OasisLMS

This conference is designed for CPA firms that are building, scaling, or enhancing their CAS practice. Through peer-led discussions and real-world examples, attendees will explore how successful firms are structuring, pricing, staffing, and scaling CAS offerings, leveraging technology responsibly, improving profitability, and delivering ongoing financial insight and value to clients.

This conference is designed for CAS leaders, firm partners, managing directors, and professionals responsible for developing or growing CAS strategy, operations, technology, talent, and service delivery. It is relevant for firms launching a CAS offering, expanding an established practice, or evaluating CAS as part of a broader tax, audit, or accounting services model.

• Identify the strategic and operational decisions involved in building or scaling a CAS practice.
• Evaluate approaches to define and manage scope, pricing, client onboarding, re-scoping, and profitability.
• Assess practical AI and automation applications, including potential ROI, governance, quality control, and professional oversight.
• Compare staffing, capacity, outsourcing, and skill-development strategies for building a sustainable CAS team.
• Identify the capabilities professionals need to move from transaction processing to analysis, business insight, and advisory support.

Speaker: TBD

CAS continues to evolve from transactional support into a significant growth opportunity for firms, but there is no single model for success. This opening session will examine how the CAS marketplace is changing, what clients increasingly expect, and the strategic choices firm leaders must make about positioning, investment, differentiation, and growth. Attendees will gain a clearer view of where the market is heading and the decisions that should shape their firm’s CAS strategy.

Sponsored Speakers: TBD

Growth does not automatically produce a profitable or scalable CAS practice. In this session, experienced CAS leaders will share how they define service offerings, establish pricing models, onboard clients, and create repeatable delivery processes. The discussion will address managing client expectations, recognizing when engagements need to be re-scoped, establishing accountability and quality controls, and aligning service delivery with firm performance.

Moderator: Izabela Poludniak, CPA, Partner, Sassetti LLC 

Panelists:  Ron Baker, CPA, Threshold  
Kimberly Blascoe, CPA, CPA.com 
Chuck Teel, CPA, Founder & CEO, Teel & Company

AI and automation promise greater efficiency, but not every implementation produces meaningful results. This session will examine where CAS practices are realizing measurable value today, including month-end close, transaction processing, reconciliations, reporting, dashboards, and client communications. Attendees will also explore how firms are evaluating ROI and addressing data security, verification, quality control, and professional oversight when incorporating these tools into their CAS strategy.

Speaker: TBD

As CAS practices expand, firms must rethink who does the work, what skills they need, and how capacity is managed. This session will explore team structures, staffing and outsourcing models, workload planning, career development, and the changing balance of accounting, technology, analytical, and client-facing capabilities. Attendees will gain practical ideas for developing a team that can support growth while delivering consistent value to clients.

Moderator: Izabela Poludniak, CPA, Partner, Sasseti LLC

Panelists:   
Kimberly Blascoe, CPA, CPA.com
Chuck Teel, CPA, Founder & CEO, Teel & Company

Todd Davis, CPA, CGMA, Partner, MH CPA PLLC
Jennifer Kornfeld, Director of Accounting Services, Eck, Schafer & Punke, LLP
Chuck Teel, CPA, Founder & CEO, Teel & Company