Name
Session 2
Date & Time
Thursday, March 12, 2026, 11:00 AM - 3:00 PM
Kate Serpe Amy Bridges
Description

Tech Check beginning at 10:45 am ET

Workshop begins 11:00 am

- Defining Your Client Advisory Services

- Selecting Right Fit Clients

- Staffing Your CAS Practice

- Technology to Standardize CAS

Virtual Session Link
Session Type
Workshop