Building Better Consumer Insights Through Cash Flow Data

An increasing multistate and international marketplace has resulted in significant sales and use tax issues. Recent statutes, regulations, and case law may have a significant effect on the applicability of sales and use tax and related exemptions for businesses operating in a multistate environment. Accountants, controllers, accounts payable professionals, CFOs, tax managers and officers, presidents, vice presidents, bookkeepers, and enrolled agents who operate in a multistate business environment face frequent questions regarding multistate taxation, which states can impose a tax, and how to document multistate exemptions. This course is designed to update professionals on advanced sales and use tax issues facing businesses operating in a multistate environment.

AI is revolutionizing the banking and financial services domain. Banks can minimize expenses and increase revenue by embracing AI.

A majority of financial institutions across the country are striving to find ways to grow their commercial loan portfolio, in particular commercial real estate (CRE) and C&I. Finding competitive advantages, product differentiation, and effective loan pricing strategies are keys to successful sustained growth. We will explore different strategies that could be used to grow loans while maintaining acceptable profit margins.

Not all superheroes wear capes. Sometimes, they wear business suits, dresses, or jeans and are found in the back office of financial institutions. These superheroes are also known as BSA/AML professionals and they play the important role of protecting our financial system and our country. In this panel moderated by Abrigo, we’ll spend time hearing from BSA/AML professionals about their experiences in the industry.