Complimentary for Members

April 21, 2025


Live Webcast


NYSED 1

Member Appreciation Week: Mastering Client Advisory Services (CAS) with AI-Powered Insights Tech Session Webinar

April 21, 2025
Live Webcast
NYSED 1
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    Instructor

    Charles
    Wismer

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Learning Objectives

  • Upon completion of this course, you'll be able to:
  • Understand the growing CAS market and its impact on accounting firms.
  • Learn how AI-driven insights streamline CAS offerings and improve efficiency.
  • Find out how to launch a CAS practice in 30 minutes or less.
  • Discover how to scale CAS services without increasing staff workload.
  • Gain strategies to position their firm as a leader in business advisory services.

Major Topics

  • CAS market and its impact on accounting firms.
  • How AI-driven insights streamline CAS offerings and improve efficiency.
  • Launching a CAS practice in 30 minutes or less.
  • Scaling CAS services without increasing staff workload.
  • Strategies to position their firm as a leader in business advisory services.

CPE Credits Available

NYSED 1
1
Advisory Services (NYSED) - NYSED

Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Advisory Services (NYSED)

Prerequisites

None

Advanced Preparation

None

Intended Audience

This course is ideal for CPAs, accounting firm owners, and financial professionals looking to expand their service offerings and increase profitability through AI-driven CAS solutions.

Provider

Foundation for Accounting Education

This event has ended.