C-Suite Webinar: Leading the Strategic Direction of Your Organization Learn More & Register

Video Library

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Our panel of experts delved into key topics surrounding CFR (Consolidated Fiscal Report) preparation and reporting. We explored current changes, common errors, highlighted the importance […]
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Discover why Medicare can be so confusing and learn practical strategies to help you avoid common mistakes. This course will cover: The four basic parts […]
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The One Big Beautiful Bill Act (OBBBA) introduces transformative tax reforms with far-reaching implications for banks, wealth managers, and financial institutions. Our expert-led webinar unpacked the most […]
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Confused about the new GASB 101 requirements? You weren’t alone. We hosted a practical session that broke down the basics of compensated absences under the […]
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Attracting and retaining top executive talent is essential for banks looking to build strong leadership teams.  Non-Qualified Deferred Compensation (NQDC) plans offer significant benefits to […]
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The One Big Beautiful Bill Act is now law, ushering in sweeping tax changes that impact individuals, businesses, and advisors alike. Whether you guide clients or […]
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In 2025, the cybersecurity landscape is expected to be more complex and challenging than ever before. This presentation explored the top threats and challenges […]
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This virtual event was hosted in collaboration with the Upstate New York College Collaborative (UNYCC). Our presenters discussed the following topics: Strengthening Single Audit […]
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Effective nonprofit management requires a proactive approach to risk mitigation and performance optimization. This webinar equipped nonprofit leaders with key strategies to enhance governance, […]
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Are you confused about the IRA rules and Required Minimum Distributions (RMDs) with all the recent changes brought by the SECURE Act? The second […]
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Explore Mastering CFR Reporting. Learn expert tips on accurate cost allocations and best practices for effective fiscal management.
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Understand the Post-SECURE Act changes affecting IRA rules and Required Minimum Distributions for smarter retirement planning.