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2026 Year-End Tax Planning Guide for Private Companies

Use our guide to help your private company proactively plan for tax opportunities and potentially ease your 2026 tax burden.

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Displaying 36 results for "John Cavalier". Start a new search

July 21, 2026 11 a.m. to Noon ET

Webinar: Helping Not-for-Profits Build a Better Finance Organization

In this session, we’ll discuss the intersection of data, technology and process — and how that knowledge can help build a more flexible finance organization that proactively manages complexities and drives strategic priorities forward.

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May 07, 2026 11 a.m. to 12:30 p.m. ET

Webinar: National Real Estate & Construction Market & Legislative Update

Take a look back on Q1 activity across multifamily, office, retail and industrial property sectors of the real estate and construction industry. Also gain insight into the trends shaping the market, including impactful legislation and an accounting and tax industry update.

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August 19, 2025 11 a.m. to Noon ET

Webinar: AI Readiness — Is Your Organization Prepared for the Journey?

We discuss the keys to being AI ready and getting the most out of this evolving technology.

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February 18, 2020 John Cavalier

Enabling Supply Chain Analytics Through Robotic Process Automation

Despite the hype surrounding data science and analytics, there is a disconnect between the positive perception many seem to have of analytics and the number of companies actually using them. This is especially true in supply chain, where analytics, Internet of Things (IOT) and Industry 4.0 has the...

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February 07, 2020 John Cavalier

Efficient Processes: Setting the Stage for Digital Transformation

What are your strategic goals for your enterprise in 2020 and beyond? Do they involve embracing transformative technologies of the future, like robotic process automation (RPA) and artificial intelligence (AI)?   Data, technology and computing power are improving faster than ever before, causing...

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November 07, 2019 John Cavalier

Digital Automation Deployment Strategies

Why is automation such a buzzword these days? It all comes down to the fact that the way we work is changing. In fact, the nature of work itself is changing. Old jobs are disappearing, and new ones are constantly being created. Two major drivers of this seismic shift in the employment landscape are...

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July 26, 2019 John Cavalier

Beyond the Initial Pilot: Quick Wins to Increase the Value of Your RPA Programs

So, you have piloted a robotic process automation (RPA) program and like what you’ve seen so far. Now what? Beyond simply deploying additional automations (the selection and management of which could be a discussion all its own), how can the RPA platform be extended to enhance value? As powerful as...

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June 07, 2019 John Cavalier

Using Centers of Excellence to Change the Game

Many organizations have already figured out the benefits shared service centers — the unit within a company responsible for certain operational tasks, such as accounting, human resources, payroll, IT, legal, compliance, purchasing, etc. — can deliver to the business. To varying degrees,...

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May 10, 2019 John Cavalier

How Your M&A Deal Can Be the Perfect Catalyst to Create a Better Operating Model

In our recent post on M&A integration strategies, we defined two approaches for a potential M&A integration: building a holding company versus fully integrating an acquisition. Now we will examine how an acquisition can be a catalyst to reimagine your organizational design and create enterprise...

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April 05, 2019 John Cavalier

M&A Integration Strategies: Holding Company vs. Full Integration

As noted in a prior post relating to critical steps in mastering an acquisition, a transaction’s deal thesis should drive the integration strategy. More and more companies lead with integration strategy as a way to identify targets and structure the pro forma financial models. While there are...

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March 27, 2019 John Cavalier

How Your Organization Can Optimize Its Procurement Process in the Digital Era

Many organizations, particularly in the purchasing department, find it difficult to clearly see, manage and optimize spend across the organization due to decentralized procurement processes, disparate systems and fragmented data.   But there’s good news. The growing trend of building integrated...

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March 22, 2019 John Cavalier

2 Ways Your Professional Services Business Can Benefit from Robotic Process Automation

Often, a discussion about robotic process automation (RPA) brings to mind images of robots on a manufacturing line or a Sci-Fi-style android. This makes the demo of an actual RPA “bot” a little anticlimactic. Where are the robots?   RPA automation actually comes in the form of virtual software...

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January 02, 2019 John Cavalier

Digital Workforce 101: Myths, Mysteries and Expectations

The robots are coming! Actually, to be more precise, the robots are here. While some may not be sure if this is cause for concern or celebration, two things are clear about the digital workforce:  It is inevitable. Just look around. Technology is becoming more and more integrated into our...

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July 20, 2018 John Cavalier

4 Common Misconceptions about Robotics Process Automation

One of the biggest buzz words in business right now is RPA — robotics process automation — and organizations everywhere are looking for ways to take advantage of this emerging technology. Indeed, a recent syndicated study found that the worldwide RPA market is set to exceed $5 billion by 2022. What...

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March 09, 2018 John Cavalier

Robotic Process and Intelligent Automation: How They Are Changing the Workplace As We Know It

Process automation is nothing new. Business leaders have sought out opportunities to achieve greater operating efficiencies since the beginning of the industrial revolution. Robots are hardly new either. For years we’ve seen them transform the manufacturing floor through the automation of manual and...

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June 15, 2017 John Cavalier

2 Critical Steps in Mastering an Acquisition

Sophisticated organizations often treat acquisitions as an integral part of their enterprise growth strategy, and, as such, take a proactive approach to the pursuit and execution of a transaction. They invest in building capabilities that allow them to efficiently execute transactions and drive...

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