Data Driven Disruption in the Banking Industry
Fintechs are seeing data as a difference maker as they aim to take a broader swath of financial services business.
A leading data aggregator wanted to improve its relationship...
Break Through Moments that Led to Americana Partners’ Breakaway Success
Date: Wednesday, August 25, 2021
Time: 2 pm ET | 11 am PT
Cost: Complimentary
Sponsored by: Addepar
How did one $3 billion dollar firm transform...
Defined Contribution Plan Restatement Guide
A plan restatement is a rewrite of the retirement plan document. The deadline to restate pre-approved defined contribution plans such as 401(k)s, profit-sharing, and money...
Website, CMS, SEO… Oh My!
Websites, CMS platforms and SEO can raise a lot of questions, and "Googling" for answers can often lead to even greater confusion with contradicting tips and...
Not Just an Accountant: Choosing a Construction CPA
There are countless moving parts within a construction project and a construction business every day. Every person and piece of machinery is important to the overall success...
Why Construction CFOs Should Care About Tech!
Financial professionals have long been underserved in the construction space, especially in regards to technology. To better prepare CFMs for a new year, some noted contech...