Webinar

Financial Planning & Analysis (FP&A) services, which include budgeting and forecasting, are a high-growth area within client advisory services (CAS). One of the most important considerations in successfully establishing and growing FP&A advisory services for your clients is pricing and positioning your offering.

In this panel discussion, Lee Roberts, Shareholder and Director of Sales of BerganKDV will join Blake Oliver, CPA and Marketing Director at Jirav, and Ashley Doyen, CAS Product Account Manager at CPA.com to discuss how to effectively position services such as reporting, dashboarding & KPIs, budgeting & forecasting and more.

Learning objectives:

• Communicate the value that FP&A technology and services add to CAS practices
• Assess whether a client is ready or not ready for FP&A services
• Evaluate options to solve client problems with FP&A services and software solutions
• Demonstrate effective approaches to pricing & positioning FP&A services

Note: This on-demand webinar does not offer CPE credit