Armanino

Congratulations to Kathy Ferguson on her election to the NBOA: Business Leadership for Independent Schools 2025 Board of Directors! Kathy is a distinguished leader in financial reporting, internal controls and strategic advisory for nonprofits. She plays a pivotal role in our national independent school practice, bringing her expertise and passion for knowledge-sharing to the forefront. As an engaging speaker, Kathy frequently captivates audiences at industry conferences and events with her insightful presentations. We applaud her impressive leadership and professional achievements, and we’re incredibly lucky to have her on our team! You can learn more about Kathy’s journey from education to auditing—and her insights on how everything from AI and cryptocurrency to the gender pay gap have impacted independent school business offices—on the latest episode of NBOA’s Net Assets podcast. ??Listen now: ow.ly/Was530sL8Qy #Accounting #IndependentSchools #Armanino

Coming in April: Power App in a Day Workshop Microsoft Power Platform puts the power in your hands to build and share custom mobile apps—no coding required. Innovate and build in our interactive, all-day virtual Microsoft Power Platform workshop. Gain hands-on experience with Power Apps and Power Automate and develop the skills to create and securely share mobile-ready apps with guidance from industry experts. ?? April 10, 2025 ? 6 AM PT / 9 AM ET Spots are limited, reserve yours today: https://lnkd.in/gRZzqJWN #Microsoft #BusinessSolutions

Power, Progress, Purpose: Honoring Women’s History Month Last Friday, we gathered to celebrate the impact of women in our firm and explore the history of The Bridge, a program intended to encourage career development for female employees at all levels of the organization. Panelists Amy Ribick, Min Riblett, Katerina Starkova, CPA, Audit Partner and Kelly Weis shared how they built The Bridge into a firmwide force for mentorship, training and career growth. They shared stories of tackling challenges and important triumphs, and highlighted the bold actions needed to create more equitable workplaces. A key takeaway is that progress towards workplace equity for women demands internal action. From mentorship to advocacy, we all play a role in shaping a more inclusive future. A huge thank you to our panelists, host Bryan Graiff (Griff) and everyone who joined us. Armanino’s commitment to supporting women doesn’t stop when Women’s History Month ends. The Bridge program is an example of this work, and we’re also proud participants in the Accounting & Financial Women's Alliance MOVE Project, which delivers comprehensive data and guidance on finding, hiring and retaining diverse talent including women and other underrepresented identity groups. Here’s to breaking barriers and building pathways for women’s success 365 days a year! #Armanino #WomensHistoryMonth #Accounting

Transform Your Nonprofit’s Fundraising with Strategic Development Outsourcing At a time where nonprofits must achieve more with fewer resources, Strategic Development Outsourcing (SDO) is a game-changing strategy that can supercharge fundraising and maximize impact. Instead of relying on one hire, SDO provides a team of specialists to streamline operations, optimize donor outreach and drive fundraising success with fast, data-driven results. How big is the difference? One nonprofit client saw a 27% increase in giving after our SDO strategists transformed their fundraising operations! Discover how SDO can help you overcome policy and funding challenges, inefficiency and overwhelm and take your fundraising efforts to new heights. ??Get the Guide: https://ow.ly/6UUM50Vmz8o #Nonprofit #NonprofitLeadership

Sage Intacct: a Transformative Solution for Family Offices Are fragmented systems and outdated processes slowing your family office down? Take control and transform your operations with our powerful Sage Intacct ERP Playbook for Family Offices. Explore how implementing a modern, connected technology ecosystem streamlines workflows, improves financial visibility and drives smarter decision-making. Discover why family office leaders choose Sage Intacct, the key challenges it solves and how to build a tech stack that supports growth and efficiency. ?? Get the playbook today and take the first step toward an infinitely scalable future. https://ow.ly/QznQ50VmtaC #FamilyOffice #SageIntacct #Armanino

Key Insights into the Evolving IPO Market During our recent visit to Nasdaq, we gained powerful insights into the IPO market and the latest strategies that can position companies for success when going public. The IPO landscape today is being shaped by pivotal factors—here’s what you need to know: ?? Cautious Optimism: The IPO market is recovering, with a focus on strong fundamentals and realistic valuations. ?? Increased Scrutiny: Companies face heightened scrutiny, making robust financial controls essential. ?? Scarcity Driving Early Engagement: With fewer IPOs, competition among service providers is growing, making it important to establish early ties with tech companies. ?? Economic Factors: Anticipated rate cuts may stabilize markets and improve IPO conditions. ?? Sector Trends: Tech (especially AI) and life sciences are drawing attention due to strong growth potential. ?? Post-IPO Pressure: Meeting earnings expectations after going public is key to maintaining investor confidence. Accelerate your IPO success with our expert guidance: ow.ly/S0Bj30sKYOC #IPO #NASDAQ #Tech #AI

Armanino Revolutionizes Behavioral Health Provider’s Budgets with Workday Adaptive Planning Crestwood Behavioral Health, a top-tier behavioral health services provider with 2,500+ employees across 23 facilities, struggled with an inefficient, time-draining annual budget process. Burdened by inefficiency, they needed expert guidance to break free from the bottleneck. We stepped in with Workday Adaptive Planning, slashing their complicated 4-month budgeting cycle and transitioning them to a dynamic rolling budget workflow. Explore the full case study to see how expert-driven modernization and powerful tools like Workday Adaptive Planning can transform your finance operations, empower growth and elevate your mission. Check it out: https://ow.ly/vxa250Vl8yb

How Do Your SaaS Capitalization Practices Stack Up? Our 2024 SaaS Cost Capitalization Survey is here! This year’s survey, the ninth we’ve conducted, includes data on 100 top SaaS companies and shows the latest trends in sales commission and software development cost capitalization. Key findings: ??89% of SaaS companies now capitalize sales commissions—4x more than in 2017! ??69% capitalize development costs, compared to 62% in 2017. ??Tax Cuts and Jobs Act of 2017 amendments to IRC Section 174 will have major tax impacts—and now is the time to prepare. Read the full report to access complete data, gain insights and benchmark against industry leaders as you strategize for the future. Get the full report: https://ow.ly/vxCq50Vl6Nt

Join Us at DC Finance’s Dallas Family Office & High Net Worth Conference! Connect with family office leaders for fresh insights and strategic partnerships. Gain powerful takeaways from global experts on wealth management, investment strategies, estate and legacy planning, tax optimization and more. Lindy Antonelli, CITP.CPA and JC Santos, JD will break down how AI-driven strategies and expert financial support can help family offices and high-net-worth individuals stay ahead in a changing family office landscape. Explore how the right tech can modernize operations, help you master investment complexity and save valuable time ?? April 1, 2025 Don’t miss this exclusive chance to network with industry leaders and gain real-world strategies tailored to your family office needs. ?? Secure your spot now: https://dallas-wealth.com/

Timing, Strategy and Market Trends Shape IPO Success The IPO market is heating up, especially in fintech, where AI adoption is accelerating, suggesting we’ve reached a defining moment for IPOs in the sector. Dean Quiambao, Partner recently joined Schwab Network to discuss what fintech company Klarna’s latest move means for their IPO potential and the broader market. Watch the full segment for Dean’s insights on IPO trends for 2025 and strategies that can make the difference between going public and going bust. ??https://bit.ly/4bWFQjX