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Webinar
Building the Business Case to Modernize Your ERP System
Build the case, align stakeholders and plan what comes after legacy ERP systems.

May 28, 2026 | 10:00 AM - 11:00 AM PT

Webinar
The Future of NetSuite: AI That Drives Action
Explore how AI in NetSuite helps teams reduce manual work, improve visibility and make fast, informed decisions.

May 21, 2026 | 09:00 AM - 10:00 AM PT

Webinar
Build a Smarter Professional Services Firm with AI
See how professional services firms turn AI automation into real results.

April 1, 2026 | 11:00 AM - 11:45 AM PT

Webinar
Operationalizing AI with Confidence: An Actionable AI Framework, Reinforced by ISO 42001
From AI Experiments to Enterprise Execution and Governance

March 17, 2026 | 10:00 AM - 11:00 AM PT

Webinar
From Data to Impact: Stronger Stakeholder Reporting with Copilot and Power BI
Use Copilot and Power BI to automate nonprofit reporting and illustrate impactful stories.

February 17, 2026 | 11:30 AM - 12:30 PM PT

Webinar
Navigating QSBS: Eligibility, Exclusions & Valuation Triggers
Discover who qualifies for QSBS and how to secure the exclusion.

December 11, 2025 | 11:00 AM - 12:00 PM PT

Webinar
Budgeting & Forecasting Strategies for Nonprofits & Education in 2026
Build flexible, mission-aligned financial models to stay resilient in uncertain times.

December 11, 2025 | 09:00 AM - 10:00 AM PT

Webinar
The GP Year-End Game Plan: Close the Books Without the Burnout
Get hands-on help for GP year-end with a live walkthrough of closing steps and 1099 management.

December 10, 2025 | 10:00 AM - 11:00 AM PT

Webinar
Donor Love, Not Data Entry: Agentic AI in Action
Unpack Agentic AI and its role in guiding nonprofits from concept to tangible impact.

December 4, 2025 | 01:00 PM - 02:00 PM PT

Webinar
Crack the Code: Your 2025 Year-End Tax Playbook
Navigate 2025 tax law changes with expert insights and practical planning strategies.

December 3, 2025 | 10:00 AM - 11:00 AM PT

Webinar
From Planning to Preservation: Tax Strategies for 2026 Success
Navigate new tax laws and prep your portfolio for 2026 success.

December 2, 2025 | 10:00 AM - 11:00 AM PT

Webinar
After the Audit: Building a Better Process for Your Nonprofit Next Year
Turn this year’s audit pain into next year’s plan.

November 20, 2025 | 09:00 AM - 10:00 AM PT

Webinar
Simplify Your 1099 Filing for 2026
Prepare for 2026 1099 filing with expert tips to reduce risk, avoid penalties and stay compliant.

November 18, 2025 | 11:00 AM - 12:00 PM PT

Webinar
From Chaos to Copilot: Harnessing AI in Microsoft 365
See how Copilot + Agents turn scattered workflows into smooth, connected experiences across your Microsoft tools.

October 28, 2025 | 01:00 PM - 02:00 PM PT

Webinar
Workday 2025 Release 2 HCM Preview
Get Prepared for the Mandatory Updates to Your Workday Tenant from WD2025R2.

August 21, 2025 | 10:00 AM - 10:45 AM PT

Webinar
Future-Proofing Firms – AI in Professional Services
Discover practical ways to apply AI in your firm’s daily operations.

August 20, 2025 | 11:00 AM - 12:00 PM PT

Webinar
Fireside Chat: The Big, Beautiful Bill & the Future of Professional Services
Tax changes ahead: What professional services firms need to know now.

August 6, 2025 | 11:00 AM - 11:45 AM PT

Webinar
Navigating Uncertainty Part 4: Forecast Your Future: Cash Flow Clarity for Nonprofits
Learn the tools to help your nonprofit navigate an uncertain economic climate

July 17, 2025 | 11:30 AM - 12:30 PM PT

Webinar
Valuation Masterclass: Takeaways for Owners & Advisors
Join us for an exclusive webinar designed for business owners and advisors like you.

July 16, 2025 | 11:00 AM - 12:00 PM PT

Webinar
Solve the Talent War: Strategies for Longevity
Explore how to win top talent and create a sustainable succession plan for your firm’s future.

July 10, 2025 | 11:00 AM - 12:00 PM PT

Webinar
Tariff Shifts Ahead: Updates, Risks & Strategic Responses
Explore what the tariff pause expiration means for your business.

July 10, 2025 | 09:00 AM - 10:00 AM PT