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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
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