Scale Smarter: Integrate Financial Operations for Insight-Driven CAS
Free Live CPE Webinars New York
Week of Events
Monday, November 3, 2025
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November 3, 2025 -Make Sense of Your CAS Data: Creating Know-how From Numbers
Make Sense of Your CAS Data: Creating Know-how From Numbers
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...
Tuesday, November 4, 2025
No events on this day.
Wednesday, November 5, 2025
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November 5, 2025 -The Simple Firm: A blueprint for clarity, freedom, and growth
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November 5, 2025 -Scale Smarter: Integrate Financial Operations for Insight-Driven CAS
The Simple Firm: A blueprint for clarity, freedom, and growth
CPE Credit: 1 hour for CPAs The accounting profession has long struggled with burnout, complexity, and a lack of professional freedom. Too many firm owners feel trapped by the very businesses they've built. In this session, Darren Root—author of The Simple Firm and longtime advocate for intentional firm design—shares a practical framework to help professionals...
Scale Smarter: Integrate Financial Operations for Insight-Driven CAS
Turning data into actionable insight across clients doesn't take data analysts, engineers, and architects. In this webinar, CPA.com's Kim Blascoe, Andrew Thomas from BILL and a CAS practitioner will dive into how integration of financial operations helps firms streamline bill pay, optimize payments for clients, and build confidence in compliance tasks all while generating deeper,...
Thursday, November 6, 2025
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November 6, 2025 -Adaptable Strategic Planning for Mission-Driven Boards
Adaptable Strategic Planning for Mission-Driven Boards
A dynamic strategic plan is an essential tool for not-for-profit organizations. The best plans remain actionable, enhance communication, and can be used to navigate emergent opportunities. Join us for our webcast, Adaptable Strategic Planning for Mission-Driven Boards. We’ll share practical strategies for effective strategic plan development, review, and revisions. Whether you're revamping an existing plan or...
Friday, November 7, 2025
No events on this day.

