Delivering Technology as an Enabler for Your CAS Practice

1. Understand How to Build and Advance Your CAS Practice:

• Understand the key components and strategies for establishing and growing a successful CAS practice.
• Explore best practices for delivering high-quality services to clients.

2. Examine How to Build Your Tech Stack:

• Identify the essential technologies and tools required for a modern CAS practice.
• Evaluate different tech solutions to make informed decisions that align with your firm's needs.
• Discover automation and AI tools for process improvement.

3. Review Outsourcing and Offshoring:

• Analyze the advantages and disadvantages of outsourcing and offshoring aspects of your CAS practice.
• Determine when and how to leverage external resources effectively.

By the end of this session, participants will be equipped with the knowledge and tools to deliver technology-enabled, operational and strategic CAS services to enhance client satisfaction, and drive the growth of their practice.

Who should attend: Accounting professionals

Prerequisite and advanced preparation: None

Field of study: Business Management and Organization

CPE credit: 1

Program level: Basic

Delivery method: Group internet based

Cancel at any time - Refund applicable (if fee charged). For more information regarding administrative policies such as complaint and refund, please contact our offices at 800-388-3323 or marketing@botkeeper.com

Botkeeper 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. National registry sponsor number: 146644