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Video
Wednesday, April 29, 2026
FPA Live
FPA LIVE: Teaching Kids About Money, One Corgi at a Time
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.
Case Study
Wednesday, April 29, 2026
Thomson Reuters
Transform Your Tax Practice: Unlock Efficiency and Client Delight with Integrated Technology
Discover the blueprint one firm used to revolutionize their operations, elevate client experience, and drive profitability through a connected technology stack.
Guide
Wednesday, April 29, 2026
Thomson Reuters
The Tax Pro's 3-Step Guide: Finding and Fixing Gaps in Your Software
Transform your tax season from chaotic to controlled. Learn how to identify and resolve software and workflow inefficiencies to boost productivity and secure your firm's competitive edge.
Guide
Wednesday, April 29, 2026
FI Strategies
Sales Not Just Service: How Credit Unions Drive Growth Through Modern Sales Culture
Service excellence is expected by today’s members, but growth requires more than great experiences. This guide explains how credit unions can embrace sales behaviors that uncover member needs, deliver meaningful financial solutions, and support long-term organizational growth.
Guide
Wednesday, April 29, 2026
Thomson Reuters
Elevate Your Practice: The Essential Tax Software Buyer's Guide
Navigating today's complex tax landscape demands the right tools. Discover how to select tax preparation software that drives efficiency, ensures compliance, and enhances client satisfaction.
Guide
Wednesday, April 29, 2026
Marketing General Inc.
The Metrics That Drive Membership Growth: How to Evaluate and Report on Your Membership Program
This guide gives you the core formulas and benchmarks used by leading associations to evaluate performance and make smarter marketing decisions.
Guide
Tuesday, April 28, 2026
BetterFleet
The End of Diesel Predictability and the Rise of Energy Control
The current oil shock isn't an anomaly, it's a reminder of something fleet operators have always known but have rarely quantified.
Research / Report
Tuesday, April 28, 2026
mot-r
Legal Tech Vendor Fatigue: Code for Something Worse?
Vendor fatigue isn’t random—it’s structural. This report reveals how ownership incentives drive pricing, product, and support decisions—and what to look for before you sign.
Worksheet
Monday, April 27, 2026
Morae
Top 10 Information Governance Controls Every Organization Should Have
A simple 2-page checklist covering the 10 core information governance controls every organization should have. Identify gaps, reduce risk, and assess your IG program in minutes.
eBook
Friday, April 24, 2026
TRULLION INC
The 6 Criteria for Evaluating Internal Audit Platforms in the Age of AI
Move Beyond Fragmented Workflows to True Auditable Intelligence in the Age of AI
Guide
Friday, April 24, 2026
Intellek
Law Firm Training Strategy: Make Legal L&D Impossible for Partners to Ignore
New research shows only 3% of L&D professionals feel ready to turn evidence into action. This guide shows legal L&D teams how to close that gap - and start speaking the language partners actually trust.
Guide
Thursday, April 23, 2026
CosmoLex