Recent Insights
Webinar Recording
November 18, 2025
Watch and learn 2025 year-end tax planning strategies to reduce taxable income and leverage OBBA benefits for your business before the year closes.
28:18
Speakers: Steven J. Ursillo, Jr.
Discover the key drivers of AI compliance, from new regulations to vendor risk management, and learn how to prepare for AI governance challenges.
Webinar Recording
November 13, 2025
Watch as CFOs discuss leadership, strategy, and professional growth. Learn what it takes to succeed in finance leadership today.
Article
November 13, 2025
Tax provision automation enhances efficiency and compliance. Explore the software and roadmap companies can leverage to streamline their processes.
Webinar Recording
November 11, 2025
Watch and learn how IT risk assessments fuel cyber resilience, helping organizations identify vulnerabilities, mitigate threats, and stay compliant.
15:38
Speakers: Mike Piotrowski , Daniel Wheadon
Learn how inventory optimization drives working capital, improves cash flow, reduces costs, and boosts customer satisfaction with real-world insights.
Webinar Recording
November 7, 2025
Watch and learn how modern AI dashboards and data automation help executives with real-time analytics, transform strategy, and drive business growth.
Report
November 4, 2025
Our CFO survey reveals mid-market CFO focus areas — data integration, forecasting, talent and AI. Get the full 2025 report and 12-action roadmap today.
30:30
Speakers: Steven J. Ursillo, Jr.
Learn how AI compliance frameworks like SOC 2, ISO 42001, and NIST build trust, manage risk, and ensure responsible artificial intelligence governance.
Webinar Recording
October 28, 2025
Watch to learn how to manage fiduciary risk and liability. Explore new regulations, financial wellness strategies, and cost containment for retirement plans.