Course Details

The accountancy sector is changing.  Dramatically.   A more and more of the traditional accountancy services become commoditized, thanks to emerging technology, previously reliable revenue streams are no longer reliable.  At the same time, we see demand growing from business owners for 'more' from their accountants, more support and speedier strategic guidance.


We also see some of the largest accountancy bodies in the world (CPA) strongly encouraging their members to deliver Client Advisory Services (CAS), but this has its own challenges.  In this session, we are going to explore those challenges, and suggest ways to overcome them.  


Brenda Jordan covers the following topics during this course:

  • Share stats around the growing demand / growing opportunity
  • Share and discuss the CPA's guidance to delivering the service
  • Discuss the challenges facing accountants in the delivery of CAS
  • demonstrate how these challenges are being handled:  Technology / offshoring
  • discuss technology / AI in the support of accountants delivering CAS

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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.