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Guide
101 Proven Ways to Grow Your Career Center (and Membership!)
Thursday, May 8, 2025 YM Careers Set your org apart with a strong career center—link members to jobs, growth & networks. Explore 101 ways to boost non-dues revenue, grow membership & drive engagement with smart marketing, tech tools & fresh content in our latest whitepaper.
Guide
2025 401(k) Compliance Calendar for Businesses
Thursday, May 8, 2025 Fisher Retirement Solutions For HR Missing important retirement plan due dates puts your company at risk for potential fines and penalties and likely means more work for you. Stay on top of compliance deadlines with this calendar.
Guide
Top Strategies for Client Intake and Onboarding for Law Firm Administrators
Thursday, May 8, 2025 Clio By optimizing your client intake and onboarding process, you can increase your conversion rates, maximize your resources, and focus your efforts on high-potential opportunities.
Guide
The Complete Guide to Chatbots for The Financial Services Industry
Thursday, May 8, 2025 Boost.ai Discover how conversational AI can significantly improve customer experience in the financial services industry!‍
Guide
A Buyer’s Guide to Conversational AI
Thursday, May 8, 2025 Boost.ai Your guide to choosing the right conversational AI platform. Know what to look for. Know what to ask. Avoid the common mistakes.
Guide
From Desk to Docket: A Guide to E-Filing and Legal Document Automation
Thursday, May 8, 2025 Clio In this guide, we’ll look at some of the primary hurdles every lawyer faces when it comes to e-filing and work through how you can leverage technology to not only streamline the e-filing process but also revolutionize every step, from organizing your court form templates to billing your court filing expenses.
Guide
How to Successfully Implement Cloud-based Legal Software at Your Firm
Thursday, May 8, 2025 Clio This Q&A resource addresses your most common concerns related to changing software and will help ensure the successful implementation of cloud-based legal software at your firm.
Video
FPA LIVE with Chuck Failla on Supporting the RIA Community
Wednesday, May 7, 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.
White Paper
The Future of Branching: Rethinking Credit Union Locations for Growth and Member Engagement
Wednesday, May 7, 2025 LEVEL5, LLC Discover how to transform your branches to meet evolving member expectations while boosting efficiency and ROI — backed by real data and expert insights.
Summary
Mental Health Support with Cope Notes
Tuesday, May 6, 2025 International City/County Management Association ICMA has partnered with Cope Notes to offer local governments, preventative treatment strategies, through digital mental health support, that seek to instill users with the skills, tools, and knowledge to manage their mental health and prevent potential crises.
White Paper
EGSA Committees Spotlight: AI Onsite Power Task Force
Tuesday, May 6, 2025 Electrical Generating Systems Association Discover how the power industry is evolving to meet the demands of AI.
Case Study
Transforming Legal Strategy with AI: A Critical Read for In-House Counsel and Legal Leaders
Tuesday, May 6, 2025 OpenText Discover how artificial intelligence is revolutionizing legal departments, turning them from cost centers into strategic drivers of organizational success.