Insights

Learn how to leverage personal goodwill in private equity transactions at every stage of a deal to create tax savings opportunities and optimize outcomes.

Learn how audit-ready teams streamline nonprofit audits, align with GAAP, and boost donor trust using PBC lists, portals, and year-round accrual close.

Learn nonprofit analytics and AI readiness strategies: build data governance, improve data quality, and deliver dashboards to drive better decisions.

Our Q4 Regulatory Compliance Digest provides the latest updates impacting financial institutions this quarter, from FinCEN, CFPB, FDIC and OFAC.

Understanding endowment accounting is vital for maintaining regulatory compliance and donor trust. Explore the core principles in our guide for nonprofits.

Explore 2025 nonprofit tax changes, IRS priorities, and compliance strategies to strengthen your organizations' tax-exempt status.

Learn best practices for endowment financial reporting, disclosures, and compliance with UPMIFA regulations.

Watch to learn how to manage fiduciary risk and liability. Explore new regulations, financial wellness strategies, and cost containment for retirement plans.

Learn effective cybersecurity strategies for nonprofits in 2025 to protect donor data, reduce risk, and strengthen your organization's digital resilience.