A self-paced approach to the CAS 2.0® journey
Your starting place to understanding the CAS 2.0 framework
CPA.com
CAS 2.0® Practice Introduction
Your CAS journey begins here
As firms look to provide more value to clients, many have introduced client advisory services (CAS). In fact, for more than a decade, it has been the fastest growing firm segment in the profession.
If you're evaluating whether a CAS practice is the right strategy for your firm, or have just joined a CAS practice, you will benefit from this planned learning journey that grants you:
- 1 seat to 4 self-study courses
- 1 seat to the live 4-hour Introduction to Client Advisory Services (CAS) Workshop in a virtual classroom
Through this journey, you will identify the attributes of top performing CAS practices and take steps to apply these ideas to your strategy
In the live, 4-hour workshop, CPA.com facilitators will guide you through hands-on activities to understand:
- Staffing strategies and commitments needed for successful CAS practices.
- Correct pricing technique to position your practice for revenue growth.
- KPIs specific to CAS and that lead to actionable business and financial insights.
- The tools to communicate what CAS is, and what it isn't, to your firm leadership, your team, and your clients.
Learning objectives
Through this learning journey, participants will gain access to:
-
Introduction to Client Advisory Services (CAS) workshop.
- Access the description and learning objectives here.
-
Self-Study Course 1: Defining CAS
- Access the description and learning objectives here.
-
Self-Study Course 2: Selecting CAS clients
- Access the description and learning objectives here.
-
Self-Study Course 3: Staffing and technology for CAS
- Access the description and learning objectives here.
-
Self-Study Course 4: Business planning for CAS
- Access the description and learning objectives here.
Get started by selecting your Introduction to Client Advisory Services (CAS) Workshop date.
You'll gain access to the self-study materials when they become available in January 2025.
February 7, 2025
$895
April 29, 2025
$895
June 18, 2025
$895
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.
Prerequisite: None
Advanced Preparation: None
Field of Study: Business Management and Organization
Number of CPE credits: 4.0
Program Level: Basic
Delivery Method: Group-Live Internet Based Workshop
Opportunities for pre-workshop learning may be sent in advance with your workshop materials. No advanced preparation is required to participate in this workshop.
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.
The power of smart business
The accounting landscape is changing rapidly. In a word, Complexity, defines the single greatest challenge, and opportunity, facing CPAs. Firms are rethinking their strategies for practice management, client services and talent development.
CPA.com is your primary source for taking the complexity out of moving your firm into the digital arena — enabling you to focus on growing your business with the smartest solutions in our industry.
To learn more about CPA.com, please contact our team at inquire@hq.cpa.com.