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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 advisory 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. During this webinar we discussed how you can develop your strategy and standardize CAS technology across your firm and client base.

Our panel of firms shared the approach they took to evolve their technology in client accounting areas such as bill pay, expense management and more. The panelists offered 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!


  • 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, CPA.com

This on-demand webinar does not qualify for CPE credit.