This webinar will explore Client Advisory Service (CAS) strategies and tactics, shared by seasoned industry experts, to enhance your firm's performance in this domain. Presenter Amy Franko will delve into a diverse array of topics, including strategy, personnel management, operational processes, and cutting-edge technologies crucial for nurturing and advancing your CAS services. Join us on an insightful journey as we explore the invaluable insights and best practices that will shape the future landscape of CAS offerings for your firm.
Learning Objectives:
Amy Franko Associates
CEO | LinkedIn Top Sales Voice
[email protected]
Named to LinkedIn’s Top Sales Voices, Amy Franko is a sought-after sales and leadership keynote speaker. With her unique blend of current research, fresh insights, and real-world examples, she has worked with some of the world’s most-recognized brands. With over 20 years of client-facing sales experience, Amy’s sales career includes IBM and Lenovo’s global companies before pivoting into entrepreneurship. Her book, The Modern Seller, is an Amazon bestseller, and Top Sales World recognizes her as one of the top 50 sales bloggers and keynote speakers in the world. Learn more and download a free chapter of The Modern Seller at amyfranko.com.
Forvis Mazars
Partner
[email protected]
(417) 831-7283
Jim is the national leader of FORVIS’s outsourced accounting services growth initiative, which harnesses technology to provide clients with cloud accounting support services and fully outsourced accounting operations. It provides outsourced accounting staffing and strategic financial advisory services.
He is a member of FORIVIS's Commercial Products, Technology & Services, and is also a Private Client advisor. He provides accounting, tax planning, and consulting services for individuals and closely held businesses and serves as the chair of FORVISs outsourced accounting services committee.
Rea Business Advisors
Principal & Director of Client Advisory Services
[email protected]
Kate is a Principal and the Director of Client Advisory Services at Rea, a top 100 accounting firm headquartered in Ohio. With over two decades of experience, she specializes in client advisory services for restaurants and professional services firms. Kate blends technical expertise with a strategic mindset to help clients navigate financial complexities.
She holds a Bachelor of Business Administration and Master of Science in Accountancy from The University of Toledo, where she has also shared her knowledge as an Adjunct Professor. Kate is a member of the American Institute of CPAs, the Ohio Society of CPAs, and is currently serving on the Advisory Board for the Digital CPA Conference.
When she's not deep in numbers or helping businesses grow, you’ll likely find Kate tackling a home improvement project, getting her hands dirty in the garden, or traveling to see her favorite band.
Christine Triantos is a seasoned workshop facilitator and a recognized expert in establishing and optimizing outsourced accounting practices. With over 25 years of experience in the finance and accounting industry, Christine has guided numerous organizations through the process of transitioning to outsourced accounting solutions, enabling them to streamline operations, enhance efficiency, and increase profit margins.
Christine started her career with BDO in 1996. She was the West Regional CAS Partner at BDO and managed the National CAS technology team. She left BDO in December 2023 and started Infinite Advisors, a CAS consulting firm dedicated to helping firms grow and enhance their CAS practices. Infinite Advisors also assists firms with designated technology implementation, training and system conversions. She also launched Infinite Ties in 2024, a subscription based membership for CAS practitioners that includes staff training, webinars, resource documents, best practices, co-horts focusing on all staff levels, industry expertise, a comprehensive vendor and a community member forum.