Results: (1166)
Research / Report
Thursday, December 7, 2023
Dimensional Fund Advisors
Q&A Insights: Uncovering What Drives Growth for Financial Advisors
In 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.
Research / Report
Thursday, December 7, 2023
CFA Society Washington, DC
Investment Professional of the Future: Changing Roles, Skills, and Organizational Cultures
This 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.
White Paper
Thursday, December 7, 2023
AIWYN
What Accounting Firms Can Learn From Silicon Valley
Download 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.
Guide
Tuesday, December 5, 2023
CHIPS
Cybersecurity Guide for CPA Firms: Preparing for a Secure Tax Season
Discover 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.
White Paper
Tuesday, December 5, 2023
Wolters Kluwer ELM Solutions
Practical AI for Compliance and Cost Savings
Learn how using AI in legal bill review can increase billing compliance, leading to better efficiency and cost management for large legal departments.
eBook
Friday, December 1, 2023
Iris
3 Ways to Make Your CPA Firm More Efficient
Efficiency 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.
White Paper
Friday, December 1, 2023
The CFO Project
An Accountant's Guide to Doubling Your Firm's Revenue
An 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.
Research / Report
Thursday, November 30, 2023
AuditBoard, Inc.
2024 Focus on the Future Report
Widening 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.
eBook
Wednesday, November 29, 2023
EvenUp Law
Top 5 Things Carriers Are Looking For in Demands
Uncover 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.
eBook
Wednesday, November 29, 2023
Suralink
The Accounting Firm's Guide to Preparing for the Tech Stack of the Future
The 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.
On-Demand Webinar
Wednesday, November 29, 2023
NBEA
YIPPEE Grant Delivery Platform
YIPPEE is a grant delivery platform that provides educators access to entrepreneurship education resources for free.
On-Demand Webinar
Wednesday, November 22, 2023
NBEA