Resources

Welcome to the Resources hub for the Beyond Numbers Workshop! Everything you need for each session — including recordings, handouts, recaps, and additional materials — is organized here.

These resources are exclusively for registered participants. Please do not share outside the group.

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Workshops

CAS Playbook

An interactive tool that lets users select and rate accounting or advisory services across four roles—Operator, Steward, Catalyst, and Strategist—to assess their firm’s service capabilities and identify growth opportunities.

Exercises