The Evolution of Advisory Services to CAS 2.0™ and Kim Blascoe from CPA to Firm Mentor and Coach
Release Date: 12/18/2023
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Transforming CPA Firms: Insights from Lisa Simpson on Business Model Transformation
Digital CPA by CPA.com
Podcast Description: In this episode, we’re joined by Lisa Simpson, VP of Firm Services at the AICPA, to explore the critical topic of business model transformation for CPA firms. Lisa shares insights on what business model transformation means, why it’s becoming essential, and the driving forces behind this shift. We’ll discuss the challenges firms face, the opportunities transformation presents, and practical advice for getting started. Lisa also sheds light on future trends shaping the industry and the role of leadership in fostering successful change. Don’t miss this conversation...
info_outlineDuring this early morning conversation over coffee, Kim and Kalil start with a light hearted chat about Kim’s evolution from public accounting in both small and large firms to eventually becoming a Client Advisory Services (CAS) practice mentor and coach. It soon becomes clear from their conversation that Kim’s extensive experience in CAS, and personal evolution over the decades, actually closely mirrors the evolution of CAS practices and the profession itself. Some could say Kim is the face of the CAS profession. Grounded in wisdom and deep experience Kim provides us with a unique peak into what’s coming next for CAS practices.
Grab a cup of coffee and join Kim and Kalil in their discussion about:
- Understanding the evolution of CAS over the decades to bring us where we are today
- The growing sophistication of CAS practices and how their performance and results are accelerating
- The importance of aligning vision, mission, strategy and goals to a successful CAS practice
- Technology as an essential component and enabler of your strategy but should not be the strategy itself
- Considerations for customer facing vs internally facing tech stacks
- The importance of using frameworks, cycles and tested methodologies for building and transforming a CAS practice
- Accelerating the transformation of new and mature CAS practices using the CAS 2.0™ framework
Ø Learn more about CAS Professional Services, Coaching and Consulting: CAS Professional Services | CPA.com
A little bit about Kim Blascoe
As Sr Director of CAS Professional Services, Kim leads CAS2.0 Practice Transformation Programs, focusing on helping firms establish and grow optimized CAS practices through consulting, practice development, and training offerings. Prior to joining CPA.com, Kim spent over 30 years in public accounting, the last 13 years at Wipfli, LLP. For most of her time at Wipfli, Kim led their CAS practice providing a value-driven client experience utilizing an industry focused US and offshore team delivered through an innovative digital platform. Most recently Kim had turned her focus specifically to the Wealth & Asset Management industry where she led the Broker Dealer & Advisor Network segment of the vertical.
The Digital CPA podcast is a production of CPA.com. All rights reserved.
Listen and find out more at digitalcpa.com/podcast.