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Concurrent Session Onsite and Online

TCH2307. The Secrets of Top Performing CAS Practices (CAS Benchmark Survey 2022 Results)’s biannual CAS Benchmark Survey was released in December, 2022. Go beyond the report and learn more about the strategies and practices from CAS leaders of top performing firms use to increase efficiency and improve profitability. Leave this session knowing how to use the CAS Benchmark Survey report to benchmark your own practice and make plans to address key areas of your approach to client advisory services.

Learning Objectives:

  • Recognize the elements and methodology of a benchmark survey and understand it’s use
  • Identify how to align the survey results to your point on the CAS journey
  • Recall the key areas of the survey to share with your firm leaders
CPE Credits
NASBA Field of Study
Business Management & Organization
0-2 years in the Profession
Advanced Preparation
Session Tags