Recent Insights
Article
August 9, 2024
Understand the cybersecurity risks associated with generative AI and how to manage them with comprehensive AI risk management programs.
Case Study
April 29, 2026
See how JASTECH uses NMTC financing to expand environmental education, brownfield redevelopment, and workforce programs in Philadelphia.
Case Study
June 4, 2025
Learn how Cherry Bekaert helped Claflin University secure NMTC financing to fund its $26.7M Student Activity and Community Center.
Case Study
February 11, 2026
See how strategic financing and capital campaigns are helping Meals on Wheels Greenville expand services, food access, and support aging adults.
Video
December 19, 2025
Discover how our Strategic Financing Services team empowered communities through jobs, growth and opportunities in our 2025 year-in-review video.
Article
July 24, 2023
Explore the evolving role of CFOs as strategic partners, enabling finance transformation with technology across finance departments.
Webinar Recording
September 30, 2025
Learn NMTC application writing best practices, from CDE readiness and CDFI Fund guidance to NOAA timing and pipeline development.
Webinar Recording
September 13, 2023
Watch our webinar to hear the latest developments in the Inflation Reduction Act and CHIPS Act. Learn how your business can benefit from these tax credits.
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
May 4, 2026
Ready to take your company public? Learn about the IPO process, including key steps and common challenges, to prepare for a successful launch.