BPM

09/09/2026

Heading to Wyoming for the QSBS Summit?

Say hello to Inna Merzheritsky and Scarlett Cohen from BPM! 👋 They’ll be there to connect with attendees and join the conversation around Qualified Small Business Stock, business exits, and the tax and estate planning considerations that come with them.

09/08/2026

Technology should help nonprofits move their missions forward, not slow them down.

For Bay Area Community Resources (BACR), BPM helped modernize its IT environment and create a stronger foundation for growth. Learn how Michael Sellai, Partner and head of BPM’s Managed IT Support, and his team helped bring the vision to life:

When a long-standing managed IT services relationship reached a breaking point, BACR turned to BPM to help chart a new course. Learn more today.

09/08/2026

What keeps top talent around, and how much does compensation have to do with it?

Join BPM’s Monica Frame, EBS - Executive Benefit Solutions Donald Curristan, and Trevor L. on October 8 for a webinar on building compensation strategies that support retention, engagement, and long-term talent goals.

Register now: https://hubs.li/Q04wMLy_0

09/07/2026

Happy Labor Day! 🇺🇸🇨🇦 Today, we’re celebrating the people whose hard work, dedication, and contributions make a difference every day.

BPM offices in the U.S. and Canada will be closed in observance of the holiday.

09/04/2026

When it comes to trust accounting, timing matters. BPM Partner Cynthia Schoelen explores how often trust accounting should be completed and the key considerations fiduciaries should keep in mind when setting a reporting schedule. Read now: https://hubs.li/Q04vLGB50

09/03/2026

What could your finance team accomplish with fewer manual AP processes?

Join BPM’s Corey Ruane, James Catliff from FISPAN, and Niki Acosta from J.P. Morgan for a live conversation on modernizing AP workflows, connecting financial systems, and using AI to create a more proactive finance function.

Register now: https://hubs.li/Q04vLTBB0

09/02/2026

Going public brings a new set of compliance responsibilities, and first-year SOX compliance can be a significant lift for finance and accounting teams. BPM's Paul Bansal breaks down what companies should expect and how to prepare for a smoother first year. Learn more:

Prepare for first-year SOX compliance with guidance on Section 404 requirements, internal controls, testing, audit readiness and program design.

09/01/2026

Is outsourced accounting worth it? BPM Partner Mark Leverette explores how businesses can look beyond direct costs and consider factors like scalability, reporting, specialized support, and leadership capacity when evaluating the ROI of outsourced accounting. Read the full article: https://hubs.li/Q04vLQdc0

08/31/2026

The right opportunity can give you the space to build something meaningful.

As BPM celebrates 40 years, we’re highlighting the people and stories that have helped shape the Firm. For BPM Partner Andre Shevchuck, joining BPM in 2018 meant the opportunity to grow his career while developing a practice and team of his own. Hear Andre reflect on building BPM’s R&D tax credit practice and the people who helped shape the journey.