Agenda:
- Welcome and Introductions
- Results from a recent member survey are shared — what energy advisors (EAs) value, their challenges, and key priorities. Insights about member satisfaction, engagement, and what members think CACEA should focus on going forward.
- Strategic Plan:
- CACEA’s board presents a forward-looking strategic plan based on survey findings.
- Major strategic directions: raising the professional profile of EAs, strengthening member services, increasing influence with industry stakeholders (e.g., utilities, government), and improving internal operations.
- Discussion
Login required to view full content.
