Americas Region CAS Workshop

Full-day, in-person workshop, designed for CAS leaders. This will be an in depth program, led by the experts from CPA.com who authored this program.

Building a scalable, profitable and sustainable client advisory services (CAS) practice is different from other service lines.

This dynamic, hands on workshop is for firms who have committed to CAS, it is imperative to understand what other firms have done to dial in their approach to aligning leadership, shifting pricing models, staffing and upskilling for their offerings and implementing technology.

This session will span strategy and business plans, client profiles, staffing, tech stacking, upskilling for advisory and marketing. Developed for CAS leaders at various points on the CAS journey – from those just starting to offer CAS to those who are looking to take the next step into higher value advisory services.