PST2203. CAS Benchmark Survey Results – Insights into High Performing Practices

To submit a question or participate in polling, click the link above. CAS growth has been driven by a number of best practices. We will take a closer look at the key attributes that are the foundation of building high-performing CAS practices. Using data from the CPA.com/AICPA PCPS CAS Benchmark Survey, we will examine key areas including: Drivers of CAS Growth Evolving Client Advisory Expectations CAS Metrics Staffing a CAS Practice Pricing CAS Services CAS Practice Technology Barriers to CAS Success

Learning Objectives:

• Identify the drivers behind the growth in Client Advisory Services
• Compare key metrics for measuring a CAS practice
• Assess the characteristics of top performing CAS practices
• Analyze different approaches in pricing, staffing and implementing technology in a top performing CAS practice
• Determine what the common barriers to success are for CAS practices