CAS Financial Planning & Analysis Workshop May 2023

Forecasting and anticipatory advisory services are high-growth advisory services offered by top performing CAS practices. This workshop will teach CAS practitioners the critical components required to extend their service offering to the virtual CFO level by advising clients and creating various types of forecasting models based on the current client need. Additionally, attendees will learn more about the role of client advisory, technology to support the offering, and pricing as a stand-alone or part of a monthly recurring package.​ Workshop attendees will spend time working on standardized case studies, then apply the methods taught to a client of their own. Upon completion of the workshop, participants should feel confident offering forecasting and anticipatory advisory services to a selection of their own clients. At the end of this workshop, attendees will be able to: ​ 1. Articulate the benefit of high value-advisory CAS forecasting services to their own practice. ​ 2. Know the phases of a client forecasting project, including the scope and pricing strategy​ 3. Identify a variety of forecast model types​ 4. Understand how the selection of technology drives the efficiency and scaling of the service line​ 5. Apply appropriately selected forecasting models to client use cases based on identification of client issues. ​ 6. Know the difference between hard and soft trends and integrate into the client service​ 7. Formulate client conversations based on components of discovery and modeling​ 8. Identify deliverables within the service offering and define and communicate value to clients​ 9. Understand the staffing resources and staffing skills needed to offer the service​