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Introduction to CAS Workshop

Tuesday, January 12, 2027
11:00 am - 3:00 pm ET

Getting started with client advisory services as a revenue-generating business line for your firm

As firms look to provide more value to clients, many have introduced Client Advisory Services (CAS). In fact, it is the fastest growing firm segment in the profession.

If you are evaluating whether a CAS practice is the right strategy for your firm, or are in the early stages of building 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.

LEARNING OBJECTIVES:

Upon completion of the Introduction to CAS Workshop, you will be able to:

  • Shift the firm mindset to see the value in building and offering client advisory services (CAS).
  • Differentiate between CAS and bookkeeping or consulting services that are not CAS.
  • Identify needs for dedicated staff, including the potential to use non-traditional talent.
  • Understand that technology drives efficiency in a CAS practice.
  • Plan for success by standardizing client services, processes and reports.
  • Establish pricing models that benefit form technology and standardization efficiencies.
  • Define a strategy to communicate the changes introduced by client advisory services to firm, staff and clients.

*Pricing listed is per seat.

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Have more questions? Email us at workshops@hq.cpa.com. 

Agenda

11:00 AM – 3:00 PM (EST)

  • Why Client Advisory Services?
  • Defining your firm’s CAS Vision
  • Selecting ideal CAS clients
  • Building your CAS staffing model
  • Planning for CAS technology
  • CAS pricing approaches
  • Measuring CAS success
  • Planning your CAS strategy

Facilitators

Time Zone: (UTC-04:00) Eastern Time (US & Canada)

CPE Credit

Prerequisite: None

Advanced Preparation: None

Field of Study: Business Management & Organization

Number of CPE credits: 4.0

Program Level: Basic

Delivery Method: Group

Location: Virtual

Opportunities for pre-workshop learning may be sent in advance with your workshop materials. No advanced preparation is required to participate in this workshop.

Register for the workshop

Registration is handled on our event platform, Swoogo, and opens in a new tab.

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CPA.com (Registration # 108347) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org

AGREEMENTS

By registering for this event, you agree to the terms and conditions located at www.cpa.com/legal/online-training-terms.

CANCELLATION POLICY

You may cancel your attendance at the workshop at any time, but you will not be eligible for a refund or credit. You can reschedule your attendance to the same workshop, at a later date if the following conditions are met: i) this is the first time that you are rescheduling this workshop, ii) you are providing your request to reschedule at least one day prior to the workshop that you were originally scheduled to attend, iii) this workshop is scheduled to be repeated at least once in the 6 months following your written request to reschedule, and iv) you are selecting a date to attend the workshop that is no later than 6 months from the date of your request to reschedule.

For more information regarding administrative policies such as complaints, cancellations, and refunds, please contact workshops@hq.cpa.com.

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