Thursday, January 29 2026, 12:00 PM – 01:00 PM CT
As advisory services evolve, many accounting professionals find themselves questioning their readiness for more strategic, client-facing roles. This session explores how AI is helping accountants move from self-doubt to confidence by improving preparation, insight, and credibility in client conversations. Attendees will learn how AI can support emerging roles such as Relationship Managers and advisory analysts, while also strengthening professional development and confidence in a rapidly changing advisory landscape.
Thursday at 3:00 PM ET / 2:00 PM CT / 12:00 PM PT📍 CPE: Earn 1.0 CPE credit for attending.
What if you could stop competing on price… work with better clients… and add at least $5,000 in monthly recurring revenue—all while working fewer hours? That’s exactly what the team at The CFO Project will show you in the free live webinar this Thursday.
In just one hour, you’ll learn:
This is not theory. These are practical steps you can use immediately to change how you work—and how much you earn.
Seats are limited—grab your spot now. Don’t miss your chance to earn 1 CPE and discover how to build a practice that pays you what you’re worth.
Thursday, March 19, 2026 12:00 PM – 1:00 PM CT
BDO Alliance Firm Sponsored Event: Artificial intelligence is already changing how CAS teams operate, but AI alone does not solve the challenge of consistently surfacing the right insights and translating them into clear next steps. As a result, clients are left with information but still unsure what to do next. Decision Intelligence connects insight to action, enabling advisors to deliver more consistent, proactive guidance.
Dec 11, 2025
BDO Alliance Firm Sponsored Event: This session was designed to help CAS teams build internal alignment and reframe their role from “bookkeeping” to indispensable strategic partner. Attendees explored proven strategies to articulate the full value of their team, gain buy-in from skeptical partners, and position CAS as a core growth engine—not just a niche offering.
Nov 13, 2025
BDO Alliance Firm Sponsored Event: This fast-paced session introduced the Seven Pillars of CAS Maturity, a strategic framework used by top-performing firms to benchmark capabilities, identify systemic gaps, and define a practical path forward. Whether you’re just getting started or already delivering high-value advisory, you’ll walk away with new clarity on how to elevate client impact without burning out your team.
Oct 23, 2025
This session explored how forward-looking firms used AI-driven tools to transform raw data into real-time, actionable guidance. Attendees learned how to expand advisory capacity without additional headcount, deliver deeper client insights, and evolve their business models for greater impact.
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