Recent Insights
Article
November 22, 2024
Updated: June 19, 2025
Learn more about financial planning and analysis, along with budgeting and forecasting, with these definitions and frequently asked questions.
Video
April 29, 2025
Hear what top executives are saying about staying competitive in a dynamic market and the power of community learning at TechRise 2025.
Article
March 20, 2025
Learn how ISO 42001 and ISO 27001 help professional services firms with data protection and cybersecurity threats such as ransomware and phishing.
Article
March 11, 2025
Learn how business email compromise (BEC) scams work, their financial impact and key prevention strategies to protect your business from email fraud.
Article
December 4, 2024
Prepare for the FFIEC CAT sunset in 2025 with guidance on selecting and implementing alternative cybersecurity frameworks for financial institutions.
Case Study
November 21, 2024
Learn Cherry Bekaert's process for defining KPIs for HVAC and plumbing firms to track key financial metrics, support revenue targets and drive growth.
Webinar Recording
September 11, 2024
Watch to learn what accounting co-sourcing is, its benefits, and how it differs from outsourcing. Discover if it's the right solution for you.
Alert
September 6, 2024
The FFIEC is retiring its Cybersecurity Assessment Tool (CAT). Learn about its impact on financial institutions, alternative frameworks like NIST 2.0, and how to crosswalk existing controls.
Article
August 30, 2024
Get a complete SOX compliance checklist and prepare for Sarbanes-Oxley audits. Ensure 404 compliance with this downloadable checklist.
Article
August 27, 2024
Stay compliance with the FTC Safeguards Rule. Understand the risks of noncompliance and learn how to secure your dealership's financial and personal data.