CAS in Practice: Scaling, Automation, and Profitability

The Illinois CPA Society presents a virtual conference bringing together firm leaders and industry experts to share practical strategies for building, scaling, and optimizing client accounting services (CAS) practices. Attendees will gain insights on profitability, pricing, operations, AI and automation, talent development, and delivering greater value to clients.

Be sure to join us as we cover the topic below.

Building a Scalable CAS Team: Roles, Skills, and Capacity – October 21, 2026, 11:15 A.M. – 12:05 P.M. CT

As CAS practices expand, firms must rethink who does the work, what skills they need and how capacity is managed. This session will explore team structures, staffing and outsourcing models, workload planning, career development, and the changing balance of accounting, technology, analytical, and client-facing capabilities. Attendees will gain practical ideas for developing a team that can support growth while delivering consistent value to clients.