Error loading player: No playable sources found
PRA2325
CAS Firm Enablement: CAS strategies to optimize your firm’s CAS practice
Date
June 8, 2023
$49
Standard Price
This product is also available as part of the following products:
This includes sessions from AICPA & CIMA ENGAGE 2023:
This includes sessions from the conference: Practitioners Symposium (as part of AICPA & CIMA ENGAGE 2023)
CAS practices are evolving to meet client’s changing needs, and standardization is a crucial component of developing an optimized CAS practice. Firm leaders can guide the evolution of the CAS practice to improve client relationships, staff satisfaction, and practice efficiency and profitability. Explore change management in three key areas: people, process and technology, and learn how an agile but structured approach to your firm’s CAS practice journey can mitigate challenges, create career opportunities, and improve your success.
Learning Objectives
- Identify the CAS practice’s point on the CAS journey and align to best practices for growth at that phase
- Use strategies to empower and equip CAS staff to add value to client engagements
- Identify standardizations and best practices to increase process efficiencies
- Apply key components for a practice specific integrated and impactful technology strategy
Speakers
Partner, Finance & Accounting Outsourcing - Growth, Cherry Bekaert Advisory LLC
Senior Manager, Professional Services, CPA.com
Becky Munson CPA, CITP, CPA
Partner, EisnerAmper
General
Session Categories
Related Products
The Evolution of the Firm Manager (PRAC, CPAFMA)
Executive Assistant, Office Manager, Firm Administrator, HR Director, CAO, COO; have you ever been addressed by one or more of these titles? I certainly have and many of them on the same day…
The CAS Journey: Steps to Overcoming Obstacles to a Successful Practice
CPA.com has helped hundreds of firms develop and expand their Client Advisory Services (CAS) practices, and has identified key elements that practices need to address on the CAS journey…
Workforce Management Trends (PRAC, CPAFMA)
Are you interesting in learning about the latest HR workplace trends and how they can impact your firm? You will learn about the latest developments in HR including how remote work is reshaping the industry, how employee engagement is vital to your firm, and the benefits of wellness program that su…
Navigating Your Third Party Technology and Cybersecurity Risk (TCH, PRAC, FIN)
Our worlds and our businesses are becoming more and more interconnected. Name a company, non-profit, government entity or agency that is able to keep all of their data on internally created applications; that can run without third-party technology…
