TRUE Advisor® CAS Mastery Series with Hitendra Patil
Note: The Registration Page link is for the full SIX Part Series.
Early Bird Expiring May 9. Save $100. Then $295.
The TRUE Advisor® CAS Mastery Series is designed for accounting firm owners and CAS practice leaders who have already launched CAS, built the practice, staffed it, priced it, and served clients through it. The sessions are built around what happens next - the places where CAS stops delivering what it was supposed to deliver, and what to do about each one. Across six 1 hour CPE sessions, Hitendra Patil addresses the structural failure points that stall CAS practices after the initial launch: model misalignment, positioning confusion, pricing breakdown, delivery gaps, ineffective demand creation, and the identity shift that makes all other improvements sustainable. Each session builds on the last, culminating in the TRUE Advisor® standard for long-term advisory impact.
⏹️ Recommended Audience: Firm owners and managing partners; CAS practice leaders; partners overseeing advisory service lines at firms with existing CAS revenue.
When you complete this series, you will be able to:
🎓Identify which structural breakpoints are limiting your CAS revenue and margins, and distinguish them from surface-level symptoms
🎓Reframe how you describe CAS so clients understand what they are actually buying
🎓Diagnose the specific causes of pricing erosion in your practice and correct them
🎓Conduct client conversations that move from financial data to decisions the client acts on
🎓Build a client interaction model where advisory demand surfaces from the existing relationship
🎓Apply the TRUE Advisor® standard across positioning, pricing, delivery, and client engagement
CPE Credits: up to 6 CPE available based on attendance
Field of Study: Business Management & Organization
Level: Intermediate Prerequisites: Experience operating or leading a CAS practice; completion of CAS foundational education recommended
Delivery Method: Group Internet Based
About the Sponsor
The CPA Trendlines Academy (Thomas Advisors LLC d/b/a) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors via its website at nasbaregistry.org.
Six sessions beginning May 19th, from 1:00 pm to 2:00 pm EDT The series is priced at $195 for all sessions. Paced every other Tuesday to allow digestion and preparation for the next session in the Series
May 19, 1:00 pm to 2:00 pm EDT — The Three Reasons CAS Stalls After Year One
Revenue growing, margins flat, advisory sliding back toward compliance, and senior staff carrying more than the model can sustain. This session gives firm owners a diagnostic to identify which of the three structural breakpoints is limiting their practice, and what a realistic correction looks like for each.
June 2, 1:00 pm to 2:00 pm EDT — Clients Don’t Pay For CAS Services They Can’t Picture
Most CPA firms describe what they do in CAS. Clients (continue to) hear "accounting." This session covers what outcome-based positioning actually looks like in practice, why it closes pricing resistance that additional capability rarely closes, and how firms that have made this shift describe their services differently.
June 16, 1:00 pm to 2:00 pm EDT — What Breaks CAS Pricing, And When It Happens
Pricing set at launch tends to hold until the scope expands and client expectations shift. By then, the economics are already off, and the conversation to correct them is harder. This session covers what drives that erosion, how a particular rule affects engagement structure and pricing flexibility, and how to have the repricing conversation without losing the client relationship.
June 30, 1:00 pm to 2:00 pm EDT — Getting From The Report To A Decision The Client Actually Makes
Accurate financial reports are not advisory. They are the raw material for it. The difference between producing data and conducting a conversation that changes what a client does next is a judgment issue, and it is not addressed anywhere in the market at meaningful depth. This session builds the thinking framework that closes it.
July 7, 1:00 pm to 2:00 pm EDT — How Advisory Demand Gets Created Without A Sales Conversation
Clients don’t seek out advisory services. They seek out help with a specific problem, such as cash, a decision, or something they can’t work through alone. The firm's growing advisory team found ways to surface those moments from inside the existing client relationship. This session provides the trigger-based framework for doing that.
July 21, 1:00 pm to 2:00 pm EDT — The Four Things That Separate A True Advisor® From An Accountant Who Added CAS
The CAS model is a service structure. Advisory is a way of thinking. Firms that add the service without changing the thinking tend to end up with the same work, differently invoiced. This session defines the TRUE Advisor® standard, i.e., the four foundational requirements for client relationships where real advisory is happening, and provides participants with a 90-day practice plan to build toward it.