DCPA2437. Scaling Advisory Services: The journey to CAS 2.0.

The art of building and scaling a CAS 2.0 practice. Learn from two CAS leaders that have failed forward and now have successful continuously evolving CAS 2.0 practices. Join this interactive session with Jody and Kane as they involve the audience in their discussion about what they have learned and the obstacles they have overcome in their journey as CAS leaders.

Learning Objectives:

• Identify key strategies for building a successful Client Accounting Services (CAS) practice by analyzing real-world examples from industry leaders who have navigated the challenges of establishing and growing their practices.
• Evaluate common obstacles and setbacks in scaling a CAS practice and learn practical approaches to overcome them based on the experiences of two CAS leaders.
• Apply best practices for continuous improvement and adaptation within a CAS practice by engaging in interactive discussions and learning from the evolving journeys of seasoned CAS professionals.