PRA2508. The Messy Middle - Mastering Transition from Growth to Scale

Learning Objectives:

• Know that the future of CAS is built on the efficiencies gained from technology and standardizations.
• Consider alternative metrics for defining CAS success, such as net client fees per professional, annual client revenue, and staff and client satisfaction.
• Understand the spectrum of services available under the CAS umbrella, and look for opportunities to generate revenue and add value by offering more business insights level services.