Upcoming Webinars

The Inflation Reduction Act has opened the door for not-for-profit organizations to benefit from a range of renewable energy tax credits—many for the first time. Whether you’re a nonprofit leader, financial advisor, or part of a supporting accounting team, this webinar will help you navigate the evolving landscape of energy incentives and funding strategies.

You’ll gain practical insights into eligibility, compliance, credit monetization, and the Direct Pay process, along with guidance on how to incorporate these opportunities into financial and sustainability planning. We’ll also discuss key accounting considerations for recognition and disclosure.

Led by: Randy Crabtree & Barry Devine

Personal brands are quickly outpacing corporate brands in terms of influence and importance within professional firms. In today’s hyper-connected world, clients and talent alike are drawn to the expertise, authenticity, and trustworthiness of individuals rather than faceless entities. According to a LinkedIn study, 82% of people are more likely to trust a company when its senior leaders actively engage on social media. Additionally, Edelman’s Trust Barometer shows that 63% of employees trust their CEO less than they trust their own peers, highlighting the critical need for individual leadership voices. Discussing this shift offers valuable insights into how firms can leverage personal branding to enhance client relationships, attract top talent, and stand out in a competitive market.

Led by: Randy Crabtree & Rob Brown