CAS in Practice: Scaling, Automation, and Profitability - Virtual-Final Agenda

Final Agenda - CAS 2026

Pdf Summary

The Illinois CPA Society’s <strong>CAS in Practice: Scaling, Automation, and Profitability</strong> is a half-day virtual conference scheduled for October 21, 2026, offering four Business Management & Organization CPE hours.

Designed for CAS leaders, firm partners, managing directors, and professionals responsible for CAS strategy and delivery, the program serves firms launching, growing, or reassessing a client advisory services practice. It focuses on how firms can structure, price, staff, and scale CAS offerings while improving profitability and delivering greater client value.

Learning objectives include evaluating decisions about service scope, pricing, onboarding, re-scoping, automation, staffing, outsourcing, and team development. Attendees will also consider how professionals can move beyond transaction processing to provide analysis, business insight, and advisory support.

The agenda features four sessions:
- <strong>CAS at a Crossroads:</strong> market changes, client expectations, and strategic choices for practice leaders.
- <strong>Scaling CAS Profitably:</strong> service design, pricing, onboarding, client expectations, quality controls, and repeatable operations.
- <strong>AI and Automation in CAS:</strong> practical applications, return on investment, data security, verification, and professional oversight.
- <strong>Building a Scalable CAS Team:</strong> team structures, capacity planning, outsourcing, career development, and the skills needed to support growth.

Sessions include presentations and peer-led discussions with CAS practitioners and industry professionals.

Keywords

Illinois CPA Society

CAS in Practice

client advisory services

scaling

automation

profitability

virtual conference

CPE hours

practice management

AI and automation