Clear Filters

Podcast

January 18, 2024

28:37

Speakers: Laurel Tinsley, Sarah McGregor, Brooks E. Nelson

The Innovate Fund secures $50M NMTC allocation for community development. Learn about the NMTC and it's impact on low-income regions.

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 14, 2023

22:00

Explore the latest technology and trends from Microsoft Ignite 2023. Dive into AI, Microsoft Copilot, Power Platform and Verdocs integration.

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 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.