Q4 2025 Debrief

End of Year Events

UPCOMING HOLIDAY SCHEDULE & OFFICE SUPPORT Thursday, December 25th, and Thursday, January 1st, are paid company holidays. While our offices will remain open on December 26th and 29th – 31st, please anticipate that we may have limited corporate, marketing, administrative, and IT support during that time. If you have any questions, please contact your manager or the HR Team.

Thank you to BKF’s Events Committee for putting on so many great events this year!

Accounting Updates FROM VISION TO VANTAGEPOINT In Q4, BKF successfully migrated from Deltek Vision to Deltek Vantagepoint, marking a major upgrade to our ERP system. The transition introduced a more modern, intuitive interface designed to improve usability across time and expense entry, dashboards, reporting, and project visibility.

Following a planned system upgrade period, Vantagepoint went live firmwide with teams transitioning seamlessly using existing login credentials. To support adoption, BKF provided live training sessions and early-access learning resources. While some legacy reports from Vision required rebuilding, guidance and tools were made available to support continuity and long-term efficiency in financial workflows.

IT Updates

▪ Laptop Updates: Laptops are rolling out and being assigned as quickly as possible. Reminder we are trying to get SJ upgraded prior to the office move in April. ▪ Docking Stations: This device will connect to your monitors, keyboard, mouse, and other peripherals through a single USB-C cable to your laptop. This also provides power to your laptop! ▪ Thinking inside of the Box: Data synchronization is in process, we are preparing for a go live date in February. San Jose will be the first to be migrated. ▪ Mimecast: Microsoft SSO has been enabled for Mimecast. Going forward, you will sign in via Microsoft.

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The Debrief

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