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Insights

Recent Insights

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Article

March 20, 2025

Learn how ISO 42001 and ISO 27001 help professional services firms with data protection and cybersecurity threats such as ransomware and phishing.

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Article

July 30, 2026

Explore how the role of the CFO has evolved into a finance architect connecting people, processes, data, and technology, and how to start acting on it.

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Podcast

January 12, 2023

19:04

Speakers: Sarah McGregor, Martin Karamon

The IRS released Revenue Procedure 2023-11 in December 2022 to update the IRC Section 174 guidelines. Learn more here.

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Article

September 21, 2026

Discover how technology CFOs operate as finance architects, the finance function elements they're responsible for connecting and how they can start.

Webinar Recording

August 1, 2024

Maximize your tax savings with strategic planning for transaction and restructurings. Understand ITAX and SALT exposures for compliance.

Alert

September 6, 2024

The FFIEC is retiring its Cybersecurity Assessment Tool (CAT). Learn about its impact on financial institutions, alternative frameworks like NIST 2.0, and how to crosswalk existing controls.

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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