Recent Insights
Webinar Recording
March 26, 2025
Watch to learn how nonprofits and government entities can leverage direct pay credits for clean energy funding, tax relief, and financial sustainability.
Case Study
March 11, 2025
Learn how NMTC and LIHTC funding helped Ginsoko Development build a modular manufacturing facility that's boosting housing and jobs in Michigan.
Newsletter
July 24, 2025
Our Q3 2025 Regulatory Compliance Digest highlights the latest updates from FinCEN, CFPB, FDIC, OFAC and federal bank regulatory agencies.
Article
July 14, 2026
Uncover how proactive cybersecurity measures strengthen security posture and the key strategies organizations can implement to build cyber resilience.
Podcast
February 4, 2026
27:59
Speakers: Daniel Wheadon
Learn how finance modernization helps CFOs shift from reporting to strategic decision support and drive performance, insight, and growth.
Report
June 16, 2025
Understand the M&A trends affecting banks, and their response to technological changes, bank failures, post-pandemic pressures and regulatory action.
Alert
February 27, 2025
President Trump proposes closing the carried interest loophole, learn how this impacts taxation on private equity fund managers' income.
Report
February 2, 2024
This report explores key challenges and other dynamics that impacted the Private Equity landscape in 2023 and presents the industry’s outlook for 2024.
Newsletter
October 23, 2026
Review notable Q3 2026 SALT updates and insights addressing compliance, planning and alignment amid state and local tax policy developments.
Webinar Recording
October 9, 2026
Learn how modern CFOs can drive finance modernization with AI, automation, forecasting and finance transformation.