Clear Filters

Podcast

January 16, 2024

23:50

Gain valuable insights on Anti-Money Laundering (AML) Model testing & monitoring. Learn about the key limitations of AML models and what to focus on during testing.

Podcast

December 20, 2023

12:36

Speakers: Neal W. Beggan

Listen to our podcast to learn the SOX “hot buttons” to look out for as 2023 comes to an end. Discover how to prepare for coming SOX & PCAOB changes.

Podcast

December 13, 2023

35:42

Speakers: Brooks E. Nelson, Sarah McGregor, Timothy Doran

Discover the latest updates on energy tax credits and incentives under the IRA. Learn how to transfer and monetize them effectively.

Podcast

October 20, 2023

12:21

Speakers: Jim Holman, Steve Holliday

Listen to our podcast to discover strategies on how to get started for fostering a culture of continuous improvement and driving transformation in your organization.

Podcast

October 19, 2023

24:11

Speakers: Audrey Magennis

Gain valuable insights on Anti-Money Laundering (AML) Model Validation and Optimization. Explore best practices, documentation, and compliance requirements.

Podcast

October 10, 2023

10:09

Speakers: Jim Holman, Steve Holliday

Discover the importance of the Business Process Maturity Model and its attributes to advance your organization’s continuous improvement. Explore the 5 maturity levels.

Podcast

September 29, 2023

24:57

Speakers: Brooks E. Nelson, Sarah McGregor, Martin Karamon

Stay informed about ERC updates and IRS guidance. Learn about credit unions' ERC eligibility, dirty dozen, recapturing erroneous ERC claims, disqualifications, and more.