Rethinking HIPAA
When most organizations think about HIPAA audits, they envision cost and inconvenience. Often, these audits are considered just another task that needs to be completed...
Three critical criteria to consider for evaluating HCM and Payroll Technology
Selecting an HCM and payroll provider is one of the most important decisions you’ll make. Your HCM platform is the foundation of your business, and it needs to be...
What is Your Credit Union’s Data Strategy Missing?
Date: Tuesday, August 28, 2018
Time: 2 PM ET / 11 AM PT
More data means more insight, right? Wrong. More and more, credit unions are learning that having...
3 Internal Communications Challenges for Financial Organizations – And How to Overcome Them
Historically, there has been a resistant culture and a lack of executive buy in towards internal communications, and there are the ongoing challenges related to employee...
Your 1040 Tax Guide Cheat Sheet
As a financial services professional (FSP) you want to get a complete picture of your clients’ financial health in order to give them the best advice possible and...
A Finance Director’s Guide to Period Close in High-Growth Organisations
For many organisations, closing the books at the end of a financial period remains a time-consuming, cumbersome and stressful process with late nights for staff and seemingly...