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Building a high-performing CAS team: Is adding HR advisory the right strategy for your firm?

CPA.com webinars for CPE credits

October 24, 2025 @ 2:00 pm 3:00 pm EDT

Free 1 CPE credit

Is your Client Advisory Services (CAS) team properly structured and staffed to deliver on client needs and drive growth into the future? Experienced CAS leaders know it can be a tough balancing act to pull off, especially in todayโ€™s tight talent market. Thatโ€™s why itโ€™s so important to clearly define the roles and responsibilities your CAS practice needs to fill, deployed in a structure that makes sense for both your firm and its clients. Just as important: Having a clear strategy for identifying, recruiting and retaining the talent you need to fill out your CAS team โ€“ from both internal and external sources.

Plus, weโ€™ll discuss the HR challenges your business clients face and explore how adding HR advisory services to your offerings could be a valuable opportunity for your firm. Please join us for this exciting conversation designed to help make sure your CAS practice is ready for whatโ€™s next.

Learning objectives:

Assess current staff skill sets and how they align to your clientsโ€™ HR needs.

Understand the key roles and responsibilities within a CAS practice.

Identify strategies for recruiting and retaining top talent to enhance the effectiveness of your CAS team.

New York, NY 10001 United States
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