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Sponsored by Karbon:

Ask the CAS Expert

Getting CAS right can be a challenge. Let's find solutions.

Firms of all sizes wrestle with resource allocation, client expectations, capacity challenges, and much more. So finding time to address the best ways to market their advisory services is harder than ever. Enter Geni Whitehouse, CPA. CITP, CSPM, and self-described nerd (as well as Founder of The Impactful Advisor). Geni will be answering questions you submitted about the best ways to make your advisory services visible, approachable, and a driver of the results you want. Don't miss this engaging session!

Date: November 12, 2025
Time: 11:30 am - 1:00 pm ET
1.5 CPE
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Geni Whitehouse
Founder, The Impactful Advisor CPA | President, Information Technology Alliance (ITA) | CITP, CSPM, Speaker

What to Expect:

This is your chance to gain clarity, get solutions, and elevate your CAS capabilities—whether you’re new to advisory services or looking to enhance your firm’s advisory expertise. Join us for a session built around your needs and designed to empower you in the evolving world of CAS!

In-Depth Presentation (60 minutes): The presenter will address attendee-submitted questions.

  • Gain practical insights, proven strategies, and expert advice on navigating CAS with confidence.

Live Q&A and Discussion (30 minutes): Dive deeper with direct responses to your pressing questions.

  • Exchange insights with peers

  • Walk away with actionable takeaways

Register now and submit your questions by October 10 for the November 12 workshop!

Your first and last names and correct email address are required to receive your CPE certificate upon completion.

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CPE CREDIT

Who should attend: Accounting professionals

Prerequisite and advanced preparation: None

Field of study: Business Management and Organization

CPE credit: 1.5

Program level: Basic

Delivery method: Group internet based

Cancel at any time - refund applicable (if fee charged) NASBA CPE Credit is being offered for this webinar.**

** In order to qualify to receive the CPE credits, you will need to attend and stay on the live seminar for its duration, which is 90 minutes. This seminar is not approved for IRS CPE Credit.

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