Name
Session 2
Date & Time
Thursday, February 5, 2026, 12:00 PM - 4:00 PM
Kate Serpe Amy Bridges
Description

Tech Check beginning at 11:45 pm ET

Workshop begins 12:00 pm

- Defining Your Client Advisory Services

- Selecting Right Fit Clients

- Staffing Your CAS Practice

- Technology to Standardize CAS

Virtual Session Link
Session Type
Workshop