WORKSHOP: Master CAAS and Empower Your Advisory Services

• Identify two main categories of mental obstacles to help you expand your CAAS
• Apply narrative structure to clarify the fundamental differences between compliance and advisory services
• Create internal buy-in in your firm Convert current clients to CAAS
• Identify how to acquire knowledge of a system for selling
• Move away from hourly billing to value pricing
• Create different packages
• Utilize a system for pricing
• Apply a CAAS Delivery Framework to prospect and client work
• Utilize a self-assessment to uncover client needs
• Enhance client profitability through benchmarking
• Advise clients on effective cash flow strategies
• Design and recommend technology application stacks
• Identify the narrative structure's application to the CAAS advisory role
• Apply the psychology of meaning attachment (""The Thing Under the Thing"") to the process of effective client advisory
• Apply the ABT (""And. But. Therefore."") framework to conflict resolution and overall clarity in client communication.

Day 1: Tues., June 17, 2025, 10:00am ET – 4:00pm ET

6 CPE

Day 1 of this CAAS online workshop will feature three sessions that will help attendees communicate, scope, market, price, and sell CAAS to prospects and customers. One session will focus on marketing and communications, another will focus on accounting, and the third will focus on CAAS from a finance perspective.

Day 2: Wed., June 18, 2025, 10:00am ET – 3:00pm ET

4 CPE

Day 2 of this CAAS online workshop will feature two sessions that will help attendees communicate and deliver CAAS to prospects and customers. One session will focus on an accounting perspective and the other session will focus on CAAS from a marketing and communications perspective. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.