The most successful CAS (client advisory services) practices are dynamic – constantly taking advantage of new technologies and trends to deliver more value to clients, more efficiently. In this webinar, we’ll talk to two innovative CAS leaders to find out about the most recent technology advances and best practices they’re using to improve and refine their practice. Hear how they’re advancing innovative approaches across each of the four pillars of CPA.com's CAS 2.0 methodology: strategy & governance, practice development, technology solutions, and operational excellence.
We’ll discuss practical and useful insights on how to develop a holistic approach to technology that allows your firm to drive scalable client value and increase staff engagement. You will have the opportunity to hear best practices around designing a tech stack, identifying the importance of a tech hierarchy, and how to align bill pay software with other solutions in your firm.
Learning Objectives:
CPA.com
Senior Product Marketing Manager
(855) 855-5CPA
Jeremiah is a collaborative and creative product marketer in tax technology with over a decade of experience working in the tax & accounting profession as a technical trainer and consultant helping to lead firms through technology change and as a product manager owning and driving large-scale tax product rollouts and roadmaps. As a Product Marketing Manager at CPA.com, Jeremiah is responsible for driving awareness, growth, and GTM strategy for the CPA.com product & services portfolio.
He is also fluent in Spanish and passionate about multiculturalism and global philanthropy. Jeremiah lives in Ypsilanti, Michigan, with his wife and daughter, where he enjoys playing and watching ice hockey, mentoring youth in the area, and spending time with his big, loud, and lovable family.
Gelman, Rosenberg & Freedman
Partner
[email protected]
(301) 951-9090
Elinor Litwack has worked in accounting since 2005 and has played a pivotal role in transforming client accounting engagements over the past decade. She specializes in providing financial and organizational solutions to nonprofit organizations and professional services firms, utilizing state of the art technology combined with deep industry expertise. Elinor brings value to her clients through her proficiency in systems design, cloud computing, audit preparation, and accounting best practices. She is a certified QuickBooks ProAdvisor, a certified Sage Intacct Accounting Specialist, and is experienced in other accounting software. Additionally, Elinor is on AICPA’s Digital CPA Advisory Committee and was nominated for the Greater Washington Society of CPAs’ 2015 Women to Watch Awards. Elinor is also a founding member of Women on the Move, GRF’s women’s leadership initiative formalized in 2019.
hiline
CEO and Co-Founder
CPA on a mission to blow-up old-school perceptions of the accounting profession. Breaking the conventional and reimagining a more meaningful and fruitful career path for aspiring accountants. Obsessed with the customer experience and helping SMB founders/owners make better investment decisions around the finance function in their businesses. Father of the two coolest kids around. Lucky husband. Entrepreneur. Investor. Business builder. Golf-head. Music lover.
CPA.com was formed by the American Institute of CPAs. AICPA leadership knew the unprecedented pace of technological change required firms to adapt quickly and overcome the challenges of the partnership model to meet that goal. It charged CPA.com management with creating a business model, value proposition and infrastructure to help firms identify emerging trends and technologies and provide education, training and resources that would accelerate adoption.
CPA.com serves as a catalyst in the development of virtual CFO/controller services by firms and is now shifting its focus to similar innovations in tax and audit practices, with an emphasis on automation, artificial intelligence and the adoption of blockchain technology.