A comprehensive guide to complying with the AML/CTF Amendment Bill 2024.

Join us for our March 2025 Forum of Peers for Conflicts in Investment Banking, a virtual roundtable where you can learn and connect with other industry professionals from around the world. Leading this discussion are Nigel Riley, General Manager of Compliance Solutions at Intapp, and Amanda Tooker, Principal Director of Financial Services at Intapp, who will share their own insights and experiences in the risk space. The Forum of Peers for Conflicts in Investment Banking will take place under the Chatham House Rules to encourage inclusive and open dialogue.

PLMJ gained multiple benefits from implementing Intapp Conflicts, including faster decision-making on conflict reviews.

M&A activity is surging in the accounting industry — but how can your firm successfully navigate the complexities of M&A without slowing down client service delivery? Join our webinar to hear top M&A strategies and best practices from Tom Koehler, Global Managing Principal of Accounting and Consulting at Intapp, Jey Purushotham, Practice Group Leader for Risk and Compliance at Intapp, and industry leader Allan Koltin, CEO of Koltin Consulting Group. Review the latest trends in private equity investment Learn how to overcome independence and compliance challenges Discuss the implications of the “flip” — i.e., the recent trend of accounting firms transitioning from one private equity owner to another, as exemplified by Citrin Cooperman’s ownership transfer from New Mountain Capital to Blackstone Explore the needs of firms not pursuing private equity investment

Professional services firms are facing new risks, including increasing client demands and evolving legal and regulatory requirements. How can your firm effectively respond to current risks while being ready to address future challenges? In this on-demand webinar, “Respond to increasing risk pressure by future-proofing your firm’s compliance technology stack,” you’ll learn how: The right technology can enable your firm to address increasing risks and respond to future unknown risks What your firm should consider when investing in new technology How to overcome any resource constraints in responding to risks

Check out these effective strategies for identifying and managing conflicts at your consulting firm.

The accounting industry is fundamentally changing, partially driven by the uptick in Mergers & Acquisitions (M&A) activities in the past several years. Crete Professionals Alliance (“Crete PA”) established itself in 2023 to create an alternative to the traditional exit options for accounting and professional services firm owners. Crete PA partners with firms across the country to complement their existing strengths and support their future growth. Its structure supports local leadership, local brands, and local cultures while providing access to its national back-office resources and financial backing. Crete PA makes investments in the non-attest businesses of accounting firms, all of which adopt an alternative practice structure.

The median time for opening a new matter has been reduced by 60%.

New business acceptance is much faster now. Most requests are cleared within an hour. Lawyers no longer waste time looking at paper-based conflicts reports.