Content Provider
Handout Materials
Presentation Slides
Additional Materials
Webinar Technical FAQs
Free cpe webinars
Automation: The Cornerstone of a Well-Designed CAS Practice


Cost Free
Presentation Length 1.0 hour

Recorded DateFebruary 26, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Automation is the cornerstone of a well-designed CAS practice. In an era where automation is vital and change can be challenging, it’s important to focus on how you can set a strong foundation. Whether you’re a newcomer to client advisory services (CAS) or looking to grow your practice, understanding how to leverage the right automation technology will allow you to transform your clients’ financial operations.

Join us as we guide you through the strategic necessity of automation and how it paves the way for more robust advisory roles. We’ll explore BILL’s all-in-one financial operations platform and how accounts payable, accounts receivable, and spend and expense management are the bedrock of a CAS practice. By integrating all financial operations you’ll learn how to unlock new firm efficiencies, control client spending, and increase cash flow visibility.

Learning Objectives:

  • Recognize the strategic significance of automation in CAS, with a focus on how bill pay serves as a critical entry point for more advanced advisory services

  • Summarize the rising importance of spend and expense management in a comprehensive CAS offering

  • Determine the key features and benefits of integrated platforms for AP, AR, and spend and expense management, with a spotlight on their role in enhancing your advisory capabilities

  • Outline how the choice of technology not only impacts internal firm processes but also improves the quality and breadth of client services

  • Identify why now is a pivotal moment to adopt automated solutions in CAS, for the sake of scalability and greater advisory roles

Not logged

Amy Merletti
Senior Integrated Marketing Manager


Amy Merletti is the Senior Manager for the Academic & Student Engagement team at the AICPA. Amy joined the AICPA in 2015 and oversees the Academic Champion program, Accounting Pilot & Bridge Project along with other key influencer initiatives. Prior to joining the AICPA, Amy worked in the marketing industry for a top accounting firm in Miami, FL. Her experience includes marketing strategy, brand management, event execution, and public and media relations. Amy received her bachelor’s degree from Florida Atlantic University in public communications with a minor in business hospitality and tourism management.


Kimberly Blascoe
Senior Director
(855) 855-5CPA


Kim leads’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, 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.


Jessica Barnas is a partner and a leader of our finance and accounting solutions team advisory group, leveraging her in-depth knowledge of accounting software and financial processes and procedures as she guides our clients into the future, allowing them to focus on their core business.


Mario Ruiz

Senior Product Marketing Manager
(650) 621-7700


Mario is a proven marketing and product strategy leader in the SMB SaaS and Fintech space, delivering high-value solutions to busy and overworked small business segments. His strengths are research, building teams, innovation, content creation, driving initiatives from scratch, competitive intelligence, and full end-to-end Go To Market planning. With a background in journalism, product management, and marketing at software companies, Mario is equipped to provide insights into how businesses can better use technology to become more efficient and create a stronger offering for their customers.

About Our Presenter

Cpacomlogo 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 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. 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.