Recent Insights
Webinar Recording
October 28, 2025
Learn best practices for endowment financial reporting, disclosures, and compliance with UPMIFA regulations.
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.
Webinar Recording
October 28, 2025
Learn effective cybersecurity strategies for nonprofits in 2025 to protect donor data, reduce risk, and strengthen your organization's digital resilience.
33:09
Speakers: Greg Kaupp
Learn how shifting your mindset helps you us AI effectively. Greg Kaupp shares key lessons on AI strategy, business automation, and digital growth.
Webinar Recording
October 24, 2025
Watch to learn about Section 174 to 174A changes, new Form 6765 rules, and IRS guidance to optimize R&D tax credits and improve business cash flow.
Webinar Recording
October 23, 2025
Watch to learn the foundation of ethical behavior in accounting. Explore real-world examples and earn your Virginia CPA ethics CPE.
12:43
Speakers: Danny Martinez, Jason Sturdevant
Learn why finance and fundraising alignment is key for nonprofits. Improve collaboration, reporting accuracy, and strategic decision-making.
Webinar Recording
October 9, 2025
Watch and learn how AI automation is change accounting in 2025. Gain insights into AI agents, finance innovation, and evolving accountant roles.
Article
October 8, 2025
Discover how adopting Sage Intacct's dimensional chart of accounts helps streamline nonprofit operations and supports more informed decision-making.
Webinar Recording
September 30, 2025
Learn NMTC application writing best practices, from CDE readiness and CDFI Fund guidance to NOAA timing and pipeline development.