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.
For families managing wealth across generations, charitable giving rarely happens in a vacuum. It sits alongside estate planning, tax strategy, and legacy goals, and the vehicle you use to give can affect all of them.
The threats targeting organizations like yours aren’t slowing down, and without a clear picture of what’s coming, the risks you overlook today could become the incidents you’re responding to tomorrow.
Serving as a trustee comes with significant legal, financial, and fiduciary responsibilities. This article explains when professional trust administration support may be necessary, from fiduciary accounting and tax compliance to beneficiary reporting and formal accountings.
For families managing wealth across generations, charitable giving rarely happens in a vacuum. It sits alongside estate planning, tax strategy, and legacy goals, and the vehicle you use to give can affect all of them.
May 26, 2026
Serving as a trustee comes with significant legal, financial, and fiduciary responsibilities. This article explains when professional trust administration support may be necessary, from fiduciary accounting and tax compliance to beneficiary reporting and formal accountings.
May 25, 2026
An HR assessment is a structured review of your organization’s HR policies, practices, systems, and their integration with one another to identify where you stand and where you’re exposed.
May 22, 2026
The threats targeting organizations like yours aren’t slowing down, and without a clear picture of what’s coming, the risks you overlook today could become the incidents you’re responding to tomorrow.
May 7, 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
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
BPM’s HR Consulting team worked with a private regional university to strengthen their HR operations.
April 17, 2026
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
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