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DCPA2219 - Creating CAS Client Personas for Service Delivery Success

‐ Dec 6, 2022 2:20pm

As clients’ Finance and Accounting needs are becoming more complex, it’s imperative to understand their needs to deploy the correct deliverable for their engagement. In this class, we’ll discuss the client type(s), meet the client where they exist, define the deliverable of CASH FLOW, STAFFING, FINANCIAL PERFORMACE, CLINICAL DATA, PREPPING FOR SALE depending on persona, and other new emerging situations we are beginning to see. In this course, we’ll take a pragmatic approach to how to custom fit the CAS engagement by persona and how to effectively right size their engagement for service delivery success.

Learning Objectives:

  • Determine how to position CAS services to address clients' needs, while keeping within your firm’s bandwidth & skill set
  • Identify how to assess the persona type and propose (or right size) the engagement
  • Analyze CASE STUDIES on how different personas impact and advance the engagement
  • Apply Business Development Skills to set proper engagement and delivery expectations


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