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Webinar

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How to SPRING into CAS: A Step-by-Step Framework (Sponsored Webinar)

Tuesday, June 17, 2025
Noon-12:50 p.m. Central
1 CPE (1 non-technical)

Course code: 25FR-WX02
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Free for MNCPA members!
The accounting profession is rapidly evolving, and Client Advisory Services (CAS) is at the forefront of this transformation. This course will equip CPAs and accounting professionals with the knowledge and tools to leverage AI-driven insights for CAS, helping firms transition from transactional services to high-value, recurring advisory engagements. Participants will explore the benefits of automation, industry benchmarking, and data-driven decision-making to enhance client relationships and significantly increase firm revenue.

This webinar is sponsored by FetchInsights.

Major subjects

  • Understand the growing CAS market and its impact on accounting firms
  • Learn how AI-driven insights streamline CAS offerings and improve efficiency.
  • Find out how to launch a CAS practice in 30 minutes or less
  • Discover how to scale CAS services without increasing staff workload
  • Gain strategies to position their firm as a leader in business advisory services

Learning objectives

  • Understand the CAS industry and how to incorporate the services into their portfolio effortlessly

Who should take this program?

  • CPAs, accounting firm owners, and financial professionals looking to expand their service offerings and increase profitability through AI-driven CAS solutions

Pricing

Standard Member Fee $0.00
checkmark Standard Nonmember Fee $39.00

MNCPA members save $39.00. Become a member.

Our records indicate you are a nonmember. If you register, you will be charged $39.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
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More program information

Instructor Charles Wismer
Location Online
Area
of study
Practice management
Field(s)
of study
Business Management & Organization - Non-Technical (1.0)
Level Basic
Format Group Internet Based
Sponsor Minnesota Society of CPAs
NASBA ID#: 139884
Prerequisites Prereq. None
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date.
Learn more

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