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  • Thumbnail for Opening Remarks & Keynote - State of the Profession
    Identification
    DCPA2301
    Date
    December 4, 2023
    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…

    Speaker

    Speaker Image for Barry Melancon
    President and CEO, AICPA & CIMA
    $49
    Standard Price
  • Thumbnail for From Blueprint to Reality: Building a Successful CAS Practice
    Identification
    DCPA2306
    Date
    December 5, 2023
    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…

    Speakers

    Speaker Image for Jenni Huotari
    Partner, Eide Bailly LLP
    Speaker Image for Kalil Merhib
    Executive Vice President, Growth & Professional Services, CPA.com
    Speaker Image for Becky Munson
    Becky Munson CPA, CITP, CPA
    Partner, EisnerAmper
    Speaker Image for Michael Smith
    Partner, Consulting Services, RSM US LLP
    $49
    Standard Price
  • Thumbnail for Beyond the CAS Spectrum of Services: Where Does Traditional Accounting End and CAS Begin?
    Identification
    DCPA2311
    Date
    December 5, 2023
    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…

    Speakers

    Speaker Image for Ashley Doyen
    Manager, CAS Firm Strategy, CPA.com
    Speaker Image for Nicole Eshnaur
    Partner, MarksNelson
    Speaker Image for Gabrielle Luoma
    CEO & Co-Founder, MOD Ventures LLC
    $49
    Standard Price
  • Thumbnail for Empower Your CAS Staff with Evolving Skillsets
    Identification
    DCPA2312
    Date
    December 5, 2023
    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…

    Speakers

    Speaker Image for Beth Allen
    Partner, GreerWalker
    Speaker Image for Larry Kammerer
    Partner in Charge, Outsourced Finance & Accounting, Moss Adams
    $49
    Standard Price
  • Thumbnail for Optimizing Your Staff: Methodologies for Problem-solving and Decision-making
    Identification
    DCPA2315
    Date
    December 5, 2023
    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…

    Speaker

    Speaker Image for Dixie McCurley
    Partner, Finance & Accounting Outsourcing - Growth, Cherry Bekaert Advisory LLC
    $49
    Standard Price
  • Thumbnail for Empowering Client Advisory by Building a Robust CAS Tech Stack
    Identification
    DCPA2316
    Date
    December 5, 2023
    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…

    Speakers

    Speaker Image for Jayson Brannon
    VP of Sales and Partner Success, CPA.com
    Speaker Image for Matt Gardner
    CEO|Co-Founder, hiline
    Speaker Image for Carolyn Hall
    Partner, Wiss
    Speaker Image for John Pace
    Partner and Director, Outsourced Accounting and Advisory Services, GRF CPAs & Advisors
    $49
    Standard Price
  • Thumbnail for Pricing and Packaging Your CAS Offerings
    Identification
    DCPA2320
    Date
    December 5, 2023
    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…

    Speakers

    Speaker Image for Jake Grimm
    Director of Innovation and Automation, Summit Virtual CFO by Anders
    Speaker Image for Jody Grunden
    Partner, Anders CPAs + Advisors
    Speaker Image for Matthew Kraft
    Director, FP&A, CPA.com
    $49
    Standard Price
  • Thumbnail for Automated Accounting: Customized Insights for Informed Decisions
    Identification
    DCPA2323
    Date
    December 5, 2023
    In today’s rapidly evolving business landscape, clients are seeking ways to streamline their accounting processes and gain deeper insights into their financial performance…

    Speakers

    Speaker Image for Eric Fraint
    President and Founder, Your Part-Time Controller, LLC
    Speaker Image for William Schwab
    Director of Data Visualization, Your Part-Time Controller, LLC
    $49
    Standard Price
  • Thumbnail for Leveraging HR Analytics to Grow Your Practice
    Identification
    DCPA2327
    Date
    December 5, 2023
    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…

    Speakers

    Speaker Image for Chris Parks
    Director, Channel Marketing, Paychex
    Speaker Image for Gregg Genovese
    Partner, The Bonadio Group
    $49
    Standard Price
  • Thumbnail for Keynote - Digital CPA Update
    Identification
    DCPA2331
    Date
    December 6, 2023
    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…

    Speakers

    Speaker Image for David Osborne
    Chief Executive Officer, Caseware
    Speaker Image for Emily Remington
    Director, Audit Product Management, CPA.com
    Speaker Image for Erik Asgeirsson
    President & CEO, CPA.com
    Speaker Image for Kimberly Blascoe
    Sr. Director, CAS Professional Services, CPA.com
    Speaker Image for Carla McCall
    Managing Partner, AAFCPAs
    Speaker Image for Kalil Merhib
    Executive Vice President, Growth & Professional Services, CPA.com
    $49
    Standard Price
  • Thumbnail for Tech Stack Considerations for an Evolving Business Insights CAS Practice
    Identification
    DCPA2332
    Date
    December 6, 2023
    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…

    Speakers

    Speaker Image for Kimberly Blascoe
    Sr. Director, CAS Professional Services, CPA.com
    Speaker Image for Nicole Ksiazek
    Director, SIAP Strategy and Sales, Sage
    Speaker Image for Dan Macintosh
    Chief Growth Officer/Shareholder, Brady Martz and Associates
    $49
    Standard Price
  • Thumbnail for Productizing Services in Your CAS Practice
    Identification
    DCPA2333
    Date
    December 6, 2023
    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…

    Speakers

    Speaker Image for Samantha Mansfield
    Senior Consultant, ConvergenceCoaching, LLC
    Speaker Image for Missy Thompson
    Principal, Baker Tilly
    Speaker Image for John Yeager
    Managing Director, Whitley Penn
    $49
    Standard Price
  • Thumbnail for Strategies & Insights To Prepare and Conduct a FP&A Advisory Meeting With Your Clients
    Identification
    DCPA2337
    Date
    December 6, 2023
    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…

    Speakers

    Speaker Image for Dawn Brolin
    Dawn W. Brolin, CPA, CFE
    CEO, Powerful Accounting Inc
    Speaker Image for Tom Hood
    EVP of Business Engagement & Growth, US/AICPA-CIMA
    Speaker Image for Martin Zych
    CEO, Jirav
    $49
    Standard Price
  • Thumbnail for Closing Keynote - Business Alert: Gale Force Demographic Wind Gusts Ahead!
    Identification
    DCPA2342
    Date
    December 6, 2023
    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…

    Speaker

    Speaker Image for James H. Johnson, Jr., Ph.D.
    William Rand Kenan, Jr. Distinguished Professor, Kenan-Flagler Business School University of North Carolina at Chapel Hill
    $49
    Standard Price
  • Thumbnail for Measuring what Matters: KPIs and Benchmarks that Make a Difference in CAS
    Identification
    DCPA2341
    Date
    December 6, 2023
    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…

    Speakers

    Speaker Image for Kristen Berdar
    Partner, BST & Co. CPA's LLP
    Speaker Image for Amy Bridges
    Senior Manager, Professional Services, CPA.com
    $49
    Standard Price
  • Thumbnail for Common Barriers and Strategies to Overcome in CAS
    Identification
    DCPA2409
    Date
    December 10, 2024
    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…

    Speakers

    Speaker Image for Robert Henderson
    Partner-in-Charge, Windes
    Speaker Image for Tammy Bryant
    Partner-in-Charge, Client Accounting Service, Varney & Associates, CPAs, LLC
    Speaker Image for Ashley Doyen
    Manager, CAS Firm Strategy, CPA.com
    $49
    Standard Price
  • Thumbnail for What does it take to deliver on a niche strategy?
    Identification
    DCPA2431
    Date
    December 11, 2024
    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…

    Speakers

    Speaker Image for Elinor Litwack
    Partner, Outsourced Accounting & Advisory Services, GRF CPAs and Advisors
    Speaker Image for Robin Thieme
    Robin Thieme, CPA, CITP, CGMA
    Founder, CEO & CAO (Chief Anticipation Officer), KBS CFO, LLC
    $49
    Standard Price
  • Thumbnail for Unlocking CAS Growth through a Compelling Value Proposition and Strategic Marketing
    Identification
    DCPA2424
    Date
    December 10, 2024
    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…

    Speakers

    Speaker Image for Colette Sharbaugh
    Vice President, Marketing & Communications, CPA.COM
    Speaker Image for Holly Shier
    Chief Marketing Officer, Rehmann
    Speaker Image for Sharon Berman
    Principal, Rehmann
    $49
    Standard Price
  • Thumbnail for Preparing for CAS in an AI-augmented world
    Identification
    DCPA2414
    Date
    December 10, 2024
    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…

    Speakers

    Speaker Image for Matt Gardner
    CEO|Co-Founder, hiline
    Speaker Image for Nicole Ksiazek
    Director, SIAP Strategy and Sales, Sage
    Speaker Image for John Yeager
    Managing Director, Whitley Penn
    Speaker Image for Kimberly Blascoe
    Sr. Director, CAS Professional Services, CPA.com
    $49
    Standard Price
  • Thumbnail for How to be the CEO of your CAS Practice
    Identification
    DCPA2419
    Date
    December 10, 2024
    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…

    Speakers

    Speaker Image for Missy Thompson
    Principal, Baker Tilly
    Speaker Image for Nina Chmura
    Partner, WithumSmith+Brown
    Speaker Image for Gabrielle Luoma
    CEO & Co-Founder, MOD Ventures LLC
    Speaker Image for Ashley Doyen
    Manager, CAS Firm Strategy, CPA.com
    $49
    Standard Price
  • Thumbnail for 2024 CAS Benchmark Survey: How does your firm stack up?
    Identification
    DCPA2420
    Date
    December 10, 2024
    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…

    Speakers

    Speaker Image for Amy Bridges
    Senior Manager, Professional Services, CPA.com
    Speaker Image for Becky Munson
    Becky Munson CPA, CITP, CPA
    Partner, EisnerAmper
    Speaker Image for Krista Richardson
    Director - Client Accounting Services, Lucas Horsfall Accountants & Advisors
    Speaker Image for Lisa Simpson
    Lisa Simpson, CPA, CGMA
    VP - Firm Services, AICPA & CIMA
    $49
    Standard Price
  • Thumbnail for Optimal Tools for the CAS Tech Stack
    Identification
    DCPA2425
    Date
    December 10, 2024
    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…

    Speakers

    Speaker Image for Sharai Lavoie
    CEO/Managing Member, Lavoie CPA PLLC
    Speaker Image for Roman Villard
    Founder, Full Send
    Speaker Image for Jason Miller
    Business Consulting Director, Dean Dorton
    $49
    Standard Price
  • Thumbnail for Blueprint for FP&A Advisory: Bridging the Gaps
    Identification
    DCPA2413
    Date
    December 10, 2024
    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…

    Speakers

    Speaker Image for Dawn Brolin
    Dawn W. Brolin, CPA, CFE
    CEO, Powerful Accounting Inc
    Speaker Image for Mike Triantos
    VP Sales and Marketing, Jirav
    $49
    Standard Price
  • Thumbnail for Optimizing Your SMB Clients' Financial Operations: From Efficiency to Results
    Identification
    DCPA2438
    Date
    December 11, 2024
    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…

    Speakers

    Speaker Image for Dan Luthi
    Partner, Ignite Spot Accounting
    Speaker Image for Terri Mayfield
    Senior Manager, Forvis Mazars LLP
    Speaker Image for Rami Essaid
    SVP of Product, BILL
    $49
    Standard Price

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