Strengthen your CAS offering with advanced FP&A strategies

Join this executive-level session for practical techniques you can put to work right away to create measurable value for your clients. It's built for advisory leaders who want to expand 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 scenario planning methods 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 put these methods to work across your CAS practice.