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eBook
Wednesday, March 18, 2026
Anchor
Make your accounting firm sellable. Even if you have no intention of selling.
Sellable isn’t a future event. It’s an operating condition that makes your firm easier to buy — and run. Learn how to adopt the sellable standard and create more clarity, consistency, and confidence where it matters most.
eBook
Tuesday, March 17, 2026
re:Members
The Executive AMS Selection Playbook
The Framework High‑Performing Leaders Use to Select Their Next Association Management System
Guide
Tuesday, March 17, 2026
RooksDM LLC
Streamline Your Client Intake Process
Client onboarding should move your business forward, not slow it down. This guide shows financial advisory firms how to simplify intake, organize documents automatically, and eliminate manual busywork.
Guide
Tuesday, March 17, 2026
Law Ruler
Run a More Efficient, Profitable Virtual Law Firm
Discover what it really takes to run a successful virtual law firm, from lowering overhead to streamlining client intake and operations. This practical guide outlines the core systems and strategies modern firms are using to stay efficient and competitive.
Video
Monday, March 16, 2026
Texas Lawyers Insurance Exchange (TLIE)
Fast Fifteen - Amended TDRPC 1.09
In this "Fast Fifteen" video, Carrie Phaneuf, VP of Loss Prevention for TLIE, gives a high-level overview of Texas Disciplinary Rule of Professional Conduct 1.09, which was amended in October 2024. This fifteen minute video reviews the updated rule and includes several examples of how to apply this to your practice & your clients.
Case Study
Friday, March 13, 2026
Invo Solutions
Discover How AMOCO Expanded Without Adding Burden To Existing Staff
Hear from AMOCO executives about the strategy that enabled them to open new branches without hiring more employees than they could afford.
Research / Report
Thursday, March 12, 2026
Crowe LLP
Top Risk Areas Internal Audit Leaders Must Address in Life Sciences
Life sciences organizations are entering a period of accelerated innovation and heightened risk. Internal audit teams must adapt quickly to keep pace with regulatory change, new technologies, and evolving business models.
Case Study
Thursday, March 12, 2026
Sportworks Global LLC
Transforming Bike Transport for Rail
As bike ridership grew, GO Transit needed a safe, space-efficient onboard solution. With Metrolinx, Alstom, and Sportworks, legacy railcars were adapted for modern bike demand. See how this approach integrates micromobility into passenger rail.
Case Study
Tuesday, March 10, 2026
Intuit
Tax preparation in the cloud
This white paper shows how integrating ProConnect Tax with SmartVault creates an end-to-end, cloud-native workflow that eliminates document bottlenecks, improves accuracy and security, and enables high-volume firms to scale revenue and advisory services without adding headcount.
Guide
Monday, March 9, 2026
Oracle NetSuite Products
The CFO Agenda 2026: 12 Ways to Flourish Now
We’ve gathered a dozen action items to help CFOs achieve their 2026 goals, focusing on efficiency, data use, and cash flow while navigating risks and adopting AI in a way that forwards business objectives.
Guide
Monday, March 9, 2026
SkyStem
ART: Your Guide to Month-End Close Automation
Are you curious about how your team can automate their month-end close and gain back weeks of time each quarter? Get your overview here and discover how modern finance teams are replacing spreadsheets and manual processes with automated workflows, real-time visibility, and stronger controls.
White Paper
Friday, March 6, 2026
Alliant Insurance