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Ramon Martinez, CPA | Oct, 2026

Building a Stronger Tax Position Before Filing Season

Proactive tax planning gives businesses more control over their tax position before filing season begins. Explore key planning opportunities that can help businesses maximize deductions, manage liabilities, and make more informed financial decisions.

Kalyn DeHaven | Oct, 2026

Building a Strong Foundation for Dashboards Leaders Can Trust

Strong dashboards start with consistent, well-governed metrics. Learn how clear definitions, connected systems, and thoughtful dashboard design can build reporting leaders trust and use to make decisions.

Kyle David | Sep, 2026

When Low-Code Development Becomes Shadow IT

Low-code development gives business teams the freedom to solve problems faster, but without the right guardrails, that flexibility can quickly create security, data, and support risks. A lightweight governance framework helps organizations maintain that speed while keeping citizen-built applications visible, secure, and manageable.

Kyle David | Sep, 2026

Why a Better Intranet Starts With How Employees Find Information

When employees cannot find trusted information quickly, intranets become another source of friction rather than a useful workplace resource. Improving navigation, information architecture, and content governance can make internal knowledge easier to find and give employees a system they can rely on.

Ramon Martinez, CPA | Sep, 2026

How Advisory Firms Can Build Year-Round Tax Operations

Disconnected planning, compliance, and reporting processes can turn tax season into a recurring operational scramble for advisory firms. A connected, year-round approach reduces manual coordination, improves reporting consistency, and gives firms greater visibility into tax operations throughout the year.

Nate Shaffer | Sep, 2026

Map Before You Automate: The Sequence Most Companies Skip

Automation works best when the process behind it is already clear, consistent, and ready to scale. Learn why mapping, improving, and standardizing workflows before adding automation can help prevent errors, rework, and unnecessary costs.

Kalyn DeHaven | Sep, 2026

How Better Design Improves Software Adoption

Software adoption problems are often blamed on inadequate training or resistance to change, but the real issue may be how much friction the experience creates. When dashboards, portals, and internal tools don’t align with how people actually work, users turn to familiar workarounds, leaving organizations with costly software that never delivers its intended value.

Michael Altmire, CPA | Sep, 2026

Tax Position Readiness as a Year-Round Discipline

Year-end tax problems often begin months before filing deadlines, as reconciliation gaps, data issues, and tax exposure quietly accumulate. A year-round tax position readiness discipline helps finance teams identify those issues earlier, maintain a defensible tax position, and approach year-end with greater confidence.

Adam Sutch | Sep, 2026

Legacy System Modernization Without a Risky Migration

Legacy system modernization does not have to mean replacing everything at once. A sequenced approach prioritizes the changes that deliver the greatest business value while reducing the operational and financial risk of a large-scale migration.

Kalyn DeHaven | Sep, 2026

Why Leaders Stop Trusting Their Dashboards and How to Fix It

When leaders stop trusting their dashboards, the problem usually starts with disconnected systems and inconsistent metric definitions. Building decision-grade analytics requires connected, governed data that gives leaders confidence in the numbers behind their decisions.

Kyle David | Sep, 2026

What Operations Leaders Get Wrong About Autonomous AI

Agentic AI can transform back-office work, but its success depends on the systems, data, processes, and controls beneath it. Learn how to assess AI agent readiness, identify the right workflows for automation, and introduce autonomy without scaling existing operational problems.

Kyle David | Sep, 2026

Healthcare Reporting You Can Defend

Healthcare reporting becomes a compliance risk when disconnected systems, inconsistent definitions, and manual processes make critical numbers difficult to trace. Learn how connected, governed data can reduce reconciliation and create reporting healthcare leaders can trust and defend.

Kyle David | Sep, 2026

When Growth Outruns HR: A Playbook for Scaling Operations

As companies grow, manual workforce processes can quickly become barriers to scale. Mapping workflows and connecting HR, payroll, and finance systems reduces administrative work, improves data reliability, and builds operations that support continued growth.

Adam Sutch | Sep, 2026

Cyber Resilience: Planning for the Breach You Can’t Prevent

Cyber resilience goes beyond preventing attacks by preparing your business to keep operating and recover quickly when an incident occurs. Learn how tested backups, continuous monitoring, and incident response planning can reduce disruption and strengthen business continuity.

Mike Dranginis | Sep, 2026

A Smarter Approach to Association Systems Modernization

Associations do not always need a new AMS to modernize. Learn how connecting and governing existing member systems can create a trusted view of member data, surface renewal risks earlier, and improve revenue visibility.

Caitlin Nelson | Aug, 2026

Why Direct Mail Belongs in a Modern Marketing Strategy

Direct mail is evolving into a more measurable, data-driven part of the modern marketing mix. Learn how connected customer data, automation, and stronger attribution can help organizations integrate print with digital and make every channel investment more intentional.

Kyle David | Aug, 2026

Modernization Standard for Education Technology

For institutions planning for 2027, education technology modernization doesn’t have to mean replacing existing platforms. An integration-first approach can connect and govern SIS, LMS, and ERP systems to reduce manual work, improve data reliability, and build a stronger foundation for analytics and AI.

Mike Dranginis | Aug, 2026

Dashboards That Disagree: A Playbook for Governing Your Metrics Layer

Conflicting dashboards often point to a deeper issue: inconsistent metric definitions. Learn how a governed metrics layer can reduce report sprawl, establish trusted numbers, and create a stronger foundation for analytics and automation.

Kyle David | Aug, 2026

The Back-Office Automation Reset Every Finance Leader Should Run Before 2027

Finance leaders can reduce rising back-office costs by treating AP, AR, payroll, and close as one connected system. Learn how to identify manual work, prioritize automation, and scale transaction volume without proportional hiring.

Ramon Martinez, CPA | Aug, 2026

Multi-State Sales Tax & Economic Nexus Reset

working tax engine doesn’t guarantee compliant sales tax operations. As companies grow across states, products, and channels, nexus, taxability, exemptions, and system configurations can quietly drift, creating exposure that often surfaces only when an audit begins.

Mike Dranginis | Aug, 2026

E-Commerce Peak Season Best Practices

Peak season readiness takes more than preparing for a traffic spike. Learn how mid-market e-commerce teams can align storefront performance, payments, fulfillment, and fraud into one integrated Q4 readiness program.

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