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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.
The pace of change continues to quicken, as demonstrated most acutely over the last few months. Accounting and finance professionals are once again leading in uncertainty, committing to growth while assuring trust, integrity and recovery. In this panel discussion, moderated by Barry Melancon, Susan S. Coffey, Erik Asgeirsson and Anoop Mehta will share how the profession is stepping forward to grow services, deepen client and business connections and enhance stakeholder confidence. They will also provide examples of how AICPA & CIMA are supporting their members while keeping the profession attractive, prosperous and exciting for the next generation of CPAs and CGMAs.
Carla Harris, author of _Expect to Win_ and _Strategize to Win_, and a gospel recording artist shares the components of positioning yourself to maximize your success as a leader in your current career environment or the environment that you want. She’ll explore the concepts of performance currency vs. relationship currency, managing through and creating change, and how to be an impactful and influential leader.
The risks can be severe for businesses who choose to ignore sales and use tax obligations. As State and local jurisdictions increase audit activity, it is vital for your firm to step in as your clients’ trusted advisor to mitigate risk they may have due to sales and use tax exposure. With so many competing priorities, how can your firm provide sales and use tax services efficiently and still deliver value, drive growth, and earn revenue? In this session, we will discuss how your firm can master its sales & use tax strategy to proactively address business clients’ needs. An expert in sales & use tax will provide updates on new tax law and highlight the top areas of vulnerability for businesses and how you as the trusted advisor can offer support. We will then share practice development strategies including the necessary elements to drive your firm’s sales & use tax growth. Bring your questions and expect to leave this session feeling educated and confident in knowing how to master your firm’s sales & use tax strategy of today and tomorrow.
The world is more virtual than ever and the millennial and GenZ generations want to connect and trust the experts in their life they hire. Video content is prevalent with Instagram, youtube, and tiktok being the top places these generations consume content. Learn how to leverage video content to build trusted relationships online that turn into customers.
This session focuses on how firms can explore ways to innovate their approach to client collaboration and interaction throughout the audit process.
Financial Planning & Analysis (FP&A) services, which include budgeting and forecasting, are a high-growth area within client advisory services (CAS). One of the most important considerations in successfully establishing and growing FP&A advisory services for your clients is pricing and positioning your offering. In this session, we’ll discuss how to effectively price and position services such as reporting, dashboarding & KPIs, budgeting & forecasting and more.