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Conferences
CPA.com Virtual Client Advisory Services (CAS) Roadmap Workshop
Oct. 6–Oct. 13, 2020
|
Virtual workshop online, ,
| Live online
Conference details

Advanced technology has transformed client accounting services. Integrated cloud applications support a highly efficient digital workflow that enable firms to access up-to-the-minute data and provide higher-value advisory services that support clients' long-term financial success. More and more businesses need accounting support, and are looking for a Trusted Business AdvisorĀ® that can provide a range of services, from back-office accounting work to controller and CFO level services.

To help firms take advantage of the CAS opportunity, CPA.COM has updated the Client Advisory Services (CAS) Roadmap Workshop for virtual learning.

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 accounting and 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

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.

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


Other dates are available. Learn more at https://www.cpa.com/cas-workshop-certificate#pricing


Prerequisite: None
Advanced Preparation: None
Field of Study: Business Management and Organization
Number of CPE credits: 15
Program Level: Basic
Delivery Method: Group-Live Internet Based Workshop


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

CPE Sponsors

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

CANCELLATION POLICY:
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 CPA.com, 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 workshops@hq.cpa.com

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

Online Registration: To place an online order, sign in to your free AICPA Account (For New Users, sign up is quick and easy) to register using your Credit Card.

Group Discounts: Register 2 or more attendees from one firm and get a discount per attendee registration fee. Send 2 attendees at the virtual rate for $1,950 or 3 attendees at the virtual rate for $2,750.

Attendance options
CPA.com Virtual Client Advisory Services (CAS) Roadmap Workshop
Oct 06-Oct 13, 2020
Pricing:
Full Registration Rate
AICPA member: $1,095.00
Nonmember: $1,395.00
More details

Your Four-Day Agenda

SESSION 1
(3 HOURS)
Tuesday, October 6
1:30-4:30 PM EST

  • Introduction to CAS
  • Goal Setting
  • Building the High Value CAS Practice

SESSION 2
(4 HOURS)
Wednesday, October 7
12:30-4:30 PM EST

  • Client Service Delivery
  • Introduction to Client Assessment
  • Pricing the Service Delivery Model
  • Engagement Letter and SLA

SESSION 3
(4 HOURS)
Thursday, October 8
12:30 - 4:30 PM EST

  • Technology
  • Staffing
  • Setting KPIs
  • Defining Your Action Plan

SESSION 4
(4 HOURS)
Tuesday, October 13
12:30-4:30 PM EST

  • Business Planning for CAS
  • Marketing
  • Review of Action Plans
Ratings and reviews
PRICING SUMMARY
CPA.com Virtual Client Advisory Services (CAS) Roadmap Workshop (Online Conference)
$1,095.00–$1,395.00
$1,395.00
CREDIT INFO
CPE credits
Online Conference
: 15.0
NASBA Field of Study
Business Management and Organization
Level
Basic
Prerequisites
None
ADVANCE PREPARATION
None
Delivery Method
Group Internet Based
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