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Make Sense of Your CAS Data: Creating Know-how From Numbers
November 3, 2025 @ 2:00 pm – 3:00 pm EST
Data is the key to unlocking smarter services, streamlined workflows, and scalable growth in your CAS practice. But turning raw numbers into actionable insights isn’t always straight forward–even with the power of AI. It requires more than spreadsheets and intuition. Having the right infrastructure, a clear strategy, and the right technology partners, however, can make data insights a scalable reality.
This session is designed for CAS professionals on the journey to transforming how they deliver value to clients. From the lens of a family office practice, Kim Blascoe, CPA, of CPA.com and Cristine Baeza of AdvicePeriod will how modern platforms—many of them built with your CAS practice in mind—bring client data together, automate the routine, and generate insights that drive decisions. You’ll leave with a stronger grasp of how to make data work for you, not the other way around.
Learning objectives:
Describe how automation tools help make data more accessible and actionable.
Identify how data insights support the value you can provide to clients, especially in the family office space.
Recognize the role of technology platforms in organizing and visualizing client data.
