Digital Client Advisory Services Roadmap Workshop

Chicago, IL

Oct 05 - 06, 2017


Digital Client Advisory Services Roadmap Workshop

This event has sold out.

To become a Trusted Business Advisor® in today's digital age, practitioners need to harness the opportunity cloud technology is offering. The transformation leads to higher value, collaborative client accounting services. Thus, enabling firms to revitalize traditional services by bundling, which may include bill management, financial reporting, payroll, forecasting, budgeting and much more.

As progressive firms make the transition to being the Trusted Business Advisor®, there are many practice development implications that need to be addressed, including: how best to staff client accounting services; how to package and price; how to engage your clients and market your offerings. To build your roadmap, CPA.com has developed this comprehensive 15 credit CPE, group-live, two-day workshop.

Who Should Attend

Client Accounting Service Practice Leaders, Key Staff, Partners in Small, Midsize and Large CPA Firms, Accounting Firm Business Development and Marketing Professionals

Delivery Method: Group-Live

Client Accounting Advisory Services Certificate

Are you interested in demonstrating your firm's expertise in Client Advisory Services? You can extend your education from the workshop to a digital certificate. CPA.com and AICPA collaborated with nationally recognized leaders to design and instruct learning modules on these topics. Upon completion, you will have core competencies in fundamental client accounting service deliverables, and a digital badge to demonstrate your expertise.

If you wish to sign up for the entire certificate, please register for the workshop first, then the self-study portion of the certificate. Once you have registered for the workshop, you will receive a discount code, which will provide you a discount for the self-study portion of certificate curriculum.

Group Discounts for Firms

Number of Attendees Early Bird
(Order by 9/6/17)
Regular Registration
(After by 9/6/17)
  Total Order Price


$995 $1,295


$1,495 $1,895


$1,995 $2,490

CPE Sponsors

Register By Phone: To place an order by phone, for multiple registrations or other assistance, please call 1-888-777-7077. If outside of the U.S., call 919-402-4500.

Travel & Accommodations

Illinois CPA Society
 550 W. Jackson, Suite 900
Chicago, IL 60661

Coming Soon.

Business Casual

Cancellation Policy

On-Site Conference: You may cancel without penalty if written cancellation requests are received up to and including 45 days prior to the start of the workshop. Due to financial obligations incurred by CPA2Biz, a credit less 50% of the registration fee will be issued for written requests received up to and including 21 days prior to the start of the conference. No refunds or credits will be issued on cancellation requests received less than 21 days prior to the start of the event. For more information regarding administrative policies such as complaints, cancellations, and refunds, please contact Samantha Mansfield at 734.707.4959.

Online Conference System Requirements

Attending Online is easy! Check the System Requirements below and install Adobe Flash if you haven't already, then visit this demo page once you're ready to check for compatibility.

NOTE: For sessions that are audio-only, you use the same player and have the experience as the above demo page, but there will be a static image in place of the video stream.

  • Adobe Flash plugin (Click on link to install) http://get.adobe.com/flashplayer/
  • Supported Browsers: Internet Explorer 8 or Higher, Firefox, Chrome, Safari
  • Computer with Speakers / Headset
  • High speed internet connection