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PRODID://NDCP//497985
BEGIN:VEVENT
DTSTAMP:20260429T170108
VTIMEZONE:America/Chicago
DTSTART:20260601T180000Z
DTEND:20260601T200000Z
UID:497985
SUMMARY:Surgent's Client Advisory Services (CAS): A Guide to the Variety of Offerings Professionals Can Provide (CAS2)
LOCATION:Webinar
DESCRIPTION:Surgent's Client Advisory Services (CAS): A Guide to the Variety of Offerings Professionals Can Provide (CAS2)\n\n06/01/26 01:00 PM CST\n - 06/01/26 03:00 PM CST\Description:\nAccording to a 2020 AICPA survey, advisory and consulting services were considered the greatest unmet needs of clients. The recent growth in Client Advisory Services (CAS) has led many to ask what is included in this broad category as well as how to develop the services for clients. With so much focus on the recent success of CAS offerings, now is the time to learn how the services differ from what you currently offer, which of your clients would benefit most, and what you need in place to add a quality CAS program to your firm's menu of services.Objectives:
 Assess a firm’s current abilities to service the CAS needs of clients
 Implement a CAS program at a firm
 Presenters:Christina Hilton, CPAField of Study:Business Management and Organization (2)Major Topics:
 Details on CAS: new services or rebranding?
 Review the value of timely accurate automated accounting  
 Review the three levels of service 
 Discuss technology options 
 Assess your client base for who would benefit most from CAS
 Staffing requirements for CAS
 The value of servicing a niche
 \Location:\nWebinar\n\n,
X-ALT-DESC;FMTTYPE=text/html:Surgent's Client Advisory Services (CAS): A Guide to the Variety of Offerings Professionals Can Provide (CAS2)<br /><br />06/01/26 01:00 PM CST - 06/01/26 03:00 PM CST<br />Description:<br />According to a 2020 AICPA survey, advisory and consulting services were considered the greatest unmet needs of clients. The recent growth in Client Advisory Services (CAS) has led many to ask what is included in this broad category as well as how to develop the services for clients. With so much focus on the recent success of CAS offerings, now is the time to learn how the services differ from what you currently offer, which of your clients would benefit most, and what you need in place to add a quality CAS program to your firm's menu of services.<br><br><b>Objectives:</b><br><ul>
    <li>Assess a firm&rsquo;s current abilities to service the CAS needs of clients</li>
    <li>Implement a CAS program at a firm</li>
</ul><br><b>Presenters:</b><br>Christina Hilton, CPA<br><br><b>Field of Study:</b><br>Business Management and Organization (2)<br><br><b>Major Topics:</b><br><ul>
    <li>Details on CAS: new services or rebranding?</li>
    <li>Review the value of timely accurate automated accounting &nbsp;</li>
    <li>Review the three levels of service&nbsp;</li>
    <li>Discuss technology options&nbsp;</li>
    <li>Assess your client base for who would benefit most from CAS</li>
    <li>Staffing requirements for CAS </li>
    <li>The value of servicing&nbsp;a niche</li>
</ul><br />Location:<br />Webinar<br /><br />,  
PRIORITY:3
TRANSP:TRANSPARENT
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