Programs - CAS

Unlock the full potential of your CAS practice during this dynamic three-hour workshop. Featuring several Alliance members and led by the professionals at Woodard Consulting, this session dives deep into diagnosing operational, pricing, and capacity barriers, while equipping you with actionable strategies to drive scalable growth. You’ll gain valuable insights on AI’s increasing influence, growth strategies and emerging technologies. Attendees will also engage in a hands-on working session to document a repeatable SOP, define automation opportunities, and establish practice success metrics. By the end, you’ll have the tools and knowledge to better systematize, automate, and elevate your CAS delivery—enhancing efficiency, consistency, and profitability across your practice.

Ideal for professionals who are involved in the development and management of CAS practices.

What roles will your team need in 2030, and how do you start preparing today? This session will explore a strategy for identifying emerging capabilities and designing growth paths that balance human insight with evolving technology. Peer community insights will ground the conversation in how CAS practices are addressing talent development and succession planning in real time.

We see trends in the profession—some are evident, some are emerging, and some are just conjecture. But as CAS practice leaders, we occasionally need to get out of the weeds and pay attention to local and global indicators that can help us to build a lasting strategy for growth and success. In this session, we will call on our inner futurists to delve into how emerging technologies, evolving workforce trends and cultural shifts will reshape the future of CAS. With educated predictions, we'll help guide you to practical strategies for future-proofing your practice and seizing opportunities for greater impact.

AI is shifting from a tool into a true collaborator. This session will unpack AI agents—what they are, which accounting workflows they can already take on, and which will become possible over the next 12–24 months. You’ll learn how to set up file structures, refine internal operations, and choose technologies that make your practice agent-ready and future-proof. We’ll also look at how to supervise agents like team members – with clear direction, monitoring, and feedback – to ensure compliance, security, and measurable value.

As firms expand into advisory services and integrate AI into their operating models, many encounter a painful—but predictable—dip in performance, clarity, and confidence. This session explores the Advisory J-Curve: the economic and cultural realities behind the early-stage investment, delayed returns, and eventual acceleration of advisory growth. Ultimately, attendees will walk away with a roadmap for scaling advisory services with confidence—embracing technology, reimagining pricing and talent models, and leading their firms through the J-Curve toward lasting profitability and differentiation.

Nothing is more important to firm growth and stability than retaining key clients. In this highly interactive session with facilitated group and table discussions, we will explore creative ideas to truly be proactive and consultative to expand the value you deliver to clients. Leave this session with practical and innovative client service ideas that will ensure your clients look to you and your firm for services for years to come!

As more business owners prepare to scale, transition or exit, CAS teams are uniquely positioned to go beyond compliance and deliver high-value advisory services that support those goals and directly drive client outcomes. This session will show how to integrate core CAS with adjacent services such as FP&A, valuation, transaction advisory, estate & gift planning, and other complementary services. By integrating CAS with strategic advisory, you will deepen client trust, create recurring revenue streams, and solidify your firm as a key strategic partner throughout the client lifecycle.

Do you call yourself an Advisor, but in actuality find yourself stuck in the compliance work? Or, alternatively, do you find that you are uncomfortable learning the advisory skills needed and instead choose to do the accounting work because it is more familiar and comfortable? Being an Advisor is not for everyone. However, for those that desire to become an Advisor, it can be the most rewarding work of your career. Being an Advisor is a mindset. It is the relationship that the client desires so they can translate what the financial results of the business are telling them. When you have an advisory mindset, you understand both the operational and financial aspects of your client’s business and can create strategic plans with them to achieve their goals. That is when you become a true Cherished Advisor®, one that your client can’t imagine living without and you feel more fulfilled by the work you are doing.

If you came for the same old CAS talk you’ve heard at every CPA conference for the last 30 years—this isn’t it. This is a straight-to-the-point, against-the-grain session that will challenge conventional wisdom, dismantle the myths holding your firm back, and give you a simpler, more powerful way to turn CAS into a true growth engine. It’s no secret — CAS is the fastest-growing, highest-potential service line in the profession, and for good reason. The demand is there, the opportunity is massive, and the clients you seek are already in your book of business. Done right, your CAS service line can unlock up to 9 figures of new annual revenue while strengthening every other service line in your firm. This session will share a proven framework built from 30+ years of transformational CAS results, billions in CAS sales, and over 11,000 CPA client engagements. You’ll discover how to simplify CAS, align it with what clients truly value, and scale it as one of the most strategic and profitable lines in your firm.

This session truly focuses on leveraging the CAS community. It will feature a panel of experienced CAS practitioners and BRN members answering your detailed questions about running a CAS practice, combined with table discussions on pricing, procedures, best practices, outsourcing, organizational structure, talent acquisitions, and more. We will be focused on practical application of how actual practices are surviving (and thriving) in today's complex market.

Accountants and CPAs today have the opportunity to expand their role as trusted advisors by integrating HR analytics and strategic HR advisory services into their Client Advisory Services (CAS) offerings. As organizations face a transformed workplace, shifting employee-employer dynamics, and ongoing human capital challenges, accounting professionals can leverage HR insights to help clients make more accurate financial forecasts, optimize talent management, and minimize risk. This session, featuring CAS and HR leaders, will provide actionable strategies for developing and scaling an HR advisory practice within an accounting firm. Explore effective service offerings, technology solutions, and advisory models, and gain practical tools to elevate your advisory expertise, enhance client value, and generate new revenue streams.

As an outsourced accounting practice, G-Squared generates over 30% of its revenues from services other than traditional transactional accounting. They will explore their business model, delving into the daily advisory services the firm provides and deliver real examples of deliverables and special projects, including forecasting and 13-week cash flow forecasting, exit planning and readiness, audit readiness, cap table management and modeling, profit improvement and turnaround management, accounting department diagnostic, and financing transaction support.

While it feels like someone pushed the “fast forward” button on technology in the accounting and advisory services space, it’s really the new normal. Tools and practices as we know them are under constant improvement and adjustment for maximized speed, accuracy and efficiency. The presenter, with experience in leading development teams for Google and Meta, will share how the technology she helped to implement on a broad scale immediately shapes what you can do in your practice today. Those practical steps will help you leverage the AI available to you now – and in the coming months – so that you can develop strategies for your CAS tech stack, team responsibilities, client services and more.