CAS Summit Virtual 2026

As technology continues to transform Client Accounting Services, firms are reimagining their talent strategies to stay ahead. This panel will explore how leading firms are investing in professionals with both technical and advisory skills while leveraging offshore teams to expand capacity and efficiency. Panelists will discuss how continuous learning, upskilling, and global collaboration are helping CAS practices adapt to new technologies like AI — and what it takes to build the agile, future-ready firm that clients now expect.

AI is transforming the way firms deliver Client Accounting Services (CAS). In this session, a panel of firm leaders and technology experts will discuss how AI and automation are reshaping workflows, improving accuracy, and freeing up time for higher-value advisory work. Learn how firms are using AI tools to streamline data entry, forecasting, KPI reporting, and client communication — and how AI agents are powering real-time insights, scenario planning, and proactive client outreach. Discover what it takes to move from reactive reporting to truly strategic advising in the age of intelligent automation.

CAS 3.0 marks a powerful evolution in how firms serve their clients. This session will explore how leading practices are moving beyond financial reporting to deliver holistic, strategy-driven guidance that helps clients make key growth and operational decisions. Panelists will discuss how integrated tech stacks are driving efficiency and expanding service offerings, and how proactive, data-driven insights are empowering firms to predict outcomes and guide clients toward smarter, future-focused business strategies.