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2021 Digital CPA Conference

DCPA2120 - Building a CAS Curriculum within Your Firm

Dec 7, 2021 1:30pm ‐ Dec 7, 2021 2:45pm

Standard: $49.00


In a CAS practice the technology, processes and roles are different than other service lines in the firm. Though technical training can be organized as crossover trainings, the exact skills to be successful in the various roles of a CAS department needs it's own curriculum. In this session we will discuss ways to train your CAS team from entry level to virtual controller and CFOs. Communicating career path options is important for employee engagement and firm growth. This includes developing additional skill sets and knowledge on tools that are key to the productivity and profitability of the services.

Learning Objectives:
  • Identify the skills needed to deliver your firm's advisory services
  • Formulate a training curriculum for each of the staff levels needed to delivery your firm's advisory services


Tags: Leadership

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