2025 Client Advisory Services Meeting
August 25-27, 2025 │ Grand Hyatt Nashville | Nashville, TN
Monday, August 25, 2025
7:00 – 7:30 a.m. │ Registration
7:15 – 8:30 a.m. │ Breakfast
8:30 – 8:50 a.m. │ President’s Welcome & Opening Remarks
Grace Horvath, President & CEO, CPAmerica, Inc.
8:50 a.m. – 10:30 a.m. │CAS Benchmarking Survey and Current State of the Industry
Amy Bridges, CPA.com
2 CPE│ Business Management & Organization │ Overview
Pre Req: None │ Adv Prep: None
10:30 – 11:00 a.m. │Networking Break
11:00 a.m. – 12:15 p.m. │AI-Powered Client Advisory Services: Transforming with Intelligent Automation and Strategic Insights
As artificial intelligence rapidly evolves, CPAs have unprecedented opportunities to enhance their client advisory services beyond traditional compliance work. This session explores cutting-edge AI applications that are revolutionizing how accounting professionals deliver strategic value to their clients. From predictive financial modeling and automated risk assessment to intelligent cash flow forecasting and personalized business intelligence dashboards, discover how forward-thinking firms are leveraging AI to provide deeper insights, improve decision-making, and strengthen client relationships. Attendees will learn practical implementation strategies, examine real-world case studies, and explore emerging AI tools specifically designed for client advisory engagements. Whether you're looking to modernize your practice or expand your advisory service offerings, this session will equip you with actionable insights to harness AI's potential in serving your clients more effectively.
Todd Cooper, CPA.com
1.5 CPE│ Technology │Basic Pre Req: None │ Adv Prep: None
12:15 – 1:15 p.m. │Lunch
1:15 – 2:30 p.m. │ Member Sharing: Show Me Your Tech Stack
1.5 CPE │Technology │ Overview Pre Req: None │ Adv Prep: None
2:30 – 3:00 p.m. │ Networking Break
3:00 – 4:15 p.m. │ Hidden in Plain Sight: Three Ways to Uncover Growth Opportunities Inside Your Firm
What if your next wave of growth through advisory services didn’t require a new service, system, or hire just a fresh perspective on what you already have? In this session, Jerry Hammel of McGuire Sponsel will unpack how CPA firms can unlock untapped growth through three underutilized avenues:
1⃣ Data mining – turning client, billing, and project data into business development gold
2⃣ Relationship-led expansion – rethinking how to use internal collaboration and partner relationships to cross-sell effectively
3⃣ Service line leverage – identifying firm-wide inflection points where advisory services, CAS, or specialty tax can add immediate value
This session is designed for firm leaders, CAS professionals, and growth-focused team members attending CPAmerica’s CAS Conference who are looking to maximize what’s already within reach. Walk away with practical tools, conversation starters, and a new lens for business development without burnout.
Jerry Hammel, McGuire Sponsel
1.5 CPE │ Business Management & Organization │ Basic Pre Req: None │ Adv Prep: None
5:00 – 6:00 p.m. │ Welcome Reception
Tuesday, August 26, 2025
7:15 – 8:20 a.m. │ Breakfast
7:30 – 8:20 a.m. │Business Before Hours: The 90-Day Workflow Reset: Improving Efficiency Without Overhauling Your Entire System
Tired of bloated processes and endless “system overhauls” that never stick? This session introduces a practical 90-day framework to refresh your workflows without tearing everything down and starting from scratch. You’ll learn how to identify the small but high-impact changes that unlock efficiency, reduce wasted effort, and free up your team’s capacity. Instead of chasing shiny tools or massive restructures, you’ll walk away with a simple roadmap to reset your workflows so you can hit goals faster, create clarity, and make real progress in just three months.
David Cristello, Founder & CEO, Jetpack Workflow 1 CPE │ Business Management & Organization │ Basic Pre Req: None │ Adv Prep: None
8:30 – 9:45 a.m. │ State of CAS Offshoring and Outsourcing Staffing Models
Join Alex Kirillov, Senior Director at alliant, for an insightful session exploring the current state of Client Accounting Services (CAS) offshoring and outsourcing staffing strategies. This presentation addresses the critical operational challenges CPA firms face when scaling their CAS practices that often create major bottlenecks.
Attendees will learn practical approaches to overcome common obstacles in CAS delivery, discover effective ways to drive organic growth, and explore cross-selling opportunities through analytics and AI integration. The session will feature real-world examples of processes and strategic frameworks for identifying growth opportunities.
Alex Kirillov, Senior Director, alliant 1.5 CPE │ Business Management & Organization │ Basic Pre Req: None │ Adv Prep: None
9:45 – 10:15 a.m. │ Networking Break
10:15 – 11:30 a.m. │ Member Sharing – Staffing Models
1.5 CPE │ Business Management & Organization │ Basic Pre Req: None │ Adv Prep: None Req: None │ Adv Prep: None
11:30 a.m. – 12:30 p.m. │ Lunch
12:30 p.m. – 1:45 p.m. │ Activating The Advisory Mindset
Do you call yourself an Advisor, but in actuality you find you are stuck in the compliance work? Alternatively, maybe you find that you are uncomfortable learning the advisory skills needed and instead choose to do the accounting work because it is more familiar and comfortable? Being an Advisor is not for everyone. However, for those that desire to become an Advisor, it can be the most rewarding work of your career.
Being an Advisor is a mindset. It is the relationship that the client desires so they can translate what the financial results of the business are telling them. When you have an advisory mindset, you understand both the operational and financial aspects of your client’s business and can create strategic plans with them to achieve their goals. That is when you become a true Cherished Advisor®, one that your client can’t imagine living without and you feel more fulfilled by the work you are doing.
In this session you will learn:
• What is the difference between being an Accountant and being an Advisor
• The Cherished Advisor journey and the evolution of the client relationship
• The personal steps to take to change your mindset and create the boundaries between Accounting and Advisory
• What the Advisory communication techniques are in order to deliver the most value to your clients
• How to utilize technology to automate the transactional work and instead spend more time developing the KPIs and Dashboarding to help you facilitate advisory conversations
Amy Vetter, The B³ Method Institute
1 5 CPE │ Business Management & Organization │ Basic Pre Req: None │ Adv Prep: None
1:45 – 2:15 p.m. │ Networking Break
2:15 – 3:30 p.m. │ Member Sharing – Changing Habits to Support a Successful Service Pivot
Facilitated by Amy Vetter, The B³ Method Institute
1.5 CPE │ Business Management & Organization │ Basic Pre Req: None │ Adv Prep: None
3:45 – 4:35 p.m. │ Member Sharing Anything Goes
1 CPE │ Business Management & Organization │ Basic Pre Req: None │ Adv Prep: None
5:00 – 6:00 pm │Connection Reception – Connect with your peers and make plans with fellow members to explore Nashville.
Included in Registration fee for attendees and guests Attire: Casual
Wednesday, August 27, 2025
7:15 – 8:20 a.m. │ Breakfast
7:30 – 8:20 a.m. │Business Before Hours: Leveraging Technology and Automation for CAS Efficiencies
Eli Gill, Chief Technology Officer, Paro 1 CPE │ Business Management & Organization │ Basic Pre Req: None │ Adv Prep: None
8:30 – 9:45 a.m. │ CAS Conversations: Engage with the Expert
Panelists: Amy Bridges, CPA.com & Amy Vetter, The B3 Method Institute
1.5 CPE │ Business Management & Organization │ Basic Pre Req: None │ Adv Prep: None
9:45 – 10:05 a.m. │ Networking Break
10:05 – 11:20 a.m. │ Member Sharing: Business Development
Facilitated by Amy Vetter, The B³ Method Institute
1.5 CPE │ Business Management & Organization │ Basic Pre Req: None │ Adv Prep: None
11:20 a.m. – 12:20 p.m. │ Working Lunch - Action Planning for Quarterly Call Follow-Up - Wrap-Up and 2026 Pre-Planning