A Better Way to Track Registrations, Licenses & Continuing Education

Watch this interactive discussion with guidance on easier management of licensing, registrations and continuing education across your firm.

Read More

Strategies for Gifts and Entertainment Compliance

A survey by Coresight Research estimate that the corporate gift giving market in the U.S will reach $258 billion in 2022.  That's a lot of potential gifts sent to employees, customers and vendors - and a lot of potential opportunity for conduct risk.

Read More