0      0

2022 AICPA & CIMA ENGAGE

DCPA2201 - CAS Workflow and a Continuous Close, Not Just a Myth


Jun 6, 2022 12:30pm ‐ Jun 6, 2022 1:45pm


Standard: $49.00

Description

Remember the old days of write-up work and waiting on the client for everything? Well, not anymore. CAS (Client Accounting/Advisory Services) is all about automating the workflow to have information at your fingertips. With automation and new timing techniques of CAS, there's an opportunity to move into a continuous close cycle, not just end of month or end of year.

Learning Objectives:
  • Identify the steps of workflow automation from the inbox to the dashboard.
  • Formulate daily, weekly, and monthly workflows to support a continuous close cycle.

Speaker(s):

  • Dixie McCurley, Partner, Digital Advisory, Client Accounting Services Leader, Cherry Bekaert Advisory LLC
Tags: PST FIN ENG

You must be logged in and own this session in order to post comments.