Content Provider
Aflogo
Sponsored by
Billcom
Handout Materials
Presentation Slides
Additional Materials
Webinar Technical FAQs
Free cpe webinars
The “C” in CAS Stands for Change: Strategies for Change Management Success
Business Management and Organization

THE “C” IN CAS STANDS FOR CHANGE: STRATEGIES FOR CHANGE MANAGEMENT SUCCESS

Cost Free
Presentation Length 1.0 hour

Recorded DateApril 1, 2025
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaBusiness Management and Organization
Course LevelBasic
Who Should AttendCPA - small firm
CPA - medium firm
CPA - large firm
Series: Women in Accounting
Course Description

Change is just a theory until your firm is in the middle of living it, and Client Advisory Services (CAS) are no exception. In this course, we will explore how the "C" in CAS represents not only Clients but also Change. As your clients navigate back-office transformations through CAS, the ACES (Accountabilities, Cadence, Environment, and Strategies) model offers a structured approach to managing these transitions effectively. Attendees will discover practical tools and strategies designed to simplify the process of adapting to change, making it more manageable for both your firm and your clients.

Learning Objectives

  • Identify the components of the ACES Model and its significance in managing change

  • Describe practical tools that can be applied to enhance your firm's adaptation to change

  • Define specific strategies tailored for both new and established CAS practices to facilitate smoother transitions

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Amy Franko

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

Aflogo

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.


User-added image

About Our Sponsor

Billcom
BILL (NYSE: BILL) is a leader in financial automation software for small and midsize businesses (SMBs) and for the accountants that serve them. We are dedicated to automating the future of finance so businesses can thrive. 

Headquartered in San Jose, California, BILL is a trusted partner of leading US financial institutions, more than 8,000 accounting firms, and accounting software providers. 

We empower accountants, bookkeepers, EA's, business owners, CFOs, and controllers to save time and take control of their payables, receivables, spend, and expense management. For more information, visit bill.com.