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Concurrent Session Onsite and Online

PRA2415. Unlocking Success: Mastering your Firm’s Strategy for CAS Practice Transformation

Join us for an insightful session where we delve into the crucial aspects of elevating your client advisory services (CAS) practice. In this session, participants will gain valuable insights and actionable strategies to navigate the dynamic landscape of professional services. Our focus will be on three key ideas: gaining leadership buy-in, protecting your firm brand and envisioning success through the right framework. Don't miss this opportunity to gain practical strategies and insights that will empower you to lead the evolution of your client advisory services practice with confidence and strategic clarity. Whether you are a seasoned professional or a rising leader, this session is designed to equip you with the knowledge and tools needed to drive positive change and foster success in your firm's advisory services.

Learning Objectives:

  • Determine a method to gain firm leadership buy-in and executive sponsorship for the evolution of your client advisory services (CAS) offerings.
  • Recognize key decisions that will protect the firm brand while unlocking success for the CAS staff, clients and practice.
  • Identify the right framework for the firm’s CAS vision.
Date/Time
CPE Credits
1.5
NASBA Field of Study
Business Management & Organization
Level
Intermediate
Prerequisites
3-4 years in the profession
Advanced Preparation
None
Session Tags
PRA