padlet.com/ehilliard830/2lfd7keihzlipbzg/wish/3399201286 Partners were motivational, very supportive and available

    ]]>     2025-04-07 17:05:51 UTC https://padlet.com/ehilliard830/2lfd7keihzlipbzg/wish/3399201286     Managers were present & supportive ehilliard830 https://padlet.com/ehilliard830/2lfd7keihzlipbzg/wish/3399201585 2025-04-07 17:06:06 UTC https://padlet.com/ehilliard830/2lfd7keihzlipbzg/wish/3399201585 In-Charges ehilliard830 https://padlet.com/ehilliard830/2lfd7keihzlipbzg/wish/3399202820 available for questions

    helpful

    created positive team culture

    created opportunities for team buliding/bonding

    ]]>     2025-04-07 17:07:11 UTC https://padlet.com/ehilliard830/2lfd7keihzlipbzg/wish/3399202820     Challenging work = Fulfillment 🏆 ehilliard830 https://padlet.com/ehilliard830/2lfd7keihzlipbzg/wish/3399203687 2025-04-07 17:07:48 UTC https://padlet.com/ehilliard830/2lfd7keihzlipbzg/wish/3399203687 Prioritizing for the client ehilliard830 https://padlet.com/ehilliard830/2lfd7keihzlipbzg/wish/3399206414 -SOX priority transaction cycles/requests

    -FS Audit- prioritizing requests for the client

    ]]>     2025-04-07 17:10:03 UTC https://padlet.com/ehilliard830/2lfd7keihzlipbzg/wish/3399206414     TRC | Audit collaboration ehilliard830 https://padlet.com/ehilliard830/2lfd7keihzlipbzg/wish/3399413217

  • continue collaborating

  • CO Independence: earlier in the year (using PY or interim listings)

  • TRC in walkthroughs


    • ]]>     2025-04-07 20:00:14 UTC https://padlet.com/ehilliard830/2lfd7keihzlipbzg/wish/3399413217     Comments ehilliard830 https://padlet.com/ehilliard830/2lfd7keihzlipbzg/wish/3399470903 Too many comment trackers; with syncing issues

    ]]>     2025-04-07 21:05:03 UTC https://padlet.com/ehilliard830/2lfd7keihzlipbzg/wish/3399470903