Live Stream: CAS Workshop

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Online Learning
10-19-2026
4.00 credits
Member price: $189
Non-member price: $249
Details Sessions Speakers
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OVERVIEW

Learn. Connect. Grow Your Advisory Practice.

Join the Tennessee Society of CPAs for the 2026 CAS Workshop, a focused half-day experience designed for Client Advisory Services professionals looking to enhance their firms, teams, and technology. Gain practical insights on building high-performing CAS teams, optimizing your advisory technology stack, and creating stronger collaboration between CAS and tax departments to uncover new cross-selling opportunities and deepen client relationships.

Featuring industry experts David Peters and Randy Johnston, this workshop delivers actionable best practices, emerging technology strategies, and innovative approaches to growing advisory services in today's evolving accounting landscape.

Whether you're leading a CAS practice or expanding advisory offerings within your firm, you'll leave with ideas you can immediately implement to improve efficiency, profitability, and client impact.

Registering for more than 5 people in your organization or firm? Save 15% off conferences and conference live stream events and 10% off all TSCPA seminars and seminar live streams! Click here to register your team.

CREDITS
Accounting
1.00 credits
Computer Software & Applications
1.50 credits
Personnel/HR
1.50 credits
FIELDS OF INTEREST
A&A
LEVEL
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Randolph Johnston, MCS

 

Randy has been a top-rated speaker in the technology industry for over 40 years. Inducted into the Accounting Hall of Fame in 2011, Randy is listed as a Top 25 Thought Leader in Accounting from 2011-2023. His influence throughout the accounting profession is highlighted once again this year by being a recipient of the 2022 Accounting Today Top 100 Most Influential People in Accounting award for the eighteenth consecutive year. Among his many other awards, he holds the honor of being one of nine technology stars in the U.S. by Accounting Technology Magazine.

In addition, Randy writes a monthly column and produces a weekly podcast for The CPA Practice Advisor, features for the Journal of Accountancy, creates articles for accounting and technology publications, and is the author of numerous books. He has started and owns multiple businesses, including K2 Enterprises in Hammond, Louisiana, and Network Management Group, Inc. in Hutchinson, Kansas. NMGI has supported CPA firms for 30+ years and is the largest managed service provider serving the CPA profession in North America.
His wife and four children enjoy many experiences together, including theatre, music, travel, golf, skiing, snorkeling, and model trains. His experience as a college instructor, management and technology consultant, and advisor to the profession will be evident to you in today's presentation.

David Peters, CPA, CFP, ChFC, CLU, CPCU

 

David Peters is the Founder and Owner of Peters Professional Education in Richmond, VA, and a registered Investment Advisor Representative (IAR) with Peters Financial LLC. He brings over 20 years of experience across financial services, including three years in the hedge fund industry and six years in insurance, giving him practitioner-level command of tax, accounting, insurance, and financial planning.

David served as Compare.com’s first-ever Chief Financial Officer, a role he held for more than three years. He holds four master’s degrees and has built a national teaching career across multiple platforms: a top-rated discussion leader for Surgent, a former instructor for Don Farmer seminars, and a trusted presenter for state CPA societies, national associations, and private firm trainings. That range — across national providers, state societies, and private firms — is part of what sets him apart, and he adapts his delivery to any room without losing the clarity participants consistently point to as his signature strength.

Participants and program organizers describe David as one of the most engaging technical instructors they work with, someone who breaks down complicated tax law, accounting standards, and financial planning concepts into clear, actionable guidance. David received the AICPA Outstanding Facilitator Award in 2021, 2023, and 2024, and Surgent’s Outstanding Discussion Leader Award in 2019 and 2022. He co-authored the Virginia CPA Ethics course in 2018, 2019, and 2020, a requirement for all CPAs licensed in Virginia. Through Peters Professional Education, David is the author and instructor for over 125 CPE courses spanning tax, accounting, finance, insurance, financial planning, ethics, and entrepreneurship.

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10-19-2026

Building a Better CAS Team: Being a Better Teammate and Manager

Start: 8:30AM

End:  9:45AM

When stepping into a leadership role in the accounting profession, many practitioners are surprised to see how their job shifts from being less about analysis and more about people.  In many ways, accounting skills take a backseat to the ability to build a positive culture and increase engagement.  This is becoming increasingly difficult in an AI world.  In this course, we will utilize research and survey results to help identify the qualities of a top CAS manager.  We will use case studies to identify how leadership skills may be used in real life situations to build a better culture within your CAS team and your company.

 Learning Objectives

  • Identify the attributes of a good manager according to research and surveys
  • Recognize ways to increase communication awareness in the workplace
  • State how communication gaps between tax and client advisory services professionals can be remedied.
  • Recall techniques for measuring workplace engagement.

Optimizing Your CAS and Advisory Tech Stack

Start: 9:55AM

End:  11:10AM

Client Accounting Services (CAS) has become a cornerstone of modern CPA firms, offering opportunities for enhanced client relationships, recurring revenue streams, and streamlined operations. This course provides accounting professionals with practical guidance on implementing and optimizing CAS within their firms. Participants will explore the foundational elements of CAS, including service offerings, pricing models, and client communication strategies. The course delves into the technology tools essential for CAS, including accounting software, workflow automation, and reporting platforms. It offers insights into best practices for managing client expectations and delivering consistent, high-value services. In addition, participants will examine case studies of successful CAS implementations, review current trends affecting CAS, and identify critical steps to build a scalable CAS practice aligned with their firm's goals. The course also addresses the importance of data security, governance, and compliance in providing CAS, ensuring ethical and professional service delivery.

Learning Objectives

  • Identify essential technology tools and strategies for CAS implementation
  • Evaluate various pricing models and their application to CAS offerings
  • Outline critical considerations for maintaining data security and regulatory compliance in CAS
  • Develop a roadmap for building or enhancing a scalable CAS practice
  • Recognize the scope and benefits of Client Accounting Services for CPA firms
CREDITS
Computer Software & Applications
1.50 credits

CAS and Tax Departments Working Together: Cross-Selling

Start: 11:20AM

End:  12:10PM

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