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For well over a decade, CPA.com has helped firms embrace the potential of client advisory services (CAS) to deliver more value for clients through expanded offerings. With the help of the CPA.com and AICPA PCPS CAS benchmark survey report, firms can better understand how their practices are performing against peer firms and consider new metrics...
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Disruptors See the World Differently Join us for an insightful webinar that delves into the findings of our annual 2025 Global Board Governance Survey. This session will explore how disruptive organizations are better prepared to embrace inevitable change in a dynamic and evolving business landscape. In this joint survey conducted by Protiviti, BoardProspects, and Broadridge we reveal critical insights...
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Client advisory services (CAS) continues an upward trend, with a reported median growth rate of 17% and a projected 99% median growth for the upcoming three years. Despite the impressive growth and trajectory, firms are still challenged by client understanding of the practice area and breaking through with a consistent message in the marketplace. ...
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Attend this webinar to: Discover where to find the expert advice and support you need to navigate and thrive Evaluate an up-to-date analysis of political and economic impacts on nonprofit funding Create practical financial management techniques for turbulent times, with a focus on cash flow Define strategies for organizational resilience and mission sustainability Form an...
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Increasingly, organizations are looking for their treasury teams to serve as strategic partners for the broader finance organization. Managed services offer organizations the ability to transition treasury’s focus away from the minutiae of daily operations and drive value within the finance organization. We’ll discuss: Strategies to transition to a managed service model Scenarios that can...
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As organizations face increasing complexities, effective risk management is essential for safeguarding assets, promoting compliance, and achieving strategic objectives. Join us for our webcast, Risk Management for Mission-Driven Boards. You’ll learn how to identify, assess, and mitigate risks while fostering accountability and transparency. This webcast aims to support organizations to proactively manage risks and enhance organizational...
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Assessing cancer center operations and managing high-cost medications are key areas of focus we’ve seen from our clients. Join us for an informative webinar to learn how to identify denial trends and implement tactics to help prevent and manage common issues causing revenue loss. In addition, we’ll cover methods to analyze medication and infusion costs...
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Workforce challenges continue to be a significant concern for not-for-profit leaders in 2025. From recruitment and retention to managing limited resources and requiring specialized expertise, these issues are top of mind for leaders, board members and strategists. Join our engaging panel discussion where not-for-profit leaders will share their firsthand experiences on how innovative workforce solutions...
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