DCPA2409. Common Barriers and Strategies to Overcome in CAS

Join us for an insightful session with client advisory services (CAS) practice leaders as they share the practice transformation journey they currently are on. We will delve into the common obstacles firms face when defining and implementing CAS within their business models. In this comprehensive session, we will explore the intricacies of CAS, demystify its challenges, and arm you with effective strategies to overcome these hurdles. 

Whether you are contemplating the introduction of CAS to your portfolio or looking to refine your existing services, this session is designed to equip you with the knowledge and tools to navigate the landscape of CAS confidently. 

Key Takeaways:

* Identification of common barriers to CAS implementation, from lack of understanding and client resistance to technology integration issues.

* Practical strategies to address and overcome these barriers, paving the way for successful CAS adoption in your firm.

* Insights on how to communicate the value of CAS to clients, facilitating smoother transitions and buy-in.     

* Tools and technologies that can streamline the CAS offering for efficiency and scalability.

Learning Objectives:

• Recognize common barriers to implementing CAS as a service line within your firm, from articulating the opportunity and internal resistance to selling to clients and technology integration.
• Formulate practical strategies to address barriers and create a CAS adoption roadmap.
• Gain an understanding of the tools and technologies that support the typical CAS service line’s efficiency and lead to scalable growth.