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Ask the CAS Expert replay

Enjoy recordings of our past workshops

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 submitted by attendees and shares his perspective on offering CFO advisory services in a modern firm.

 

Replay recordings do not offer CPE.