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Concurrent Session Onsite and Online

PRA2325. CAS Firm Enablement: CAS strategies to optimize your firm’s CAS practice

CAS practices are evolving to meet client’s changing needs, and standardization is a crucial component of developing an optimized CAS practice. Firm leaders can guide the evolution of the CAS practice to improve client relationships, staff satisfaction, and practice efficiency and profitability. Explore change management in three key areas: people, process and technology, and learn how an agile but structured approach to your firm’s CAS practice journey can mitigate challenges, create career opportunities, and improve your success.

Learning Objectives:

  • Identify the CAS practice’s point on the CAS journey and align to best practices for growth at that phase
  • Use strategies to empower and equip CAS staff to add value to client engagements
  • Identify standardizations and best practices to increase process efficiencies
  • Apply key components for a practice specific integrated and impactful technology strategy
CPE Credits
NASBA Field of Study
Business Management & Organization
3-4 years in the Profession
Advanced Preparation
Familiarity with Client Advisory Services (CAS)
Session Tags