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Insights

Recent Insights

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Podcast

May 5, 2025

14:39

Speakers: Danny Martinez

Learn how educational institutions can improve endowment oversight, address personnel transitions, and align funds with mission-driven goals.

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Newsletter

April 24, 2026

Our Q2 Regulatory Compliance Digest provides the latest updates from FFIEC, FinCEN, CFPB, FDIC and federal bank regulatory agencies.

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Article

April 13, 2026

Discover why mid-market retailers need centralized eCommerce ERP integration to boost visibility, reduce reconciliation and protect margins as they scale.

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Alert

May 7, 2026

The CFBP's revised Section 1071 final rule amends Regulation B, reshaping small business lending data collection and compliance obligations for lenders.

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Article

May 7, 2019

Federal contractors must now offer paid sick leave. Learn the requirements and how this change impacts your contracts.

Article

October 29, 2024

Learn why AML model validation is essential for regulatory compliance and how periodic validations help banks avoid fines, reduce risks and ensure accuracy.

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Podcast

October 21, 2025

24:29

Speakers: Danny Martinez, Scott Anderson

Review key updates to GASB 102 and 103, including disclosure rules, risk assessments, and proprietary fund statement changes for governments.

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Case Study

April 1, 2025

Explore Cherry Bekaert's three-phase approach to reconcile 500K transaction and automate healthcare accounting for cost savings and efficiency.

Article

July 25, 2024

Learn how CFOs can leverage Sage Intacct to enhance financial reporting, automate processes, and gain real-time insights for strategic planning.

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Article

March 7, 2024

Updated: June 27, 2025

Learn how to prepare for Cybersecurity Maturity Model Certification and get answers to FAQs to understand compliance, levels and requirements.