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Friday, May 9, 2025 DataSnipper

Smarter Audits Start Here

Tired of spending hours digging through contracts and policies? Discover 9 AI-powered templates built specifically for internal audit and finance professionals to streamline reviews, reduce risk, and reclaim your time.

Guide

Thursday, May 8, 2025 YM Careers

101 Proven Ways to Grow Your Career Center (and Membership!)

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

Thursday, May 8, 2025 Fisher Retirement Solutions For HR

2025 401(k) Compliance Calendar for Businesses

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

Thursday, May 8, 2025 Boost.ai

The Complete Guide to Chatbots for The Financial Services Industry

Discover how conversational AI can significantly improve customer experience in the financial services industry!‍

Guide

Thursday, May 8, 2025 Clio

From Desk to Docket: A Guide to E-Filing and Legal Document Automation

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

Thursday, May 8, 2025 Clio

Top Strategies for Client Intake and Onboarding for Law Firm Administrators

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

Thursday, May 8, 2025 Clio

How to Successfully Implement Cloud-based Legal Software at Your Firm

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.

Guide

Thursday, May 8, 2025 Boost.ai

A Buyer’s Guide to Conversational AI

Your guide to choosing the right conversational AI platform. Know what to look for. Know what to ask. Avoid the common mistakes.

Video

Wednesday, May 7, 2025 FPA Live

FPA LIVE with Chuck Failla on Supporting the RIA Community

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

Wednesday, May 7, 2025 LEVEL5, LLC

The Future of Branching: Rethinking Credit Union Locations for Growth and Member Engagement

Discover how to transform your branches to meet evolving member expectations while boosting efficiency and ROI — backed by real data and expert insights.

Summary

Tuesday, May 6, 2025 International City/County Management Association

Mental Health Support with Cope Notes

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