With the subscription economy you’re focusing on longer-term customer relationships vs. transactions. And that means downstream complexity with billing, revenue recognition, forecasting, and SaaS metrics. Still struggling to manage these proce…
Fund Development expert Kristin Raack demonstrates how going through a thoughtful planning process results in a stronger plan (and a more sustainable organization!). In this on-demand session, she shows you how to conduct an efficient fund development …
The past year has taught us to reimagine how we connect, learn, and work. As an independent RIA, having the right digital tools and platforms can offer a simpler, faster, and more secure way to support your clients and manage your business. This cas…
Learn why billion-dollar teams are breaking away to pursue the independent model and redefine the advisor industry. Discover the converging forces fueling the Registered Investment Advisor ("RIA") movement. Learn the advantages teams …
HUMANS ARE HARDWIRED TO MAKE DECISIONS BASED ON THEIR VALUES – THE THINGS THEY CARE ABOUT MOST. This virtual event is designed to provide you with insights into consumer values and how these values impact consumer expectations of brands and shopping…
Come together with CDAOs, CDOs, CAOs, VPs, Heads of Data Science, and the like with one main goal in mind: To strategize, overcome and achieve data success within your insurance organization. In a time when being data-driven is more crucial than e…
The adoption of technology can bring meaningful change to an insurance company’s bottom line and can result in growth across new and existing property, contents and auto insurance policies. Download this guide and learn how: Climate c…
Date: Wednesday, April 27, 2022 Time: 2pm ET | 11am PT Cost: Complimentary Sponsored by: Onduo Choosing and implementing the right virtual care solution from among the many options available can certainly be a daunting task for clients, bu…
Use this guide to help you take the first steps to strengthening alignment across marketing and fundraising, starting with establishing common goals, processes, and tactics powered by a unified view of constituent data shared between the two teams. The…
With the new business landscape, complete with rising prices, supply chain challenges and a shift to globalization, the controller’s role has never been more essential to the success of a company. Alternative: Finance departments have become t…
