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Insights & Resources
Start exploring insights from across the industries we serve, featuring the latest industry trends, compliance alerts, tax and accounting news and much more.
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Learn how financial institutions can manage third-party risks, protect customer trust and minimize disruptions from critical service outages.
Weaver’s overview of the SEC’s 2025 examination priorities describe practices by investment advisers and others that may come under SEC review.
This on-demand session provides insight into the best practices for financial reporting, compliance and internal controls, ensuring your organization remains transparent and accountable.
Howard Altshuler and Selina McUmber discuss real estate market shifts, investor appetite and alternative lending options, including debt funds and private credit.
PCI DSS sets the standard for payment card security in higher education detailing compliance levels, reporting requirements and strategies to protect data.
By adopting best practices for fraud prevention and fostering a culture of transparency, NFPs can safeguard their resources and continue to make a positive impact.
Navigating the federal grants process can be complex. Our Center of Excellence – Not-for-Profit Consulting team dives into the ever-changing and multifaceted world of federal grants from how to determine which grants best fit your mission to ensuring compliance with federal requirements and reporting.
If FinCEN’s proposed rule is adopted, SEC Registered Investment Advisers and Exempt Reporting Advisers would be subject to FinCEN’s AML and CFT requirements.
Kirby Ross and Jackie Gonzalez discuss not-for-profit board responsibilities and explain how passion and communication intersect in creating an effective board.
As financial institutions overcome data overload, leaders need to understand client preferences to improve the customer experience. Tune in.
Weaver’s Kirby Ross and Jackie Gonzalez explore the rules surrounding UBIT for not-for-profit organizations. Tune in.
Federal financial institution regulatory agencies updated their existing guidance on liquidity risks and contingency planning for depository institutions.