Effectively Manage Your Service Providers: Best Practices for Financial Institutions
In today’s complex financial environment, banks, credit unions, and other financial institutions rely heavily on third-party service providers to support critical operations—from IT and cybersecurity to loan servicing and compliance functions. While these partnerships bring valuable expertise and efficiency, they also introduce risks that require careful ma
The Role of Innovation in Government: Creating a Culture of Continuous Improvement
Across the country, public sector organizations are under pressure to do more with less—stretching budgets, improving service delivery, and responding to rising community expectations. While innovation is often associated with startups and private industry, it’s increasingly becoming a strategic priority for government leaders as well. Fostering a culture
Landmark Tax Bill Signed Into Law: What Businesses and Individuals Need to Know
President Trump signed the One Big Beautiful Bill Act (OBBBA) into law on July 4, 2025, following its passage by Congress on July 3. This sweeping legislation includes significant changes to the federal tax code, making permanent several provisions from the 2017 Tax Cuts and Jobs Act (TCJA), modifying business and individual tax rules, scaling […]
Improving Board Engagement: Best Practices for Non-Profit Leadership
Strong, active board leadership is critical to the success and sustainability of any nonprofit organization. The board of directors provides vital governance, strategic direction, and oversight that helps nonprofits fulfill their mission and maximize impact. However, many nonprofits struggle with keeping their boards fully engaged and motivated in today’s com
Mergers and Acquisitions in the Financial Sector: Navigating Growth in 2025
As the financial services industry continues to evolve, mergers and acquisitions (M&A) remain a key growth strategy for banks, credit unions, and other financial institutions looking to scale operations, expand geographic reach, or stay competitive in a tightening regulatory environment. In 2025, the M&A landscape is being shaped by rising interest ra
Navigating Compliance in Federal Grants: What Local Governments Need to Know
Over the past several years, federal grant funding has played a critical role in helping local governments respond to economic shifts, invest in infrastructure, and modernize essential services. From pandemic recovery programs to long-term investments through the Bipartisan Infrastructure Law and the Inflation Reduction Act, the federal government has made hist
Fractional CFO Services: A Game Changer for Growing Businesses
For growing businesses, managing finances effectively is critical to scaling successfully. But hiring a full-time Chief Financial Officer (CFO) isn’t always feasible — especially for startups and small to mid-sized companies. That’s where fractional CFO services come in, offering flexible, expert financial leadership without the full-time commitment. Wh
The Role of Technology in Project Cost Estimation for Construction Firms
Accurate project cost estimation is the backbone of every successful construction project. Getting it right means better budgeting, fewer surprises, and stronger profitability. But today’s construction firms face increasingly complex projects, tight margins, and rapidly changing material and labor costs — making traditional estimation methods less reliable
Pre- and Post-Acquisition Services: Setting Up for Success
Acquisitions can unlock tremendous growth opportunities for businesses, offering access to new markets, resources, and capabilities. However, successful acquisitions require much more than just signing a deal. Both pre-acquisition due diligence and post-acquisition integration are critical phases that can determine whether the transaction delivers its full pote