icon for webinar

Creating an Annual Operating Plan for Your CAS Clients

In today’s business climate, the annual planning process is of even greater importance to your small and mid-size clients who must stay profitable and competitive to succeed. Client Advisory Services (CAS) practices, in their role as trusted advisors, play an instrumental role in leading clients to success with smart business planning.

Join our webinar, where we will share insights and best practices on how to transform the annual planning process into an invaluable service for CAS clients and a recurring revenue stream for your firm. We will provide a framework for creating a strategic plan including goal setting, driver-based model building, forecasting & budgeting, and ongoing goal tracking using advanced reporting and dashboarding tools.

Learning objectives:

  • Identify the benefits of driver-based financial modeling as a platform to provide strategic business planning for your clients
  • Develop KPI dashboarding that creates real business results for clients through greater transparency
  • Find out how to link accurate forecasting to the operational metrics that drive your clients’ business & goals
  • Learn how to set up effective departmental budgets to control costs and create accountability

Note: This on-demand webinar does not offer CPE credit