Leading the Shift: Mastering Your Firm’s Transition to CAS

Listen and learn from industry experts

Moving to a Client Advisory Services (CAS) model isn’t just a strategic decision, it’s an opportunity to rethink how your firm creates value, leads from within, and builds stronger connections with clients. Making the shift takes confident leadership, clear choices, and a team ready to go beyond traditional compliance work.

In this webinar, Jina Etienne, CPA, CGMA, CDE® from Etienne Consulting, shares how to tackle the real work behind a CAS transition: how to check if your firm is ready, explore uncertainty, and help your team adopt new ways of thinking and working.

Now available: Leading the Shift: Mastering Your Firm's Transition to CAS

Catch the replay of this forward-looking webinar sponsored by Forwardly. Join us to gain actionable insights to help you lead with clarity, guide your team through mindset shifts, and build a firm culture that supports long-term success in advisory services.

Highlighted guests

Jina Etienne, CPA, CGMA, CDE  

Jina Etienne is a results-oriented leader with proven success in serving diverse clients, developing unique products and services, and creating value for customers, stakeholders and team members. As a CPA with a 32+ year career in public accounting, she brings first-hand experience within the profession to her work. She began her career in public accounting in the tax department of Touche Ross (now Deloitte). She left Deloitte to launch her private practice, Etienne & Associates, LLC, providing accounting and tax solutions to a diverse client base. She sold her practice to join the AICPA as Director – Taxation, Tax Ethics & Professional Standards, AICPA Tax Section at the American Institute of CPAs (AICPA).