Although CFOs’ optimism has risen, finance leaders are confronting the disruptive triumvirate of new tax legislation, persistent tariff volatility, and rising AI integration—while seeking meaningful, measurable outcomes. All at once, three things must be considered in a complex environment where transformational opportunity and uncertainty coexist. The takeaway is that holistic modeling is essential for businesses to determine the right tax strategy for their circumstances.
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Shadow AI is no longer a fringe issue—it’s a mainstream reality inside most organizations. While the risks are real—ranging from security breaches to compliance failures—it also represents a powerful signal: Your workforce is ready, willing, and already experimenting with AI to solve real problems. Organizations that respond with rigid control will stifle innovation. Those that respond with clear strategy, empowered oversight, and curated choice will unlock AI’s full potential—safely and at scale.
We are in the midst of the greatest opportunity in likely the most dynamic environment. Our research indicates that providers are thriving, yet challenged by the growth as well as the complexity they are encountering with their clients. During this year’s “State of the Business” webcast we will explore the current health of the business and offer our perspectives on what we have learned. We will be joined by two of our members who will share how they are managing their growth strategies.
With the sprint to include AI in all systems, hear from three providers about their already existing AI aspects of their environments. Robert (Rob) Mallernee, CEO, Eton Solutions Kathy Kang, Product Manager, SumIt Software Dan Kutner, Head of Sales, North America, Masttro
Discover the crucial needs around privacy and risk as AI becomes imbedded in the Family Offices of Tomorrow. Bryan Rhody, Partner, Advisory, Technology Solutions Group, BPM Bill Rouse, Director, Advisory, Technology Solutions Group, Family Office Industry Specialist, BPM Angela Thomas, Sr. Manager, Advisory, Technology Solutions Group & Sage Intacct Practice Leader, BPM
The Integration of Artificial Intelligence (AI) into business strategies has become a pivotal step for organizations that are aiming to create or maintain a competitive edge. And making the right AI vendor selection will be critical toward that end. With this AI governance playbook, learn how you can evaluate AI vendors to ensure that the chosen provider not only prioritizes the company’s strategic goals but also offers a significant return on investment, while protecting data and complying with regulatory standards.
Agentic artificial intelligence (AI) is more than a technological upgrade—it’s a fundamental shift in operations, with the potential to impact every facet of business, from customer interactions to internal workflows. Unlike traditional automation, agentic AI employs a more sophisticated “understand-decide-act” process, making autonomous decisions based on data analysis and defined objectives.
As with any technology, change happens gradually, not overnight. And GenAI is no different. While it may seem to many that the AI enterprise adoption is at a standstill because the financial benefit is not yet evident, important steps are happening behind the scenes that are setting the stage for broader scale adoption and monetization in the not-too-distant future. In this report, we address the common questions about the generative AI theme.
As AI continues to transform industries from healthcare and finance to manufacturing and consumer tech, understanding its trajectory is critical for Private Family Capital Investors looking to capitalize on emerging opportunities. Jack will share unique perspectives gained as a family member of a business-owning family and as a technology entrepreneur and visionary disrupting the way AI can innovate across multiple different industries at once. Jack Hidary, Founder & CEO, SandboxAQ Edwin Wang, Senior Advisor, SandboxAQ
Cybercrime has become more advanced over the years, but the level of sophistication could take a quantum leap forward with the explosive growth of generative artificial intelligence (AI) that can easily mimic a real person’s voice or create a scam website that looks exactly like a real one. The threat is keeping security professionals up at night.