CAS Roundtable
2:00 – 3:00 pm ET
Connect with fellow Client Advisory Services (CAS) professionals for a collaborative discussion on the opportunities, challenges, and trends shaping advisory practices. This interactive roundtable provides a forum to exchange ideas, share experiences, and discuss strategies for delivering greater value to clients. Topics may include advisory service offerings, pricing and packaging, technology and automation, client relationship management, staffing and talent development, workflow optimization, and practice growth.
LEARNING OBJECTIVES
- Identify leading practices for developing, delivering, and scaling CAS offerings.
- Share practical approaches for enhancing client relationships, improving operational efficiency, and driving profitability.
- Explore emerging trends, technology solutions, and market opportunities impacting the future of CAS practices.
CORE TEAM LEAD DISCUSSION LEADERS
- Shannon Berry — Thomas Judy & Tucker
- Dave Houston — Clark Schaefer Hackett
- Tammy Ordway — Faw Casson
- Susan Virgin — Derderian, Kann, Seyferth & Salucci, P.C.
PROGRAM INFORMATION
- CPE: 1 hour
- Field of Study: Business Management & Organization
- Delivery Method: Group Internet Based
- Level: Basic
- Prerequisites: None
NOTE: If you would like closed captioning or translation services, you can access those by clicking the arrow on the ‘Show captions’ button at the bottom of your screen. You can choose captioning and/or translation and set your preferences there.
AGN International – Americas, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
Texas CPAs: AGN International – Americas, LLC is also registered with the Texas State Board of Public Accountancy. (Sponsor ID: 010173)
Questions and comments can be directed to AGN Programs Manager Misean Reed.