Jason Blumer shares practical insights on how advisory firms can scale when client demand grows faster than team capacity.

In this session, we’ll walk through our 2025 product showcase. You'll also get a sneak peek into our roadmap of innovations for 2026.

Discover Kevin Steel's proven discovery framework for fractional CFOs, from strategic mind mapping to building actionable Fathom-powered insights.

If you've ever had to wrestle with spreadsheets just to compare actuals, budgets and forecasts, this update is going to make things a lot easier.

Discover how to structure, guide, and elevate your client conversations with advice from Darren Van Zyl, Partner at Elements Advisory Group.

Stop Juggling Multiple Platforms. Start Building Professional Management Reports.

Learn how to turn numbers into a financial story investors believe, with Kat Wellum-Kent’s proven funding framework.

Learn the 5 hidden costs of gut decisions and how forecasting brings clarity and confidence to every choice.

Join us for a practical, hands-on session where we’ll show you how to bring all your franchise financials together in one clear, consistent view so you can make faster, more confident decisions.

Get expert answers from Jesse Chapman on handling complex reporting, reforecasting, and keeping stakeholders informed

Join us for a practical session on how to identify, set, and track relevant KPIs to chart your path through the business storm.

Learn how to answer your clients’ toughest questions with confidence, with practical advice from fractional CFO, Erica Goode.