Join us for our webcast, Year End 2025 Tax Update for Not-for-Profit Organizations, in which we’ll explore important tax updates and developments from the Department of Treasury affecting tax-exempt organizations as well as the following topics.
Event overview Whether you're just beginning your employee stock ownership plan (ESOP) journey or stewarding a mature employee-owned company, understanding the stages of ESOP maturity is key to long-term growth and success. Join us for a dynamic and practical webinar that explores the core phases of ESOP development: Led by RSM professionals Anne Bushman and...
Event description Elevated import tariffs and compliance requirements are expected to continue into 2026. Companies are moving from planning to execution—adapting operational, pricing, and structural strategies to manage costs, mitigate risk, and protect competitive advantage. Join our Grant Thornton panel for an implementation-focused webcast on what’s working in today’s tariff environment and key considerations for...
This CPE session will explore the latest developments in the cyber threat landscape, highlight key security challenges unique to the life sciences sector and provide actionable strategies for building a resilient cybersecurity framework. We’ll also cover critical updates to the SEC’s cybersecurity rules and what they mean for your organization. After this session, attendees will...
AI is reshaping how not-for-profits manage finances, fundraising and member engagement. From automating financial tasks to improving donor research and forecasting, AI empowers teams to work smarter, increase transparency and make data-driven decisions. Join our webinar on December 9 to explore real-world AI applications in not-for-profit finance and donor management – from fraud prevention to dynamic...
Section 1202 offers significant tax benefits, but maintaining eligibility during the holding period requires careful attention to details. This webinar will explore common pitfalls and traps that can jeopardize the ultimate gain exclusion for shareholders upon exit. Our Section 1202 specialists will guide attendees through key topics such as disqualified activities and assets, the measurement...
As year-end approaches, Controllers and AR leaders are under pressure to close strong, shore up cash, and enter 2026 with a more automated, efficient, and resilient receivables process. A future-looking AR process that enables clear cash visibility, confident forecasting, and conservative cash management. Manual AR simply won’t keep pace with what is coming next year:...
Modernizing your enterprise resource planning (ERP) system is essential for staying competitive. This webinar explains why Microsoft Dynamics 365 Business Central may be the logical next step for organizations using Dynamics GP. With Dynamics GP support ending in 2029, migrating now can help you preclude technical debt, reduce maintenance costs, and future-proof your business. Business...
Don’t be caught unaware of an important provision of SECURE 2.0 starting January 1, 2026. Catch up contributions for some employees must be treated as Roth (i.e., after tax) to comply with SECURE 2.0 — this presents challenges from both a payroll perspective and recordkeeping platform configurations. Learn the new rules affecting catch-up contributions and...
About this Event: Join us for a live demo of Intelligent Finance, the Workiva platform’s embedded AI-powered extension, to see how we’re helping financial reporting teams gain new levels of efficiency and uncover new insights. As teams look for ways to streamline research and enhance disclosure quality, Intelligent Finance embeds trusted AI directly into Workiva...
