Level up your CAS team with advanced FP&A strategies

This executive-level workshop cuts through theoretical frameworks to deliver sophisticated, implementable techniques that drive measurable value for your clients. 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 Michael Ly, CEO of Reconciled, for an in-depth examination of advanced financial advisory approaches that scale across complex client portfolios.

What we'll discuss:

• Architecting comprehensive financial dashboards that integrate leading and lagging indicators
• Designing strategic reporting frameworks that elevate decision intelligence for executive teams
• Next-level cash flow and balance sheet forecasting that holds up even when markets get unpredictable
• Smart approaches to custom metrics that go beyond vanity numbers to track what really drives client growth
• Sophisticated scenario planning methodologies that quantify risk and opportunity across multiple variables
• Real solutions to those challenging client questions that separate trusted advisors from basic service providers

This high-impact session is designed for experienced practitioners seeking to refine their team's approach to financial advisory services. Bring your leadership team, strategic questions, and readiness to implement these advanced methodologies across your CAS practice.