Business leaders are actively exploring AI — but many struggle to decide where it fits, what’s worth funding, and what needs to be in place before scaling. Questions surface quickly: Which use cases...
Description For high-volume firms, moving tax prep to the cloud isn’t just a software decision. It’s a workflow decision.In this session, hear from Nick Boscia, CPA, EA, whose firm used...
AI is quickly reshaping the finance function, but controllers need more than emerging technology trends—they need practical guidance on how to evaluate AI solutions, manage risk, and identify opportunities that...
Many companies leave money on the table because they assume R&D credits only apply to laboratories, patents, breakthrough inventions, or formal research departments. In reality, qualifying work may be happening...
Learning Objectives
Description: Agentic AI presents unique governance challenges. This webinar provides a practical model for where, how, and when to place guardrails across the agent lifecycle. We will dissect how autonomous...
Microsoft Dynamics 365 Business Central provides a strong financial foundation, but as reporting needs grow, many organizations look for more advanced analysis, planning, and insight. In this webinar, we’ll explore...
Key takeaways State tax proposals are impacting the planning landscape for many high-net-worth individuals. This webcast will examine some of the latest developments and planning considerations arising from emerging wealth,...
CPE Credit: One Hour Business disruptions are no longer a matter of if—they’re a matter of when. Whether it’s a cyberattack, natural disaster, technology failure, or human error, organizations need a business...
This complimentary session covers key trends affecting state and local governments, including new regulations, legislation, public resources, digital transformation, and fraud, waste, and abuse. At the end of this session,...
