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.
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.
If you’ve recently become a trustee or beneficiary of a trust, you may have encountered terms like “principal” and “income” and found yourself wondering what they actually mean in practice.
For life sciences companies, the gaps that go unaddressed today can delay your IPO timeline or create valuation drag when it matters most.
If you’ve recently become a trustee or beneficiary of a trust, you may have encountered terms like “principal” and “income” and found yourself wondering what they actually mean in practice.
April 2, 2026
Every nonprofit has costs that don’t fit neatly into a single program budget. These are your indirect costs, and how you allocate them matters more than most organizations realize.
April 1, 2026
Tax planning offers manufacturers a powerful tool to preserve capital, fund growth, and strengthen their competitive position.
March 31, 2026
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
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 is moving process automation beyond task execution and into decision-driven workflows that adapt, act, and deliver measurable results.
April 9, 2026
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
Bring Your Crew. We’ve Got the Tab. Headed to CONEXPO? Wrap up a day of show floor buzz, and unwind …
March 5, 2026
Profiling the Visionary CFO: Finance in an AI World Join BPM, Century Group, and Mercer at the next Bay Area …
October 22, 2025
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
See how invoice automation for property management companies reduced billing time, eliminated manual work, and improved accuracy across 100+ properties.
January 9, 2026
A private equity real estate fund manages a diverse portfolio of 20 commercial properties across multiple markets.
January 8, 2026
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
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
Download the e-book, “Maximizing your NetSuite Investment” for insights Implementation approaches and operational benefits for scaling companies. Business leaders know …
April 25, 2025