Recent Insights
Webinar Recording
November 7, 2025
Watch this in depth session on Opportunity Zones 2.0. Explore tax incentives, compliance updates, and strategies for Qualified Opportunity Funds.
Webinar Recording
November 7, 2025
Watch and learn how 48 CFR impacts CMMC compliance. Discover tips for scoping, SSPs, CUI, and engaging C3PAOs.
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.
Webinar Recording
November 4, 2025
Review the top 10 finance challenges nonprofits face today and learn how to modernize systems, improve reporting, and enhance financial sustainability.
19:03
Speakers: Danny Martinez, Scott Anderson
Explore GASB 104 guidance on capital asset disclosure and what every government finance team needs to know for 2025 reporting compliance.
Webinar Recording
October 31, 2025
Get a practical grants compliance checklist for nonprofits; including policies, training, subrecipient monitoring, procurement, and cybersecurity
Webinar Recording
October 31, 2025
Review ERP system considerations for nonprofits: fund accounting, chart of accounts, HR/payroll integration, data migration, and change management tips
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 30, 2025
Learn how audit-ready teams streamline nonprofit audits, align with GAAP, and boost donor trust using PBC lists, portals, and year-round accrual close.
Newsletter
October 29, 2025
Our Q4 Regulatory Compliance Digest provides the latest updates impacting financial institutions this quarter, from FinCEN, CFPB, FDIC and OFAC.