How to Grow Your CAS Practice with FP&A Services - American Institute of CPAs
The accreditors of this session require that you periodically check in to verify that you are still attentive.
Please click the button below to indicate that you are.
In this session, we will examine the four levels of Gartner’s financial analytics maturity model and how to grow into higher value advisory services using this framework. Learn how financial planning and analysis (FP&A) technology can help firms deliver a full range of advisory services from: analytics to financial modeling (forecasting and budgeting), to strategic business planning for scaling your practice, to deepening client relationships, and growing revenue.
Learning Objectives:
Identify the key elements of Gartner's financial analytics maturity model.
Recognize how Financial Planning & Analysis technology can be incorporated into your practice.
Recognize key client pain points that can drive deeper client relationships through FP&A solutions.
Analyze how to build advisory opportunities leveraging FP&A tools and methodologies.