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Webinar | March 25, 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.
Insight | March 25, 2026
CalSavers vs. 401(k): Which Is Right For Your California Business?
CalSavers vs 401(k): Compare costs, benefits, and flexibility to choose the right retirement plan for your California business and stay compliant.
Insight | March 24, 2026
Succession Planning for Wineries and Vineyards: Protecting Your Legacy While Preparing for Tomorrow
Succession planning for wineries helps protect your legacy, manage transitions, and prepare future leaders while addressing key tax and operational challenges.
Insight | March 23, 2026
Using AI to Diagnose Inefficiencies in Your Finance Function
Use AI in finance to diagnose inefficiencies, automate processes, and improve reporting, forecasting, and accuracy across your finance function.
Insight | March 20, 2026
Is a PEP Right for My Business? 5 Questions to Ask
Is a pooled employer plan right for your business? Learn key questions to evaluate costs, compliance, and flexibility before choosing the right retirement plan.
Insight | March 19, 2026
SEC Issues New Crypto Guidance: Here’s What It Means for Your Business
Understand the latest SEC crypto guidance and what it means for your business, including asset classification, compliance, and tax implications.
Insight | March 19, 2026
Structuring Family Meetings to Engage Multiple Generations in Wealth Planning
Learn how multigenerational family meetings strengthen wealth planning, align values, and improve communication across generations for lasting legacy success.
Insight | March 18, 2026
4 Regulatory Challenges Every Fintech Company Must Overcome in 2026
Explore fintech regulatory challenges in 2026, from bank partnerships to data privacy. Learn how fintech regulatory challenges can be managed to support growth.
Team Member
Julie Kim
Julie brings over 20 years of experience in accounting systems consulting and ERP implementations to the BPM TSG team. She …
Insight | March 17, 2026
What is a Corporate Carve-Out? A Strategic Guide for Business Leaders
Learn what a corporate carve-out is and how it works. Discover how a corporate carve-out can unlock value and support smarter business strategy.
News | March 17, 2026
BPM Announces CEO Transition
Jim Wallace to retire from CEO after 11 years of service After 11 years of dedicated leadership, Jim Wallace has …
Insight | March 16, 2026
Do You Need a Valuation Before Your Qualified Opportunity Zone Gain Deferral Expires?
Learn why an Opportunity Zone valuation matters before the 2026 deadline and how Opportunity Zone valuation helps investors determine taxable gains.
Insight | March 13, 2026
How to Select the Right Business Valuation Expert
Choosing the right business valuation expert can have far-reaching implications for your company. A quality valuation affects financial reporting, tax …