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Thinking about switching banking partners? What fintechs need to knowThinking about switching banking partners? What fintechs need to know

Thinking about switching banking partners? What fintechs need to know

Discover what fintechs need to know about BaaS compliance, regulatory obligations, and operational readiness. Learn how to evaluate fintech bank partnerships and manage fintech regulatory compliance with the right API integration and customer experience strategies.

July 28, 2025
Financial Services
Article
Governance, Risk & Compliance
Top 5 financial close challenges and how to solve themTop 5 financial close challenges and how to solve them

Top 5 financial close challenges and how to solve them

Discover the top 5 challenges slowing down the financial close process and how to fix them. Learn practical strategies to improve speed, accuracy, and visibility in month-end reporting.

Article
July 24, 2025
Financial Services
Healthcare
Not-for-Profit
Construction
Services
Article
Client Accounting Advisory Services
Operational Excellence
Preparing heirs to lead with confidencePreparing heirs to lead with confidence

Preparing heirs to lead with confidence

Discover how Elliott Davis helped a high-net-worth family prepare their heirs to lead by integrating their business, brokerage account, and real estate into a tax-efficient estate plan that reduced estate taxes by $2 million and empowered the next generation with financial education and leadership skills.

Case Study
July 24, 2025
No items found.
Case Study
High Net Worth
Succession Planning
Misconceptions About Psychological Safety (Part 2)Misconceptions About Psychological Safety (Part 2)

Misconceptions About Psychological Safety (Part 2)

In Part 2 of their conversation on psychological safety, Drs. Drew Brannon and Cory Shaffer move from definition to application.

Podcast
July 23, 2025
No items found.
Podcast
Human Capital
Surge in ATM jackpotting incidents prompts renewed security urgencySurge in ATM jackpotting incidents prompts renewed security urgency

Surge in ATM jackpotting incidents prompts renewed security urgency

A surge in ATM jackpotting attacks across North Carolina has prompted urgent security alerts from the NCBA. Learn how financial institutions can defend against this fast-moving threat with expert insights, audit strategies, and actionable safeguards.

Article
July 23, 2025
Financial Services
Article
Internal Audit Services and Quality Assurance Reviews
Governance, Risk & Compliance
Facing multi-bank audits? Here’s how the right audit firm saves time and cuts riskFacing multi-bank audits? Here’s how the right audit firm saves time and cuts risk

Facing multi-bank audits? Here’s how the right audit firm saves time and cuts risk

Learn how the right fintech audit firm streamlines compliance, reduces audit risk, aligns with BSA/AML and CMS requirements, and supports scalable audit strategies for bank-fintech partnerships.

July 18, 2025
Financial Services
Article
Governance, Risk & Compliance
Audits, Reviews & Compilations
Post-Signing Analysis: The “One Big Beautiful Bill” Replay

Post-Signing Analysis: The “One Big Beautiful Bill” Replay

Video
July 17, 2025
Financial Services
Construction
Healthcare
International
Manufacturing & Distribution
Video
Client Accounting Advisory Services
Assurance & Attestation
High Net Worth
Misconceptions About Psychological Safety (Part 1)Misconceptions About Psychological Safety (Part 1)

Misconceptions About Psychological Safety (Part 1)

In this episode, Drs. Drew Brannon and Cory Shaffer unpack the growing buzz around "psychological safety" and why many misunderstand what it really means.

Podcast
July 16, 2025
No items found.
Podcast
Human Capital
How will you approach purchase price allocation?How will you approach purchase price allocation?

How will you approach purchase price allocation?

Discover how purchase price allocation affects tax treatment, financial reporting, and deal structure in real estate transactions.

Article
July 16, 2025
Real Estate
Article
Strategy & Growth
Transaction Advisory
Client Accounting Advisory Services
How to build a cybersecurity strategy for your construction businessHow to build a cybersecurity strategy for your construction business

How to build a cybersecurity strategy for your construction business

Learn how to build a cybersecurity strategy tailored for construction firms. Discover why the industry is increasingly targeted, what risks to watch for, and how to protect your operations, bids, and reputation.

July 15, 2025
Construction
Article
Cybersecurity Consulting
Macroeconomic factors will challenge, but not deny, healthcare service dealmakingMacroeconomic factors will challenge, but not deny, healthcare service dealmaking

Macroeconomic factors will challenge, but not deny, healthcare service dealmaking

Despite macroeconomic headwinds, healthcare services M&A remains resilient. Discover how policy shifts, interest rates, and capital pressure are shaping 2025 dealmaking trends.

July 14, 2025
Healthcare
Article
Transaction Advisory
New risks, new rules: Post-implementation CECL compliance, hedging strategies, and policy shiftsNew risks, new rules: Post-implementation CECL compliance, hedging strategies, and policy shifts

New risks, new rules: Post-implementation CECL compliance, hedging strategies, and policy shifts

July 11, 2025
Financial Services
Article
Internal Audit Services and Quality Assurance Reviews
Governance, Risk & Compliance
Client Accounting Advisory Services
Operational Excellence

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