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Trending Topics & Insights

Whatever you’re navigating, there’s a resource to help. Explore insights, webinars, events, guides, case studies, and more — practical perspectives on the challenges and opportunities shaping your industry.

Kemp Moyer_Partner Advisory | BPM

Outgrowing Your 409A Provider Is a Milestone, Not a Chore  

Most companies choose their first 409A valuation provider on price and speed, and that is a defensible decision. But what happens when you outgrow your choice?

Protecting Your Nonprofit: How to Spot Scams, Prevent Fraud & Secure Data

Join BPM for Protecting Your Nonprofit: How to Spot Scams, Prevent Fraud & Secure Data, where we’ll turn real-world nonprofit scenarios into practical safeguards.

Headshot of Jill Pappenheimer, Partner in Advisory – HR Consulting at BPM

Advantages of Moving Beyond a PEO

As companies grow, the solutions that once helped them scale can eventually start creating new limitations.

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Resources > Search
Insight Outgrowing Your 409A Provider Is a Milestone, Not a Chore   Insight Advantages of Moving Beyond a PEO Insight Fractional CISO FAQs: What Executives Need to Know Insight What Buyers Need to Know About Inventory Valuation in Retail Due Diligence Insight Pulley Is Shutting Down: What to Do with Your Cap Table Before December 8 Insight What Is Sell-Side Quality of Earnings and When Is It Worth the Investment? Insight How AI Is Changing Outsourced Accounting Insight How New York Reclaimed Its Commercial Real Estate Crown Insight Year-End Checklist: Preparing Your Retirement Plan Records for Audit Season Insight The Importance of Trust Recordkeeping in Trust Management

Insights

EXPLORE ALL INSIGHTS ›

Outgrowing Your 409A Provider Is a Milestone, Not a Chore  

Most companies choose their first 409A valuation provider on price and speed, and that is a defensible decision. But what happens when you outgrow your choice?

September 22, 2026

Advantages of Moving Beyond a PEO

As companies grow, the solutions that once helped them scale can eventually start creating new limitations.

September 21, 2026

Fractional CISO FAQs: What Executives Need to Know

This article answers the questions executives ask most often when they consider bringing one on board. 

September 21, 2026

Webinars

EXPLORE ALL WEBINARS ›

Protecting Your Nonprofit: How to Spot Scams, Prevent Fraud & Secure Data

Join BPM for Protecting Your Nonprofit: How to Spot Scams, Prevent Fraud & Secure Data, where we’ll turn real-world nonprofit scenarios into practical safeguards.

October 13, 2026

Beyond Equity: Strategies to Attract, Reward, and Retain Key Talent

This webinar explores how private and closely held companies can use compensation strategies and non-equity incentives to attract and retain key talent.

October 8, 2026

Nonprofit Accounting & Tax Update: Prepare for Funding & Audit Changes

Walk away with a clear read on your organization’s financial health, a shortlist of the risks worth watching, and a checklist your teams can rally around before year-end decisions lock in. 

August 11, 2026

Events

EXPLORE ALL EVENTS ›

Unwind with BPM at Sage Future 2026: Network Event 

Join BPM’s Sage Future networking event in San Francisco for drinks, insights, and conversations with finance and operations leaders after Sage Future.

April 29, 2026

Hard Hats & Happy Hour: Network Event

Bring Your Crew. We’ve Got the Tab. Headed to CONEXPO? Wrap up a day of show floor buzz, and unwind …

March 5, 2026

Bay Area CFO Forum

Profiling the Visionary CFO: Finance in an AI World Join BPM, Century Group, and Mercer at the next Bay Area …

October 22, 2025

Case Studies

EXPLORE ALL CASE STUDIES ›

How BPM Guided a Community Bank Through a Secure Migration to Microsoft 365 

Explore how BPM’s Managed IT team helped a community bank navigate through a secure migration to Microsoft 365.

September 12, 2026

How BPM’s Penetration Test Helped a Community Bank Hold a Vendor Accountable 

BPM helped a regional water authority secure its operational technology network by identifying vulnerabilities, testing defenses and verifying remediation without disrupting service.

September 11, 2026

Trusted, Then Verified: How BPM Helped Secure a Regional Water System 

BPM helped a regional water authority secure its operational technology network by identifying vulnerabilities, testing defenses and verifying remediation without disrupting service.

September 11, 2026

Guides

EXPLORE ALL GUIDES ›

The HR & Payroll Transformation Guide

Download the e-book, “The HR & payroll transformation guide” for strategic insights on optimizing your HR operations and creating a roadmap for sustainable growth.

June 30, 2025

Your business sale journey: A strategic approach to maximizing value

Selling your business can be complex and high-stakes. This guide offers professional insights to help you prepare, plan your timeline, and protect your business’s value.

June 23, 2025

Maximizing Your NetSuite Investment

Download the e-book, “Maximizing your NetSuite Investment” for insights Implementation approaches and operational benefits for scaling companies. Business leaders know …

April 25, 2025

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        • Intellectual Property Tax Planning
        • IRS Voluntary Disclosure
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      • IRA Tax Credit Solutions
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        • Tax Controversy
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      • Technical Accounting
        • Revenue Recognition
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        • Lease Accounting
        • SEC Reporting
        • Software Development Accounting
        • Debt and Equity Accounting 
        • Consolidation Accounting
        • IFRS/GAAP Conversion
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