6SEPTEMBER 202527 WHY ISN'T TAX SEASON MORE OF A TEAM EFFORT?RYAN HALLERAN, SVP, DIRECTOR OF WEALTH PLANNING, D.A. DAVIDSON COMPANIES33 LATEST TRENDS IN INVESTMENT MANAGEMENTDARRELL VAN AMEN, EXECUTIVE VICE PRESIDENT & CHIEF INVESTMENT OFFICER, HOMESTREET BANK38 THE FIRST OF MANY LESSONS FROM FTXBLUE MACELLARI, HEAD OF DIGITAL ASSETS STRATEGY - GLOBAL TRADING, T. ROWE PRICE49RECENT CHALLENGES IN THE INDUSTRY AND HOW INTERNAL AUDIT CAN HELPJACQUELINE BRESLAUER, EXECUTIVE VICE PRESIDENT - CHIEF AUDIT EXECUTIVE, VALLEY BANK44 EFFECTIVE FINANCIAL RISK MANAGEMENTGILBERT ASAMOAH, CREDIT RISK MANAGER, NISOURCE554 COMMONLY USED WEALTH TRANSFER STRATEGIESJEANNE KRIGBAUM, CHIEF WEALTH PLANNING OFFICER, OLD NATIONAL BANK 68DEALING WITHGLOBAL TAX COMPLIANCESERGIO VAZQUEZ, TRANSFER PRICING DIRECTOR, CEMEX24 NAVIGATING THE EVOLUTION OF ERP: BUSINESS OBJECTIVES, RESEARCH EXTENSIONS, AND DIGITAL DEBT MANAGEMENTALFRED ZHU, VP OF DIGITAL TECHNOLOGIES, THE MIDDLEBY CORPORATION18 EVOLVING BESPOKE SOFTWARE THROUGH AUTOMATION AND AIDAVID ROBERTSON, DIRECTOR OF ENTERPRISE ARCHITECTURE, EXETER FINANCECXO INSIGHTSCXO INSIGHTSSTATE OF THE INDUSTRY22DIGITAL STRATEGIES RESHAPE THE FUTURE OF DEBT COLLECTION16TRANSFORMING FINANCIAL SERVICES WITH ARTIFICIAL INTELLIGENCE ANALYTICS40CRYPTO IRAS: A MODERN APPROACH TO RETIREMENT SAVINGS34THE PATH TO FINANCIAL CONFIDENCE: INVESTING WITH PURPOSE46REDEFINING ACCESS: INCLUSIVE BUSINESS LOAN INNOVATIONS58TRANSFORMATION AND DEMAND FOR MODERN WEALTH MANAGEMENT SERVICES30ELEVATING DEBT COLLECTION: AI'S ROLE IN CREATING BETTER DEBTOR RELATIONSHIPS52REINVENTING FINANCE WITH ACCOUNTS RECEIVABLE MANAGEMENT SERVICESCONTENTS
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