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Concurrent Session Onsite and Online

PRA2305. The CAS Journey: Steps to Overcoming Obstacles to a Successful Practice has helped hundreds of firms develop and expand their Client Advisory Services (CAS) practices, and has identified key elements that practices need to address on the CAS journey. Learn what CAS is – and what CAS isn’t – and how to identify the key steps to build and evolve your CAS practice. This session will discuss the milestones along a typical CAS practice journey, and help you prioritize your efforts along the way.

Learning Objectives:

  • Recall the services that fall under the CAS practice.
  • Recognize the key practice decisions that CAS leaders make
  • Identify how to connect the typical CAS journey milestones to your practice strategy
CPE Credits
NASBA Field of Study
Business Management & Organization
0-2 years in the Profession
Advanced Preparation
Session Tags