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eBook
Make your accounting firm sellable. Even if you have no intention of selling.
Wednesday, March 18, 2026 Anchor 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.
Guide
Build or Buy? The Legal Helpdesk Buyer's Guide
Wednesday, March 18, 2026 All Covered Your firm's IT support should be a competitive advantage that makes your team more resilient. This guide will help you evaluate, design, and measure legal‑savvy IT support so it becomes a strategic tool for growth and client service, not just a ticket queue.
eBook
The Executive AMS Selection Playbook
Tuesday, March 17, 2026 re:Members The Framework High‑Performing Leaders Use to Select Their Next Association Management System
Guide
Streamline Your Client Intake Process
Tuesday, March 17, 2026 RooksDM LLC 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
Run a More Efficient, Profitable Virtual Law Firm
Tuesday, March 17, 2026 Law Ruler 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
Fast Fifteen - Amended TDRPC 1.09
Monday, March 16, 2026 Texas Lawyers Insurance Exchange (TLIE) 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
Discover How AMOCO Expanded Without Adding Burden To Existing Staff
Friday, March 13, 2026 Invo Solutions Hear from AMOCO executives about the strategy that enabled them to open new branches without hiring more employees than they could afford.
Case Study
Transforming Bike Transport for Rail
Thursday, March 12, 2026 Sportworks Global LLC 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.
Research / Report
Top Risk Areas Internal Audit Leaders Must Address in Life Sciences
Thursday, March 12, 2026 Crowe LLP 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
Tax preparation in the cloud
Tuesday, March 10, 2026 Intuit 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
The CFO Agenda 2026: 12 Ways to Flourish Now
Monday, March 9, 2026 Oracle NetSuite Products 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
ART: Your Guide to Month-End Close Automation
Monday, March 9, 2026 SkyStem 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.