CPAacademy.org | CLIENT ADVISORY SERVICES: EXPERT INSIGHTS AND FUTURE

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Client Advisory Services: Expert Insights and Future Trends

Business Management and Organization

CLIENT ADVISORY SERVICES: EXPERT INSIGHTS AND FUTURE TRENDS

Available Date(s)

Tuesday, February 18, 2025: 1:00PM EST

Choose Your Time Zone:

Cost Free

CPE Credits 1.0 hour

Subject Area 1.0 - Business Management and Organization

CE Credits 0.0 hours

Course Level Basic

Instructional Method Group Internet Based

Prerequisites None

Advanced Preparation None

Who Should Attend CPA - small firm
CPA - medium firm
CPA - large firm

Course Description

This webinar will explore Client Advisory Service (CAS) strategies and tactics, shared by seasoned industry experts, to enhance your firm's performance in this domain. Presenter Amy Franko will delve into a diverse array of topics, including strategy, personnel management, operational processes, and cutting-edge technologies crucial for nurturing and advancing your CAS services. Join us on an insightful journey as we explore the invaluable insights and best practices that will shape the future landscape of CAS offerings for your firm.

Learning Objectives:

Identify and list the best practices, invaluable lessons, and strategic insights that underpin the success of CAS operations

Determine the effective utilization of BILL, detailing how leading firms have capitalized on this resource to augment their CAS journey

Evaluate and express expert viewpoints on the evolving landscape of CAS, forecasting the trends and innovations that will shape the sector's future

Amy Franko

Amy Franko Associates
CEO | LinkedIn Top Sales Voice
[email protected]

Named to LinkedIn’s Top Sales Voices, Amy Franko is a sought-after sales and leadership keynote speaker. With her unique blend of current research, fresh insights, and real-world examples, she has worked with some of the world’s most-recognized brands. With over 20 years of client-facing sales experience, Amy’s sales career includes IBM and Lenovo’s global companies before pivoting into entrepreneurship. Her book, The Modern Seller, is an Amazon bestseller, and Top Sales World recognizes her as one of the top 50 sales bloggers and keynote speakers in the world. Learn more and download a free chapter of The Modern Seller at amyfranko.com.

Additional Materials

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About Our Sponsor

BILL (NYSE: BILL) is a leader in financial automation software for small and midsize businesses (SMBs). As a champion of SMBs, we are dedicated to automating the future of finance so businesses can flourish. Hundreds of thousands of businesses trust BILL solutions to manage financial workflows, including payables, receivables and spend and expense management. With BILL, businesses are connected to a network of millions of members, so they can pay or get paid faster. Through our automated solutions, we help SMBs simplify and control their finances, so they can confidently manage their businesses and succeed on their terms. BILL is a trusted partner of leading U.S. financial institutions, accounting firms, and accounting software providers. BILL is headquartered in San Jose, California.