Designing a Scalable Advisory and CAS Strategy

Thursday, September 24, 2026
10:20 am - 11:10 am

As firms evolve beyond compliance, determining the right mix of services is critical to growth. This session will examine how firms are expanding into higher-value offerings like advisory and CAS, aligning services to client needs, and building scalable delivery models. Learn how to prioritize, package, and deliver services that drive both client impact and firm profitability.