In-person eventFamily Office Advanced Leadership ProgramDesigned for senior family office leaders, this 18-month program sharpens leadership, governance and succession-planning skills.Read more # Family office services Family office services
CPE eventJuly 24, 2025Empowering financial institutions with Microsoft 365Discover strategic approaches and innovative solutions with Microsoft 365 to empower financial institutions in a dynamic digital landscape.Read more # Financial servicesFinancial institutionsBusiness applicationsData & digital services Financial servicesFinancial institutions
Live webinarJuly 24, 2025NetSuite AI webinar series Join us for our new NetSuite AI webinar series, designed specifically for chief financial officers, VPs/directors of finance, controllers and accounting managers.Register # NetSuiteERP services NetSuiteERP services
Live webinarJuly 28, 2025Beyond the audit: Leveraging findings to fuel finance transformation and optimizationLearn how to apply audit insights, improve readiness and modernize finance in this 45-minute panel discussion with live Q&A.Register # AuditFinancial consulting AuditFinancial consulting
Live webinarJuly 29, 2025The modern chief marketing officer: Creative acceleration in the age of AIThis webinar will help CMOs accelerate creativity and production by utilizing generative AI in their creative and marketing strategies.Register # Business applicationsCRM servicesSalesforceArtificial intelligence Business applicationsCRM services
Live webinarJuly 29, 2025Maximize Sage Intacct reporting: Interactive report writer for deeper insightsDiscover how Sage Intacct’s Interactive Custom Report Writer empowers you to build flexible, powerful reports and gain deeper insight across your data.Register # Technology consultingSage Intacct Technology consultingSage Intacct
Live webinarJuly 30, 2025Modern IT outsourcing: The big pictureExplore IT outsourcing trends, delivery models and pricing, and discover how to align strategies with business goals.Register # Managed cloud and ITManaged IT services Managed cloud and ITManaged IT services
Live webinarJuly 31, 2025Tax reform in motion: SALT strategies under the One Big Beautiful Bill ActExplore significant state and local tax considerations introduced by the One Big Beautiful Bill Act and learn strategies for navigating the evolving SALT landscape.Register # Business taxState & local tax Business taxState & local tax
In-person eventFamily Office Advanced Leadership ProgramDesigned for senior family office leaders, this 18-month program sharpens leadership, governance and succession-planning skills.Read more # Family office services Family office services
CPE eventJuly 24, 2025Empowering financial institutions with Microsoft 365Discover strategic approaches and innovative solutions with Microsoft 365 to empower financial institutions in a dynamic digital landscape.Read more # Financial servicesFinancial institutionsBusiness applicationsData & digital services Financial servicesFinancial institutions
Live webinarJuly 24, 2025NetSuite AI webinar series Join us for our new NetSuite AI webinar series, designed specifically for chief financial officers, VPs/directors of finance, controllers and accounting managers.Register # NetSuiteERP services NetSuiteERP services
Live webinarJuly 28, 2025Beyond the audit: Leveraging findings to fuel finance transformation and optimizationLearn how to apply audit insights, improve readiness and modernize finance in this 45-minute panel discussion with live Q&A.Register # AuditFinancial consulting AuditFinancial consulting
Live webinarJuly 29, 2025The modern chief marketing officer: Creative acceleration in the age of AIThis webinar will help CMOs accelerate creativity and production by utilizing generative AI in their creative and marketing strategies.Register # Business applicationsCRM servicesSalesforceArtificial intelligence Business applicationsCRM services
Live webinarJuly 29, 2025Maximize Sage Intacct reporting: Interactive report writer for deeper insightsDiscover how Sage Intacct’s Interactive Custom Report Writer empowers you to build flexible, powerful reports and gain deeper insight across your data.Register # Technology consultingSage Intacct Technology consultingSage Intacct
Live webinarJuly 30, 2025Modern IT outsourcing: The big pictureExplore IT outsourcing trends, delivery models and pricing, and discover how to align strategies with business goals.Register # Managed cloud and ITManaged IT services Managed cloud and ITManaged IT services
Live webinarJuly 31, 2025Tax reform in motion: SALT strategies under the One Big Beautiful Bill ActExplore significant state and local tax considerations introduced by the One Big Beautiful Bill Act and learn strategies for navigating the evolving SALT landscape.Register # Business taxState & local tax Business taxState & local tax