This session broke down the most common risks affecting nonprofits, that included data security, compliance gaps, and operational inefficiencies, and provided clear, practical guidance for addressing them. Attendees learned where hidden cost-saving […]
We explored how to navigate the current turmoil in rate reimbursement, ever changing regulatory requirements, and discussed relevant legislative updates within the senior services sector. This webinar informed attendees on critical developments impacting the senior […]
This webinar provided a clear, executive-level overview of how your organization can evaluate fiscal outsourcing, examine their operational and financial advantages, the common pitfalls to watch […]
Making smart business and financial decisions required a deep understanding of your industry, the competition, market dynamics, and data-driven insights. Financial ratios of profitability, […]
Piper Sandler, returning presenters to the series, gave an in-depth look at M&A trends in financial services, including market shifts, private equity, fintech opportunities, regulatory […]
This webinar provided a year-end tax update under the OBBBA, highlighting recent developments, implications for financial institutions, and emerging guidance as the legislative landscape evolves. […]
Deregulation offers relief but can create long-term risk. Attendees learned how to build resilient compliance strategies that adapt to changing oversight while maintaining strong governance […]
Succession planning is vital for sustaining leadership and performance. Our industry experts discussed strategies for developing, retaining, and compensating future leaders, plus lessons learned from […]
Stay up to date on the latest accounting and auditing developments for financial institutions. This session covered new standards, regulatory priorities, and key trends shaping […]
Our returning guest speaker Jeff Cardone, Partner, Luse Gorman, hosted a discussion on the future of banking and credit unions, with a focus on rising […]
In this session, our experts examined how emerging technologies like AI, digital assets, and advanced platforms are transforming financial services. Participants learned about key innovations, […]
This webinar provided an engaging conversation with Tom Settino from the FHLB of New York as he shared insights from the March 2023 banking crisis, […]
