Course ID: INTROCAS

Introduction to Client Accounting Services

Client Accounting Services has been recognized as one of the fastest growing service areas for accounting firms for the foreseeable future. CAS Associates play a major role in this rewarding area. This course provides the CAS Associate with an in-depth tour and some specialized training to gain mastery and confidence as part of the CAS Industry.

Learning Objectives

After completing this course participants will be able to:

  • Recall many of the important details regarding performance as a CAS Associate or Transaction Specialist as part of an organization that provides both Client Accounting Services and Client Advisory Services
Major Topics

Major topics include:

  • CAS Overview
  • Review of Many of the Accounting Functions typically performed by CAS Associates
  • Review of the Roles and Responsibilities within a CAS Division
  • Provide an overview of soft skills CAS Associates should focus on developing
  • Acknowledge the Challenges, Risks and Rewards
  • Provide more in depth coverage of areas that CAS Associates should gain proficiency, including soft skills, reconciliations, communication, feedback and the professional growth opportunities
Advanced Preparations

None

Who Should Attend

CAS Associates as well as their direct supervisors.

Fields of Study
Specialized Knowledge
Prerequisites

None

CPE Credits
12.0
Level
Basic

This course is available for your group as:

 

Let's Roll!

To learn more or customize this course for your group, complete this form and a BLI team member will get back with you shortly.

Or, contact BLI: or team@blionline.org
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