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Video
Wednesday, September 17, 2025
FPA Live
FPA LIVE: Joe Votava on the Merger That Created FPA
Tune in to this fun series of conversations with interesting people who are doing interesting things in and out of financial planning. Each interview is held live over FPA's social media channels and provided here to allow you to tune in whenever you want.
White Paper
Wednesday, September 17, 2025
magentIQ
The Exec’s Guide to a Multi-Agent Workforce
AI is reshaping every industry, but most initiatives stall or fail to deliver value. This guide shows how the multi-agent workforce AI agents working alongside people drives speed, scalability, and smarter outcomes without losing human judgment.
Guide
Wednesday, September 17, 2025
ARAG
See the Future of Legal with a Different Kind of Client
The legal industry is constantly evolving. Discover how attorney Helena Tetzeli uses insights from legal plan clients to anticipate legal trends and strengthen her practice.
Case Study
Wednesday, September 17, 2025
Suralink
DZA Achieves Enhanced Efficiency and Client Satisfaction with Suralink
Seeking a more reliable solution, DZA implemented Suralink, leading to immediate improvements across service lines, and fostering greater client and team satisfaction.
White Paper
Wednesday, September 17, 2025
Suralink
AI at Suralink: Built for trust. Designed for you.
Suralink’s new AI features are here to support your work, simplify engagement tasks, and keep your data safe, every step of the way.
Guide
Tuesday, September 16, 2025
Law Ruler
Building a Better Law Firm: 5 Processes Your Practice Needs to Run Effectively
Running a law firm is about more than just practicing law—it’s about building efficient systems. This guide breaks down five essential processes that help firms streamline operations, boost productivity, and deliver better client experiences.
White Paper
Tuesday, September 16, 2025
magentIQ
Agentic AI in Finance: The Executive Playbook
Finance leaders face a choice: fall behind with outdated systems or lead with agentic AI. This guide reveals how CFOs can drive accuracy, compliance, and growth by pairing AI’s scale with human judgment.
Guide
Tuesday, September 16, 2025
LegalSifter, Inc.
How to Create a Contract Review Playbook
Without a contract review playbook, teams rely on tribal knowledge, redline roulette, & black-box AI that can't explain its edits. This checklist outlines the key steps to build a contract review playbook that scales your standards, speeds up review cycles, & keeps every reviewer on the same page, no matter where they sit.
Guide
Tuesday, September 16, 2025
Emry Health Concierge
Choose With Confidence: A Guide for Smarter Health Insurance Selection
This open enrollment season, give your clients the clarity they need, and strengthen your role as a trusted advisor.
Guide
Tuesday, September 16, 2025
INIT Innovations in Transportation, Inc.
A Smarter Operations Platform for Fleet Dispatch and Control
Discover how advanced fleet management software is helping transit agencies reduce delays, respond in real time, and streamline mobility across fixed-route and on-demand services.
eBook
Monday, September 15, 2025
Capterra
4 Signs Your Software Is Working (and What To Do if It’s Not)
Don’t wait for buyer’s remorse to find out your software isn’t delivering. Use this guide to assess whether your implementation is on track—or headed for regret.
White Paper
Monday, September 15, 2025
Franklin Madison