<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=187647285171376&amp;ev=PageView&amp;noscript=1" alt="facebook pixel">
Call us: (866) 497-9761 or Learn More

Free CPE Webinar: Launching Financial Planning Services

Published by Summit Marketing Team on Oct 26, 2021 10:00:00 AM




A step-by-step guide to launch a successful financial planning & analysis service within your CAS practice


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


Subscribe to ourYouTube channel!


The annual planning season for 2022 has started for many companies. As entrepreneurs continue to navigate today’s economic climate, they need a strategic advisor who can help them with cash flow projections, budgeting, forecasting, and real-time reporting to get a clear picture of the state of their business finances and make informed decisions.


Now more than ever, client accounting services (CAS) firms can play a strategic role in their clients’ business. While many firms look to scale their practices to provide higher value advisory services such as controllership and CFO services, many factors including a clear roadmap, productization, lack of time, resources, skill set, and technology preclude them from doing so.


In this webinar, we will discuss practical steps on how to launch a successful financial planning and analysis service within your CAS practice using Gartner’s Financial Analytics Maturity Model (descriptive, diagnostic, predictive, and prescriptive analytics) as a framework for moving up the advisory value chain.


In this free CPE webinar you will:

  • Understanding key trends entrepreneurs are facing in this economic environment.

  • Examine the four levels of the financial analytics maturity model and a step-by-step guide on how to deliver higher-value FP&A advisory services.

  • Learn how to productize FP&A to increase value and revenue per client.

  • Understand how financial planning & analysis tools can automate and improve your monthly client outputs to deliver real-time KPIs and reporting insights across finance, people, and operations while freeing up valuable staff time.

  • Implement the right staffing model to develop and incentive your team in this hyper-competitive labor market.



Our Speakers


Mike Triantos - Jirav


Evan Wells - Jirav


Jake Grimm - Summit CPA Group


Mike Triantos

Head of Accounting Partnerships


Evan Wells

VP of Biz Ops


Jake Grimm, CPA

Director of Technology

Summit CPA Group




Summit CPA Group I Accountant Community

Participants will earn 1 CPE Credits in the Business Management & Organization  field of study

Experience providing client services
Program Level:
Advanced Preparation:
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 or questions, please contact Tom Wadelton at twadelton@summitcpa.net

NASBA Sponsor Identification Number: 144761

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.

Leave a comment