Due
MAY 9, 2025
America is in the midst of the greatest wealth transfer in history. Over the next decade, an estimated $80 to $100 trillion will pass from baby boomers to their children and grandchildren. But one critical question remains: Will their heirs be ready for it? A 2023 study by AMG National found that 90% of inherited wealth disappears by the third generation.
Due
MAY 6, 2025
There is no doubt that retirement is one of lifes most significant milestones. Most people dream about it from the moment they get their first paycheck. However, deciding when to retire is important. After all, some people count down the days until early retirement. However, some stay in the workforce well into their sixties or even seventies. The thing is, theres no universal right time to retire.
Trade Credit & Liquidity Management
MAY 8, 2025
Controllers become the guardians of financial truth by owning data quality, structure, and flow across systems. In today’s risk-heavy business climate, Controllers are expected to do more than close the books. They must ensure data accuracy across the systems that drive billing, collections, compliance, and reporting. What is the one area that’s often overlooked but critically important?
Abrigo
MAY 6, 2025
This article covers these key topics: What is a loan review worksheet? 5 Benefits of using worksheets Worksheet examples for loan reviewers Utilizing loan review worksheet for consistent analysis Analytical inconsistency is a persistent challenge in the loan review profession, often leading to wildly different approaches across reviewers. Striking the right balance is essentialand a structured tool like the loan review worksheet can help reviewers achieve clarity, consistency, and more meaningf
Speaker: Susan Richards
Your past-due accounts are growing, cash flow is tightening, and the pressure is on. The big question: Do you handle the collections internally or outsource to experts? Both strategies come with advantages and risks - but which one delivers the best impact for your business? In this session we’ll dive deep into the in-house vs. outsourcing debate, examining cost-effectiveness, efficiency, compliance risks, and overall recovery success rates.
TreviPay
MAY 7, 2025
The Northern Tool Commercial Account program will offer U.S. business buyers 30-day net terms and automated invoicing for managing omnichannel B2B retail payments OVERLAND PARK, Kan., May 7, 2025 TreviPay , the most-trusted B2B payments and invoicing network, today announced its Pay by Invoice program with Northern Tool + Equipment, a major supplier of tools and equipment.
Credit Management Source brings together the best content for credit management professionals from the widest variety of industry thought leaders.
Accounting Department
MAY 8, 2025
Opting for outsourced client accounting services can significantly conserve time and resources for your business. Nevertheless, locating a reliable outsourcing partner can be difficult. But how can you be sure youre choosing an outsourced accounting service you can trust? A few characteristics of trustworthy, competent, and reliable accounting services will help you know the provider you chose is the right one.
Gaviti
MAY 8, 2025
In todays dynamic financial environment, businesses are turning to intelligent automation to streamline their operations and improve efficiency. One such area experiencing a significant transformation is cash application. Traditional cash application processes often suffer from delays, manual errors, and inefficiencies that can negatively impact a companys cash flow.
Abrigo
MAY 3, 2025
A practical framework built for speed, efficiency & community impact Supporting small businesses in your community while meeting the bank or credit union's expectations around risk and reward demands a well-structured, deliberate small business lending program. Here's how to build one. Key topics covered in this post: Simply offering loans to small businesses doesn't cut it.
Onguard
MAY 9, 2025
He never gives up, he is a top-tier skier but hates cycling, and he was a daily user of the Onguard credit management software before starting to sell it! This is Xander Michon, New Logo sales at Onguard. Starting at Onguard: The new logo Its the year 2015. Xander isnt scanning job boards or sending out CVs. He is actually working as an Account Manager for new business in a different firm, and sometimes uses Onguard credit management software.
Accounting Department
MAY 9, 2025
Our AccountingDepartment.com family is proud of its vibrant and diverse cast of characterswe span the country with our team members coming from all backgrounds and personalities. Included among our team are some amazing Military Spouses whose hard work, dedication, and contributions are part of what makes our family so strong, and theirs as well.
RMAi Blog
MAY 9, 2025
On April 11, 2025, North Dakota Governor Kelly Armstrong signed into law House Bill 1127 which is nearly identical to the Gramm-Leach-Bliley Act Safeguards Rule, including the more recent amendments regarding data breach notifications. The law will go into effect August 1, 2025. Applicability The law applies to financial corporations, which are all entities regulated by the department of financial institutions, excluding financial institutions and credit unions.
Abrigo
MAY 6, 2025
A loan reviewer's perspective on complex credit deals Abrigo Senior Consultant Kent Kirby says he always gravitated toward the messiest, most chaotic credits on the review list during his loan review career. They were challenging like solving a complex puzzle making the work more engaging. Bankers often avoid these kinds of deals because of their complexity, not because theyre inherently bad.
TreviPay
MAY 5, 2025
Discover How to Transform B2B Payments, Accelerate Growth and Delight Buyers Download our eBook to learn how Universal Acceptance is revolutionizing B2B commerce. This innovative solution, powered by TreviPay and Mastercard, enables merchants to extend net terms financing, reduce friction in B2B payments and meet the complex demands of todays B2B buyerswith minimal integration.
Accounting Department
MAY 7, 2025
Effective financial management is critical for businesses of any size, but for small to medium-sized businesses (SMBs), the stakes are often higher. Limited resources, growing competition, and evolving markets require SMBs to make precise financial decisions.
RMAi Blog
MAY 9, 2025
TrueAccord leveraged Corporate Advisory Solutions deep expertise in the accounts receivable management industry to execute a strategic acquisition that expands its client base and adds Sentrys first party and litigation collection services to its offerings. PHILADELPHIA, PA (May 05, 2025) – Corporate Advisory Solutions (CAS) is pleased to announce the acquisition of Sentry Credit, Inc.
Abrigo
MAY 6, 2025
Changes to CECL rules finalized On April 30, the FASB met to revisit and finalize important decisions regarding its proposed changes under CECL for Purchased Financial Assets (PFAs). If youve been following this project, you know its been a journey, but the end is now in sight, and the board made some important calls that community financial institutions (CFIs) need to be aware of.
Chaser
MAY 9, 2025
Are you planning to attend Accountex London 2025 ? Chaser will be exhibiting at this years premier accounting and finance event, taking place on Wednesday, May 14 and Thursday, May 15 at ExCeL London. As the UKs largest event for accounting and finance professionals, Accountex London brings together over 11,500 attendees and more than 300 leading software and service providers.
TMC Financing
MAY 9, 2025
For our first SBA 504 loan, Live Oak Bank recommended TMC Financing as our financing partner, explains Wayde Elliott, DMD, owner of StoreIT, a growing self-storage business based in Oregon. The post StoreIT: How SBA 504 Loans from TMC Financing Support Growth in CA and OR appeared first on TMC Financing.
RMAi Blog
MAY 9, 2025
Ranked on Rochester Business Journals RBJ 75 Rochester, N.Y. May 8, 2025 – Continental Service Group, LLC d/b/a ConServe, a top-performing provider of accounts receivable management services specializing in customized collections solutions, is proud to announce its inclusion on the Rochester Business Journals RBJ 75: The Regions Top Employers list for 2025.
Due
MAY 7, 2025
Mutual funds that track the Nifty Midcap 50 Index are gaining attention as investment vehicles that give investors exposure to mid-sized companies showing strong growth potential. These funds combine several key advantages for investors looking to expand their portfolios beyond large-cap stocks. The Nifty Midcap 50 Index represents a collection of medium-sized Indian companies that sit between small emerging businesses and established large corporations.
Waystar
MAY 8, 2025
Today, many patients face a distressing decision: the choice between care and cost. Expenses are rising everywhere grocery prices alone spiked 23.6% from 2020 to 2024. In healthcare specifically, out-of-pocket costs have soared in the past decade. U.S. patient responsibility now totals more than $471 billion at a time when nearly 75% of patients struggle to pay healthcare bills and one in three Americans delay medical treatment due to cost.
Team Financial Group
MAY 8, 2025
Tom and David Gregwer have spent years in the insurance business as agents for Farmers Insurance. But outside their day job, their ambitions land on the basketball court. As avid sports enthusiasts involved in youth sports, Tom and David saw a need across the Grand Rapids area for more gym space that local volleyball and basketball clubs could use.
RMAi Blog
MAY 7, 2025
May 7, 2025 – Lenexa, KS – Today TrueAccord Corp. (TrueAccord), a digital-first debt collection agency that is reinventing the collections experience with the use of machine learning technology to help customers resolve their debts, announced it has acquired Sentry Credit, Inc. (Sentry). Through this strategic acquisition, TrueAccord continues to accelerate its industry-leading growth with an expanded client portfolio and the addition of Sentrys first-party collection and litigation
Due
MAY 9, 2025
Retirement planners often debate whether to max out a 401(k) or prioritize a Roth IRA. A mathematical analysis reveals that, contrary to popular advice, maxing out a 401(k) before investing in a Roth IRA may provide better long-term financial outcomes. The Mathematical Comparison The tax treatment significantly differs in outcomes when comparing these retirement vehicles.
Credibly
MAY 8, 2025
What options count as fast loans and financing? Top 10 industries that benefit from fast loans and financing Business line of credit Merchant cash advances Invoice factoring Need financing, fast? When you need funding, waiting weeksor even monthsisnt always an option. If youre covering an unexpected expense, seizing a new business opportunity, or simply keeping cash flow steady, fast business financing offers a way to secure capital in as little as 4 hours.
JNI Commercial Lending
MAY 5, 2025
Navigating the complex world of real estate financing can be a daunting task, with countless loan products vying for your attention. Among these, DSCR loans have emerged as a game-changing solution for real estate investors. If you’re wondering what DSCR loans entail and why they’ve become a go-to choice, this guide is here to decode […] The post Understanding DSCR Loans: A Powerful Tool for Real Estate Investors appeared first on JNI Commercial Lending.
RMAi Blog
MAY 6, 2025
TrueAccord is proud to announce that Katie Neill, its General Counsel & Chief Compliance Officer, has been appointed to the Debt Collection Advisory Committee of the California Department of Financial Protection and Innovation (DFPI) for the 2025-2027 term. This board is comprised of seven members who provide feedback to the DFPI for its debt collection licensing program.
Due
MAY 8, 2025
Homeowners across the United States face a growing financial burden as insurance rates continue to climb. This upward trend affects households in multiple regions, with climate change emerging as a significant factor behind the increases. Insurance companies adjust their risk assessments in response to the rising frequency and severity of natural disasters, leading to higher premiums for property owners.
Credibly
MAY 5, 2025
Why do businesses borrow money? Types of business financing you can choose from When to get a small business loan or financing 4 signs you need same-day business loans or financing What to keep in mind when youre considering same-day business financing Differences in financing timelines Get the funding your business needs Securing financing is a big decision, whether youre expanding operations or covering unexpected costs.
Trade Credit & Liquidity Management
MAY 3, 2025
During the first quarter of 2025, U.S. truck freight volumes and spending declined overall. According to the U.S. Bank Freight Payment Index , truck freight volume dropped 5.8% quarter-over-quarter and 13.8% year-over-year. Freight spending fell 2.5% from the previous quarter and 8.6% compared to a year earlier. Both sets of metrics are indicative or an economy that is contracting.
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