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Research / Report
Thursday, March 26, 2026
PwC
The End of Traditional Internal Audit: Human-led, Agent-Powered
Internal audit is entering its next era. Traditional audit models, built for point-in-time testing and backward-looking reviews, are straining under the weight of emerging risks and escalating complexity.
Video
Wednesday, March 25, 2026
FPA Live
FPA LIVE: Two Planners on the FPA Residency Experience
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.
eBook
Monday, March 23, 2026
Ace Cloud Hosting
Beyond Spreadsheets: The Tech Stack Every Accounting Firm Needs
Explore the tools recommended by Geni Whitehouse, Zane Stevens, and Seth Fineberg to build a more modern, efficient accounting firm.
Guide
Monday, March 23, 2026
Gaapio
A Controller's Guide to AI in Technical Accounting
How forward-looking accounting teams are using AI to research faster, document better, and close with more confidence
Guide
Friday, March 20, 2026
Marketing General Inc.
Fixing the Value Proposition Problem: How AI Can Help Associations Spark Action
This guide outlines a clear, AI-supported process to transform your messaging into something more compelling: a focused, emotionally resonant value proposition that speaks directly to the hearts and minds of your members and prospects.
Guide
Thursday, March 19, 2026
NetDocuments
1-Minute Guide to Intelligent DMS Technology
Still using a traditional DMS? This quick guide explains how intelligent document management uses AI to automate workflows, reduce manual work, and help legal teams move faster.
On-Demand Webinar
Thursday, March 19, 2026
All Covered
Beyond the Helpdesk: Building Legal-Savvy IT Support That Drives Firm Performance
Join All Covered for an educational webinar designed for IT leaders, COOs, CTOs, Operations Directors, and Legal Administrators who want to transform IT support from a pain point into a strategic advantage.
White Paper
Wednesday, March 18, 2026
mot-r
The Quiet Crisis: Why Legal Teams Are Struggling—and What the Evidence Says to Do About It
Two-thirds of in-house legal professionals report moderate to severe stress, and 1 in 4 may leave within a year. This whitepaper reveals the burnout cycle behind inefficiency and rising costs, and offers a practical framework for change.
Guide
Wednesday, March 18, 2026
All Covered
Build or Buy? The Legal Helpdesk Buyer's Guide
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
Wednesday, March 18, 2026
Anchor
Make your accounting firm sellable. Even if you have no intention of selling.
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.
eBook
Tuesday, March 17, 2026
re:Members
The Executive AMS Selection Playbook
The Framework High‑Performing Leaders Use to Select Their Next Association Management System
Guide
Tuesday, March 17, 2026
RooksDM LLC