Sign Up Now Meet with our team
Sign Up Now Meet with our team

Sponsored by Karbon:

Ask the CAS Expert

Getting CAS right can be a challenge. Let's find solutions.

Firms of all sizes wrestle with resource allocation, client expectations, capacity challenges, and much more. Join CAS expert Adam Lean, CEO, The CFO Project as he answer YOUR questions about client advisory services. Cutoff for question submission is April 10th. Expect an informative presentation and discussion built on the questions you asked of the experts.

Date: May 14, 2025
Time: 11:30 AM - 1:00 PM ET
1.5 CPE
ask-the-cas-expert-approved-logo-light-PNG
Karbon-logo-Ask-the-CAS-Expert

Practice Management Built for Growth

Boost productivity, strengthen client relationships, and drive profit with the #1-ranked accounting practice management software. The average accounting firm using Karbon saves 18.5 hours per week, per employee.
Book a demo at karbonhq.com.
Adam-lean-headshot-CAS-workshop-botkeeper
Adam Lean
Chief Executive Officer and Co-Founder, The CFO Project

What to Expect:

This is your chance to gain clarity, get solutions, and elevate your CAS capabilities—whether you’re new to advisory services or looking to enhance your firm’s advisory expertise. Join us for a session built around your needs and designed to empower you in the evolving world of CAS!

In-Depth Presentation (60 minutes): The presenter will address attendee-submitted questions.

  • Gain practical insights, proven strategies, and expert advice on navigating CAS with confidence.

Live Q&A and Discussion (30 minutes): Dive deeper with direct responses to your pressing questions.

  • Exchange insights with peers

  • Walk away with actionable takeaways

Register here. Submit questions by April 10th for the May 14 workshop!

Your first and last names and correct email address are required to receive your CPE certificate upon completion.

VISIT OUR SPONSORS

Karbon logo 105pxh Avalara Logo 75pxh

CPE CREDIT

Who should attend: Accounting professionals

Prerequisite and advanced preparation: None

Field of study: Business Management and Organization

CPE credit: 1.5

Program level: Basic

Delivery method: Group internet based

Cancel at any time - refund applicable (if fee charged) NASBA CPE Credit is being offered for this webinar.**

** In order to qualify to receive the CPE credits, you will need to attend and stay on the live seminar for its duration, which is 90 minutes. This seminar is not approved for IRS CPE Credit.

Botkeeper is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

National Registry Sponsor Number: 146644