Whether you’re planning your estate or seeking to understand your business’s worth, this presentation equips you with knowledge and strategies you need for effective planning […]
“In the beginning, the greatest benefit we saw with Bonadio was the outsourcing model. They took over some of those transactions for us, which helped […]
This session provided an in-depth exploration of artificial intelligence (AI) applications in the banking sector, focusing on the risks and opportunities associated with the […]
This webinar session addressed the trends in commercial lending and adapting loan documentation to meet the changes in the lending market. Presenters discussed commercial […]
Session Summary: A roundtable discussion surrounding effective, actionable and measurable information protection and the impacts, good and negative, of such controls. Presenters discussed where key […]
Session Summary: This session provided a recap of what your organization’s compliance program should have accomplished during 2023 and key areas to focus on for […]
Session Summary: This session reviewed the most impactful provisions of the Secure 2.0 Act chronologically to ensure attendees left knowing what will be changing, and […]
Session Summary: This strategic advisory webinar was designed to help participants make more informed, strategic business recommendations by conducting impact analysis and adopting an analytical […]
Session Summary: This session discussed regulatory changes that impact providers, CFR Reporting updates, the NYS Budget, and how proposed changes to reimbursement of services and […]
Session Summary: This session discussed the current economic and investment environment and key considerations to address with non-profit management teams and their boards. (CPE is […]
Session Summary: This session addressed accounting standards affecting all Not-For-Profit organizations. (CPE is only granted for attending the live session.) Presented by: Gail McIntyre, Partner
