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Free CPE Webinar: From Compliance to CAS 2.0

Published by Summit Marketing Team on Jan 17, 2023 1:46:26 PM

 

 

Updated on January 13, 2023


 

From Compliance to CAS 2.0

 

This webinar has already occurred
but you can catch the replay to the left.

 

Subscribe to ourYouTube channel!

It might seem overwhelming to move from a traditional accounting strategy to taking an advisory approach through CAS 2.0. You likely see this evolution as a necessary change to offer advisory services that meet your clients’ needs. Join us to discover a roadmap to drive your firm towards CAS 2.0 along with the strategies necessary to scale your firm & offer more value to clients.

 

In this free CPE webinar you will:

  • Discover the differences between compliance & CAS 2.0
  • Learn how to develop service offerings, client retention strategies, & hiring initiatives for CAS 2.0 
  • View the roadmap to take your firm from a traditional accounting strategy to CAS 2.0

 

Who should attend:

  • Practicing accountants looking to offer their clients more value through advisory services
  • Firm owners interested in scaling their firm 
  • CPAs interested in learning more about CAS 2.0

 

 

Webinar Presenters

 

Jody_Headshot

 

Adam Hale Summit CPA Group

 

Tom Wadelton - Summit CPA Group

Jody Grunden

Partner, Summit CPA Group, A Division of Anders CPAs + Advisors

Adam Hale

Partner, Summit CPA Group, A Division of Anders CPAs + Advisors

Tom Wadelton

Virtual CFO / CPE Facilitator

Summit CPA Group

 


 

Summit CPA Group I Accountant Community

Participants will earn 1 CPE Credit in the Business Management and Organization field of study


Prerequisites:
Experience providing client services
Program Level:
Basic
Advanced Preparation:
None
Delivery Method:
Group Internet Based

 

 

Registration: RSVP to attend The CFO Community online meeting on the date listed above. Details for connecting to the meeting will be provided.

Refunds and Cancellations: There is no cost for this program so no refunds will be offered. For more information regarding refund, complaint, and/or cancellation, please contact our office at 314-492-4328

NASBA Sponsor Identification Number: 109352

 

Summit CPA Group is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

 

 

 

 

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