Kicking CAS – Tech, the gift that keeps on giving

Featuring Deb Defer, Director of CAS Consulting at Woodard

Not every tool in your CAS tech stack is earning its keep. Most firms know it. Few do anything about it.

In this 30-minute Kicking CAS Lunch & Learn, Deb joins us to talk about smart investments in technology, what moves the needle and what’s just noise.

We’ll explore:

• Deb’s go-to tech stack for CAS practices
• Where tech delivers and where it creates friction
• The triggers that tell you it’s time to invest
• How to evaluate tools without chasing every vendor pitch

Bring your questions. We’ll bring the candor.