Name
Intro to CAS for Staff Workshop
Date & Time
Friday, November 13, 2026, 11:00 AM - 2:00 PM
Amy Bridges Elise Spencer
Description
  • Welcome and Short History of CAS 
  • Defining Modern Client Advisory Services 
  • CAS Best Practices (with participant activities) 
  • CAS as an Innovative Practice Area 
  • CAS Staffing Roles and Career Pathways 
  • CAS KPIs and Metrics by Staff Role 
  • CAS Service Scope  
  • CAS Technology 
  • CAS Change Management