Webinar

Advisory success isn’t just about adopting new tools—lots of firms can do that. It’s about using those tools well. While many firms have invested in technology to support client advisory services (CAS), a striking 97% report they aren’t using those tools efficiently. Without optimization, the real ROI of CAS technology—improved productivity, engaged staff, and actionable insights—could be hard for firms to realize.

In this session, Kim Blascoe, CPA, Senior Director of CAS Professional Services at CPA.com, and Jessica Kubal, Consulting Managing Director at Baker Tilly US, will explore what’s holding firms back and how to move from underutilization to transformation. You’ll gain a deeper understanding of what intentional technology strategy looks like in a high-performing CAS practice—and how to chart your path forward.

Learning Objectives
By the end of this webinar, participants will be able to:

• Recognize common inefficiencies in CAS technology usage across the profession.
• Identify the characteristics of firms that have successfully optimized their CAS tech stack.
• Distinguish between technology adoption and true technology utilization.
• Select key areas within your existing CAS workflow where optimization can yield immediate impact.
• Indicate the relationship between optimized technology use and staff satisfaction.
• Recall benchmark insights from the CPA.com and BILL Growth & Tech Survey that highlight the urgency for improvement.