Change is just a theory until your firm is in the middle of living it, and Client Advisory Services (CAS) is no exception. In this course, we will explore how the "C" in CAS represents not only Clients but also Change. As your clients navigate back-office transformations through CAS, the ACES (Accountabilities, Cadence, Environment, and Strategies) Model offers a structured approach to managing these transitions effectively. Attendees will discover practical tools and strategies designed to simplify the process of adapting to change, making it more manageable for both your firm and your clients.

Learning Objectives:

• Identify the components of the ACES Model and its significance in managing change


• Describe practical tools that can be applied to enhance your firm's adaptation to change


• Define specific strategies tailored for both new and established CAS practices to facilitate smoother transitions

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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