BPM

07/20/2026

The needs of ultra-high-net-worth families continue to evolve. BPM Partner Kris Marney recently joined fellow industry leaders at the Family Office Exchange (FOX)'s Family Office & Wealth Advisor Forum to discuss how firms are adapting their service models and exploring the role of AI across the client experience.

Learn more about BPM's Family Office Services and how we support families in managing complexity: https://hubs.li/Q04pWH_Y0

07/20/2026

Every great story has a beginning. As we celebrate 40 years of BPM, we're looking back through the eyes of the people who helped build the Firm from the ground up.

In this anniversary spotlight, BPM Co-Founder Curtis Burr reflects on how he, Henry Pilger, and Steve Mayer started the Firm, the vision behind it, and the people-first values that have shaped BPM from the beginning. Hear his memories of the early days and the foundation that continues to shape BPM today, and stay tuned as we continue celebrating 40 years of BPM through the stories of our people.

07/17/2026

BPM was proud to sponsor the Women in Bio event during ! 🧬 It was an inspiring evening connecting with innovators and leaders across the life sciences industry and building meaningful new relationships.

🤝 Thank you to Women in Bio for bringing together a community dedicated to advancing leadership, collaboration, and opportunity. We're honored to support events that help strengthen the life sciences community.

07/17/2026

Is your organization prepared for increasing VMware costs? Connect with BPM's Managed IT leader Michael Sellai to explore infrastructure strategies that can help IT leaders evaluate their current environment and plan their next move. Learn more: https://hubs.li/Q04pdqWJ0

07/17/2026

Yesterday, we welcomed the next generation of accounting professionals to our San Jose office for our fourth annual LEAD Program! 🎉

Hosted by our University Recruiting team, the program brought together first, second, and third-year accounting students to explore careers in public accounting and connect with our professionals through speed networking.

Thank you to our campus recruiters, Henry Ha and Jorge Robles, for helping make the day a success. We loved meeting so many talented students and can't wait to see where their careers take them!

07/16/2026

Growth shouldn't come at the expense of financial visibility. BPM's Mark Leverette and Charlene Curry explore how real estate organizations can improve multi-entity accounting and build reporting processes that support informed decision-making. Learn more: https://hubs.li/Q04pd85F0

07/15/2026

A growing portfolio can bring new opportunities, but it can also create new layers of complexity. BPM Partner Kris Marney explores the questions high-net-worth families should consider before establishing a family office and finding the right structure for their needs. Read now:

Learn what high net worth family offices involve, when they make sense, and how internal, outsourced, or hybrid structures can help manage complexity.

07/14/2026

How resilient is your nonprofit in today's changing funding environment?

Join BPM’s Shannon Winter, Jeff Carrick, Jena Lee, and Logan Weaver as they share insights to help nonprofit organizations navigate changing funding environments, evolving regulations, and increased audit expectations.

Save your spot today: https://hubs.li/Q04pdYWk0

07/14/2026

Could your agricultural business be overlooking R&D tax credit opportunities? BPM Partner Andre Shevchuck explores how innovation in farming, processing, and operations may qualify and what businesses should consider when evaluating potential credits. Learn more:

Learn how R&D tax credits for agriculture can help claim costs tied to crop trials, livestock innovation, precision agriculture, and documentation.

07/13/2026

Received a payroll tax notice and unsure what steps to take next? BPM Partner Stacy Litteral breaks down key considerations to help businesses understand common payroll tax issues and navigate the response process with confidence. Read the full article: https://hubs.li/Q04ppTfZ0