Resources
Whether you’re looking for industry insights, thought leadership that sparks ideas, or explanations of technical topics without the jargon, we have the resources you need.
Your 2025 Tax Changes Guide: What the 'One Big Beautiful Bill' Means for You
The One Big Beautiful Bill (OBBB) is the most sweeping tax reform in nearly a...
Judicial Dollars and Cents
In Judicial Dollars and Cents: A Virtual CFO’s Playbook to Help Law Firms Cre...
Webinar: Communicating Financials to Nonfinancial People
Have you ever noticed how your client’s eyes glaze over when you start talkin...
Webinar: Optimize Your Pricing and Delivery Strategies to Improve Client Experience
When running a firm, it can seem like there's endless problems to solve. Your...
Webinar: Pricing and Packaging Your CAS Offerings
Join us for an insightful webinar as we dive into innovative billing strategi...
Webinar: Launching Your Virtual CFO Practice
Want to shift your accounting practice away from compliance work and into adv...
ON-DEMAND RECORDINGS - Regulation CC: Preparing for Upcoming Threshold Increases and Common Sense Advice to Reduce Errors in Your Hold Procedures
Prepare your institution for upcoming Regulation CC threshold increases and g...
ON-DEMAND RECORDINGS | Home Mortgage Disclosure Act Refresher - Including What Reporters Must Know Prior to Section 1071 Implementation
Financial institutions are correctly concerned about how Section 1071 impleme...
ON-DEMAND RECORDINGS - Section 1071 - Implementation Strategies and Impact on CRA and Fair Lending
After a series of legal challenges, Section 1071 implementation dates have be...
Digital Dollars and Cents
What if you could pull a lever to improve your company’s performance?
...
ON-DEMAND RECORDINGS - Steer Clear of These Common Errors in Adverse Action and Loan Servicing
Errors in your adverse action or loan servicing procedures can negatively imp...
ON-DEMAND RECORDINGS: Exploring the Anders Startup Funding and Outlook Survey Report: Where is the St. Louis Startup Ecosystem Headed?
The St. Louis startup community is growing, putting the region on track to be...
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