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Go-To-Market Strategies for Your CAS Practice: Marketing and Positioning for Success
Featuring various thought leaders, including Joe Woodard, Woodard (BRN Firm)
May 5, 2025 | 9:00 AM - 12:00 PM (PT)
Join us for an interactive and insightful pre-conference session designed specifically to help your CAS practice grow. We will feature thought leaders who will delve into the critical aspects of internal and external marketing, client selection, and pricing and packaging strategies. The goal is for you to walk away with effective marketing techniques to enhance your visibility, basic criteria for qualifying clients that align with your practice, and insights into innovative pricing models that reflect the value of your services. True to our roundtable roots, participants will get the opportunity to share with their peers, allowing for the exchange of ideas and experiences. Whether you are looking to refine your current strategies or explore new approaches, this session will equip you with the knowledge and tools to drive success.
Fundamentals of Workflow Automation for Accountants
Heather Satterley, Woodard (BRN Firm)
May 6, 2025 | 10:40 AM - 11:40 AM (PT)
As a leader in your firm, creating streamlined workflows is essential for boosting efficiency and allowing your team to focus on high-value tasks. This session will walk you through a high-level, three-step approach to workflow automation: discovery, design, and implementation. You’ll learn how to analyze your current processes to identify where automation can have the most impact, design effective workflows that complement your existing tech stack, and implement these solutions in a way that ensures smooth adoption and long-term success. You'll also be introduced to the power of no-code automation platforms like Zapier, Make, Power Automate and more, to further automate your workflows.
Unlocking Growth: Cutting-Edge Tech Strategies to Elevate Your CAS Practice
Deborah Defer, Woodard (BRN Firm)
May 7, 2025 | 8:00 AM - 9:00 AM (PT)
Explore the latest innovations and tools that can transform your CAS practice. This session will dive into the most advanced technologies designed to streamline operations, enhance client relationships, and drive substantial growth. Whether you're looking to stay ahead of the competition or simply optimize your current processes, it will equip you with actionable insights and strategies to take your practice to the next level. Don't miss out on the opportunity to unlock new avenues for success.
