Recent Insights
Newsletter
July 30, 2026
Learn how FASB ASU 2026-02 changes environmental credits accounting, recognition, measurement, disclosures, and compliance under GAAP.
Article
November 24, 2025
Updated: July 28, 2026
Explore our four-step roadmap to digital transformation in professional services to discover strategies for staying competitive through technology adoption.
8:52
Speakers: Alex Wiley, Kristin Bettorf
Learn how modern CFOs build a connected digital core to improve finance transformation, AI adoption, data integration and business performance.
Case Study
July 1, 2026
Learn how an animal welfare organization improved fund stewardship, financial reporting, and donor restricted fund management to support growth.
20:24
Speakers: Alex Wiley, Kristin Bettorf
Learn why finance modernization is a top priority for modern CFOs and how professional services firms can improve visibility, margins, and growth.
Article
June 11, 2026
Understand what a 13-week cash flow model is and why using it as a leadership discipline rather than a crisis tool is beneficial for PE-backed firms.
Article
April 25, 2025
Updated: June 3, 2026
Understand revenue forecasting and its benefits. Explore common models, tips to improve accuracy and pitfalls to avoid for more reliable projections.
Article
June 2, 2026
Explore why collaboration between nonprofit fundraising and finance teams is essential and discover practical strategies to strengthen team alignment.
Article
July 30, 2024
Updated: May 15, 2026
Understand how to prepare for an IPO with our readiness checklist. Discover key components of preparation and strategic considerations in our guide.
Article
December 10, 2025
Updated: May 12, 2026
Explore the CECL model validation process and how independent loan reviews help maintain compliance and alignment with business goals.