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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. Learn what CAS is – and what CAS isn’t – and how to identify the key steps to build and evolve your CAS practice. This session will discuss the milestones along a typical CAS practice journey, and help you prioritize your efforts along the way.
Learning Objectives:
Recall the services that fall under the CAS practice.
Recognize the key practice decisions that CAS leaders make
Identify how to connect the typical CAS journey milestones to your practice strategy
Speaker(s):
Amy
L. Bridges,
M.A. Education,
Professional Development Manager,
CPA.com
Kalil
J. Merhib,
Executive Vice President, Growth & Professional Services,
CPA.com