How Nonprofits Can Navigate Digital Transformation
Nonprofits that learn how to navigate digital transformation are better positioned to thrive. But the unique constraints on nonprofits necessitate a different approach to digital transformation.
Understanding the Differences: Fidelity Bond vs. Fidelity Insurance for 401(k) Plan Sponsors
In the intricate world of 401(k) plan management, understanding the distinction between fidelity bonds and fidelity insurance is crucial. Explore how to strategically leveraging both fidelity bonds and fidelity insurance, to safeguard your plan’s assets and uphold your fiduciary responsibilities with confidence.
The Importance of Total Time Accounting in Government Contracting: Avoiding Pitfalls and Ensuring Compliance
Learn why TTA is so essential and how you can avoid common pitfalls while ensuring compliance.
FinCEN Issues New Reporting Rules for Real Estate Transactions
FinCEN has issued a final rule, effective December 1, 2025, requiring certain real estate professionals to report non-financed residential property transactions involving legal entities or trusts to combat money laundering. The rule targets high-risk transactions used by illicit actors to obscure identities and launder money through the U.S. housing market.
Uncovering the Pitfalls: What Could Go Wrong with Fidelity Bonds?
Fidelity bonds serve as a safeguard against losses caused by fraudulent or dishonest acts by individuals who handle 401(k) plan assets. Like any financial tool, there are potential pitfalls and challenges associated with fidelity bonds that could compromise your plan’s security. Learn more about what could go wrong and how you can proactively mitigate these risks.
The Ultimate Guide to Fighting Fraud: Key Takeaways from the 2024 ACFE Report to the Nations
The 2024 ACFE Report to the Nations provides a comprehensive overview of the latest trends, statistics, and strategies in the fight against occupational fraud. Dive into the key insights from this report and arm yourself with the knowledge to protect your organization from fraud.
How to Create a Comprehensive SSP and Calculate Your SPRS Score: Steps to Confident CMMC Compliance
Navigating CMMC requirements can be daunting, especially when it comes to developing a comprehensive System Security Plan (SSP) and calculating your Supplier Performance Risk System (SPRS) score. Learn how you can confidently complete the necessary steps to compliance, including performing a self-assessment against the NIST SP 800-171r2 controls to develop a robust SSP and SPRS score.
AI in Real Estate: Balancing Innovation and Risks
AI is reshaping the real estate industry, offering unprecedented efficiency and precision. However, while AI brings significant opportunities, it also introduces challenges that must be carefully managed.
PBMares Cares Grant Cycle Opens for Fall 2024
PBMares launched the fall grant cycle of its Corporate Social Responsibility Program, PBMares Cares, on September 1, 2024. The program funds nonprofits whose work aligns with the Firm’s giving mission. The deadline for submission is October 15, 2024.
Best Practices for Tracking Board Minutes for Nonprofit and For-Profit Organizations
The fundamental purpose of board minutes is similar across different types of organizations; however, there are nuances that differentiate how for-profit and nonprofit boards approach their creation and maintenance. Understand these differences and the best practices that can significantly enhance the organizational governance and integrity.