CAS

The accounting and finance profession has a long history of adapting to and leading through change and disruption. As a profession we extract opportunity from the challenge of change and take significant action while looking to improve for the future…

The evolution and growth of client advisory services (CAS) over the past decade has been tremendous. For firms that are building a CAS practice, it can be a challenge to formulate and execute a strategy without gaps. In this session, we'll define CAS, explain CPA.com's CAS 2…

The accounting profession has historically offered traditional accounting services, and is accustomed to positioning and selling this service line. As firms explore and introduce Client Advisory Services, many firms struggle with understanding the value of CAS and may confuse it with bookkeeping…

As CAS practices begin to evolve to meet the changing needs of the marketplace, new skills will be required for our teams. This session will discuss the skills needed along the journey to developing a business insights advisory CAS practice…

This session explores management tools for efficient staff problem-solving and decision-making. The session will cover the importance of staff empowerment, basic principles to follow, and a step-by-step guide to implementing optimized staff working methods at all staff levels…

A successful client advisory practice (CAS) is built on a foundation of technology that automates and streamlines core accounting functions, offering data that can be used to support advisory offerings. This session will explore the essential components of the tech-stack for Financial CAS…

As you evolve your CAS practice and expand to offer more advisory services, your pricing and packaging options must evolve as well. Learn to develop and model an approach that allows the practice to standardize, but also customize solutions for client's needs…

In today’s rapidly evolving business landscape, clients are seeking ways to streamline their accounting processes and gain deeper insights into their financial performance…

Today’s businesses face a competitive market like none we have ever seen. Your clients are dealing with a reshaped work environment, a dramatic shift in the employee-employer power dynamic, and an ongoing human capital crisis. With these challenges comes a unique opportunity…

Erik Asgeirsson, President and CEO of CPA.com, will provide an environmental scan of today’s circumstances while exploring the new business models that have been ushered in…

As your CAS practice grows and expands, your technology must evolve to meet your service needs. Join these thought leaders to examine the process you will need to move beyond the core elements of a CAS practice tech-stack, and the analysis involved to consider the selection of new solutions…

Productization is not just for producing and selling widgets. Advisory and consulting services can be productized. By doing so you can create opportunities for firms to establish quality control measures through greater consistency, and scale the growth and delivery of these services…

FP&A Advisory services has seen exponential growth within CAS practices. Moving the client conversation from the historical, or rearview mirror, to strategic foresight, or windshield view, is one of the key components of FP&A Advisory…

Seven powerful demographic trends—analogous to gale force wind gusts in an adverse weather event—constitute potentially powerful disruptors of business and commerce in the years ahead…

As CAS evolves, we are learning more about the metrics that help leaders work toward successful growth. This session will help you consider KPIs that make a difference with your staff and help your firm see success beyond traditional metrics…

Join us for an insightful session with client advisory services (CAS) practice leaders as they share the practice transformation journey they currently are on. We will delve into the common obstacles firms face when defining and implementing CAS within their business models…

During this session we will explore the benefits and trade offs of focusing your practice, including your marketing and messaging, around more narrow and specific industry niches and client types…

Packaging and marketing your firm’s CAS offerings are crucial elements for your growth strategy, as they can influence your firm image, client perception, and practice area performance…

Explore the impact of AI on CAS and how it's setting the stage for a new era in accounting and advisory. This session will focus on AI and CAS, highlighting practical use cases and discussing the nuances of change management related to implementing AI technology…

Join these CAS leaders from a variety of firms and practices as they share the specific metrics that have been most impactful and useful to their practice and firms…and those that haven’t…

The 2024 CAS Benchmark Survey shows impressive continued practice growth, but it is clear that there continues to be much opportunity for firms along the spectrum of client advisory services…

Building the right tech stack for your Client Advisory Services (CAS) practice can make a huge difference in how smoothly your firm operates and how effectively you serve clients…

This session will delve into the strategic aspects of launching an FP&A advisory practice. Gain valuable insights and practical guidance on staffing, packaging and pricing, and the key factors in identifying your ideal customer profile…

As technology advances occur more rapidly and staffing challenges are pervasive, many businesses, and specifically many SMBs (small and medium-sized businesses) are looking for outsourced support for their financial operations…