Bring insights and strategy to your practice

CPA.com Practice Development
Workshops

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

No

Whether you're getting started with CAS or looking to grow your practice, CPA.com 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 CPA.com 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.

February 16th

Register

March 21st

Register

April 28th

Register

May 25th

Register

June 27th

Register


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.

February 21-22, 28 & March 1

Register

March 15-16 & 22-23

Register

May 2-3 & 9-10

Register

June 21-22 & 28-29

Register


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.

February 22 – February 23

Register

May 8 – May 9

Register


CAS Financial Planning & Analysis Workshop

CAS Financial Planning & Analysis Workshop

Discover the critical CAS components required to extend your service offering to the virtual CFO level by advising clients and creating various types of forecasting models based on the current client need.

March 22 – March 23

Register

May 17 – May 18

Register

June 14 – June 15

Register

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