The ideal Client Advisory Services (CAS) practice helps you and your clients establish the ideal AP and spend management structures in your back office. Your firm may also have other offerings that fall within your CAS umbrella. Whatever it looks like in your firm, the advisory in CAS is often the most complex to implement. Advisory relies on your people; their expertise takes CAS from technological efficiency to improved business client growth.

Learning Objectives:

• Recognize what clients truly value when it comes to the advisory in CAS


• Define the skills, mindsets, and firm leadership required to create a successful advisory practice


• Practice building advisory skill sets into your existing staff development programs


• List concrete ways to position the value of your advisory skills in the marketplace and with clients