Free Webinar

The most successful CAS (client advisory services) practices are dynamic – constantly taking advantage of new technologies and trends to deliver more value to clients, more efficiently. In this webinar, we’ll talk to two innovative CAS leaders to find out about the most recent technology advances and best practices they’re using to improve and refine their practice. Hear how they’re advancing innovative approaches across each of the four pillars of CPA.com's CAS 2.0 methodology: strategy & governance, practice development, technology solutions, and operational excellence.

We’ll discuss practical and useful insights on how to develop a holistic approach to technology which allows your firm to drive scalable client value and increase staff engagement. You will have the opportunity to hear best practices around designing a tech stack, identifying the importance of a tech hierarchy and how to align bill pay software with other solutions in your firm.

Learning objectives:

• Recognize the importance of adopting new technologies and trends in CAS to deliver more value to clients efficiently
• Understand the CPA.com CAS 2.0 methodology and framework for evolving your CAS practice
• Explore tech selection, which involves identifying and implementing software tools that align with the firms’ service offerings and client requirements

NOTE: This on-demand webinar does not offer CPE