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2023 NCGFOA Summer Conference Recap

Article

August 2, 2023

NCGFOA 2023 Conference brought valuable sessions on talent retention, GASB updates, current economic trends, and more. Discover key insights in this article.

Audit & Attestation Services Government & Public Sector

Organizations and Their Next Steps in Community Development

Webinar Recording

August 1, 2023

Learn how to become a Community Development Entity and Community Development Financial Institution and access grant programs like New Markets Tax Credits.

Industrial Manufacturing New Markets Tax Credits Professional Services Professional Services Real Estate & Construction Strategic Financing Services

Maximize Your ROI by Migrating From Lotus Notes to Microsoft SharePoint: Part 3

Podcast

July 31, 2023

Digital Journeys

09:40

Migrating from Lotus Notes to SharePoint can offer valuable benefits and maximize your organization’s return on investment (ROI). Find out more.

Digital Advisory Financial Services Government & Public Sector Government Contracting Healthcare Industrial Manufacturing Life Sciences Not-for-Profit Organizations Private Client Services Private Equity Professional Services Real Estate & Construction Technology

Drew Hinnant

Drew works closely with private equity sponsors, investment banks and management teams on deals across many industries, including technology, healthcare and industrial.

Regulatory Compliance Digest | July 2023

Newsletter

July 27, 2023

The July issue of the Regulatory Compliance Digest features a summary of the latest updates: CFPB on Section 1071, Third-Party Risk, OFAC Filing Reminder.

Financial Services Financial Services Regulatory Compliance Risk Advisory Services Technology

ERC Audits: How to Prepare

Article

July 27, 2023

The IRS is auditing Employee Retention Credit (ERC) claims. Cherry Bekaert can assist in documenting your eligibility and resolving IRS issues.

Employee Retention Credit Financial Services Healthcare Industrial Manufacturing Life Sciences Private Equity Professional Services Technology

Capitalizing on Elective Pay and Transferability of Tax Credits Under the Inflation Reduction Act

Article

July 25, 2023

Understand the IRS' guidance on elective pay and transferability of tax credits under the IRA. Learn how to capitalize on clean energy tax credits.

Financial Services Healthcare Industrial Manufacturing Life Sciences Private Equity Professional Services Technology

Evolving Role of the CFO and Digital Transformation of the Finance Department

Article

July 24, 2023

Explore the evolving role of CFOs as strategic partners, enabling finance transformation with technology across finance departments.

Digital Advisory Financial Services Healthcare Industrial Manufacturing Life Sciences Private Client Services Private Equity Technology

July ERC Update: Industry Insights

Webinar Recording

July 21, 2023

Explore ERC qualifying factors, strategies, and compliance considerations for auto dealerships, educational institutions, churches, technology companies, manufacturing, and healthcare.

Employee Retention Credit Financial Services Healthcare Industrial Manufacturing Life Sciences Private Client Services Private Equity Professional Services Technology

A Future Course for Success: Strategic Assessment for a Law Firm

Case Study

July 20, 2023

Discover how our Digital Advisory team's strategic assessment helped a Middle Market Law Firm overcome profitability challenges and positioned the business for growth.

Digital Advisory Professional Services

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