When Northspyre outgrew Excel, CFO Jacob Walls partnered with Una to embed AI into the core of their financial operations. By replacing manual gatekeeping with machine learning, Northspyre now uses predictive algorithms to project business development capacity and navigate a volatile macro environment marked by high seasonality. This session explores how Northspyre scaled its finance...
In recent years, not-for-profit organizations have faced heightened scrutiny from both the general public and government authorities, notably through executive orders. Form 990 has become a critical tool for transparency and accountability. This webinar will delve into strategies for optimizing Form 990 to meet the rigorous standards of watchdog entities, ensuring your organization remains compliant...
Description The research and development (R&D) tax credit landscape is evolving in 2026, bringing both urgency and opportunity. Join our Q2 update to learn what you need to know before the July 6 amendment deadline for businesses under $31 million in revenue. We’ll also explore how AI and advanced technologies are redefining qualifying R&D, along...
For our second quarterly webcast in 2026, speakers from our Sales & Use Tax group, our State Tax Policy group, State Tax Controversy group, and our Washington State tax desk will discuss various topics of interest to multijurisdictional businesses. Featured topics include: We will round out the webcast with a high-level discussion of recent developments...
Key takeaways As price-driven gains fade and consumer value-seeking becomes mainstream, retailers and consumer packaged goods (CPG) companies face a shared challenge: generating sustainable top-line growth. Our panel will explore how stronger collaboration across shared insights, supply chain, and commercial decisions can help unlock meaningful top-line growth. We’ll discuss: Use of artificial intelligence to strengthen...
(1 CPE) In addition to potential significant SEC rulemaking, SEC disclosure expectations continue to evolve as companies prepare for mid-year reporting, bringing new questions around comment letter trends, disclosure clarity, and emerging areas of regulatory focus. Join the SEC Professionals Group (SEC Pro) to explore the latest developments shaping SEC reporting and practical insights to help...
Webcast overview Is your law firm planning to acquire or merge to build a future-ready firm? Do you have concerns about disrupting the delicate balance of your partnership in pursuit of growth? Is your leadership team working to build an undeniable deal thesis that will win the partner vote and get you to ‘yes’? Join...
About this Event: The governance frameworks that got you here weren't built for AI. Traditional governance was built for systems that do the same thing every time. AI doesn't work that way. Today's AI systems—including a growing number of agentic tools now entering finance, audit, and compliance workflows—operate at machine scale but with human unpredictability....
State and local tax audits are becoming more frequent, aggressive, and increasingly complex for taxpayers. With auditors asserting unique positions and imposing significant penalties, navigating a state tax audit can feel overwhelming. During this session, our state and local tax specialists will explore strategies to defend state tax audits and discuss the issues and trends...
Description Today’s accounting leaders are caught in a multi-directional squeeze—balancing the need for executive control, team demands for automation and flexibility, and a client base split between digital natives and relationship-driven traditionalists. This structural tension is the root cause of post-tax season burnout and stalled firm growth. Whether you are a sole proprietor wearing every...
