CAS in Practice: Scaling, Automation, and Profitability - Virtual-CAS Landscape & Strategic Shifts

CAS Landscape & Strategic Shifts

Pdf Summary

The October 2026 presentation, “CAS Landscape & Strategic Shifts: What Leaders Must Decide Next,” from the Illinois CPA Society features an Aprio panel of client accounting and advisory services (CAAS) professionals: Jon Klausa, Real Estate CAAS Partner; Jessica West, Nonprofit Consulting Director; and Kevin Sheffler, Nonprofit Consulting Manager.<br /><br />The agenda highlights key issues for accounting firm leaders: the changing CAS marketplace and growth opportunities; how to differentiate CAS offerings; CAS as an operating model focused on execution, insight, and client value; the need to assess data and AI readiness before automating; and the characteristics of a modern, scalable CAS practice.<br /><br />The presentation closes by inviting attendees to discuss their CAAS strategy and learn more about Aprio.

Keywords

CAS landscape

strategic shifts

client accounting services

CAAS

Illinois CPA Society

Aprio panel

accounting firm leaders

data and AI readiness

scalable CAS practice

client value