Title: The Mistakes Not to Make When Building a CAS Practice
Moderator: Kane Polakoff, National Practice Leader, Client Accounting Advisory Services, UHY LLP
Panelists:
- Dixie McCurley, Principal, Digital Advisory, CAS Leader, Cherry Bekaert LLP
- Jenni Huotari, Partner-in-Charge of Business Outsourcing and Strategy, Eide Bailly LLP
- Sharon Berman, Principal and Business Advisor, Rehmann
Description: Client Accounting Advisory Services (CAAS or CAS) is one of the key levers of growth models for many accounting firms today. And the good news is that you don’t have to reinvent the wheel and start from scratch. Join 4 CAS leaders at their firms who will share the lessons they’ve learned the hard way, including what they’d do differently today, the key foundational areas of CAS you should focus on first, and how to ensure that your client advisory services practice is built with the client’s needs in mind.
