Thursday, December 7, 2023 Dimensional Fund Advisors
Q&A Insights: Uncovering What Drives Growth for Financial AdvisorsIn this Q&A, Catherine Williams, Dimensional’s Head of Practice Management, talks with Professor Marco Di Maggio of Harvard Business School regarding the findings of a recent survey that examined primary the growth factors for financial advisors.
Thursday, December 7, 2023 CFA Society Washington, DC
Investment Professional of the Future: Changing Roles, Skills, and Organizational CulturesThis report considers how investment industry roles, skills, and careers (the employee’s lens) and the organizational context and culture (the employer’s lens) are shaping the attributes of the investment professional of the future.
Thursday, December 7, 2023 AIWYN
What Accounting Firms Can Learn From Silicon ValleyDownload this white paper to understand how the teachings of Silicon Valley can be applied to the accounting industry to make for a more profitable firm.
Tuesday, December 5, 2023 CHIPS
Cybersecurity Guide for CPA Firms: Preparing for a Secure Tax SeasonDiscover the ultimate guide for CPA firms to fortify their cybersecurity defenses and navigate a secure tax season. Learn how a cutting-edge cybersecurity solution can prevent advanced threats, including zero-day attacks, and explore best practices to safeguard sensitive data and client trust.
Tuesday, December 5, 2023 Wolters Kluwer ELM Solutions
Practical AI for Compliance and Cost SavingsLearn how using AI in legal bill review can increase billing compliance, leading to better efficiency and cost management for large legal departments.
Friday, December 1, 2023 Iris
3 Ways to Make Your CPA Firm More EfficientEfficiency is important in accounting because it directly impacts your bottom line. Learn how efficiency reduces costs in your day-to-day operations and can even help improve your output.
Friday, December 1, 2023 The CFO Project
An Accountant's Guide to Doubling Your Firm's RevenueAn Accountant's Guide to Doubling your Firm's Revenue through CFO and Advisory Services is written exclusively for accountants, CPAs, bookkeepers, and enrolled agents who are looking to transform their practice – and double their revenue – by offering a productized CFO/Advisory service.
Thursday, November 30, 2023 AuditBoard, Inc.
2024 Focus on the Future ReportWidening Risk Exposure Gap Demands Internal Audit Transformation. Organizational capacity to manage risk is not keeping pace with today’s chaotic risk environment, creating a growing gap between risk management capacity and the fast evolving landscape of risk demands.
Wednesday, November 29, 2023 EvenUp Law
Top 5 Things Carriers Are Looking For in DemandsUncover the secrets of insurance claim adjusters in 'Top 5 Things Carriers Are Looking For in Demands' by Colin E. Brett, Esq., a revealing guide that offers insights into the minds of adjusters and strategies for personal injury lawyers to settle cases faster and more effectively.
Wednesday, November 29, 2023 Suralink
The Accounting Firm's Guide to Preparing for the Tech Stack of the FutureThe accounting industry has been changing rapidly—and there are a number of factors at play that are causing those changes. Firms that want to succeed will have to quickly adapt to this moving landscape by adopting new strategies.
Wednesday, November 29, 2023 NBEA
YIPPEE Grant Delivery PlatformYIPPEE is a grant delivery platform that provides educators access to entrepreneurship education resources for free.
Wednesday, November 22, 2023 NBEA