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    Client Advisory Service (CAS) Roadmap Workshop Nov 2021

    November 9th - 15th, 2021

    Build your CAS business model at our Client Advisory Services Roadmap Workshop

    Advanced technology has transformed client accounting services. Integrated cloud-based applications support a highly efficient digital workflow that enable firms to access up-to-the-minute data and provide higher-value advisory services to support clients' long-term financial success. More businesses need accounting support, and are looking for a Trusted Business Advisor® that can provide a range of services, from back-office accounting work to controller and CFO level services. This workshop provides the content you need to begin building a profitable, high-performance outsourced accounting and advisory practice. Our proven and tested educational offering has been updated to offer an engaging virtual learning experience. This workshop can move progressive firms forward in their transition to higher-level advisory services, with a step-by-step roadmap covering the most advanced framework and best practices to help you achieve success in this area.

    Your 4-Day Agenda

    SESSION 1 (4 Hours)

    Tuesday, November 9 – 12:30-4:30 PM EST  

    Introduction to CAS 

    Goal Setting 

    Building the High Value CAS Practice

    SESSION 2 (4 Hours)

    Wednesday, November 10 – 12:30-4:30 PM EST

    Client Service Delivery

    Introduction to Client Assessment  

    Pricing the Service Delivery Model 

    Engagement Letter and SLA

    SESSION 3 (4 Hours)

    Thursday, November 11 – 12:30 - 4:30 PM EST

    Technology

    Staffing

    Setting KPIs

    Defining Your Action Plan

    SESSION 4 (4 Hours)

    Monday, November 15 – 12:30-4:30 PM EST

    Business Planning for CAS

    Marketing

    Review of Action Plans



    Other workshops are available. 

    CPE Credit

    Prerequisite: None

    Advanced Preparation: None

    Field of Study: Business Management and Organization

    Number of CPE credits: 15

    Program Level: Basic

    Delivery Method: Group-Live Internet Based Workshop

    Opportunities for pre-workshop learning will be sent in advance with your workshop materials. No advanced preparation is required to participate in this workshop.


    CPA.com (Registration # 108347) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org

    CANCELLATION POLICY

    You may cancel without penalty if written cancellation requests are received up to and including 45 days prior to the start of the workshop. Due to financial obligations incurred by CPA.com, a credit less 50% of the registration fee will be issued for written requests received up to and including 21 days prior to the start of the conference. No refunds or credits will be issued on cancellation requests received less than 21 days prior to the start of the event. For more information regarding administrative policies such as complaints, cancellations, and refunds, please contact workshops@hq.cpa.com.

    Registration confirmation email will be sent from Workshops@hq.cpa.com

    Our Facilitators

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    DM
    Dixie McCurley
    President & Co-Founder
    Trusted CFO Solutions
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    AB
    Amy Bridges
    Professional Development Manager
    CPA.com
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    BS
    Brian Siet
    Associate Director, Channels at CPA.com
    CPA.com
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    MW
    Matthew West
    Senior Enterprise Account Manager
    CPA.com
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