Client Advisory Services Summit 2026 IN PERSON
8.0 Credits
Member Price $409.00
Non-Member Price $519.00
Overview
Be a part of the inaugural Client Advisory Services Summit!
Whether you're leading an established CAS practice, looking to build or scale a new practice, or simply exploring a career in advisory services, this event offers practical strategies and expert insights to help you move forward. Learn from experienced CAS leaders as they share real-world strategies and the essential skills needed to grow and sustain a successful advisory practice.
Because relationships are at the heart of every successful CAS practice, the CAS Summit also provides opportunities to connect with peers and industry experts. Stay for the networking happy hour to continue the conversation, exchange ideas, and build valuable connections that will support your CAS journey long after the conference ends.
Highlights
Growing and sustaining a successful advisory practice.
Prerequisites
None.
Designed For
Those who are leading an established CAS practice, looking to build or scale a new practice, or simply exploring a career in advisory services.
Objectives
Learn from experienced CAS leaders, explore real-world strategies, and gain the essential skills needed to grow and sustain a successful advisory practice.
Preparation
None.
Leader(s):
- Andrew Groth, Clark Nuber PS
- Anna Hoobler, Employee Benefits Client Advisor
- Craig Connell, Shareholder, CAAS Director, Sweeney Conrad
- Dan Tritch, Director, YPTC
Leader Bios
Andrew Groth, Clark Nuber PS
Spencer is a technology driven CPA with a passion for optimizing accounting technology for his clients. He leverages AI and data analytics to support the growth of businesses in all industries with respect to their accounting/finance processes and procedures. Spencer enjoys working with a variety of clients, including privately held businesses, high net worth individuals, and not-for-profits.
Craig Connell, Shareholder, CAAS Director, Sweeney Conrad
Craig Connell, CPA & Manager Craig has been in Public Accounting since 2005 and with Moss Adams since 2012. He primarily works within the Healthcare and Manufacturing industry groups in the Assurance practice. He is a member of the Washington Society of Certified Public Accountants and American Institute of Certified Public Accountants.
Non-Member Price $519.00
Member Price $409.00