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Monday, August 14, 2023 YourStakeWhy AI-enhanced Advisors are the Future
The rise of artificial intelligence (AI) has brought about significant change. This guide explores the impact of AI in wealth management and provides insight on how Financial Advisors can navigate this technological shift in the future of Advising.
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Monday, August 14, 2023 Asset-MapThe Financial Advisor’s Digital Audit Checklist
Your website serves as the introduction to your business and is typically how prospects find you online. Make a good first digital impression with our checklist and build strong relationships with your clients, while converting prospects into customers.
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Monday, August 14, 2023 DatricksSimplify Audit Processes in a Complex IT Landscape
This case study details how how one corporation revolutionized their business efficiency and streamlined audit processes in a complex IT landscape, all while harnessing the power of AI-driven data insights.
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Monday, August 14, 2023 TOA GLOBAL INC88 Time-Consuming Accounting Firm Tasks That Are Most Easily Offshored
Too many accounting firms are snowed under with low-margin, process-driven work, and not enough time in the day to focus on the profitable, strategic work that clients value. Our checklist covers ways to delegate work to free up time for what you do best.
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Monday, August 14, 2023 Oracle NetSuite ProductsThe Ultimate Guide to Scenario Planning
Tomorrow is closer than you think. Start preparing now with this practical scenario planning guide.
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Friday, August 11, 2023 Onspring Technologies LLC5 Reports Every Compliance Leader Should Use Today
In this guide, you'll find the five most valuable reports for compliance leaders today, and why they can be game-changers for you too.
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Friday, August 11, 2023 Passio TechFlex Your Fixed (Microtransit within) Transforming Urban Mobility Now
In our rapidly evolving urban landscapes, the demand for flexible, efficient, and eco-friendly mobility solutions is paramount. Rising to meet this demand is Microtransit, an innovative on-demand transit service poised to revolutionize our daily commuting patterns.
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Friday, August 11, 2023 Wolters KluwerHow Tax and Accounting Firms Supercharge Efficiency with a Digital Workflow
More than ever, firms need to focus on speed without losing sight of accuracy. This free guide reveals how integrated, digital tax workflow systems help firms to automate lower‑value data collection and input tasks that traditionally take up so much time.
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Friday, August 11, 2023 Exterro, Inc.Document Review Workflows That Work For The Entire Team
Join this timely webcast on September 26th @ 10am PST and learn the best practices for managing your document review workflows.
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Friday, August 11, 2023 PracticePantherThe Comprehensive Guide to Legal Billing
From billing basics to the intricacies of legal accounting, this guide covers how you can leverage automated billing to create efficient processes that optimize time, improve billing accuracy, and meet current client demands in the legal marketplace.
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Thursday, August 10, 2023 Connecticut Society of CPAsAn A.I. Guide for CPAs
This guide was designed to help CPAs become proficient in A.I.-related tools, technology, and techniques that matter in our profession with as little investment of time as possible.
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Wednesday, August 9, 2023 Oracle NetSuite Products17 Growth Levers CFOs Can Pull Now
As interest rates hike and the fear of recession lingers, CFOs face the challenge of protecting cash flow while preparing to move if the cycle shifts. Download this free, expert guide to unpack 17 growth-oriented moves as you chart your path forward.
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Tuesday, August 8, 2023 Contract LogixThe Contract Risk Assessment Checklist: The 10-Steps to Follow
Assessing contract risk is essential - any given contract can put your entire operation at risk. But the reality is, your company can’t operate risk-free. This guide will to help you identify, mitigate, and manage the risks your organization faces daily.
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Tuesday, August 8, 2023 Virtual LatinosThe Power of Virtual Legal Assistants: 13 Automation Processes for Success!
Automation and technology are increasingly being used by law firms around the world to streamline operations, reduce costs and increase efficiency. This eBook reviews the benefits and the best automation solutions that are changing the legal industry.
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Tuesday, August 8, 2023 Lumin-AirIs the Air Filtration in Your Fleet Removing Harmful VOC's and Infectious Aerosols from the Air?
Access this helpful guide and learn how improved air filtration in your buses can keep riders and operators safer and also be more cost effective and sustainable.
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Friday, August 4, 2023 Via6 Steps to Launch a Microtransit Service in Weeks, Not Months
Learn how you can tap into collective procurements to launch on-demand public transit in a matter of weeks, not months or years. In just 6 steps, your agency can springboard past lengthy procurement processes and steep learning curves, launching a microtransit service faster while also saving money.
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Friday, August 4, 2023 Advisory AlphaThe Ultimate Guide to Starting Your RIA
Starting your own RIA may not be the best fit for your situation, but for some, the associated benefits could add significant value to their practice and clients. Find out if it's right for you and if it is, how to do it!
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Friday, August 4, 2023 LoanStreetLoan Participations: Back to Basics Webinar on Demand
Explore the utility of loan participations for both buyers and sellers and learn how participations can help you reduce risk and keep your loan portfolio agile in a volatile market.