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Scaling Your Client Accounting Services (CAS) with Workflow Technology

As technology continues to automate work, firms of all sizes are leveraging workflow technologies to automate their processes to become more efficient and scale up their Client Accounting Advisory Services (CAS).

Join Ray Barlow, Vice President of XCM, to hear about:

  • 6 Key CAS workflow elements to ensure success in your firm
  • Best Practice workflows to implement to improve efficiency
  • CAS Use Cases on how to monitor and address bottlenecks

Earn 1 Free CPE!
Speaker: Ray Barlow, VP, XCM

2:00 pm – 3:00 pm ET


Cost: Free
CPE Credits: 1.0 hour
Field of Study: Business Management & Organization
Knowledge Level: Basic
Instructional Method: Group Internet Based
Prerequisites: None
Advanced Preparation: None
Location: Online

The CPA.com webinar is “Complimentary.” For more information regarding administrative policies such as cancellations and complaints, please contact CPA.com at inquire@hq.cpa.com.

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.