Recent Insights
19:03
Speakers: Danny Martinez, Scott Anderson
Explore GASB 104 guidance on capital asset disclosure and what every government finance team needs to know for 2025 reporting compliance.
Article
October 31, 2025
Explore how Opportunity Zone (OZ) investors can prepare for the expiration of capital gains deferral, from fair market valuation to liquidity planning.
Webinar Recording
October 31, 2025
Get a practical grants compliance checklist for nonprofits; including policies, training, subrecipient monitoring, procurement, and cybersecurity
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.
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.
Newsletter
October 29, 2025
Our Q4 Regulatory Compliance Digest provides the latest updates impacting financial institutions this quarter, from FinCEN, CFPB, FDIC and OFAC.
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.
Webinar Recording
October 28, 2025
Watch to learn how to manage fiduciary risk and liability. Explore new regulations, financial wellness strategies, and cost containment for retirement plans.