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Free cpe webinars
Unlocking CAS Growth: The Importance of Verticalization

UNLOCKING CAS GROWTH: THE IMPORTANCE OF VERTICALIZATION

Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

For many leading CAS practices, vertical specialization and industry focus can be transformative for practice success and sustainable growth. But what does it take to transition from serving clients as a “generalist” to creating a strategy that concentrates on serving a more specific ideal client profile? And how can these efforts have a positive impact on your firm?

In this webinar, CAS practice leaders share their strategies for effectively developing and executing this strategy. From adopting CAS 2.0® methodologies, developing a specialized tech stack design, and sharing insights into overcoming roadblocks, this expert-led discussion will leave you with practical knowledge to begin elevating your advisory services through a vertical approach.

Learning Objectives:


  • Recognize the concept of verticalization applied to CAS practices and its significance in driving sustainable growth

  • Outline the transition process from serving clients as a generalist to adopting a vertical strategy tailored to specific ideal client profiles

  • Identify practical methodologies, such as CAS 2.0®, for developing and executing a verticalized strategy within your CAS practice

  • Distinguish key factors of a verticalized tech stack design and identify strategies for overcoming the roadblocks that challenge implementation

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Kimberly Blascoe

CPA.com
Senior Director
[email protected]
(855) 855-5CPA

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Kim leads CPA.com’s CAS 2.0 practice transformation programs, focusing on helping firms establish and grow optimized CAS practices through consulting, practice development, and training offerings.

Prior to joining CPA.com, Kim’s career was spent more than 30 years in public accounting, with the last 13 years at Wipfli, LLP. During her time at Wipfli, Kim led their CAS practice, providing a value-driven client experience utilizing an industry-focused U.S. and offshore team delivered through an innovative digital platform. Most recently, she turned her focus to the Wealth & Asset Management industry, where she led the Broker-Dealer & Advisor Network segment of the vertical.

Kim graduated from Montana State University with a Bachelor of Science, majoring in Accounting. She lives outside Phoenix, AZ, with her family.

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Matt Gardner

hiline
CEO and Co-Founder

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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.  

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Full send

Roman is the Founder of Full Send Finance - a data-centric accounting solution for growth companies. After working at 4 firms in various capacities, Roman started Full Send out of a desire to enhance client experiences through technology, better internal workflows, and a focus on excellent service. Roman has been a CPA for 12 years, although he identifies as a business enthusiast who loves building, tinkering, and surrounding himself with smart and creative people. Roman loves to listen to other passionate people talk about their vision. It brings him great fulfillment to play a small part in others' success. It could be through direct services or through making a connection that opens doors.

Additional Materials
Webinar Technical FAQs
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Handout Materials
Presentation Slides
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NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) 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.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

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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.