This leadership-level roundtable and professional peer group connects you with other CAAS leaders representing firms ranging from $5-40M firms and CAAS practices in Chicagoland and beyond. Tap into best practices and give your firm the added advantage it needs as it grows its CAAS practice. Accelerate your ability to recognize and overcome challenges and generate new ideas and innovations within CAAS. And, hear from experts in our profession and exchange ideas among your peers.
This powerful and interactive roundtable experience provides high value, an interactive forum, and a reliable network of CAAS professionals passionate about their practices.
CAAS Roundtable: 2024 Calendar & Topics
| Date | Format | Topic/Speaker |
|---|---|---|
| January 23, 2024 9:00 – 11:30am | Via Zoom Only. Contact Art for meeting link. | Topic: Standardizing processes, and setting our course for the roundtable year Facilitator: Art Kuesel |
| February 13, 2024 9:00 – 11:30am* | Via Zoom Only Contact Art for meeting link. | Topic: Setting boundaries, balancing CAAS with busy season, client onboarding Speaker: Chris Schulz Facilitator: Art Kuesel |
| April 30, 2024 9:00 – 11:30am | Live @ MichaelSilver w/hybrid option. Contact Art for meeting link. | Topic: Deep Dive on the CAAS Tech Stack Speaker: Deb Defer, Woodard |
| June 27, 2024 9:00 – 11:30am | Live @ MichaelSilver w/hybrid option Contact Art for meeting link. | Marketing & Growth Strategy for your CAAS Practice Speaker: Katie Tolin, CPA Growth Guides |
| August 29, 2024 9:00 – 11:30am | Via Zoom Only Contact Art for meeting link. | Staffing Strategies & training programs for your CAAS Practice Facilitator: Art Kuesel & Harry Steindler |
| October 30, 2024 9:00 – 11:30am | Live @ MichaelSilver w/hybrid option Contact Art for meeting link. | Pricing & Platform Extensions for your CAAS Practice Speaker: External TBA |
| December 16, 2024 9:00 – 11:30am | Live @ MichaelSilver w/hybrid option Contact Art for meeting link. | Building a Scalable CAAS Practice Speaker: Panel featuring Top100 CAAS Leaders |
Are you interested in joining us?
The 2023-2024 Inaugural Membership fee is $4,000 per firm. This includes:
- Two seats per firm per meeting
- Approximately 17 CPE Credits per participant
- Access to CAAS experts in the profession
- Email discussion forum
- A professional peer group
We will limit membership to preserve a high level of engagement at meetings. Approximately 17 CPE Credits earned for full participation.
Dates/locations/topics/speakers subject to change.