Monday, May 1: Forums & Roundtables
9:00 am – 12:00 pm (PT)
Client Accounting and Advisory Services (CAAS) Meeting/Roundtable
This session will allow members of the BDO Alliance CAAS Roundtables and their guests to engage in small-group discussions focused on pressing issues related to managing and growing a client/outsourced accounting practice. Bring your candor, questions and great ideas to share with your peers.
Tuesday, May 2
8:00 am – 9:00 am (PT)
Streamlined: The Frictionless Client Experience
Woodard Consulting (BRN Firm)
Client relationships and workloads are difficult to manage, especially when clients are unable or unwilling to provide you with information timely. These high-friction environments are exacerbated in our current work-from-home environment where you and/or the client have limited access to source documents and limited in-person interactions with employees. This session will highlight strategies for streamlining interactions, building efficient workflows, and using technology to reduce friction and enhance the client experience.
9:15 am – 10:30 am (PT)
Becoming a Cherished Advisor®: How to Grow and Scale a CAS Practice
Amy Vetter, The B3 Method Institute (BRN Firm)
Many accounting professionals stumble into starting an advisory practice because of what they love to do. But without the experience or a roadmap of how to build a new service line or practice that your clients can’t imagine living without, it’s easy to hit pitfalls along the way. To become a “Cherished Advisor®”—a highly valued strategic partner whom your business clients rely on to grow and thrive—you need to have a solid business foundation yourself. In this session, Amy will share insights and best practices from her own experience of starting and growing an advisory services practice independently and as a partner in accounting.
10:45 am – 12:00 pm (PT)
What's Next for CAAS?
BDO USA, LLP and Alliance Panel
As a follow-up to our popular 2022 CAAS Summit keynote, leaders from across the profession will share their insights on where this fast-moving practice area is going and how to prepare for what's next. From technology to talent acquisition and from upskilling to scaling up, find out what the future holds for CAAS.
1:30 pm – 2:30 pm (PT)
Tech Solutions that Enable the Advisory Evolution
Technology is changing constantly. That is a given – exciting and evolving – especially in client accounting services. BDO’s Business Services Outsourcing team will share the latest technology selections that will enable you to provide advisory services to your clients from analytics to forecasting to cash flow.
2:45 pm – 3:45 pm (PT)
Evolving From Compliance to Advisor in CAAS
Roman Kepczyk, Right Networks (BRN Firm)
The writing is on the wall – traditional compliance services are being disintermediated by advancements in information technology. You need to expand your practice to a more advisory focus if you want to evolve and thrive in the future. During this session, we will present several approaches and resources to support this conclusion and how to effectively transition your firm and personnel to be your clients’ “trusted business advisor.”
2:45 pm – 3:45 pm (PT)
Capacity Management | CAAS
Increasing CAAS Capacity
Alliance Panel – facilitated by Chris Gallo, BerganKDV (CPA Member)
Client Accounting and Advisory Services (CAAS) continues to be the latest arrow in the quiver of many CPA firms. Many are struggling with managing – and staffing – a new service line. In this panel discussion, you’ll hear from CPA firms on how they are utilizing outsourced and automated resources to grow and supplement their CAAS offerings. Select BRN firms will also join the discussion.
4:00 pm – 5:00 pm (PT)
10 Mistakes We Made in Building a CAAS Practice
Alliance Panel
We love our practices and are happy to celebrate our successes, but what really helps others is sharing what we would have done differently so that you don't make the same mistakes. Our seasoned panelists have all built successful client accounting practices, and in this session, will share their guidance and operational words of wisdom.
Wednesday, May 3
8:00 am – 9:15 am (PT)
Transforming CAS Pricing and Packaging
Samantha Mansfield and Jennifer Wilson, ConvergenceCoaching (BRN Member)
CAS practices across the country are demonstrating the incredible difference they can make for clients. Growth is up, and service providers are in high demand. Yet traditional time and materials pricing methodologies don’t communicate or capture the value created, limiting profitability of this fast-growing service area and inhibiting investments in staffing and technology. Attend this interactive session to explore creative packaging and pricing strategies. Leave with concrete, actionable ideas that will drive profitability and grow your CAS practice.
9:30 am – 10:30 am (PT)
Turning Data into Dollars: Using Technology to Drive Value
Alliance Panel
Take your already busy accounting services practice and enhance it by becoming more advisory. Sounds simple, right? Your team sits in the best seat to identify and inform clients on a higher level, but how? Using technology is an excellent way to start. Join this panel of data specialists to discuss different ways to put powerful data in front of your team to help your clients, enhance your value and move your services to a higher level.