INSIDE THE PLAYBOOK: EBP Audits in the Real World: Testing, Tech, and Cutting Through the AI Hype

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We’re opening the playbook on the SC.CPA Cup. These aren’t just sessions — they’re game plans. Each one is built to sharpen your strategy, strengthen your positioning, and help you move the ball forward in a profession that’s changing fast.

This week, we’re going Inside the Playbook with a sneak peek at “EBP Audits in the Real World: Testing, Tech, and Cutting Through the AI Hype” led by Kelly Mann, CPA, Co-Founder and CEO of AuditMiner. The session examines the real role of technology and AI in EBP audits, separating practical value from marketing hype.

If you’ve sat through another conference session where someone told you AI is going to revolutionize your audit practice and walked away more confused than when you started, this one’s for you.

This session takes a different approach. We’re skipping the hype and going straight to what’s actually happening in EBP audits right now. We’ll start with real data from the field: what practitioners across the country are doing around sample sizes, testing procedures, and workpaper structure, and where the biggest inefficiencies are quietly eating into your realization.

From there, we’ll tackle the AI conversation head-on. Not all AI is created equal, and much of what’s being marketed to auditors today is well-branded automation, not the game-changer it’s billed as. You’ll leave with a clear framework for separating the meaningful tools from the noise, and the right questions to ask any vendor before you sign anything.

We’ll close with a practical technology landscape built for EBP practices, from engagement letter software to workpaper platforms to emerging AI tools. Whether you’re just starting to explore new approaches or looking to take your tech game to the next level, you’ll walk away with at least one thing you can actually implement.

No fluff. No vendor pitches. Just 70 minutes of conversation about where this profession is today, and where it is headed.

Kelly Mann is the CEO and co-founder of AuditMiner, a SaaS company reimaging the world of employee benefit plan audits. After 15 years as an auditor, Kelly spotted a gap in the industry and launched AuditMiner in 2021. Recognized as one of CPA Practice Advisor’s Top 25 Most Powerful Women in Accounting, Kelly has also served on the AICPA Employee Benefit Plan Expert Panel, graduated from the AICPA Leadership Academy, and currently serves as an At-Large member of the AICPA Council. She’s a leader bringing fresh energy to an industry that is on the edge of transformation.

EBP Audits in the Real World: Testing, Tech, and Cutting Through the AI Hype
Thursday, May 21 
3:30 p.m.–4:40 p.m.

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