WEBINAR: SEPTEMBER 25, 2025

WEBINAR: SEPTEMBER 25, 2025

Marketing and Growing Your CAS Practice
September 25, 2025 @ 1-1:50pm ET

Discover best practices successful firms have used to develop and grow a profitable CAS practice. Over the years of helping firms with driving growth in their CAS practices, we at The Whetstone Group have seen a lot of what doesn't work along with helping them figure out what will work best for their situation. Larry Bildstein will share some of those best practices in this presentation.

Who Should Attend


  • Managing Partners
  • Partners
  • Practice leaders
  • Partners in training

Learning Objectives


  • Learn how focus on a specific target market leads to higher growth and profitability
  • Define steps to take before you start doing business development activities for maximum ROI on investments for both time and money in BD
  • Identify the key strategic decisions about practice design to help define the right growth activities
  • Understand how everyone in the practice can and should play a role in growth
  • Learn to identify growth opportunities with existing clients vs. just focusing on finding new clients
 
ADDTIONAL INFORMATION
Instructional Delivery Method:
Group Live Internet-Based.
The instructional method is lecture with active group participation and visual aids.
CPE Credit: 1
Field of Study: Business Management & Organization
Prerequisite: None
Program Level: Basic
Advanced Preparation: None
Cancel at any time for a full refund.
WEBINAR: SEPTEMBER 25, 2025CPA Leadership Institute, Inc. is registered with the National Association of the 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 the individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org.