Knowledge and Insights: Newsletters
Buy-Side vs. Sell-Side Due Diligence: Benefits & Concerns
Buying or selling a business is no easy task. One of the most critical steps in that process is performing adequate due diligence, no matter what side of the transaction…
Surprise Audits Can Stop Fraud in its Tracks
Over the years, the Association of Certified Fraud Examiners (ACFE) has consistently estimated that occupational fraud costs the typical organization 5% of its revenue annually. In its most recent biennial…
The Importance of Long-Term Strategic Planning
Strategic planning is an important, often overlooked facet of business growth. You see, business leaders who spend too much time working in the business forget to work on the business.…
5 Tips for Managing Risk at Your Organization
You have heard the phrase “risk management” over and over again, but have you taken the time recently to step back and really think about what that means to your…
Embracing Change The Right Way: Reimagining Technology Management
When your organization is looking at new technology, it’s easy to get caught in the weeds of evaluation, weighing pros and cons, testing vendors, and more. It’s an arduous process…
7 Ways to Enhance Your Compliance Function
Ensuring your bank’s compliance function is effective and meeting expectations is of the utmost importance to regulators. This is evident through the design of the examination process and creation of…
Do You Have an Exit Plan?
Many business owners spend decades building their companies. But there will come a day for all when it is time to exit. Too many business owners allow time to lapse,…
Why You Should Consider A Fractional CFO For Your Business
In today’s hybrid environment, outsourcing is commonplace, and remote work has never been more accepted. Combining those shifts with the need for more financial strategy and leadership, your business could…
10 Ways to Protect Your Institution During Uncertain Times
We’ve all read the shocking news of recent financial institution failures. We’re also well aware of quickly rising interest rates and volatility in the market. Regulatory scrutiny is coming, and…
The CPA’s Role in Evaluating & Quantifying Economic Damages
In today’s litigious society, disputes culminating in lawsuits are inevitable. Economic damages are often awarded to make injured parties financially whole, and in some cases, that appears to be cut…