Panel Discussion
November 15, 2022
2:20 pm - 3:20 pm

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The People Equation: Managing Clients and Staff

For all the importance of tech to a strong CAS offering, getting the people right matters, too – whether in terms of creating strong engagement teams, or building the right roster of clients. And once that’s done, making sure everyone is on the same page on everything from systems and processes, to technology, to reporting and advisory opportunities remains a constant challenge.

What you’ll learn:

  • How to identify and onboard the right clients
  • What skills your staff will need
  • How to staff your engagements

This session is being presented as part of the CAS Summit hosted by Accounting Today.

Client accounting services (CAS) has emerged as a high-growth area for an increasing number of firms — and it’s just getting started. From service offerings and staffing, to technology and pricing, it’s critical to have the right tools and processes in place to thrive. Join Dan Hood, Editor-in-Chief of Accounting Today, and the foremost industry experts in CAS for a complimentary virtual event that comprehensively examines the services, strategies and tech driving the most successful CAS practices.


Elinor Litwack, CPA

Partner, Outsourced Accounting & Advisory Services

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