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CPA.com Virtual Client Advisory Services (CAS) Roadmap Workshop
Firm Practice Management
Conference

CPA.com Virtual Client Advisory Services (CAS) Roadmap Workshop

The CAS Roadmap Workshop helps firms develop a plan to build a CAS practice or expand an existing client accounting service line, using a proven and tested practice development approach to help your firm achieve success in Client Advisory and Accounting Services.

$1,395 - $1,395
Do you have an AICPA membership? Log in to apply your member discount.

Location

, Live Online

NASBA Field of Study

Business Management and Organization

CPE Credits

15

Product Number

CASW0820MN

 Business & partner 
Conference Details

More firms are expanding their client advisory services and are looking for ways to develop their staff with the skills they need to deliver high quality service to clients. Our learning program helps you build that service with:

  • Workflow analysis and design
  • Effective consultative client interactions
  • How to stay abreast of emerging technologies
  • Successfully onboarding clients
  • Performing impactful client assessments

With the same content as our well-known live workshop, this four-session virtual learning opportunity provides the instruction you need to get you started building a profitable, high-performance outsourced advisory practice. Our proven and tested educational offering has been updated for a new delivery format, offering an engaging learning experience combined with our collaborative consultative approach, moves progressive firms forward in their transition to higher-level advisory services and cloud-based technology. The workshop provides a step-by-step roadmap covering the most advanced framework and best practices to help you achieve success in this area.

Opportunities for pre-workshop learning will be sent in advance with your workshop materials. No advanced preparation is required to participate in this workshop.

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: https://www.nasbaregistry.org

Additional questions about this workshop? Email workshops@hq.cpa.com.

Learning Objectives

During the workshop, learn how to:

  • Develop a strategic plan to build your own cloud-based client accounting services practice.
  • Manage the client engagement process, including client assessment, services design, implementation, and more.
  • Select and enter vertical markets such as non-profit, professional services, restaurant, and others.
  • Build the right pricing model with tools and resources to help you accurately determine fees and value price your services.
  • Scope engagements through comprehensive engagement letter and service level agreement construction.
  • Find and recruit top talent to manage your outsourced accounting services.
  • Develop a marketing and sales plan to ensure you continue to build your clientele.
  • Measure results with key performance indicators and critical success factors.

Dates (Virtual)

More dates available – visit https://www.cpa.com/cas-certificate#pricing

Who Should Attend
  • Partners leading the development of the CAS service line.
  • Senior staff being tasked with management of CAS operations.
  • Staff that are honing new competencies to delivery high quality advisory services.
  • Firm partners and team looking to take CAS to the next level within their practice.
Credit Info
CPE Credits
Online - June event
15
Online - July event
15
Online - August event
15
Online - September event
15
Online - October event
15
Online - November event
15
Online - December event
15
NASBA Field of Study
Business Management and Organization
Level
Basic
Prerequisites
None
Attendance options
Online
Pricing
Do you have an AICPA membership? Log in to apply your member discount.
Nonmembers
Online
$1,395.00
AICPA Members
Online
$1,395.00
Online
Jun 15 - Jun 22, 2021
Pricing
Do you have an AICPA membership? Log in to apply your member discount.
Nonmembers
Online
$1,395.00
AICPA Members
Online
$1,395.00
Online
Jul 14 - Jul 21, 2021
Pricing
Do you have an AICPA membership? Log in to apply your member discount.
Nonmembers
Online
$1,395.00
AICPA Members
Online
$1,395.00
Online
Aug 10 - Aug 18, 2021
Pricing
Do you have an AICPA membership? Log in to apply your member discount.
Nonmembers
Online
$1,395.00
AICPA Members
Online
$1,395.00
Online
Sep 08 - Sep 14, 2021
Pricing
Do you have an AICPA membership? Log in to apply your member discount.
Nonmembers
Online
$1,395.00
AICPA Members
Online
$1,395.00
Online
Oct 19 - Oct 27, 2021
Pricing
Do you have an AICPA membership? Log in to apply your member discount.
Nonmembers
Online
$1,395.00
AICPA Members
Online
$1,395.00
Online
Nov 09 - Nov 15, 2021
Pricing
Do you have an AICPA membership? Log in to apply your member discount.
Nonmembers
Online
$1,395.00
AICPA Members
Online
$1,395.00
Online
Dec 14 - Dec 17, 2021
Pricing
Do you have an AICPA membership? Log in to apply your member discount.
Nonmembers
Online
$1,395.00
AICPA Members
Online
$1,395.00

Looking for group pricing?

We can help with group discounts. Call us at 1-800-634-6780 (option 2) or email us at groupconference@aicpa-cima.com

Contact us
Accessibility

The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services. The Association is committed to making professional learning accessible to all. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. For accommodation requests, please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.

System Requirements
View our system requirements here
Cancellation Policy
View our Cancellation policy here
CPA.com Virtual Client Advisory Services (CAS) Roadmap Workshop
Select from the following options:
Live Online - June event
$1,395.00
Live Online - July event
$1,395.00
Live Online - August event
$1,395.00
Live Online - September event
$1,395.00
Live Online - October event
$1,395.00
Live Online - November event
$1,395.00
Live Online - December event
$1,395.00
Do you have an AICPA membership? 
Log in to apply your member discount.
Shipping cost and sales tax will be added later during checkout

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