Members Only MEGA CPE Day - VIRTUAL (KYCPAFREE)

Lorin Smith, Product Manager, Rightworks

Charles Wismer, Chief Exeuctive Officer, @FincenFetch

The accounting profession is rapidly evolving, and Client Advisory Services (CAS) is at the forefront of this transformation. This session 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.
By the end of this session, attendees will:

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

This session will expand your service offerings and increase profitability through AI-driven CAS solutions.

In this session you will learn: 

• The importance of security compliance 
• Why security should be an active and living component of your firm's DNA 
• How to develop a robust Written Information Security Plan 
• The role of technology in seamless security management 
• How to build success metrics to constantly track the effectiveness of your security measures 

This session is essential to enhance your security measures and protect your business's reputation and client trust. Whether you are just beginning to implement your firm's security plan or looking to refine your existing practices, this session provides valuable insights and guidance to secure your firm's future.