Insights

Watch and learn how modern AI dashboards and data automation help executives with real-time analytics, transform strategy, and drive business growth.

Watch and gain insights into the global and U.S. economy, rate forecasts, and how API-driven automation is reshaping banking and finance.

Review the top 10 finance challenges nonprofits face today and learn how to modernize systems, improve reporting, and enhance financial sustainability.

Get a practical grants compliance checklist for nonprofits; including policies, training, subrecipient monitoring, procurement, and cybersecurity

Review ERP system considerations for nonprofits: fund accounting, chart of accounts, HR/payroll integration, data migration, and change management tips

Learn how audit-ready teams streamline nonprofit audits, align with GAAP, and boost donor trust using PBC lists, portals, and year-round accrual close.

Learn nonprofit analytics and AI readiness strategies: build data governance, improve data quality, and deliver dashboards to drive better decisions.

Explore 2025 nonprofit tax changes, IRS priorities, and compliance strategies to strengthen your organizations' tax-exempt status.

Learn best practices for endowment financial reporting, disclosures, and compliance with UPMIFA regulations.

Watch to learn how to manage fiduciary risk and liability. Explore new regulations, financial wellness strategies, and cost containment for retirement plans.