Webinar

Join us for an insightful webinar that delves into the challenges and opportunities of building a successful client advisory services (CAS) practice. In this session, we will explore the first pillar of the CAS 2.0TM framework of strategy and governance, focusing on internal firm structure, leadership alignment, and change management planning.

Hear from firm and industry leaders, Tommye Barie, EVP of Leadership Development at Succession Institute, and Travis Miskowitz, Partner of CFO Advisory Services at Wiss & Company, on developing a sound strategy and governance for your CAS practice and firm, establishing meaningful staff metrics and allocating resources for sustainable growth.

By addressing pillar #1 properly at the onset of your CAS practice, you can avoid pitfalls that limit output, consume time, and diminish overall profitability. Tune in to gain practical strategies that will empower you to navigate the complexities of CAS and foster a thriving practice.

Learning Objectives:

• Discover how rethinking the traditional firm structure can facilitate scalable growth and provide a competitive advantage
• Gain insights into reshaping your firm's structure, compensating and incentivizing your staff, defining roles and responsibilities, and adopting segment-focused approaches
• Explore practical strategies for effectively communicating and implementing changes within your firm