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SUMMARY:Make Sense of Your CAS Data: Creating Know-how From Numbers
DESCRIPTION: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.  \n\n\n\nThis 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. \n\n\n\nLearning objectives: \n\n\n\nDescribe how automation tools help make data more accessible and actionable. \n\n\n\nIdentify how data insights support the value you can provide to clients\, especially in the family office space. \n\n\n\nRecognize the role of technology platforms in organizing and visualizing client data.
URL:https://www.freelivecpe.com/event/make-sense-of-your-cas-data-creating-know-how-from-numbers/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
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