BPM

06/03/2026

What a great experience at the PFAC Conference in Sacramento! We enjoyed connecting with peers and being part of meaningful conversations across the fiduciary community.

06/03/2026

There’s still time to register for tomorrow’s webinar!

As market conditions continue to shift, preparation around financial reporting, valuation strategy, and ex*****on planning is more important than ever.

Join BPM’s Sarah Weaver, Justin Kay and Kemp Moyer for insights on key considerations life sciences companies should be thinking about now.

Register now: https://hubs.li/Q04jpds00

06/02/2026

🚀 Fintech Week SF was packed with insightful conversations, meaningful connections and exciting momentum across the fintech ecosystem.

🌎 Throughout the week, BPM had the opportunity to connect with founders, investors, operators and advisors shaping the future of financial technology — from discussions on the evolving US-UK fintech landscape to networking events that brought together leaders from across the industry.

🤝 We’re proud to have supported a week filled with collaboration, idea sharing and community alongside The Financial Club, Caliber, London & Partners and the British Consulate-General San Francisco.

💬 BPM’s Javier Salinas, James Lichau, Ryan Davis, Daniel Figueredo and Nick Whitehead enjoyed connecting with attendees throughout the week and engaging in conversations around innovation, growth and the future of fintech.

06/02/2026

Could California’s proposed billionaire tax reshape wealth planning strategies across the state? BPM’s Edmond Zhou and Dilyana Antevil break down the proposal, key considerations, and what high-net-worth individuals and advisors should be watching. Read more:

California's proposed billionaire tax could impose a one-time 5% wealth tax on net worth over $1 billion. Here's what high-net-worth individuals should do now.

06/01/2026

Payroll challenges can pull nonprofits away from what matters most: their mission. In this video, BPM Partner Stacy Litteral shares key considerations for organizations evaluating outsourced payroll and how the right approach can support efficiency and compliance. Read the full article: https://hubs.li/Q04jpV9Y0

05/29/2026

Wrapping up AAPI Heritage Month, the AAPI Colleague Resource Group (CRG) closed out the month with a special conversation featuring guest speaker Kevin Pong, brother of BPM's AAPI CRG champion Matthew Pong.

Kevin shared his unique career journey into interior design, along with thoughtful perspectives on relationship-building and networking.

At BPM, conversations like these reflect the importance of sharing diverse experiences and perspectives that strengthen our people, community, and culture of belonging.

05/29/2026

BPM is proud to celebrate ten professionals recognized on the 2026 Forbes Best-In-State CPAs list, nearly doubling our honorees from last year!

Congratulations to Tony Gales, Tara Parker, Rosey Flaherty, Meredith Johnson, Lindsay Stevenson, Julie West, Erin Roche, David Jorgensen, Daniel Figueredo, and Curt Anderson on this recognition. Their inclusion reflects the leadership and impact BPM professionals bring to clients, communities, and the accounting profession every day.

With honorees spanning eight cities and four states, this recognition highlights the breadth of talent across BPM and our continued focus on excellence across the profession.

05/29/2026

Taking time to recharge together. 🌿

In honor of Mental Health Awareness Month, colleagues from BPM’s San Jose office came together for a Mental Health Wellness Walk focused on connection, wellbeing, and supporting one another outside the day-to-day. Thank you to everyone who participated and helped make the walk such a positive and uplifting experience!

05/28/2026

Life sciences companies considering an IPO are facing a fast-changing market, and preparation can’t wait until the window opens.

Join BPM’s Sarah Weaver, Justin Kay and Kemp Moyer for a webinar covering key IPO readiness considerations for life sciences companies, from financial reporting and valuation strategy to ex*****on planning.

Register today: https://hubs.li/Q04hHBDj0

05/28/2026

From AI-powered automation to enhanced project reporting and purchasing workflows, Sage Intacct’s 2026 Release 2 brings impactful updates for finance teams. In our latest release overview, BPM's Tom Achor and Michael Sudberry walk through the standout features and what they mean for users.

Tune in here:

Explore the latest Sage Intacct 2026 Release 2 updates with BPM’s T...