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Live Webcast Replay

Profiting from Client Advisory Services

Total Credits: 2 including 2 Computer Software & Applications - Non-technical

Average Rating:
ACPEN Industry Institute |  Industry
Brian F. Tankersley, CPA.CITP, CGMA
Course Levels:
2 Hour
Product Type:
Live Webcast Replay
Access for 30 day(s) after program date.

Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.


Client Advisory Services (CAS) can be a profitable addition to your practice. How do you develop an effective, profitable offering? What are the considerations for service creation, controlling scope creep, people management, product selection, and scalability? What services should be offered? While many vendors have CAS programs they want you to adopt, when you attend this session you will receive an independent blend of profitable strategies and straightforward advice.

Basic Course Information

Learning Objectives
  • Select CAS technologies for your firm from proven options
  • List service offerings
  • Differentiate between levels of service
  • Create a profitable CAS plan for your firm

Major Subjects
  • Service offerings to consider
  • Software options for a CAS practice
  • Procedures to consider for your firm
  • Specific techniques to improve productivity and profitability
  • Key errors to avoid

Course Materials


Brian F. Tankersley, CPA.CITP, CGMA's Profile

Brian F. Tankersley, CPA.CITP, CGMA Related seminars and products

Director, Strategic Relationships

K2 Enterprises, LLC

Brian Tankersley is a consultant who advises US firms and companies on accounting technology issues. Mr. Tankersley is a frequent speaker at continuing education courses for K2 Enterprises, writes for multiple accounting media outlets, and publishes a nationally recognized blog on accounting and technology (  Mr. Tankersley has over 25 years of professional experience, including accounting, auditing, technology, and education, has been with K2 Enterprises since 2005.  Brian started teaching CPA review courses in 1997, and currently works with Yaeger CPA Review.

Tankersley has been recognized eight times as one of the “Top 25 Thought Leaders in Public Accounting Technology” by Cygnus Business Media. Brian has made presentations in 48 of the 50 US states and has served as a guest speaker for many professional accounting organizations across Canada.  He has received numerous awards for his writing and speaking from state CPA societies. Brian has presented sessions at most major national accounting technology conferences, including AICPA TECH+/Practitioners Conference, The Sleeter Group’s Solutions Conference, Sage Summit, CCH Connections, and Thomson Reuters Synergy User Conference.

Brian is a certified public accountant (Tennessee), a certified information technology professional (CITP), and a Chartered Global Management Accountant (CGMA).  He holds bachelor’s degrees in both Accounting and Finance, cum laude, from the University of Tennessee. Tankersley also maintains numerous vendor software certifications, and is a member of the Tennessee Society of CPAs and the American Institute of CPAs.

Brian and his family make their home in Farragut, Tennessee.


Thu, May 27, 2021 - 11:00am to 12:50pm CDT
Wed, Jun 02, 2021 - 01:00pm to 02:50pm CDT
Sat, Jun 19, 2021 - 03:00pm to 04:50pm CDT
Fri, Jul 02, 2021 - 09:00am to 10:50am CDT
Tue, Jul 20, 2021 - 11:00am to 12:50pm CDT
Mon, Aug 02, 2021 - 01:00pm to 02:50pm CDT
Wed, Aug 25, 2021 - 03:00pm to 04:50pm CDT
Sat, Sep 11, 2021 - 09:00am to 10:50am CDT
Wed, Sep 22, 2021 - 11:00am to 12:50pm CDT
Sat, Oct 02, 2021 - 01:00pm to 02:50pm CDT
Mon, Oct 18, 2021 - 03:00pm to 04:50pm CDT
Wed, Nov 10, 2021 - 09:00am to 10:50am CST
Sat, Nov 20, 2021 - 11:00am to 12:50pm CST
Fri, Dec 03, 2021 - 01:00pm to 02:50pm CST
Sat, Dec 18, 2021 - 03:00pm to 04:50pm CST

Additional Info

Basic Course Information

Original Recording Date 06/01/2020
Date Added to Catalog 06/17/2020
Prerequisites None
Advanced Preparation None
Designed For All
Course Developer K2 Enterprises
Yellow Book No

Additional Information

Instructional Delivery Method Group Internet Based
Complaint Resolution Policy Please contact Anne Taylor for any complaints., (972-377-8199).
Official Registry Statement Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:
Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
Course Registration Requirements Online Registration



Overall:      4.8

Total Reviews: 6


Thomas S

"Just right"

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