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Whitley Penn Talks - CAAS Matters: Data Analytics & Transformation Solutions
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CAAS Matters: Data Analytics & Transformation Solutions

08/24/23 • 16 min

Whitley Penn Talks

In this episode of our CAAS Matters series, join John Yeager as he sits down with Naveed Salman, Managing Director of our Data Analytics & Transformation Solutions service. Together, they delve into the benefits of embracing cloud-based solutions, empowering organizations to seamlessly close their books, conduct scenario forecasting, and effortlessly navigate budget cycles, all with remarkable efficiency and integration. Listen in and be on the lookout for future episodes!

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bookmark

In this episode of our CAAS Matters series, join John Yeager as he sits down with Naveed Salman, Managing Director of our Data Analytics & Transformation Solutions service. Together, they delve into the benefits of embracing cloud-based solutions, empowering organizations to seamlessly close their books, conduct scenario forecasting, and effortlessly navigate budget cycles, all with remarkable efficiency and integration. Listen in and be on the lookout for future episodes!

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undefined - WP Educates: Nonprofit Series with WPWealth Partner, Shane Miller

WP Educates: Nonprofit Series with WPWealth Partner, Shane Miller

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Tune into this episode of our WP Educates Nonprofit Series as Shane Miller and Emily Landry discuss frequently asked questions as it relates to Wealth Management in the Nonprofit space.

Looking to continue the conversation? Connect with Danielle Reynolds, Business Development Manager by clicking here.

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undefined - WP Educates: Nonprofit Series with CAAS Partner, Irfan Dossani & Managing Director, Natasha Klebba

WP Educates: Nonprofit Series with CAAS Partner, Irfan Dossani & Managing Director, Natasha Klebba

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Tune into this episode of our WP Educates Nonprofit Series as Irfan Dossani, Natasha Klebba and Emily Landry discuss frequently asked questions as it relates to Client Accounting & Advisory Services in the Nonprofit space.

Looking to continue the conversation? Connect with Danielle Reynolds, Business Development Manager by clicking here.

Fill out this form to have new episodes sent right to your inbox!
Follow Whitley Penn on LinkedIn, Instagram, Facebook, and X for more industry insights and thought leadership!

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