Friday, April 17, 2026 12:00 PM CT
Featuring Jamie Miller | Partner & Co-Founder, Marketing by Numbers
You want to grow CAS.
But your firm doesn’t have a marketing department, or if you do, they’re stretched thin.
So client communication becomes inconsistent. Half-hazard. Reactive. And the advisory services your clients would benefit from? They go unnoticed.
In this 30-minute Kicking CAS Lunch & Learn, Jamie Miller joins us to talk about how mid-market CPA firms can build consistent, educational marketing without adding headcount.
We’ll cover:
This isn’t about becoming marketers.
It’s about making sure your clients know what you already do — and what they should be asking you for.
If growth feels stuck because visibility is low, this session will challenge you.
Bring your questions. We’ll bring the candor.
Friday, April 24, 2026 12:00 PM CT
Featuring Joseph Harford, Ph.D., CSDS, Founder & President, Reclamere
When your clients operate in highly regulated industries like healthcare and financial services, the risk is there. If a cyber breach happens, guess who they call first?
You.
Cybersecurity is no longer an IT issue. It’s a business continuity, compliance, and trust issue. CAS firms don’t need to become cybersecurity experts — but they do need to recognize when the conversation should happen and have a trusted partner ready.
In this 30-minute Kicking CAS session, Joe Harford from Reclamere joins us to discuss:
The red flags CPA firms should not ignore
How to initiate the cyber risk conversation without overstepping
What firm leaders must consider before making referrals
How the right referral partnership strengthens client trust and expands your advisory footprint
Where incremental revenue opportunities may naturally emerge
This is not about adding another service line.
It’s about protecting your clients and reinforcing your role as their most trusted advisor.
You don’t need to solve cybersecurity.
You just need to know when to bring in the right partner.
Bring your questions. We’ll bring the clarity.
Friday, May 1, 2026 12:00 PM CT
Featuring Kate Serpe, CPA, ACC, CAS PS Leader, CPA.com
CPA firms invest heavily in Client Advisory Services—new technology, new hires, or new offerings—yet still struggle to scale, price confidently, or demonstrate impact.
In this 30 minute Lunch & Learn session, we’ll explore why CAS so often struggles to succeed when built incrementally rather than designed holistically. We’ll examine common problems, such as tech-first implementations, reactive service add‑ons, pricing complexity, and unclear ownership, and explains how each one undermines scale, margins, and confidence.
We’ll introduce a holistic framework for CAS design, highlighting the ways that strategy, ideal client definition, service packaging, pricing, staffing, technology, and success metrics are interdependent, and must be designed together to scale.
Bring your questions. We’ll bring the candor.
Friday, May 8, 2026 12:00 PM CT
Featuring Deb Defer, Director of CAS Consulting at Woodard
Not every tool in your CAS tech stack is earning its keep. Most firms know it. Few do anything about it.
In this 30-minute Kicking CAS Lunch & Learn, Deb joins us to talk about smart investments in technology, what moves the needle and what’s just noise.
We’ll explore:
Bring your questions. We’ll bring the candor.
Friday, July 10, 2026 12:00 PM CT
Featuring Sandra Wiley, Chief Strategist | Sandra Wiley Strategies
Most CAS practices didn’t begin with a strategy – they began with a client, then another, and suddenly you have a “practice”. Without a plan, growth becomes reactive; inconsistent pricing, ad-hoc hiring, fragmented tech choices, and missed opportunities.
Join Sandra Wiley and me for a 30-minute Lunch & Learn where we’ll cut through theory and get practical:
Building a CAS-specific strategic plan, separate from the firm’s
Moving from opportunistic growth to intentional scale, step by step
Getting leadership alignment when not everyone is bought in yet
No slides. No theory. Just a conversation backed by decades in the field about what it actually takes to build a CAS practice on purpose.
Bring your questions. We’ll bring the candor.
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.
Friday, April 10, 2026 12:00 PM CT / 1 PM ET
Featuring Anna Masker | SVP, CAS Development, Dark Horse
Hourly billing feels safe.
It’s also the ceiling.
In this 30-minute Kicking CAS Lunch & Learn, Anna Maskers joins us to talk about what it actually takes to move from hourly pricing to value pricing inside a growing CAS practice.
This is not theory.
This is a story from the field.
We’ll cover:
What triggered the shift away from hourly billing
How services were packaged and repositioned
The pushback — from clients and internally
What had to change operationally to support value pricing
What CAS leaders must get right before making the move
Value pricing isn’t just a pricing adjustment.
It’s a confidence shift. A scope shift. A leadership decision.
If you’re still billing by the hour, or stuck halfway through the transition, this conversation will challenge your assumptions and give you a clearer path forward.
Bring your questions. We’ll bring the candor.
April 3, 2026
Featuring Deneen Dias, Cofounder and CRO of Infinite Ties
CAS leaders don’t need more theory. They need faster solutions, stronger boundaries, and smarter execution.
In this 30-minute Kicking CAS session, Deenen joined us to unpack how Infinite Ties is reshaping the way CAS firms grow, not by adding more noise, but by building community-driven clarity.
We explored:
How structured knowledge exchange helps firms solve daily CAS challenges faster and smarter
Why setting clear client boundaries is the unlock for profitability and team well-being
How AI should elevate advisors — not replace them — strengthening client relationships instead of weakening them
What happens when a CAS community moves from reactive problem-solving to proactive innovation
This isn’t about another mastermind group or tech stack tweak.
It’s about redefining what sustainable CAS success actually looks like.
If you’re building CAS and feeling the pressure of complexity, this conversation will sharpen your thinking.
Mar 27, 2026
30-minute Kicking CAS session with Bass Hattingh and Martin De Waal of Southwestern Talent, we talk about what’s actually working when firms build offshore capacity the right way.
Because CAS growth is exciting.
Hiring is not.
Salary inflation. Talent shortages. Margin pressure. Endless recruiting cycles. At some point, “we’ll just hire locally” stops being a strategy.
We discussed:
Why South African accounting talent is gaining traction with growth-minded firms
How to expand capacity without sacrificing quality or culture
The real economics behind offshore (beyond just “it’s cheaper”)
Where offshore models fail — and how to avoid those mistakes
This isn’t about cutting corners. It’s about building a CAS engine that isn’t limited by geography.
If hiring is slowing your growth, this conversation might challenge a few assumptions.
Mar 19, 2026
BDO Alliance Firm Sponsored Event:
Advisory teams are rapidly adopting AI to surface insights, but AI alone can expose firms to risk. By 2027, 25 percent of ungoverned AI driven decisions are expected to cause financial or reputational loss due to bias and weak oversight.
AI analyzes and predicts, but it does not govern or take accountability for decisions. Decision Intelligence adds explicit modeling, guardrails, monitoring, and human judgment to ensure insights translate into defensible action. This session explores why that distinction matters for CAS leaders and how to move from AI outputs to trusted, decision centric advisory.
Feb 26, 2026
CAS teams are working harder than ever, yet many firms struggle to grow revenue without adding more clients, more staff, or more noise. Advisory opportunities exist—but they’re often inconsistent, reactive, or discovered only after a client raises their hand.
This session challenges the long-held assumption that more activity leads to more growth in CAS. Participants will examine why broad, reactive growth models break down as CAS scales, and how leading firms move to a targeted approach that prioritizes the right clients, at the right moments, with far greater impact.
Jan 29, 2026
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.
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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