Why the WSCPA Client Advisory Services Summit Is for You
September 09, 2026
by WSCPA
Explore What's Possible with Client Advisory Services
The role of accounting professionals is changing. Clients still rely on CPAs for accurate financial reporting, tax compliance, and technical expertise, but increasingly, they are looking for something more: help understanding what the numbers mean, anticipating what comes next, and making better business decisions.
That’s where Client Advisory Services (CAS) comes in.
Whether your firm has an established CAS practice, is beginning to build one, or is simply exploring what advisory services could look like, the inaugural WSCPA Client Advisory Services Summit, November 12 in Bellevue and via webcast, is designed to help you take the next step.
You Don't Need "CAS" in Your Title to Attend
One of the biggest misconceptions about CAS is that it is only relevant to professionals already working in a dedicated advisory practice. In reality, the skills and strategies behind CAS are increasingly valuable for accounting professionals looking to deepen client relationships and expand the value they provide.
The Summit is for professionals who are:
- Exploring CAS and want to better understand the opportunities for their firm, clients, or career.
- Building a CAS practice and navigating questions around services, technology, staffing, pricing, and client relationships.
- Growing an established practice and looking for ways to improve efficiency, scale services, develop teams, and deliver greater value.
- Preparing for what's next and interested in how technology, AI, and changing client expectations are reshaping accounting and advisory work.
Why Attend?
Successful advisory services aren't built by simply adding "advisory" to a firm's list of offerings. They require a shift in how accounting professionals work with clients, use technology, develop their teams, and turn financial information into meaningful insight.
The CAS Summit brings together professionals and industry leaders to share practical strategies, lessons learned, and real-world perspectives on doing exactly that.
Just as importantly, it's an opportunity to connect with others navigating many of the same questions. In-person attendees can continue those conversations at the CAS Community Mixer immediately following the Summit.
Start Where You Are
You don't need to have CAS figured out before attending. That's part of the point.
Come if you're curious. Come if you're building. Come if you're looking to improve an established practice. Or come because you want to better understand where advisory services fit into the future of the profession.
Wherever you are in your CAS journey, the Summit is an opportunity to learn from others doing the work and leave with ideas you can put into action.
Client Advisory Services Summit
November 12, 2026 | Bellevue + Live Webcast | 8 CPE Credits
Learn more and register for the Client Advisory Services Summit.