ENG22EL14. Education Lab #2 (1:50pm) - Unlock better client insights with spend management advisory services

To submit a question or participate in polling, click the link above. Future-focused business insights for clients are a key component in making the strategic move from transactional to high-margin advisory services. The spend management category is quickly becoming an important advisory area within CAS (client advisory services) practices, and firms can leverage deeper insights by bringing corporate cards, spend, budgets and expenses under one umbrella. During this learning lab session, you’ll learn about: * The difference between proactive spend management and retroactive expense management * Understand what CAS 2.0 is and how spend management services fit in with the overall CAS 2.0 approach * How corporate cards can enable your firm to commercialize spend management services within a growing CAS firm.

Learning Objectives:

• Recognize the difference between proactive spend management and retroactive expense management
• Identify what CAS 2.0 is and how spend management services fit in with the overall CAS 2.0 approach
• Recall how corporate cards can enable your firm to commercialize spend management services within a growing CAS firm