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Monday, June 27, 2022 CSI
Understanding Complex Ownership Structures that Violate OFAC's 50% Rule
The U.S. is now wielding ever harsher economic and trade sanctions against authoritarian regimes, that often own significant stakes in legal entities that are not always transparent.
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Monday, June 27, 2022 ARAG
The Secret to Gaining and Understanding New Clients: Client Journey Mapping
Learn how to pinpoint your client’s specific communication needs and create a strategy to effectively reach them.
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Monday, June 27, 2022 CAMICO
Fact or Myth – Test Your Risk Management IQ
Download this exclusive guide and uncover answers to 10 CPA-focused fact or myth statements, on topics such as cyber-security, lender/comfort letters, subpoenas, conflicts of interest and more!
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Thursday, June 23, 2022 Moxo
Uncover Opportunities to Automate and Streamline High-Value Client Interaction Processes
Data reveals a majority (60%) of clients and employees look to digitally streamline client interaction experiences. Today's disparate digital tools cause bottlenecks, inefficiencies and fragmented experiences.
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Thursday, June 23, 2022 Alogent
Reinvigorate your Payments Infrastructure with a Modern, Open Banking Approach
Deploy and manage just 1 API across your enterprise for all full- and self-service channels. Gain tighter integrations, faster access to data and a consistent UX.
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Thursday, June 23, 2022 Canopy Tax
Build The Ultimate ROI Machine for Your Accounting Firm
In this eBook, you’ll uncover the ways you can leverage a variety of tools by connecting them to a single practice management hub. Download now and jumpstart the ROI you’re getting from your technology.
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Thursday, June 23, 2022 Everlaw for Law Firms
Guide to Machine Learning: How to Save Time and Cut Costs During Document Review
As electronically stored information is rapidly increasing, have you found AI solutions are not seamlessly integrated and hard to use? Download this guide to learn how legal professionals are leveraging modern technology, like machine learning.
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Thursday, June 23, 2022 Safari for CU
Subpoena Response Fees: Who, When, How and How Much
Learn the essentials on how to be successful at recovering subpoena response costs by downloading this free guide.
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Wednesday, June 22, 2022 Oracle NetSuite Products
CFO Guide: 4 Inflation Metrics to Watch Now
US inflation is now at a four-decade high. This guide breaks down the four main inflation measures provided by the Federal Government, as well as supplemental indicators that could prove critical in predicting trends and guiding decisions.
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Wednesday, June 22, 2022 Ubiquity Retirement
A Small Business Owner's Guide to the California State Mandate
The CalSavers deadline is June 30, 2022! Employers in California with five or more California employees aged 18+ will need to offer a retirement plan or default to the state-run program must comply or face penalties. Download the guide to learn more.
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Tuesday, June 21, 2022 Canopy Tax
Ultimate Guide to CAS for Modern Accountants
Download this free eBook to learn all about what advisory accounting is and what it can do for your clients—and your business.
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Tuesday, June 21, 2022 Logikcull
How Veolia Water Handles Terabytes of Discovery Data — In-House and with a Team of One
You don't need a massive department or spend to manage a massive amount of data. Download this free case study to learn more.
