Free Webinar

Smart firms aren’t just delivering reports: they’re using them to spark client conversations that lead to growth.

In this session, Andrew Tucker of Practice Executive shares how he offered AI-driven forecasts to all clients, including those only on reporting packages, and turned that into a scalable advisory upsell strategy. You’ll hear how to do the same, without burning out your team. We will also cover how firms are including the delivery of compliance-driven financial statements into actionable deliverables under consulting standards.

Learning Objectives:

• Understand the strategic benefits of offering AI-driven forecasting to clients to build your FP&A confidence and serve as a gateway to expanded advisory services.
• Identify key client segments and relationships that are most receptive to enhanced FP&A services and tailor approaches to meet their specific needs.
• Implement efficient, repeatable methods for delivering forecasts that scale services and elevate staff into impactful client advisors.
• Address and overcome common client objections to adopting forecasting tools by leveraging real-world examples and success stories.
• Connect the firm’s advisory strategy to the latest CAS trends, including how dashboards and financials are being used more confidently to drive business insight and storytelling

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