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…
Knowledge and Insights: Newsletters
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,…
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…
Self-Employed Retirement Plans: What Plan Is Right For You?
Self-employed (SE) individuals have the opportunity to create a nest egg while potentially reducing their current tax liabilities. An added challenge to being self-employed is understanding the best way to…
How To Use & Optimize the Benefits from a Health Savings Account (HSA)
What is a health savings account (HSA)? A health savings account (HSA) is a savings vehicle established to set aside funds tax free to pay for health care expenses. HSAs,…
