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Small business environment and CAS strategies
October 10, 2024 · 61 min

Topics include: 

DC and profession update  

SMB environment and the election scenarios analysis 

Key technical updates 

Client advisory services (CAS) strategies and practitioner insights 

  

Speakers:  

Michael Cerami, EVP, CPA.com 

Lisa Simpson, VP, Firm Services, AICPA 

Mark Peterson, EVP, Advocacy, AICPA 

Gene Marks, President, The Marks Group 

Kim Blascoe, Senior Director, CAS Professional Services, CPA.com 

Rob Henderson, Partner-in-Charge, Advisory, Windes