For firms looking to add a CAS practice or for existing CAS practices wanting to grow, the market is rife with opportunity. Across the industry, CAS has been identified as one of the fastest-growing revenue segments. With proper scaling and strategy, the resulting profit for the firm (including cross-selling opportunities for new clients CAS brings in) could be significant for years to come.
Learn how your practice can optimize to take advantage of this growth opportunity with the right new client assessment and right-sizing your existing clients (and of course, the right tools at your disposal.)
CPE Information
Program Learning Objectives
- A quick refresher on the difference between the "old" and "new and improved" way to deliver CAS to clients (referred to by the AICPA as moving from CAS 1.0 to CAS 2.0)
- Learn what to look for in prospective clients' financials to price effectively and win the pitch
- How to use findings from an initial assessment to add continuous value to clients or right-size pricing for existing clients
- Learn best practices for streamlining delivery of CAS to clients and cross-selling advisory services
Target Audience: CAS Professionals
CPE Credits: 1.0
Field(s) of Study: Business Management & Organization
Fees: Free
Level: Basic
Delivery Method: Group Internet Based
Prerequisites: None
Advance Preparation: None
CPE Sponsor Information
The Leading Edge Alliance, Inc. 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: https://www.nasbaregistry.org/cpas/complaints.
For information regarding refund, complaint and program cancellation policies, please contact Carla Blattenbauer at 612-249-0300 or [email protected].
The Leading Edge Alliance National Registry Sponsor Number: 10647
Meet the Speaker:
Justin Pulgrano is the Chief Revenue Officer at Finagraph where he helps accounting and advisory firms grow their practices with technology, including Strongbox – a tool that incorporates automation into financial data collection and analysis.
Prior to joining Finagraph, Justin spent 8 years at Ernst & Young LLP leading M&A advisory and assurance teams, serving clients across various industries such as financial services, technology, professional services, and many others.
Justin is a CPA in the state of New York and earned his Master of Science in Accountancy from the University of Notre Dame. He lives in Seattle with his wife, Andi, and dog, Truman.