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Conferences
Digital Client Advisory Services Roadmap Workshop
Oct. 10–Oct. 11, 2019
|
Illinois CPA Society (ICPAS), Chicago, IL
| Live online
Conference details

Cloud Technology is playing a transformative role in the way accounting firms and small businesses operate today—enabling firms to revitalize their client accounting services line and provide value-added bundled services that may include bill management, financial reporting, payroll and more via a cloud based accounting platform.

As progressive firms make the transition from on-premise to cloud solutions, there are many practice development implications that need to be addressed—including how best to staff the client accounting services areas of your firm, how to package and price your services, how to engage your clients and market the solutions. To help you navigate this change, CPA.com has developed this comprehensive 15-CPE credit, 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

Program Level: Basic
Delivery Method: Group-Live
Advanced Preparation: None
Field of Study: Business Management and Organization

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 Samantha Mansfield at 734.707.4959..

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

Online Registration: To place an online order, sign in to your free CPA.com Account (For New Users, sign up is quick and easy) to register using your Credit Card. Multiple registrations, in a single order, are not processed online.

Group Discounts: Register 2 or more attendees from one firm and get a discount per attendee registration fee. Send 2 attendees at the early bird rate for $1,950 or 3 attendees at the early bird rate for $2,750. Please contact us if registering more than 3 attendees from one firm.

Attendance options
Digital Client Advisory Services Roadmap Workshop
Oct 10-Oct 11, 2019
Pricing:
Full Registration Rate
AICPA member: $1,395.00
Nonmember: $1,395.00
More details

Day 1

  • Welcome and Introductions
  • Building the High-Value Client Accounting Services Practice
  • Client Service Delivery - Best Practices for Client Engagement and Management
  • Group Exercise I - Client Assessment Scenario
  • Pricing the Service Delivery Model
  • Group Exercise II - Sample Pricing Scenarios
  • Client Engagement Letter and Service Level Agreement
  • Key Takeaways from Day 1
  • Review/Q&A

Day 2

  • Review and Q&A from Day 1
  • Key Cloud Based Solution Tool Studies
  • Staffing for Success
  • Measuring Results - Critical Success Factors and Key Performance Indicators
  • Group Exercise III - Roundtable Q&A on Selling to Stakeholders
  • Business Planning for the Cloud-Based CAS Practice
  • Marketing and Sales for the Cloud-Based CAS Practice
  • 7 Minute Presentation Exercise
  • Defining Your Action Plan
  • Review/Q&A

On-Site/Flex Pass Conference: You may cancel without penalty if cancellation request is received up to and including 45 days prior to the start of the conference. Due to financial obligations incurred by the AICPA, a credit less 50% of the registration fee will be issued for 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.

Online Conference: You may cancel and receive a refund if cancellation request is received up to and including 15 days prior to the start of the conference. You can cancel and receive a 100% credit if your registration is canceled within 7 days of the start of the conference. Due to financial obligations incurred by the AICPA, a 60% credit will be issued for requests received up to the day prior to the start of the conference. No refunds or credits will be issued on cancellation requests received once the online conference begins.

For more information about AICPA's conference cancellation policy, contact the AICPA Service Center at 1-888-777-7077 or service@aicpa.org.

Resolution of Disputes

Transactions at this site are covered by binding arbitration. Any controversy or claim arising out of or relating to the use of this Web site that cannot be settled to your satisfaction by our member satisfaction team shall be settled by arbitration in New York, New York. Such disputes will be administered by the American Arbitration Association (https://www.adr.org/), 335 Madison Avenue, 10th floor, New York, New York 10017-4605, (800) 778-7879, in accordance with its Arbitration Rules, and judgment upon the award rendered by the arbitrator(s) may be entered in any court having jurisdiction thereof.

Should you feel that there has been a breach to the integrity or security of this site, please contact the service center immediately at 888.777.7077.

Ratings and reviews
PRICING SUMMARY
Digital Client Advisory Services Roadmap Workshop (In person)
$1,395.00–$1,395.00
$1,395.00
CREDIT INFO
CPE credits
Conference
: 15.0
NASBA Field of Study
Business Management and Organization
Level
Basic
Prerequisites
None
ADVANCE PREPARATION
None
Delivery Method
Group Live

Location & Accommodations

Location:

5480 Corporate Drive, Suite 200 Troy, MI, 48098

Dress code:

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