WORKSHOP: Master CAAS and Empower Your Advisory Services
WORKSHOP: Master CAAS and Empower Your Advisory Services
CPE Credit:
Overview
Description:
Field of Study:
Instructor
Instructor:
Additional Details
Who should attend:
Program Level:
Program Content:
The major topics that will be covered in this WORKSHOP include:
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.
Learning Objectives:
After attending this presentation, you will be able to…
- 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.
Prerequisites:
Advanced Preparation:
Developed By:
Format:
Course Code:
Our Partners
NASBA Sponsor
WORKSHOP: Master CAAS and Empower Your Advisory Services
Course Code:
Program Level:
Description:
Program Content:
The major topics that will be covered in this WORKSHOP include:
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.
Learning Objectives:
After attending this presentation, you will be able to…
- 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.
Who should attend:
Developed By:
Instructor:
CPE Credit:
Field of Study:
Prerequisites:
Advanced Preparation:
Format:
Register By Phone: Call 877.370.2220 and press “1” for the webinar hotline to register
Price
Single Registration
$499.00
Upcoming Dates
- 6/17/2025 @ 10:00 AM
All times are Eastern Time Zone
