Client advisory services (CAS) is now the fastest growing area in the profession. The emergence of cloud technologies has fueled CAS success, but to maximize this potential, firms must take an intentional and strategic approach to building and scaling the practice area. CPA.com draws on more than 15 years of CAS experience to deliver expert insights, strategies, and resources to help firms achieve CAS practice success.
Our workshop walks practitioners through CPA.com’s transformative approach to building and scaling CAS. It offers considerations that firms need as they build a roadmap to expand their capabilities and shift toward higher-level advisory services. By taking an intentional approach and building on an aligned, firm-wide strategy and vision, firms will be well positioned for future CAS success.
During each of the four half-day sessions, learners will consider the planning required for eight major practice considerations, and how they will support best practices in their own firm’s CAS practice build or expansion. We’ll explore the CAS 2.0 Essentials Toolkit in hands-on activities that support the practice considerations throughout the workshop. In the final activity, participants will update and assign actionable dates to their own roadmap for execution of the ideas generated throughout the 16 hours spent learning.
Learning Objectives
1. Develop a vision for the future of your client advisory services practice.
2. Understand that an ideal client profile is necessary to select and develop vertical client industries while making other key practice decisions.
3. Outline your staffing plan and organizational approach in order to recruit and retain top talent.
4. Review technology categories and selection processes for industry specific tech stacks.
5. Define a lead to service delivery process, including client assessment, services design, implementation, and scoping with an engagement letter statement of work.
6. Evaluate pricing strategies and pricing models to select the combination that will accurately reflect the value of your services.
7. Formulate drafts for both internal and external marketing to ensure strong understanding of the CAS proposition and value.
8. Review KPI and CAS metrics to implement to support CAS success.
Agenda
| Wednesday, February 4, 2026 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Session 1 | 12:00 PM - 4:00 PM (EST)   | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Thursday, February 5, 2026 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Session 2 | 12:00 PM - 4:00 PM (EST) | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Monday, February 9, 2026 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Session 3 | 12:00 PM - 4:00 PM (EST) | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Tuesday, February 10, 2026 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Session 4 | 12:00 PM - 4:00 PM (EST) | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
CPE Credit
Prerequisite: None
Advanced Preparation: None
Field of Study: Business Management & Organization
Number of CPE credits: 16.0
Program Level: Basic
Delivery Method: Group Internet Based
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
TERMS AND CONDITIONS
By registering for this event, you agree to the terms and conditions located at https://www.cpa.com/legal/online-training-terms.
CANCELLATION POLICY
You may cancel your attendance at the workshop at any time, but you will not be eligible for a refund or credit. You can reschedule your attendance to the same workshop, at a later date if the following conditions are met: i) this is the first time that you are rescheduling this workshop, ii) you are providing your request to reschedule at least one day prior to the workshop that you were originally scheduled to attend, iii) this workshop is scheduled to be repeated at least once in the 6 months following your written request to reschedule, and iv) you are selecting a date to attend the workshop that is no later than 6 months from the date of your request to reschedule.
For more information regarding administrative policies such as complaints, cancellations, and refunds, please contact workshops@hq.cpa.com.