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.
1.00 credits
1.50 credits
1.50 credits
Mary Kathryn Allen, CPA
Mary Kathryn began her career serving large multi-state public companies. As she continued to find her purpose, she moved to more privately held companies, specializing in the businesses and the family groups that owned the businesses. She enjoys building relationships with her clients so they can grow together.
Chandler Croom, CPA
Chandler Croom, CPA, is a Principal at BDO with 15+ years of public accounting experience and a decade of focus on restaurant and QSR franchise clients. He provides outsourced accounting and CFO advisory services to multi-unit operators nationwide, helping clients
improve profitability and make data-driven decisions.
Chandler also develops and leads training programs for franchisees, including a system-wide financial curriculum for Domino’s operators focused on building strong financial foundations from day one.
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.
Brian Tankersley, CPA.CITP, CGMA
Brian Tankersley is a consultant who advises US firms and companies on accounting technology issues. Mr. Tankersley is a frequent speaker at continuing education courses for K2 Enterprises, writes for multiple accounting media outlets, and publishes a nationally recognized blog on accounting and technology (www.cpatechblog.com). Mr. Tankersley has over 25 years of professional experience, including accounting, auditing, technology, and education, has been with K2 Enterprises since 2005.
Tankersley has been recognized eight times as one of the "Top 25 Thought Leaders in Public Accounting Technology" by Cygnus Business Media. Brian has made presentations in 48 of the 50 US states and has served as a guest speaker for many professional accounting organizations across Canada. He has received numerous awards for his writing and speaking from state CPA societies. Brian has presented sessions at most major national accounting technology conferences, including AICPA TECH+/Practitioners Conference, The Sleeter Group's Solutions Conference, Sage Summit, CCH Connections, and Thomson Reuters Synergy User Conference.
Brian is a certified public accountant (Tennessee), a certified information technology professional (CITP), and a Chartered Global Management Accountant (CGMA). He holds bachelor's degrees in both Accounting and Finance, cum laude, from the University of Tennessee. Tankersley also maintains numerous vendor software certifications, and is a member of the Tennessee Society of CPAs and the American Institute of CPAs.
Brian and his family make their home in Farragut, Tennessee.