Build, Connect & Monetize Your CAS Tech Stack

Christine Triantos is a seasoned workshop facilitator and a recognized expert in establishing and optimizing outsourced accounting practices. With over 25 years of experience in the finance and accounting industry, Christine has guided numerous organizations through the process of transitioning to outsourced accounting solutions, enabling them to streamline operations, enhance efficiency, and increase profit margins.

Christine owns Infinite Advisors, a customized CAS consulting organization dedicated to helping firms grow and enhance their CAS, accounting and bookkeeping practices.  She also launched Infinite Ties in 2024, a subscription-based membership for CAS, accounting and bookkeeping practitioners that includes extensive staff technical accounting training, webinars (technical, technology, soft skills (all curated for accountants and bookkeepers), resource documents, best practices, a comprehensive vendor and a community member forum.

Deneen Dias is a distinguished leader in the accounting profession with over 15 years of experience architecting the evolution of Client Advisory Services (CAS). As a pioneer at the intersection of AI, cloud technology, and transformational strategy, Deneen empowers firms to move beyond traditional compliance toward building scalable, high-value advisory practices.

As the Co-Founder of Infinite Ties—a premier membership community built exclusively for CAS practitioners—Deneen is dedicated to helping firms build advisory services from the inside out. Her influence spans the industry; she has guided hundreds of firms nationwide through the CPA.com CAS Roadmap Workshop, specializing in the critical foundations of a profitable practice: value-based pricing, strategic staffing, risk mitigation, and the automation of workflows.

Deneen is a vocal advocate for “scaling at the rate of technology,” ensuring that internal operations and talent development keep pace with the modern innovation curve. Her strategic guidance helps firms drive recurring revenue, deepen client relationships, and upskill teams for the future of work.

A sought-after speaker at premier industry conferences—including AICPA Engage, CPA.com’s Digital, Allinial, Boomer, and the BDO Alliance—Deneen is a recognized voice for innovation. Whether on stage or consulting one-on-one, she remains committed to helping accounting firms master the continuous evolution of the CAS business model to become indispensable strategic partners.

NASBA sponsor page: Canopy

Recommended CPE credit: 1.0 CPE Credit

Recommended field of study: Business Management & Organization

Program knowledge level: Basic

Prerequisites required: None

Advanced preparation required: None

Delivery method: Group Internet Based (or Group)

Attendance requirement: To receive full CPE credit, participants must attend the live broadcast for a minimum of 50 minutes and respond to at least 3 polling questions launched during the session.

Refund policy: Due to this program being offered free of charge, there will be no refunds issued.

Complaint resolution policy: Email us at angie.lucas@canopytax.com

Official registry statement: Canopy 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: www.nasbaregistry.org.

Texas State Board statement: We are registered with the Texas State Board of Public Accountancy as a CPE sponsor. This registration does not constitute an endorsement by the board as to the quality of our CPE program.