Workshops in the virtual classroom
CPA.com Practice Development
Workshops
Designed to accelerate your firm’s client advisory services (CAS) journey, CPA.com’s workshops deliver practical, expert-driven learning to help you launch, refine and elevate your advisory practice. Each session offers actionable guidance to strengthen strategies, streamline delivery and drive long-term success.
Introduction to CAS Workshop
4 CPE Credits
Ideal for firms starting their CAS journey, this workshop builds a clear understanding of how these services create value for clients and drive firm growth. Attendees will learn the essential elements of a successful CAS model and leave with practical next steps to move forward with confidence.
December 16th
CAS Practice Essentials Workshop
16 CPE Credits
Developed for firms committed to CAS and ready to build a structured plan for growth. Attendees will learn how to define their service model, price and package offerings, establish efficient processes and create a clear roadmap to expand their practice with clarity and purpose.
February 4-5 & 9-10