CPE Eligible

CAS 3.0 — The Next Frontier in Advisory Services [Plus Opening Remarks]

Wednesday, July 29, 2026
11:50 am - 1:00 pm

CAS 3.0 marks a powerful evolution in how firms serve their clients. This session will explore how leading practices are moving beyond financial reporting to deliver holistic, strategy-driven guidance that helps clients make key growth and operational decisions. Panelists will discuss how integrated tech stacks are driving efficiency and expanding service offerings, and how proactive, data-driven insights are empowering firms to predict outcomes and guide clients toward smarter, future-focused business strategies.