Virtual Resource Center Opens: Pre-Conference Session – Introducing the New CAS Firm Self-Assessment Tool
The morning will begin with the Resource Center opening at 10:00 am ET. Join our Cloud Solution Partners and Sponsors to learn more about the latest emerging technologies. ‘Zoom w/Us’ is available if you would like to meet and speak with anyone for a more detailed conversation.
Also, watch the introduction of a new CAS Firm Self-Assessment tool in a video with creators Bill Reeb and Tommy Barie of the Succession Institute. Learn more about why the CAS Firm Self-Assessment was created and how it can help you align your firm to CAS best practices. Tommye Barie and Amy Bridges will be available via chat for Q&A.