During this session we will share findings and data from the 2022 CAS Benchmark Survey, discussing results and trends in client advisory services that the survey data supports.

As trusted advisors, clients look to their CPAs for countless business needs, including cybersecurity. Explore supporting this need with cyber advisory services in this session. Discover how to make the most of tools, resources and providers to develop this rapidly growing service area in your firm. We’ll start from the beginning with a look at the service offerings included in cyber advisory services, spotlight potential opportunities, and hear about solutions from technology providers.

Data analytics has been around for decades, but only recently has the auditing profession begun to harness the power of using data and analytics to their advantage. From Understanding the Entity to reducing sample sizes in revenue detail testing, the opportunities are everywhere. In this session, we'll go over some practical ways to use data, analytics, auditor judgment and the audit process to realize significant benefits to your audits. 

Two topics have been top-of-mind lately for many CPAs, especially if you work with small business owners: recession and rising costs. In this session, industry experts and practitioners will explain how economic conditions and trends are impacting small businesses, as well as how to leverage this knowledge and play the role of a trusted business advisor to your clients. You’ll learn actionable steps to help mitigate risk and hedge against a recession and rising costs. Plus, learn what a changing technology landscape may mean for your firm’s relationship with its small business clients in the year ahead.

As clients’ Finance and Accounting needs are becoming more complex, it’s imperative to understand their needs to deploy the correct deliverable for their engagement. In this class, we’ll discuss the client type(s), meet the client where they exist, define the deliverable of CASH FLOW, STAFFING, FINANCIAL PERFORMACE, CLINICAL DATA, PREPPING FOR SALE depending on persona, and other new emerging situations we are beginning to see. In this course, we’ll take a pragmatic approach to how to custom fit the CAS engagement by persona and how to effectively right size their engagement for service delivery success.

Accountants and their clients utilize many software solutions to manage their back office and accounting workflows. Accounting firms are increasingly looking to automate workflows and integrate the third-party software they use to manage their practice and their clients’ books more efficiently and accurately. Some third-party software solutions incorporate AI and provide built-in integrations with popular software. Others provide Application Programming Interfaces (APIs) for extracting data and performing operations. A new wave of AI tools known as Robotic Process Automation (RPA) allow anyone to interact with off-the-shelf software even when no APIs are available.

In this session, we will provide an overview of AI, RPA and API technology and discuss where each can play a role in a firm’s automation strategy. We will discuss some examples of how each can be used – out-of-the box and with custom integrations tailored to the software you use in your firm.

Leveraging data analytics across your firm’s direct and indirect tax services is a way to generate data-driven insights and deeper understanding for your clients while creating efficiency for your firm and its staff. By combining large data sets, visualization tools, technology, and tax technical knowledge, your firm can create opportunities to add intelligence to its tax services.

In this session, you will learn how to expand your firm's use of tax technology from tax automation to direct and indirect tax data analytics which can help your firm’s tax practice to exceed client expectations.

With the labor shortage and increasing cost of talent for accounting firms, many firms have started engaging an offshore team. What are the best practices to recruit, build, and manage an offshore team to accomplish the goals we have set out and beyond?

Are you looking to grow your revenue? Are you struggling with staffing and capacity? When you trim back non-ideal clients, you are making space for the growth of your firm and creating happier, more engaged employees. How do you do that? Join our session to learn the 'how' of culling wrong fit clients and bring the joy of accounting and relationship building back to your firm.

At one time, the deliverable for a scope of work was so easily identified.   This session is designed to provide some actionable tools regarding defining deliverables in a digital age, where most of our work is performed in a remote and distributed environment.