Name
CAS Client Assessment Workshop
Date & Time
Tuesday, July 28, 2026, 10:30 AM - 4:30 PM
Speakers
Dixie McCurley, Cherry Bekaert, LLP
Amy Bridges, CPA.com
Dixie McCurley Amy Bridges
Description

Agenda

Tech Check: 10:00 am - 10:30 am ET

Workshop: 10:30 am - 4:30 pm ET

(Break: 1:00 - 1:45 pm)

- Introduction to the Client Assessment

- Practice Playbook

- Discovery

- Assess

Virtual Session Link
View Session
Session Type
Workshop