The Network Effect
CAMs translate ______________ into reality by ______________, curating and ___________ for the client, and leading __________ to _____________.
CAMs translate account strategy into reality by navigating the firm, curating and delivering the best of Deloitte for the client, and leading core account operations to accelerate profitable growth.
Which team is responsible for managing the knowledge resources and repositories where you often find 'quals' materials?
Knowledge Management (KX)
What is a recommended approach when working with a Guardian?
What is the primary source platform used for creating or referencing the organization chart for the DAS team?
A) IQ
B) Jupiter
C) R360
B) Jupiter
What should CAMs do when supporting client name and logo usage requests?
A) Use the logo without permission
B) Review MSAs or Engagement Letters for permission and confirm with QRM or OGC (LCSP gives final sign-off)
C) Ignore restrictions
D) Share branding with all teams
B) Review MSAs or Engagement Letters for permission and confirm with QRM or OGC (LCSP gives final sign-off)
Which team does Lynne Sterrette lead?
Client, Industries & Insights
What all sub-teams are part of CoAE?
DAS ODC Navigate
A relationship plan identifies __________ with whom we want to _________ and __________ a relationship.
A relationship plan identifies key client executives with whom we want to cultivate and develop a relationship.
This Deloitte platform provides a three hundred sixty-degree view of client relationships, integrating data from multiple sources.
R360
Confidential information (CI) is any information about a ____, _______, or a _________ that is not available to the public.
Confidential information (CI) is any information about a client, Deloitte, or a third party that is not available to the public.
What are the three segments in ACP?
Platinum, Premier, Elite
Which team manages relationships with former Deloitte employees?
Alumni Relations
This immersive Deloitte experience brings client teams together to solve complex problems through custom-designed, facilitated workshops.
Deloitte Greenhouse Lab
Which resource should CAMs use to find relevant qualifications (Quals) for proposals?
When a CAM receives a request involving a third party (such as an event sponsor or charitable donation), what is the required process?
Who leads the CoAE team from the US?
David Thuma
The Deloitte __________ team gathers, analyzes, and delivers data-driven insights to inform strategic decisions for clients and internal teams.
The Deloitte Research and Insights team gathers, analyzes, and delivers data-driven insights to inform strategic decisions for clients and internal teams.
Which Deloitte program is designed to equip professionals with the latest industry knowledge, skills, and certifications. The program aims to foster continuous learning, enhance expertise, and ensure that professionals remain competitive in their respective fields?
The Industry Professional Program (IPP)
Which are the green dot sections in the account planning tool?
Situation & Aspirations
Cross-Business Financial Plan
___________: Individual information that is medical in nature such as health insurance records or claim payment information, medical records, diagnosis, treatment information
Protected Health Information (PHI): Individual information that is medical in nature such as health insurance records or claim payment information, medical records, diagnosis, treatment information
_________________(Fill it up) CAMs at Deloitte are those who focus on integrating the full breadth of Deloitte's services (like Consulting services, Audit & Assurance, and Tax) for clients that have fewer service restrictions compared to attest clients.
Commercial
Which team is responsible for managing the Deloitte U.S. Firms' legal affairs as they relate to any legal risks or other legal matters, including firm governance, contracts, engagements, transactions, financings, employment, litigation, disputes and regulatory matters.
OGC - Office of General Counsel
When engaging a Pioneer, what should you avoid?
Which Deloitte platform or resource can be used to understand and review upcoming events scheduled at Deloitte University (DU)?
DU Calendar
Firm Request:
When someone at Deloitte asks the CAM team for account, engagement, or event information—often for internal reporting, leadership updates, or strategic planning.
Client Request:
When the client or their procurement team approaches us directly to provide reports, data, or summaries (such as spend, contracts signed, or active projects).
An RFP (Request for Proposal) is typically which type of request—a firm request or a client request?
Client Request