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Video
Wednesday, June 17, 2026
FPA Live
FPA LIVE: What Journalists Want, and How to Give It to Them
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.
Guide
Wednesday, June 17, 2026
Nasdaq, Inc.
Your Board Is Talking About AI. Are You Prepared to Govern It?
AI governance is now a board responsibility. As AI adoption accelerates, boards face growing pressure to provide oversight, manage risk, and establish governance frameworks. Learn the key questions directors and governance leaders should be asking now.
White Paper
Monday, June 15, 2026
mot-r
Beyond Endurance: What Resilient Legal Operations Actually Require
Endurance has been the profession's answer to every operational failure. This paper makes the case that it was never the right one — and what the evidence says to do instead.
Case Study
Monday, June 15, 2026
CETROM TX
From Crisis to Confidence: How a CPA Firm Revolutionized Their IT
Tired of IT Headaches and Downtime During Peak Season? Learn from a Firm That Conquered Them.
Guide
Friday, June 12, 2026
Intellek
Should You Renew Your LMS… or Is It Time to Ditch and Switch?
A practical 4-gate decision framework that helps law firms evaluate whether their current LMS still supports their training goals, learners, growth plans, and long-term success.
Case Study
Friday, June 12, 2026
CETROM NC
Is Your Accounting Firm's IT Holding You Back From Growth?
Discover How AGT CPAs & Advisors Modernized Their Operations for Multi-State Growth and Unmatched Resilience.
Case Study
Friday, June 12, 2026
CETROM IL
From IT Chaos to Uninterrupted Growth: A CPA Firm's Transformation
Discover how Thomas, Speight & Noble, CPAs eliminated downtime and secured their future with a specialized IT partner.
Video
Wednesday, June 10, 2026
FPA Live
FPA LIVE: Planning for a 100-Year Life with Housing Wealth
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.
Research / Report
Wednesday, June 10, 2026
AuditMiner
When Technology Becomes a Pricing Lever
In 2026, KPMG negotiated a 14% reduction in its own audit fee, citing AI-driven efficiencies as justification. This marked a visible change in how technology is discussed in the EBP auditing profession. Here's what EBP firms can expect as these conversations become more prevalent in pricing negotiations.
White Paper
Wednesday, June 10, 2026
FI Strategies
Mergers Are About People: A Practical Guide to Preserving Culture, Trust, and Member Relationships
Learn how successful credit unions navigate mergers while maintaining employee engagement, member trust, and organizational culture.
Guide
Wednesday, June 10, 2026
The Difference Card
Insurance Trends 2026: A Broker's Guide to Strategic Advantage
AI, rising healthcare costs, changing employee expectations, and increased competition are reshaping the benefits landscape. Discover the key trends brokers need to know to stay competitive and deliver greater client value in 2026.
Guide
Monday, June 8, 2026
NetDocuments