Session archives
2022
Client accounting services (CAS) has emerged as a high-growth area for an increasing number of firms — and it’s just getting started. From service offerings and staffing, to technology and pricing, it’s critical to have the right tools and processes in place to thrive. Join Dan Hood, Editor-in-Chief of Accounting Today, and the foremost industry experts in CAS for a complimentary virtual event that comprehensively examines the services, strategies and tech driving the most successful CAS practices.
General sessions
Welcome & opening remarks and session 1: CAS: Understanding the opportunity

In this session, successful CAS pioneers will share what their practices look like, and the key factors to keep in mind for those looking to start a new practice, or aiming to take their current one to the next level.

January 3
Session 2: The tech behind CAS

Understanding how to integrate the right technology into the right services offerings and internal processes will make all the difference for a CAS practice.

January 3
Session 3: The people equation: Managing clients and staff and closing remarks

For all the importance of tech to a strong CAS offering, getting the people right matters, too – whether in terms of creating strong engagement teams, or building the right roster of clients.

January 3