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DCPA2204 - CAS2.0: Taking Your Advisory Practice to the Next Level

Jun 7, 2022 2:30pm ‐ Jun 7, 2022 3:45pm

Standard: $49.00


Client Advisory Services (CAS) as a practice area is at the forefront of progressive thinking by firms on how market complexities can translate into Trusted Advisor opportunities for firms to deliver value to clients. CAS continues to be one of the fastest growing practice areas & largest growth opportunities for CPA firms. This practice area has been defined and transformed over the past 10 years and yet CAS remains largely in its infancy representing exponential opportunity for firms. At Digital CPA 2021, the 10th anniversary of DCPA, CPA.com established our first CAS Advisory Council made up of progressive CAS practice leaders from top firms to help further define and establish a “CAS 2.0” framework and pathway to help drive the transformation of the CAS practice area. Come hear from a panel of CAS thought leaders leading the charge on taking CAS to the next level – CAS 2.0.

Learning Objectives:
  • Recognize impacts of Firm Strategy & Governance - Strategic planning and organization development to align with your overall firm and CAS Practice vision
  • Determine Best Practices for CAS Practice Development - Best-in-class approaches to building, running, and growing a CAS service offering.
  • Analyze key CAS Technology Solutions – Consistent, standardized, Integrated, cloud-based technology strategy to drive digital transformation & modernization of services
  • Distinguish CAS Operational Excellence – Foundational best practices to build standardized processes, support, leadership and training to drive efficiency, quality, and growth


  • Kalil J. Merhib, Vice President, Growth & Professional Services, CPA.com
  • Kane D. Polakoff, National Practice Leader, Client Accounting Advisory Services, UHY
  • Becky Munson, CPA, CAS Practice Leader, YourBooks Outsourced Accounting
Tags: PST

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