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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…

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.…

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…

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…

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…

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,…

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…

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…

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 (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…