Preparing Your Systems for What’s Next: Decisions, Tax, Compliance, and AI Readiness

If your financial systems are not ready, how do you make decisions? Are you sure you are not leaving money on the table? Join Ted Rose, Timothy Fargo and Wallace Angel on April 3rd at 2:00 PM ET for a practical session addressing decision, tax, compliance, and AI readiness.

Our upcoming Mastermind will help you determine:

• Does your organization qualify for the OBBBA’s significantly improved R&D tax credits?
• Are your financial systems set up to track, allocate, and document the credits properly?
• Are your projects meeting your gross margin goals? Where are you missing the mark?
• Are you pricing properly? How quickly can you update your pricing based on changes in the market?
• How are you tracking against your plan? What adjustments do you need to make to hit your critical numbers in 2026?
• Are you complying with federal, state, and local tax compliance? Are you at risk of audit?
• Do your financials properly reflect your company’s performance?

This workshop will highlight how organizations can align their systems, data, and processes to support decision making while meeting increasing reporting and regulatory demands. This session will dive into an overview of the evolving tax landscape, including OBBBA updates, expanded R&D credits, and state and local tax (SALT) considerations affecting all organizations.

As organizations scale innovation and expand across jurisdictions, new opportunities emerge, but so do new compliance and reporting expectations. The larger question is not just what opportunities exist, but whether your financial systems are prepared to support them.

The session will introduce the Financial System Readiness Assessment (FSRA), a five-pillar framework covering your organization’s Structural Foundation, Systems Architecture, Financial Intelligence, Operational Discipline, and Strategic Enablement. This assessment is designed to evaluate whether your finance operations are equipped to support financial and tax strategy, compliance requirements, and executive decision-making. Our FSRA discussion will help you determine:

• Are your financial systems properly integrated, or is your team manually bridging the gaps between your accounting software, CRM, payroll, and banking?
• Can you produce audit-ready documentation on demand, or does every request become a fire drill?
• Are your cost tracking methods precise enough to substantiate departmental budgets, project profitability and R&D claims under scrutiny?
• Are your financials guiding your strategy, or just checking compliance boxes?
• How many hours is your team spending on processes that should be automated? What is that actually costing you?
• Here is the irony: many organizations are investing in AI and technology innovation while their own finance operations still run on spreadsheets, workarounds, and tribal knowledge.

What you will take away:

• A framework to evaluate your financial readiness in 10 minutes.
• Where R&D credit opportunities are expanding and what it takes to capture them.
• Concrete steps to eliminate manual bottlenecks and strengthen your financial foundation.

This interactive webinar is built for CEOs, owners, and senior finance leaders who know their financial operations should be working smarter, not harder and want to know exactly where to start.