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5 Key Takeaways from the Proposed SEC Ruling on BCP

The 2016 proposed rule released by the Securities and Exchange Commission (SEC) represents significant change from the current SEC Rule 204-2 (“Advisers Act”). At this time, the rule currently states that Business Continuity Planning (BCP) is not a requirement for Registered Investment Advisors...

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3 steps to ensure your data is compliant with CECL

Collaborating Author: Tim Biddle

If you are a financial institution, then you probably have spent time learning more about CECL and the challenges it will have on your data capabilities. You may be asking yourself, “Why is data and data management so much more important to CECL compliance than...

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Five things no one tells you about marriage...or ERP systems

Throughout the past year, I have helped my clients navigate the ever-complicated market of cloud-based ERP systems. The truth is, the vendor evaluation and selection process can be rewarding and, at the same time, challenging and complicated.

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Why Suit Shopping is like Shopping for an ERP System

Think back to when you were getting ready to graduate from college – you were probably working on your resume, practicing your interview questions, and looking for the right suit so you would look good and feel confident while interviewing for your first job.

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