Leadership Accelerators
CAAS Leaders
Accelerator
This selective program provides a high-value member experience to Chicagoland and Milwaukee area client accounting and advisory services professionals. As a member, you will connect with other local CAAS peers. Share challenges and solutions with peers. Accelerate your ability to recognize and overcome challenges. Generate new ideas and innovations. Tap into best practices and give your firm the added advantage it needs.
Your annual CAAS Leaders Accelerator Membership includes approximately seven sessions per year, some live and some via videoconference. Our interactive meetings will address specific challenges and obstacles as well as professional trends. Compelling guest speakers and facilitators will provide additional insights while expanding opportunities for networking and connection. Membership is limited to ensure that every meeting delivers meaningful, valuable engagement and connection. CPE eligible!
2026-2027 Calendar & Topics
Date
Location
Topic
February 5, 2026
9:00 – 11:30am
In person at Michael Silver + KSM
or via Zoom – Contact Us to Reserve your Spot
“Trends in CAAS Tech Stack”
Roman Kepczyk, CPA.CITP
April 28
9:00 – 11:30am
In person at MichaelSilver + KSM
or via Zoom –Contact Us to Reserve your Spot
“The Firm (and CAAS Practice) of 2030”
Jody Padar, CPA, The Radical CPA
June 2
9:00 – 11:30am
In person at Michael Silver + KSM
or via Zoom – Contact Us to Reserve your Spot
“Lessons Learned from 25 years in CAAS”
Jody Grunden, CPA, Partner and Virtual CFO Practice Leader, Anders
August 12
9:00 – 11:30am
Via Zoom –Contact Us to Reserve your Spot
“Optimizing your CAAS Team Structure, Roles & Responsibilities”
Rachel Dillon, Cofounder, Collective by DBA
September 29
9:00 – 11:30am
In person at MichaelSilver + KSM
or via Zoom –Contact Us to Reserve your Spot
“Where are you on your Journey to CAS 2.0?”
Kate Serpe, CPA and/or Kim Blascoe, CPA, AICPA’s CPA.com
November 12
9:00 – 11:30am
In person at MichaelSilver + KSM
or via Zoom –Contact Us to Reserve your Spot
TBA
December 8
9:00 – 11:30am
Via Zoom –Contact Us to Reserve your Spot
“CAAS Leader Panel” (Topic TBA)
Jeff Clark, Saltmarsh and TBA
2027 SNEAK PEEK
February 9, 2027
9:00 – 11:30am
In person at Michael Silver + KSM
or via Zoom – Contact Us to Reserve your Spot
“Up to the Minute Evolutions in CAAS Tech”
Deb Defer, Woodard
Fees & Credits
Fees: $5,000 for two members from your firm.
Join anytime, we will prorate your membership.
CPE Credits: approximately 17 per participant
Membership Includes:
- Two seats per firm per meeting
- Easy access to CAAS experts within the profession
- Email discussion forum for continued conversation outside of group sessions
- A peer group of industry professionals in CAAS