Planning, forecasting & budgeting (6)

Reimagine Finance Transformation and Mergers and Acquisitions

The pandemic has been the catalyst for frequent change in the accounting and finance profession. Your organization can thrive when it fully embraces change and transformation.

Understanding the Bottom Line of the Supply Chain

Webcast: 18 April, 2023 | 3:00 pm - 4:00 pm GMT

Supply chain disruptions continue. Learn the root causes, consequences, solutions and predictions on the future from a U.S. port expert.

2023 Best Financial Planning Ideas for Your Clients

Leading CPA financial partners share how they’re planning to tackle the year ahead to best serve their clients.

Grantor trust planning: The issues, the strategies, and the threats to bring it down

Grantor trusts are among the most effective tax planning tools available today. Learn common planning issues and strategies you can use to help your clients make the best use of grantor trusts.

Maximizing Retirement Savings: Thoughtful Distribution Techniques

The lackluster performance of the markets, higher inflation, and increasing interest rates make retirement planning critical for retirees to ensure that their wealth will cover their needs.

Practical Planning Strategies for the Mass Affluent in 2022

Learn proactive techniques and time-sensitive strategies to provide value to your clients who earn between $100,000 and $500,000 annually.