Many legacy treasury management systems (TMS) are rife with issues including outdated and clunky technology, limited access to deep insights from existing financial data and no natural language search functionality. While updating and upgrading your sy…
Forty-one percent of employers say they’d pay their accountant more for people advice. In this webinar, discover what advice employers want, how other accountants are delivering those ideas, and conversation prompts for getting started. It&rsq…
The disruptions and changes in the way businesses functioned in the past few years have increased the need for digital transformation at an incredible pace. Companies who have already automated their AP and payments processes are re-evaluating their ex…
The last two years have been unlike any we have seen before. Accounts payable, traditionally seen as a back-office functions as thrust into the spotlight and asked to deliver. This meant having to rethink how AP teams operated and the tools they needed…
This white paper will discuss the basics of bank confirmations, limits to the traditional approach of acquiring them, and what value the CCH Axcess Validate solution brings to an auditor’s workflow by leveraging blockchain technology to quickly de…
As the number of people leaving their jobs for better opportunities reaches an all-time high, competition to hire and retain talent is fierce. So, how are you going to stand out in this highly competitive market? Discover how health benefits ca…
No transparency for reconciliation statuses. Unstandardized forms. Digging for notes. Sound familiar? Before Aquarion Water Company switched to an automated month-end close their team, like so many others, were swallowed by the inefficiencies…
Targeting investors is not only paramount to building a successful IR program, but is the hallmark of good IR. Download this Best Practices Guide for in-depth insights on how to find the “right” institutional investors, at the right time. …
More and more advisors are choosing independence to create the future they imagine for themselves and their clients. Custodians and platform providers work together to help position advisor teams to reach their full potential. As a Registered Invest…
The kind of support a Registered Investment Advisor ("RIA") receives is based on their personal and professional goals. Whether you want to pursue independence as an owner, an affiliate, or a teammate, Schwab can help you through the transiti…
