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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.

Streamlining Complex Wealth Management for a Family Office 

A West Coast-based family office led by a former executive of a major financial services company engaged BPM in 2015 to provide comprehensive family office services.

Yash Shah

Strategic Tax Planning for Manufacturing Companies 

Tax planning offers manufacturers a powerful tool to preserve capital, fund growth, and strengthen their competitive position.

Preparing for IPO: Financial and Valuation Risks for Life Sciences Companies and How to Address Them

For life sciences companies, the gaps that go unaddressed today can delay your IPO timeline or create valuation drag when it matters most.

  • Insights
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Webinar Preparing for IPO: Financial and Valuation Risks for Life Sciences Companies and How to Address Them Insight Strategic Tax Planning for Manufacturing Companies  Insight Stablecoins and Tokenization Reshape Financial Infrastructure in 2026  Insight Staff Augmentation vs Outsourcing: Finding the Right Accounting Support for Your Business  Insight Minimum Distribution Planning for Private Foundations  Insight Why Forensic Accountants Make Important Expert Witnesses in Court  Webinar Nonprofit Compensation and Total Rewards: Designing Sustainable Pay Programs Insight CalSavers vs. 401(k): Which Is Right For Your California Business?  Insight Succession Planning for Wineries and Vineyards: Protecting Your Legacy While Preparing for Tomorrow  Insight Using AI to Diagnose Inefficiencies in Your Finance Function 

Insights

EXPLORE ALL INSIGHTS ›

Strategic Tax Planning for Manufacturing Companies 

Tax planning offers manufacturers a powerful tool to preserve capital, fund growth, and strengthen their competitive position.

March 31, 2026

Stablecoins and Tokenization Reshape Financial Infrastructure in 2026 

The rapid rise of stablecoins and asset tokenization is fundamentally changing how value moves through the global financial system.

March 30, 2026

Staff Augmentation vs Outsourcing: Finding the Right Accounting Support for Your Business 

When your accounting team reaches capacity, the choice between outsourced accounting and staff augmentation depends on how each delivers value.

March 30, 2026

Webinars

EXPLORE ALL WEBINARS ›

Preparing for IPO: Financial and Valuation Risks for Life Sciences Companies and How to Address Them

For life sciences companies, the gaps that go unaddressed today can delay your IPO timeline or create valuation drag when it matters most.

June 4, 2026

Nonprofit Compensation and Total Rewards: Designing Sustainable Pay Programs

Funding uncertainty, rising talent competition, and growing equity expectations are forcing organizations to rethink how they attract and retain the people who drive their mission forward.

May 6, 2026

Agentic AI: Transforming Process Automation into Strategic Advantage 

Agentic AI is moving process automation beyond task execution and into decision-driven workflows that adapt, act, and deliver measurable results.

April 9, 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 ›

Streamlining Complex Wealth Management for a Family Office 

A West Coast-based family office led by a former executive of a major financial services company engaged BPM in 2015 to provide comprehensive family office services.

January 12, 2026

Invoice Automation for a Property Management Company 

See how invoice automation for property management companies reduced billing time, eliminated manual work, and improved accuracy across 100+ properties.

January 9, 2026

Automating Trial Balance Processing for a Real Estate Fund 

A private equity real estate fund manages a diverse portfolio of 20 commercial properties across multiple markets.

January 8, 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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          • Quality of Earnings
          • M&A Advisory
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          • Commercial Real Estate Valuation
          • Fairness Opinion
          • Complex Financial Instruments
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        • DPAD Section 199
        • IC Disc and Export Incentive
        • M&A Tax Services
        • R&D Tax Credit
        • Section 382
        • State & Local Taxes
        • CHIPS Act
      • Flow-Through
      • International Tax
        • Canadian Companies Doing Business in the US
        • China Tax Services
        • Global Tax Strategy Consulting
        • Indirect Tax
        • Intellectual Property Tax Planning
        • IRS Voluntary Disclosure
        • Mexico & Latin America Tax Services
        • Tax Quantitative Services
        • Transfer Pricing
      • IRA Tax Credit Solutions
      • National Tax
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        • Charitable Giving
        • Estates, Gifts & Trusts
        • Family Office Services
        • Fiduciary Accounting
        • Stock Option Planning
        • Tax Planning & Compliance
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        • Accounts Payable & Accounts Receivable Management
        • Outsourced Accounting for Startups
        • Industry-Specific Accounting Services
          • Nonprofit
          • Real Estate PE
          • Blockchain & Digital Assets
          • Wineries
      • Technical Accounting
        • Revenue Recognition
        • Equity-Based Compensation
        • Lease Accounting
        • SEC Reporting
        • Software Development Accounting
        • Debt and Equity Accounting 
        • Consolidation Accounting
        • IFRS/GAAP Conversion
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