9:00 AM - 7:00 PM Central
Over two dynamic days in June, 2025, you'll delve into the strategies and tools that will empower you to enhance your advisory capabilities. Confidently step into Client Advisory and Accounting Services (CAAS) or elevate your existing CAAS offerings? This event is perfect for accountants and managers in public accounting firms who want to build or enhance their CAAS capabilities and leverage new tools and frameworks to deliver real value to clients. Whether you're a seasoned professional or just starting out, this workshop series is designed to provide you with actionable skills and confidence to transform your advisory practice.
Join us and take the first step towards mastering advisory excellence! Don't miss this opportunity to master advisory excellence-register now and take the first step towards a brighter future for your advisory services!
Objectives:
After attending this presentation, you will be able to...
Identify two main categories of mental obstacles to help you expand your CAAS
Apply narrative structure to clarify the fundamental differences between compliance and advisory services
Create internal buy-in in your firm Convert current clients to CAAS
Identify how to acquire knowledge of a system for selling
Move away from hourly billing to value pricing
Create different packages
Utilize a system for pricing
Apply a CAAS Delivery Framework to prospect and client work
Utilize a self-assessment to uncover client needs
Enhance client profitability through benchmarking
Advise clients on effective cash flow strategies
Design and recommend technology application stacks
Identify the narrative structure's application to the CAAS advisory role
Apply the psychology of meaning attachment (""The Thing Under the Thing"") to the process of effective client advisory
Apply the ABT (""And. But. Therefore."") framework to conflict resolution and overall clarity in client communication.
Instructor:
Various - see description
Fields of Study:
Accounting
Communications and Marketing
Finance
Major Topics:
The major topics that will be covered in this WORKSHOP include:
Day 1:
Tues., June 17, 2025
10:00am ET – 4:00pm ET
6 CPE
Day 1 of this CAAS online workshop will feature three sessions that will help attendees communicate, scope, market, price, and sell CAAS to prospects and customers. One session will focus on marketing and communications, another will focus on accounting, and the third will focus on CAAS from a finance perspective.
Day 2:
Wed., June 18, 2025
10:00am ET – 3:00pm ET
4 CPE
Day 2 of this CAAS online workshop will feature two sessions that will help attendees communicate and deliver CAAS to prospects and customers. One session will focus on an accounting perspective and the other session will focus on CAAS from a marketing and communications perspective. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
| 6/17/2025 |    |
