Recent Insights
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.
Newsletter
October 30, 2025
Learn about FASB's three new ASUs issued in Q3 2025, covering credit losses, internal-use software, and derivative scope refinements.
Article
October 30, 2025
Learn how to leverage personal goodwill in private equity transactions at every stage of a deal to create tax savings opportunities and optimize outcomes.
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.
Webinar Recording
October 29, 2025
Learn nonprofit analytics and AI readiness strategies: build data governance, improve data quality, and deliver dashboards to drive better decisions.
Newsletter
October 29, 2025
Our Q4 Regulatory Compliance Digest provides the latest updates impacting financial institutions this quarter, from FinCEN, CFPB, FDIC and OFAC.
Article
October 29, 2025
Understanding endowment accounting is vital for maintaining regulatory compliance and donor trust. Explore the core principles in our guide for nonprofits.
Webinar Recording
October 29, 2025
Explore 2025 nonprofit tax changes, IRS priorities, and compliance strategies to strengthen your organizations' tax-exempt status.
Webinar Recording
October 28, 2025
Learn best practices for endowment financial reporting, disclosures, and compliance with UPMIFA regulations.