In November 2019, Richey May hosted a webinar discussing best practices in BI for mortgage companies. Topics included: best practices for using reports to drive organizational change, new ways to think about how different data can be combined and used for better insights, and best practices for helping your analysts or partners stay focused on the most important tasks.
Some of these items predate Richey May’s restructuring to an alternative practice structure. Richey May is no longer a CPA firm. All Attest services are provided by Richey, May & Co., LLP.
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