Name
Introduction to CAS Workshop
Date & Time
Thursday, September 24, 2026, 11:30 AM - 3:30 PM
Speakers
Description
- Why Client Advisory Services?
- Defining your firm’s CAS Vision
- Selecting ideal CAS clients
- Building your CAS staffing model
- Planning for CAS technology
- CAS pricing approaches
- Measuring CAS success
- Planning your CAS strategy