Description

Join fellow CPA professionals for an interactive roundtable focused on building and optimizing a tech stack to support Client Advisory Services (CAS). Led by INCPAS member Nick Wallpe, CPA, this session will explore the tools, integrations, and strategies firms are using to deliver scalable, high-value advisory services.

Share your experiences, discuss common challenges, and learn how others are selecting, implementing, and refining their technology to improve efficiency, insights, and client outcomes. Whether you’re just getting started or looking to enhance an existing CAS tech stack, this collaborative discussion will provide practical ideas and peer-driven insights you can apply right away.

Come prepared to:

• Discuss your current tech stack and pain points

• Explore tools for workflow, reporting, and client communication

• Exchange ideas for improving integration and scalability

• Gain real-world recommendations from peers and industry experience

Instructor: Nick Wallpe, CPA and Stacey Wilson

Target Audience

For Client Advisory Services Member Section members only!