Last week, the CSB Client Accounting & Advisory Services (CAAS) team had a meeting to discuss rolling out their new plans and initiatives. Our CAAS team and services have grown exponentially over the last three years.

The team has many goals moving forward, including but not limited to streamlining, improving, and creating consistency in all service lines; defining, measuring, and analyzing the current state of the CAAS line of business and identifying new areas of opportunity; and further developing CAAS team members’ confidence and cross-training them in different areas.

Members of the CAAS team are all very excited to enact these changes and see the possibilities transform into reality. According to Jennifer Lowe, “It is very exciting to see the growth in the CAAS department and I, for one, am very excited about the changes we are making. The changes will allow us to better serve our clients as well as empower the team members.”

Leaders of the CAAS team have worked tirelessly to come up with plans and procedures moving forward. Their hard work did not go unnoticed by the rest of the team. According to Misty Cutshall, “It was so refreshing to be part of a project that everyone was so passionate about.  Everyone was engaged in every element and we had fun.  It did not seem like work.  It felt like we were planning a road trip and not like we were revamping processes and procedures.”

We are very excited to see the results of this hard work and dedication by the CAAS team!