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Building a CAS Team: Strategic Staffing Insights for a Highly Effective Practice

BUILDING A CAS TEAM: STRATEGIC STAFFING INSIGHTS FOR A HIGHLY EFFECTIVE PRACTICE

Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 19, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Hiring, recruiting, and retaining top talent continues to be one of the largest challenges facing the accounting profession, making it increasingly difficult to achieve practice growth and transformation. Now more than ever, it’s important for firms to take a holistic approach to staffing in light of macro and demographic trends.

In this webinar, we'll discuss best practices for optimizing your team's composition and explore the challenges and solutions associated with practice growth, including recruiting, retention, offshoring options, upskilling programs, and career advancement opportunities. Learn how to navigate change management principles when staff roles and titles evolve, understand how to address turnover effectively, and gain insight into the complexities of aligning your staffing strategy with your practice’s overall direction.

Learning Objectives:


  • Identify the macro and demographic trends affecting the accounting profession and understand their impact on staffing and practice growth

  • Recognize opportunities to implement best practices for recruiting, retention, and team optimization

  • Evaluate how to provide your team with technology, skills, and resources that foster career development and align with your practice’s growth objectives

  • Distinguish factors that allow CAS leaders to effectively manage change and address turnover

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Kimberly Blascoe

CPA.com
Senior Director
kimberly.blascoe@hq.cpa.com
(855) 855-5CPA

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Kim leads CPA.com’s CAS 2.0 practice transformation programs, focusing on helping firms establish and grow optimized CAS practices through consulting, practice development, and training offerings.

Prior to joining CPA.com, Kim’s career was spent more than 30 years in public accounting, with the last 13 years at Wipfli, LLP. During her time at Wipfli, Kim led their CAS practice, providing a value-driven client experience utilizing an industry-focused U.S. and offshore team delivered through an innovative digital platform. Most recently, she turned her focus to the Wealth & Asset Management industry, where she led the Broker-Dealer & Advisor Network segment of the vertical.

Kim graduated from Montana State University with a Bachelor of Science, majoring in Accounting. She lives outside Phoenix, AZ, with her family.

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Sharon Berman

Rehmann
Principal and Business Advisor
sharon.berman@rehmann.com
(248) 579-1111

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Sharon has over 30 years of experience at local firms, national firms, and in private industry. With extensive experience providing accounting, audit and review services, she has performed technical reviews and research, peer reviews and internal inspections; this makes her a natural fit for designing and implementing effective accounting solutions. She has worked with clients in various industries, but has found her niche to be working with privately-held businesses. As a frequent writer on technology for various publications, Sharon is a thought leader in the industry.

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Jenni Huotari

Eide Bailly LLP
Partner-in-Charge of Business Outsourcing & Strategy
jhuotari@eidebailly.com
(701) 476-8728

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Jenni is a partner with Eide Bailly LLP, a top 25 CPA firm nationally, based in Fargo, ND. Her time with Eide Bailly has allowed her to work with hundreds of tremendous companies. At Eide Bailly, they have a commitment to being an on-going resource to the companies and have an investment in their success and their growth. Jenni works with a wide range of companies, from those that have been around for over 100 years, to companies that literally just started. Each experience provides a very rewarding experience and a diverse range of knowledge related to many things beyond just financial information. Jenni considers herself a geek for business operations and financial information. 

About Our Presenter

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CPA.com was formed by the American Institute of CPAs. AICPA leadership knew the unprecedented pace of technological change required firms to adapt quickly and overcome the challenges of the partnership model to meet that goal. It charged CPA.com management with creating a business model, value proposition and infrastructure to help firms identify emerging trends and technologies and provide education, training and resources that would accelerate adoption.

 

CPA.com serves as a catalyst in the development of virtual CFO/controller services by firms and is now shifting its focus to similar innovations in tax and audit practices, with an emphasis on automation, artificial intelligence and the adoption of blockchain technology.