Expert Strategy Sessions
Get experienced perspective on the decision in front of you.
Work directly with a CAS advisor on a specific question involving AI, cybersecurity, governance, or emerging technology. We will help you examine the options, understand the tradeoffs, and identify practical next steps.
Choose a session ↓What people bring to a session.
Strategy and decisions
Pressure-test an AI strategy, investment, implementation plan, or board decision.
Governance and security
Work through AI governance, agentic AI, cybersecurity, vendor risk, or accountability questions.
Readiness and assessments
Review SARA Mini findings, interpret gaps, or determine whether a deeper assessment is useful.
Expertise and capacity
Identify the specialized expertise, leadership support, or implementation capabilities your organization needs.
What is included
Dedicated time with an appropriately matched advisor.
Discussion of options and tradeoffs.
Practical next steps.
Choose a session.
Senior Advisor Sessions are led by experienced CAS practitioners. Executive/Principal Sessions are led by CAS’s executive leadership.
Advisors are matched based on your question, the expertise required, and availability. Tell us if you have someone in mind; we will confirm before you book.
Payment is at checkout. You choose a time after purchase; we confirm the advisor and slot by email.
Senior Advisor Session
1 hour
For: one focused question or a SARA Mini debrief
Includes: live virtual session, review of your question, brief written summary within three business days.
$400Book session →
Senior Advisor Session
2 hours
For: a working session on several related questions or a team discussion
Includes: live virtual session, review of your question, brief written summary within three business days.
$700Book session →
Executive/Principal Session
1 hour
For: a board-level or executive decision with CAS’s executive leadership
Includes: live virtual session, review of your question, brief written summary within three business days.
$600Book session →
Executive/Principal Session
2 hours
For: a strategy or implementation plan that needs senior pressure-testing
Includes: live virtual session, review of your question, brief written summary within three business days.
$1,000Book session →
Before you book
What’s included: dedicated time with a CAS advisor, review of your submitted question, and a brief written summary of key considerations and next steps within three business days.
Advisor and format: matched to your question and availability; live virtual session. Tell us if you have someone in mind.
Rescheduling: one complimentary reschedule with at least 24 hours’ notice.
Cancellations: full refund with at least 48 hours’ notice; 50% refund or rescheduling credit with 24 to 48 hours’ notice. Within 24 hours and no-shows are nonrefundable.
Scheduling: payment first; you choose a time afterward and we confirm by email.
Availability: if CAS cannot accommodate your booking, you may reschedule or receive a full refund. Full session policy →
Larger or more complex engagement? Talk with CAS directly →
Session policy +
Written follow-up. Each session includes a brief written summary of key considerations and recommended next steps, delivered within three business days. It captures the principal points discussed and is intended to help you move forward. It does not constitute a formal assessment, legal opinion, implementation plan, or other separately commissioned deliverable.
Rescheduling. Sessions may be rescheduled once without additional charge with at least 24 hours’ notice, subject to advisor availability. Requests made less than 24 hours before the session may be treated as late cancellations. Additional rescheduling requests are subject to CAS Strategies’ approval.
Cancellations and refunds. Cancellations made at least 48 hours before the session are eligible for a full refund. Cancellations made between 24 and 48 hours before the session are eligible for a 50% refund or a one-time rescheduling credit. Cancellations made less than 24 hours before the session, and no-shows, are nonrefundable. If CAS Strategies must cancel a session, you may reschedule or receive a full refund.
Preparation and scope. Sessions address a defined question or set of closely related issues. You may submit relevant background information in advance for the advisor’s review. Extensive document review, independent research, formal assessments, and additional deliverables are outside the standard session scope and may be arranged separately.
What a session is not +
A standard strategy session does not provide legal advice, penetration testing, certification, incident response, or a comprehensive technical assessment. If your question needs one of those, we will say so and point you to the right path.