Learning Tracks:

The CAS Manager Track was built specifically for CAS professionals ready to step into leadership and operate at a higher level. This immersive self paced 12-month training experience equips rising managers with the operational, strategic, and people leadership skills needed to move beyond task execution and start managing a scalable, profitable advisory practice.

A 12-month journey to level up your advisory skills and transform how you work.
Through monthly learning modules, participants develop practical skills in communication, trust-building, client discovery, conflict management, critical thinking, influence, productivity, and advisory judgment. Each month builds on the last, creating a comprehensive framework that moves you beyond technical expertise to becomea confident, trusted advisor who can guide meaningful client conversations, drive better business outcomes, and deliver greater value in a technology-driven profession.

We’ve designed a complete, practical learning experience exclusively for Client Advisory Services (CAS) Staff & Seniors. The purpose-built, blended-learning format is a result of dozens of interviews with CAS leaders. With 12 months of CAS curated content (4 hours/month, including videos, quizzes and monthly tests) CAS teams will walk away more confident, more consistent and ready to contribute at a higher level. Badge Certification upon completion.