FP&A in practice: Advanced strategies to elevate CAS at your firm

A tactical guide to elevating your CAS team's advisory capabilities with advanced FP&A methodologies

Empower your CAS offering with advanced FP&A strategies

Join this high-impact, executive-level session that cuts through theoretical frameworks to deliver sophisticated, implementable techniques that drive measurable value for your clients. It's perfect for advisory leaders looking to enhance their team's analytical toolkit and service delivery.

Join Fady Hawatmeh, former CFO turned CEO of Clockwork.ai and Casey Irving, Senior Partnership Manager at Thomson Reuters, for an in-depth examination of advanced financial advisory approaches that scale across complex client portfolios.

What we'll discuss:

  • Design strategic reporting and custom metrics frameworks to track what truly drives client growth.
  • Implement next-level cash flow forecasting and financial modeling to control unpredictable levers.
  • Apply sophisticated scenario planning methodologies that quantify risk and opportunity across multiple variables.
  • Provide real solutions to challenging client questions, distinguishing trusted advisors from basic service providers.

Designed for experienced practitioners seeking to refine their team's approach to advisory services, bring your leadership team, strategic questions, and readiness to implement these advanced methodologies across your CAS practice.

Meet our speakers

Learn from industry experts with years of experience, ready to share actionable insights and proven strategies.

Fady Hawatmeh
Founder & CEO of Clockwork.ai

FAQs

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Which pricing plan is right for me?
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Do I have to sign a long-term contract?
Do you offer anything for CPAs, outsourced CFOs, and other partners to use this with their clients?
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How does the integration work with QuickBooks Online and Xero?