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Community Association Banking
How to Pay for an Upcoming HOA Project
Explore different types of HOA financing, and navigate HOA loan requirements with ease.
Bank financing for HOAs is structured to allow associations to move forward with projects and capital improvements without putting a burden on homeowners or capital reserves.
Taxes
When Is Your Tax-Exempt Organization's Income Subject to Taxes?
Some tax-exempt organizations may generate revenue that's subject to UBIT.
Tax-exempt status doesn't necessarily mean that every dollar you bring in is automatically tax-free.
Treasury Management
How Cash Flow and Capital Impact Your Business
It's important to actively monitor and manage your company's cash flow and working capital.
Working capital and cash flow are important parts of your business's financial health.
Technology
Achieve More Efficient Operations Through IoT
Automation and connected devices can make manufacturing operations more efficient.
Automation and IoT can improve the customer experience and strengthen brand loyalty.
Industry Expertise
Healthcare Devices and Medical Ethical Issues
Understand the potential issues that can come with the increasing use of medical devices.
Education and preparation are essential in mitigating risks and using healthcare devices smartly.
Industry Expertise
Why an EHR Is Worth the Investment
Knowledge is power, and EHRs give you access to critical patient data that may improve care.
EHRs can make your practice more efficient and financially sustainable while helping you give patients the best care possible.
Industry Expertise
Solving Business Challenges for Architects
Address architecture challenges by thinking creatively, connecting with clients and nurturing leads.
Expand your community and online engagement by offering in-person and online education for a fee.
Taxes
Changes to Know for the 2024 Tax Year
Familiarize your team with 2024 tax changes so they can better guide your clients.
By planning ahead and staying up to date, your team can work more confidently and help your clients faster.
Industry Expertise
Tech Upgrades for the Food and Beverage Industry
Focus on key operational areas when deciding where to expand your business's software systems.
Look at all your company's processes to pinpoint the most important pain points to immediately address.
Industry Expertise
Why Collaboration Is Key to Better Healthcare
Collaboration is key to making any team successful, especially in healthcare.
Delivering quality patient care requires a high level of interprofessional collaboration.
Industry Expertise
Risk Management in Manufacturing
Taking some strategic precautions and proactive measures can help manufacturing leaders effectively manage risk.
Put safeguards in place to help you manage the financial risks specific to your business.
Middle Market Banking
Driving Value in Today's M&A Market
In this Middle Market Banking webinar, the panelists focus on driving value for your business in today's merger and acquisition market. Hear industry leaders discuss the current state of the M&A market and their strategies to build business value during this dynamic time.
Management
M&A Strategies to Help Your Business Expand
M&A can help businesses stay competitive, access new customers and strengthen supply chains.
In some industries, global expansion is critical for midsize companies to remain competitive.
Community Association Banking
Upgrade your community association banking with API integration
API integration streamlines community association finances. Save time, reduce errors and improve security with the right banking partner.
API integration gives you the tools to streamline operations through your software and be proactive decision-makers. It’s critical to work with a banking partner that understands the unique needs of the community association industry and prioritizes API technology development to streamline your operations.
Accounting
Cybersecurity Best Practices for CPAs and Accountants
These cybersecurity threats specifically target accountants and CPAs.
By understanding the most common threats and implementing some basic best practices, accounting firms can effectively secure customer data and have a plan to deter, detect and respond to threats.
Industry Expertise
What Nonprofits Need to Know About Endowment Funds
Nonprofits are always in fundraising mode. Relieve some of the pressure with an endowment fund.
Setting up an endowment fund gives organizations a way to generate money over time.
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