Workshops

At CPA Crossings, we empower professionals with the knowledge and skills needed to excel. Our workshops, led by industry experts, offer practical learning tailored to your needs. Enhance leadership, improve collaboration, or develop technical skills with our hands-on experiences. Partner with us to foster continuous learning and growth in your organization.

NEW Workshops Available NOW!

WORKSHOP: Master CAAS and Empower Your Advisory Services (2 Days)
OPTION I: June 17 & June 18, 2025 (Tuesday & Wednesday)

OPTION II: September 17 & September 18, 2025 (Wednesday & Thursday)

Description:
Elevate your advisory services to new heights with our comprehensive CAAS Online Workshop Series delivered over two dynamic days of learning. Confidently step into Client Advisory and Accounting Services (CAAS) or elevate your existing CAAS offerings. Learn strategies and tools that will empower you to enhance your advisory capabilities.

Who Should Attend:
This event is perfect for accountants and managers in public accounting firms who want to build or enhance their CAAS capabilities and leverage new tools and frameworks to deliver real value to clients.

Recent Workshops:

CAAS Online Workshop: Empower Your Advisory Services
Dates: December 11-12, 2024
(Dec. 11: 10am-4pm EST, Dec 12: 10am-2:30pm EST)
Format: Online Virtual Conference
Earn: 10 CPE Credits

Are you ready to confidently step into Client Advisory and Accounting Services (CAAS) or elevate your existing CAAS offerings? Join us for this immersive, two-day workshop to gain essential insights, practical strategies, and the hands-on experience you need to position yourself as a CAAS expert. This event is perfect for accountants and managers in public accounting firms who want to build or enhance their CAAS capabilities and leverage new tools and frameworks to deliver real value to clients.

Who Should Attend:

CPAs and Accountants starting out with CAAS
Experienced Managers looking to refine and expand their CAAS skills

What You’ll Gain:

A Complete CAAS Blueprint – Leave with a detailed, step-by-step plan to market, price, and sell CAAS effectively.
Key Advisory Skills – Learn to use financial health assessments, profitability benchmarks, and cash flow advisory techniques to add real value for clients.
App and AI Integration Tips – Discover essential tools to automate processes, analyze data, and streamline client communications.
Proven Sales Strategies – Get comfortable identifying CAAS opportunities and developing a compelling pitch to engage both clients and firm stakeholders.

Instructors:

Jeff Bartsch

Founder, Story Greenlight

Jeff Bartsch is the Founder of Story Greenlight, a communication strategy company for emerging leaders and client advisors with an emphasis on CAAS-focused accounting firms. With over 20 years of experience in the entertainment industry and client coaching, Jeff has helped shape content for clients including ABC, NBC, Disney, Apple, Netflix, and many others. He has been recognized as a Top 30 thought leader in the accounting advisory world, and his commentary has been featured in publications including Accounting Today, the Associated Press, Time Magazine, and USA Today. He believes that the power of story is within reach of everyone, and that human connection is everything.

Nikole Mackenzie

Founder and CEO, Momentum Accounting

Nikole Mackenzie, CPA (inactive), is the Founder and CEO of Momentum Accounting and the creator of the Profit Points™ framework, a structured approach to transforming accounting practices into strategic advisory powerhouses. Her firm, Momentum Accounting, provides high-touch, technology-forward financial services, including bookkeeping, controller oversight, payroll, and CFO-level advisory, to businesses generating between $1 million and $10 million in revenue. With over a decade specializing in Client Accounting & Advisory Services (CAAS), Nikole is a sought-after thought leader and has served on advisory boards for Intuit, Xero, and Gusto. She is passionate about sharing her expertise to elevate the accounting profession.

Luke Templin

CEO, a2 advisers, CAS Cache, and FinDaily.io

Luke Templin has built four Client Advisory and Accounting Services lines, including his own a2 advisers, where he operates as a fractional CFO. He built three of these CAAS lines of business in CPA firms ranging from a single-office local firm to a top-100 regional firm. He guides other accountants in doing the same with his newsletter and CAAS cohorts, called The CAS Cache. Luke is also the CEO of FinDaily.io. FinDaily is an automated financial digest email that can be white-labeled by accounting firms.