Webinar

Many firms struggle to explain the value of CAS — both to clients and internally. Without clear positioning and a strong message, even the best service offerings fall flat.

In this webinar, CAS leaders from CPA.com, Forvis Mazars, and GRF CPAs & Advisors will share how to craft a compelling value proposition, educate internal teams, and promote CAS to the right audience segments. Learn how to bridge the gap between CAS and firm marketing, gain internal alignment, and scale with clarity. Whether you’re refining your existing messaging or building your first campaign, you’ll walk away with real strategies and examples to put into action.

Learning objectives:

1. Define the core value proposition of CAS in a way that resonates with clients, internal teams, and firm leadership.
2. Identify common marketing challenges for CAS practices and develop strategies to overcome them through tailored messaging and education.
3. Differentiate marketing approaches for prospective clients, existing clients, and internal audiences based on their specific pain points and levels of awareness.
4. Apply storytelling and positioning techniques to increase CAS adoption, client understanding, and internal advocacy.