Course Details

Client Advisory Services (CAS) is no longer an emerging trend — it’s the present and future of accounting. Accountants and Finance Professionals who fail to adapt risk losing relevance and revenue. This course explores how data analytics, automation, and AI are transforming the delivery of CAS, creating opportunities to boost profitability, strengthen client relationships, and operate more efficiently without expanding headcount. Drawing on proven strategies from the U.S. market, presenters Brenda Jordan and Kane Polakoff will share insights on how to implement scalable, tech-enabled advisory services that set your practice apart. Whether you’re looking to grow recurring revenue or deliver greater value to clients, this webinar will equip you with practical steps to move forward.

 

Brenda and Kane cover the following topics during this presentation:


 • The evolution of CAS and why the shift from compliance to advisory is now critical.

• Key challenges facing accountants and bookkeepers — and how AI and automation address them.

• Practical strategies to increase revenue without increasing headcount.

• Real-world case studies from U.S. CAS leaders, with insights transferable to UK and Irish practices.

• Building a scalable, tech-enabled advisory model that delivers measurable client impact.

 

CPD Club

Enjoy all of the premium features of the ultimate resource for the Ireland Accounting Community

Join CPD Club

CPD Course Speaker

CEO & Founder, SOBI Analytics

Brenda Jordan

Brenda Jordan, AICPA, CGMA, turned decades of management accounting expertise into SOBI Analytics™ — an AI-powered platform delivering real-time financial and non-financial insights to help finance professionals make smarter decisions, expand advisory services, and drive client success. Since 2021, she has become a leading voice in Client Advisory Services (CAS) innovation, guiding firms from compliance-focused work to high-value advisory. Her work empowers finance professionals to boost profitability, improve efficiency, and deliver greater client impact.

CohnReznick

Kane Polakoff

Kane has more than 25 years of experience developing and implementing strategic services and solutions to help businesses drive operational growth and value. His industry experience includes private equity, banking and financial services, insurance, manufacturing, automotive, and publishing. His wide range of expertise includes strategic visioning and implementation; technology innovation, P&L management, global operations and account management; client accounting advisory services; business process outsourcing, and management consulting. Kane’s experience includes helping businesses restructure and reestablish operational excellence by transforming from a discrete service provider to a value-added integrated solution provider. In addition to working with US companies, he has led business process solutions deployment internationally, including in Australia, China, Europe, India, Israel, Mexico, and the Philippines. Kane was recently named one of the Top 100 Most Influential People in Accounting by Accounting Today. His thought leadership has been featured extensively in national publications including Accounting Today, CPA Practice Advisor, and US News & World Report. He has been a featured presenter for key industry organizations including the AICPA, Financial Executives International, Information Technology Alliance, and Digital CPA. Before joining CohnReznick, Kane was the National Client Accounting Advisory Services (CAAS) Practice Leader for a major public accounting firm.