Firms of all sizes wrestle with resource allocation, client expectations, capacity challenges, and much more. Ask the CAS Experts addresses your questions about doing it right.
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Q1 2025 Replay
Christine Triantos and Michelle Welch of Infinite Ties/Infinite Advisors answer CAS questions submitted by attendees and share their perspectives on offering advisory services in a modern firm.
Q2 2025 Replay
Adam Lean of The CFO Project answers CAS questions from attendees, sharing insights on offering CFO advisory services effectively within a modern firm to drive growth, value, and client success.
Q3 2025 Replay
Gaynor Meilke, founder and Chief Opportunity Officer of Charisma Ink, answers CAS questions on making advisory services visible, approachable, and a driver of desired results for your firm.
