CAAS Online Workshop

Overview

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Are you ready to take your advisory services to the next level? Join us for the CAAS Online Workshop on December 11-12, 2024, a unique opportunity to gain practical tools and expert insights to confidently launch and elevate Client Accounting and Advisory Services (CAAS) at your firm. This is a live instructor led presentation featuring interactive breakout sessions, case studies, and role playing exercises.                          
Whether you're just starting with CAAS or looking to master it, this two-day virtual workshop is designed to give you a competitive edge in offering valuable, client-centered services that make a lasting impact and a way to future proof your career. 

Dates: December 11-12, 2024
Times: December 11th at 10:00 am - 4:00 pm EST, December 12th at 10:00 am - 2:30 pm EST
Format: Online Virtual Workshop
CPE: 10 Credits (Fields of Study: 4 Accounting, 4 Communications & Marketing, 2 Finance)
Spaces are limited, so don’t miss this opportunity to position yourself as a CAAS leader in your firm. 

Highlights

What You’ll Gain:
• A Complete CAAS Blueprint – Leave with a detailed, step-by-step plan to market, price, and sell CAAS effectively.
• Key Advisory Skills – Learn to use financial health assessments, profitability benchmarks, and cash flow advisory techniques to add real value for clients.
• App and AI Integration Tips – Discover essential tools to automate processes, analyze data, and streamline client communications.
• Proven Sales Strategies – Get comfortable identifying CAAS opportunities and developing a compelling pitch to engage both clients and firm stakeholders.

Prerequisites

None

Designed For

 • CPAs and Accountants starting out with CAAS
• Experienced Managers looking to refine and expand their CAAS skills

Objectives

Notice