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PRODID://NDCP//493332
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DTSTAMP:20260429T114531
VTIMEZONE:America/Chicago
DTSTART:20260518T170000Z
DTEND:20260518T184700Z
UID:493332
SUMMARY:K2's Optimizing Your CAS and Advisory Tech Stack
LOCATION:Webinar
DESCRIPTION:K2's Optimizing Your CAS and Advisory Tech Stack\n\n05/18/26 12:00 PM CST\n - 05/18/26 01:47 PM CST\Description:\nClient Accounting Services (CAS) has become a cornerstone of modern CPA firms, offering opportunities for enhanced client relationships, recurring revenue streams, and streamlined operations. This course provides accounting professionals with practical guidance on implementing and optimizing CAS within their firms. Participants will explore the foundational elements of CAS, including service offerings, pricing models, and client communication strategies. The course delves into the technology tools essential for CAS, including accounting software, workflow automation, and reporting platforms. It offers insights into best practices for managing client expectations and delivering consistent, high-value services. In addition, participants will examine case studies of successful CAS implementations, review current trends affecting CAS, and identify critical steps to build a scalable CAS practice aligned with their firm's goals. The course also addresses the importance of data security, governance, and compliance in providing CAS, ensuring ethical and professional service delivery
 Speakers:Randolph (Randy) P. Johnston\Location:\nWebinar\n\n,
X-ALT-DESC;FMTTYPE=text/html:K2's Optimizing Your CAS and Advisory Tech Stack<br /><br />05/18/26 12:00 PM CST - 05/18/26 01:47 PM CST<br />Description:<br /><p>Client Accounting Services (CAS) has become a cornerstone of modern CPA firms, offering opportunities for enhanced client relationships, recurring revenue streams, and streamlined operations. This course provides accounting professionals with practical guidance on implementing and optimizing CAS within their firms. Participants will explore the foundational elements of CAS, including service offerings, pricing models, and client communication strategies. The course delves into the technology tools essential for CAS, including accounting software, workflow automation, and reporting platforms. It offers insights into best practices for managing client expectations and delivering consistent, high-value services. In addition, participants will examine case studies of successful CAS implementations, review current trends affecting CAS, and identify critical steps to build a scalable CAS practice aligned with their firm&#39;s goals. The course also addresses the importance of data security, governance, and compliance in providing CAS, ensuring ethical and professional service delivery</p>
<br><b>Speakers:</b><br>Randolph (Randy) P. Johnston<br><br />Location:<br />Webinar<br /><br />,  
PRIORITY:3
TRANSP:TRANSPARENT
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