Discover how firm leaders transformed a traditional outsourcing model into a scalable, advisory-led CAS practice. In this candid session, Alex and Kirsten share hard-earned lessons from five years of trial, error, and success—covering the evolution of pricing, operational redesign, and client strategy shifts that drive profitability, clarity, and stronger client relationships.
- Define a clear vision to focus the firm’s energy, eliminate misaligned work, and create a roadmap for sustainable, profitable CAS growth.
- Build intentionally for scale by designing pricing, processes, and roles that support consistency, efficiency, and expansion without overloading your team.
- Establish strong internal communication pathways so leadership, CAS teams, and adjacent service lines stay aligned, manage change effectively, and deliver a unified client experience.
