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White Paper
Agentic AI in Finance: The Executive Playbook
Tuesday, September 16, 2025 magentIQ Finance leaders face a choice: fall behind with outdated systems or lead with agentic AI.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
How to Create a Contract Review Playbook
Tuesday, September 16, 2025 LegalSifter, Inc. 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
Choose With Confidence: A Guide for Smarter Health Insurance Selection
Tuesday, September 16, 2025 Emry Health Concierge This open enrollment season, give your clients the clarity they need, and strengthen your role as a trusted advisor.
Guide
A Smarter Operations Platform for Fleet Dispatch and Control
Tuesday, September 16, 2025 INIT Innovations in Transportation, Inc. 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.
Guide
Building a Better Law Firm: 5 Processes Your Practice Needs to Run Effectively
Tuesday, September 16, 2025 Law Ruler 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.
Guide
Future Mobility Trends: How Technology and Innovation Are Transforming Public Transportation
Monday, September 15, 2025 Enghouse Transportation Future mobility is here: Are you ready? Discover the 4 megatrends reshaping public transportation today.
Guide
Ethical AI Implementation for Accounting
Monday, September 15, 2025 Taxfyle AI is transforming the accounting profession, but responsible implementation is essential to maintain trust, accuracy, and integrity. Download this guide to learn best practices for ethical AI use in your firm and how to lead confidently in this new era of technology.
White Paper
"My Financial Institution Sells Insurance--Really?" Why Is This News to Consumers?
Monday, September 15, 2025 Franklin Madison Most consumers trust their bank or credit union with their money—but ask them if their institution offers insurance products, and you’ll likely get a blank look. Let’s unpack why this disconnect exists—and how to fix it.
eBook
4 Signs Your Software Is Working (and What To Do if It’s Not)
Monday, September 15, 2025 Capterra 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.
Guide
Recover Lost Revenue: The Hidden Cost of Inefficient Timekeeping
Thursday, September 11, 2025 Matteroom LLC Missed or delayed time entries silently drain millions in revenue from law firms each year. This complimentary guide highlights the real financial impact of inefficient timekeeping and offers practical strategies for improvement—without adding staff or raising rates.
Guide
Is Your Legal Hold Process Audit-Ready?
Thursday, September 11, 2025 Mitratech Holdings, Inc. Are your legal holds defensible? Use this step-by-step checklist to benchmark your process, identify vulnerabilities, and strengthen compliance before litigation strikes.
Video
FPA LIVE: Andy Fastow on Managing Risk in the Gray Zone
Wednesday, September 10, 2025 FPA Live 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.