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Automating Your CAS Firm: An Exploration of Technology Do's and Don’ts

AUTOMATING YOUR CAS FIRM: AN EXPLORATION OF TECHNOLOGY DO's AND DON'Ts

Cost Free
Presentation Length 1.0 hour

Recorded DateJune 17, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Automation is a cornerstone of client advisory services (CAS) practice success and growth. Eliminating the time and resources related to manual processes allows firms to focus their staff time on value drivers, such as insights, benchmarking, and forecasting while exploring new ways to bring revenue and increase margins. Join Victoria Pritchard, Technology and Innovation Practice Leader at RKL Virtual, along with CPA.com Senior Director of CAS Professional Services, Kim Blascoe, as they discuss the two most valuable foundational services you can offer clients and proven techniques for accuracy and efficiency. They’ll also cover the best ways to integrate automation technology successfully, the steps to get staff on board, and how to design a roll-out plan that works for your firm and your clients. 

Learning Objectives: 


  • Identify best practices when evaluating, selecting, and rolling out new technology for automation 

  • Recognize how automation will positively impact their current processes 

  • Evaluate the workflows for accounts payable and spend & expense approvals 

  • Recall winning solutions from top CAS leaders on leveraging automation to increase efficiency, streamline staff roles, and increase margins

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Kimberly Blascoe

CPA.com
Senior Director
[email protected]
(855) 855-5CPA

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Kim leads CPA.com’s CAS 2.0 practice transformation programs, focusing on helping firms establish and grow optimized CAS practices through consulting, practice development, and training offerings.

Prior to joining CPA.com, Kim’s career was spent more than 30 years in public accounting, with the last 13 years at Wipfli, LLP. During her time at Wipfli, Kim led their CAS practice, providing a value-driven client experience utilizing an industry-focused U.S. and offshore team delivered through an innovative digital platform. Most recently, she turned her focus to the Wealth & Asset Management industry, where she led the Broker-Dealer & Advisor Network segment of the vertical.

Kim graduated from Montana State University with a Bachelor of Science, majoring in Accounting. She lives outside Phoenix, AZ, with her family.

Rkl

Victoria Pritchard is a Senior Consultant at RKL LLP, where she assists clients in understanding their current processes and finance functions.

Richard Corn, CPA

BILL
Director of Product, Accountant Ecosystem

Billcom

Richard Corn is a CPA who gained his experience in public accounting at Eide Bailly working on a mix of corporate tax and audit clients. After Eide Bailly Richard joined the corporate accounting team at Intuit where he acted as the Controller for Intuit Financing Inc. a wholly owned lending subsidiary that operates QuickBooks Capital. In total Richard spent 9 years practicing accounting before making the leap into product management. Richard's experience in accounting and financial systems has helped him build deep empathy for the product needs around accounting automation and simplification.

About Our Presenter

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CPA.com was formed by the American Institute of CPAs. AICPA leadership knew the unprecedented pace of technological change required firms to adapt quickly and overcome the challenges of the partnership model to meet that goal. It charged CPA.com management with creating a business model, value proposition and infrastructure to help firms identify emerging trends and technologies and provide education, training and resources that would accelerate adoption.

 

CPA.com serves as a catalyst in the development of virtual CFO/controller services by firms and is now shifting its focus to similar innovations in tax and audit practices, with an emphasis on automation, artificial intelligence and the adoption of blockchain technology.