Bring insights and strategy to your practice Practice Development

Client Advisory Services (CAS) are the fastest growing in the profession, and firms are looking to build and expand these services. and AICPA collaborated with nationally recognized experts to design and create the workshops you need.


Whether you're getting started with CAS or looking to grow your practice, has a CAS workshop that fits your strategy. Find out which workshop is right for you.

Workshops in the Virtual Classroom

All of our high-engagement workshops take place in the Virtual Classroom with a limited number of participants. They feature:

  • 2 or 4 sessions of three to five hours each
  • On-camera interactive experience with knowledgeable facilitators
  • Reflective learning activities to support synthesis of new ideas
  • New small group activities designed for virtual breakout groups​
  • Content tailored to the group, based on the pre-workshop survey
Introduction to Client Advisory Services (CAS) Workshop

Introduction to Client Advisory Services (CAS) Workshop

If you are evaluating whether a CAS practice is the right strategy for your firm, or have just joined a CAS practice, you will benefit from this half-day "Introduction to CAS Workshop." During the four CPE credit hours, you will identify the attributes of top performing CAS practices and take steps to apply these ideas to your CAS strategy.

July 25th


September 24th


Client Advisory Services (CAS) Roadmap Workshop

Client Advisory Services (CAS) Roadmap Workshop

Learn the steps needed to build or expand a CAS practice from practicing facilitators who have taken the journey. This proven methodology will help your practice think about defining and pricing the services, staffing and technology, identifying and working with clients, and business planning for success.

August 20-21 & 27-28


November 12-13 & 18-19


Sales & Use Tax Workshop

CAS Client Assessment Workshop

Your CAS clients are demanding more value. Create a CAS client assessment process to capitalize on this opportunity.

July 16-17


Attendees are saying:

If you are serious about starting a CAS practice, it can't be a copy and paste of an existing department in your firm. The CAS landscape is very different than the traditional CPA firm offerings and needs to be approached as such and the CAS Roadmap workshop does a great job of highlighting those areas.
The best and most effective workshop I've ever attended!
The CAS Client Assessment workshop is a must for anyone providing CAS services.
This workshop will change the way you look at CAS.
Jaime Exley – Abbott, Stringham & Lynch
CAS Roadmap Workshop Attendee



Discover CAS 2.0 – a business model framework to optimize your CAS practice