Loading gif

Tailoring Your Tech Stack: Trends For Today's CAS Practice

How does your CAS technology stack up?

With what seems like more technology options than ever before, firms have no shortage of choices when it comes to selecting solutions to manage internal processes and deliver client accounting services (CAS). Practitioners can customize their technology stack to meet the needs of their business and clients.

Building your CAS technology stack involves so much more than selecting the technology itself – it requires a sound strategy and thorough evaluation. Join us for a webinar where we will discuss how you can develop your strategy and standardize CAS technology across your firm and client base.

Our panel of firms will share the approach they took to evolve their technology in client accounting areas such as bill pay, expense management and more. The panelists will offer their insights and thoughts on topics including:

  • Best practices for evaluating software
  • CAS business model
  • Business planning
  • Staffing
  • Artificial Intelligence and other emerging technologies
  • And more!

Earn 1 Free CPE!


Dixie McCurley
Co-Founder & President
Trusted CFO Solutions

Wade Huseth
CPA, Partner
Baker Tilly

Britiany Tompkins
Senior Manager
Burr Pilger Mayer (BPM)

Deneen Dias
Senior Strategic Account Manager

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.

2:00 - 3:00 PM ET