Insights

Uncover 4 steps organizations can take to drive efficiency and operational improvement during leadership transitions, including a practical checklist.

Learn why leadership succession planning is crucial amid the senior talent exodus and the five key elements of a plan to strengthen leadership pipelines.

Explore the court cases that expanded COVID-19 tax relief and learn how to claim your IRS pandemic penalty refund before the July 10, 2026, deadline.

Watch and learn advances Sage Intacct + Ramp integration patterns, including GL, AP, and hybrid workflows to improve spend visibility and automation.

Explore how multi-entity finance operations can use unified platforms and automation to reduce complexity, centralize workflows and scale effectively.

Watch and learn the latest Q2 tax policy changes under OBBBA, with insights on opportunity zones, depreciation, and strategic tax planning.

Explore why collaboration between nonprofit fundraising and finance teams is essential and discover practical strategies to strengthen team alignment.

Learn how New Markets Tax Credit projects are structured, including capital stacks, stakeholder alignment, and strategies to attract NMTC allocation.