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DCPA2306

From Blueprint to Reality: Building a Successful CAS Practice

Date
December 5, 2023
$49
Standard Price
This product is also available as part of the following products:
Thumbnail for 2023 Digital CPA Conference
This includes sessions from the conference: 2023 Digital CPA Conference

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 2.0™ framework and methodology, and lay out CAS journey waypoints to guide your firm's next steps. Learn how the four pillars of the CAS 2.0™ framework can help your firm navigate tough decisions that will set up your practice for future success.

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

General

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