Kicking CAS – The CAS Staffing Blueprint: Structure First, Hire Second

Featuring Mary Ardath, Managing Director, Whitman Advisory

Most CAS practices have a staffing strategy problem.

Hiring more people doesn’t fix a practice built on reactive decisions. Reassigning CAS staff to tax during busy season creates a client experience problem.

In this 30-minute session, Mary joins us to talk about how to build a staffing model that supports CAS growth year-round.

We’ll cover:

• How to structure your CAS team so staff aren’t pulled into tax season

• What a year-round CAS staffing model actually looks like

• Where global staffing fits and where it doesn’t

• How to upskill existing staff instead of just hiring more

Bring your questions. We’ll bring the candor.