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Tribal gaming will start 2024 in a strong position
Tribal gaming operators will start 2024 in a strong position. Focusing on these three priorities can help them stay ahead.
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Dec 09, 2023
Industries: Tribal Gaming
Services: Organizational performance consulting, Audit and Accounting, CPA Tax Services, Operations, People, Strategy
By: Grant Eve
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Tangled in technology? How to remove growth blockers.
In the last decade, we’ve seen the rise of cloud computing, the advent of generative AI and the increasing importance of data analytics. Technology is constantly evolving and organizations that fail to keep up will be left behind.
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Dec 05, 2023
Services: Business consulting services, Organizational performance consulting, Start your pathway to prime
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IRS Form 4506-C and tax return transcripts: Not just for self-employed borrowers
The IRS Income Verification Express Service (IVES) Request for Transcript of Tax Return (IRS Form 4506-C) plays a crucial role when selling loans to the secondary market. In addition to being a requirement of the post-closing quality control (QC) procedures, tax transcripts are an effective tool to evaluate your borrower’s ability to make loan payments and a valuable means to detect and prevent fraud.
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Dec 04, 2023
Industries: Financial Institutions, Financial Services
Services: Compliance
By: Andrew Morgenroth
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Are your fees junk-free?
Consumers are entitled to get the basic information they need from financial institutions without having to pay so-called “junk fees.” That was the gist of the Consumer Financial Protection Bureau’s (CFPB’s) recent advisory opinion. The guidance for large financial institutions, related to Section 1034(c) of the Consumer Financial Protection Act (CFPA), supports the requirement that financial institutions need to respond in a timely manner to consumer requests about their accounts.
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Dec 04, 2023
Industries: Financial Institutions, Financial Services
Services: Compliance
By: Amanda L. Knudsen
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Government funding hopes to boost office-to-residential conversions
New federal funding supports encourage office-to-residential conversion in pursuit of more energy-efficient, affordable housing.
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Nov 30, 2023
Industries: Real Estate
By: Cory Bultinck, Dannielle Lewis
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Asset management outlook: Thriving through uncertainty in 2024
The right expenditures on people and technology will help asset management thrive in 2024.
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Nov 30, 2023
Industries: Wealth and asset management
By: Ronald S. Niemaszyk
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How to measure confidence in your company’s finances
As your organization matures, it’s crucial to keep a pulse on its financial health, much like how you’d regularly survey employees about culture and engagement. Learn how to build and maintain financial confidence in your organization.
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Nov 21, 2023
Services: Business consulting services, Organizational performance consulting, Organizational performance workshops and training
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5 cybersecurity measures to focus on now
Is your organization doing all it can to protect its data and prevent a breach? These cybersecurity measures will help you reduce risk.
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Nov 16, 2023
Industries: Technology industry
Services: Cybersecurity services
By: Tom Wojcinski
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Is your higher-ed institution ready for the Safeguards Rule?
Learn how your higher-ed institution can help ensure GLBA safeguards rule compliance, with an information security program that keeps key financial aid data secure.
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Nov 14, 2023
Industries: Nonprofits
Services: Cybersecurity services
By: Sean Grennan
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How to remove roadblocks to growth so you can scale stronger
In the complex landscape of modern business, your organization might find itself at a crossroads. You may have a compelling vision, a talented team and cutting-edge technology, but still struggle to achieve sustainable and scalable growth
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Nov 14, 2023
Services: Business consulting services, Organizational performance consulting, Start your pathway to prime
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