Intro to Client Advisory Services (CAS) Workshop June '23
June 27th, 2023
Explore Client Advisory Services as a revenue-generating business line for your firm
This half-day workshop is targeted at firms in the Introductory phase of their CAS journeys; these firms are likely evaluating starting a CAS practice, or have recently hired new-to-CAS staff. The workshop will be facilitated by CPA.com staff who have worked with hundreds of firms along their CAS journeys. Learners will be led through independent activities to make decisions about how a CAS practice could look for their clients, staff, and firm. At the end of the workshop, participants will have a list of next steps to continue along the CAS journey. LEARNING OBJECTIVES: At the the end of this workshop, attendees will be able to: * Shift the firm mindset to see the value in building and offering client advisory services (CAS). * Differentiate between CAS and bookkeeping or consulting services that are not CAS. * Identify needs for dedicated staff, including the potential to use non-traditional talent. * Understand that technology drives efficiency in a CAS practice. * Plan for success by standardizing client services, processes and reports. * Establish pricing models that benefit form technology and standardization efficiencies. * Define a strategy to communicate the changes introduced by client advisory services to firm, staff and clients.
Tuesday, June 27 - 1:00 - 5:00 pm ET
Welcome and Short History of CAS
Defining Modern Client Advisory Services
CAS Best Practices (participant activities)
CAS as an Innovative Practice Area
CAS KPIs and Metrics
CAS Change Management
Planning Your CAS Practice
Advanced Preparation: None
Field of Study: Business Management and Organization
Number of CPE credits: 4.0
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
You may cancel without penalty if written cancellation requests are received up to and including 14 days prior to the start of a workshop scheduled in our virtual classroom. 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 7 days prior to the start of the virtual workshop if transfer to another workshop within six months is not possible. No refunds or credits will be issued on cancellation requests received less than 7 days prior to the start of the event.
For more information regarding administrative policies such as complaints, cancellations, and refunds, please contact firstname.lastname@example.org.