Web Seminar

Data analytics advisory: Business insights that drive client success

Past event date: August 17, 2023 Available on-demand 60 Minutes
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Today's businesses say their finance function is not proactive enough in using data and analytics to identify, prioritize, and address critical business issues. What opportunities and challenges does this pose for client advisory services (CAS) practices as they look to expand their Trusted Business Advisor role?

CAS practices that deliver financial, non-financial, and industry-specific KPIs that go beyond traditional metrics are able to facilitate more timely, and strategic decision-making. By connecting data trends with critical business issues, these business insights lay the foundation for better outcomes.

Discover ways CAS practice are helping clients achieve strategic and profitability improvement goals by:

  • Apply data analytics across your client base to drive more value
  • Establishing vertical and niche expertise through industry KPIs
  • Analytics tools: what to look for
  • Upskilling talent that holds analytics, creative, curious, and intuitive skill sets
Speakers
  • Brian Singleton.jpeg
    Brian W. Singleton
    Director
    FORVIS
    (Speaker)
  • elinor-litwack.jpg
    Elinor Litwack CPA
    Partner
    Outsourced Accounting and Advisory Services, GRF CPAs & Advisors
    (Speaker)
  • Nicole Ksiazek.jpg
    Nicole Ksiazek CPA, CGMA
    Director, SIAP Strategy and Sales
    Sage
    (Speaker)
  • adoyen-speaker.png
    Ashley Doyen
    Manager, CAS Firm Strategy
    CPA.com
    (Moderator)