CAS Minute
CAS Minute is your go-to podcast for actionable insights, strategies, and expert advice to elevate your Client Accounting Services (CAS) practice.
Hosted by Roman Villard, CPA, each bite-sized episode dives into key topics like CAS sales, tech stack optimization, operational efficiency, and building a culture that retains top talent. Whether you’re looking to scale your firm, implement the latest accounting technologies, or master the art of advisory services, CAS Minute delivers the tools and knowledge you need to succeed—all in just a few minutes.
Perfect for busy accounting professionals and firm leaders ready to stay ahead in the rapidly evolving CAS landscape.
CAS Minute
91 CAS Mktg: Industry Advisory Councils - How and Why to Join Them
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🎙️ Why You Should Join an Accounting Advisory Council
📌 Thinking of getting more involved in shaping the future of accounting tech? In this episode, Roman Villard shares his journey into advisory councils—what they are, why they matter, and how accountants like you can get involved.
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⏱️ Chapters
00:24 – What Are Advisory Boards & Why Do They Exist?
01:58 – From Vendor to Partner: Changing Your Mindset
02:45 – How to Get on a Council: Conferences, Relationships & Visibility
03:43 – The Application & Interview Process Explained
04:26 – Why Join? Impact, Influence & Building Better Tools
05:59 – The Hidden Benefit: Peer Relationships with Other Firm Owners
06:38 – How to Inquire & Get Started with a Council
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✅ What You’ll Learn:
- How advisory councils help shape accounting products and policy
- Tips to transition from viewing vendors as sellers to long-term partners
- Where and how to apply for council roles (including interview tips)
- Why joining a council creates a powerful peer network with other firm owners
- How visibility, feedback, and relationships can open doors
Thanks for listening! Come Say Hi đź‘‹
Full Send | Accounting & Data
LinkedIn: Roman Villard, CPA
X: @FullSendCPA
YouTube: Full Send - Accounting & Data
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