Knowledge and Insights

Offering resources and insights that help clients and communities

One of the ways Mercadien accelerates client and community success is by continually enhancing and sharing knowledge.  By offering our expertise and thought leadership on key business and industry trends and issues, we’re a better resource to you. It benefits everyone to keep minds sharp and fingers on the pulse of what’s critical in today’s dynamic environment.

We’re pleased to provide articles, news, and information to help you stay up-to-date on topics affecting your organization; learn about best practices and processes in relevant fields; and simplify the business and financial complexities you may face.



Wednesday, July 29, 2020 | 1:00 PM - 2:00 PM

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Our Annual Business Plan – We Have One Too!

August 3, 2016 | By: Sherise D. RitterWell we did it again – we went to Washington to recharge, regroup and visit with our nonprofit peers to convene about top of mind subjects at the AICPA not for profit annual conference!  We are lucky to work with so many focused and important organizations in an environment that is welcoming and ‘down to…Read More

Lines of Defense – The Key Challenges in Integrating Control Activities

August 2, 2016 | By: Raji SathappanThe current economic environment and significant risk events over the last few years have caused companies to maintain a renewed focus on the effectiveness of risk management. Substantial amounts have been spent on risk management activities and reorganizing companies to best manage risk in line with various frameworks and models. However, many companies now feel…Read More

Devise Your Exit Strategy – An Early Start Helps Ensure A Good Outcome

July 19, 2016 | By: Myron M. GellmanEvery company owner needs an exit strategy — whether that involves transferring the business to family members or selling it to a management team or a third party. Regardless of the strategy you choose, the earlier you begin planning your exit, the smoother the transition will likely be. And if your ultimate goal is to…Read More

Preparing For The New Overtime Pay Rule

July 19, 2016 | By: Richard S. WillingerAfter much anticipation, the Department of Labor recently released a new rule that will change how employers compensate employees. Effective December 1, 2016, workers who earn above the previous threshold but below the new one will qualify to receive time-and-a-half for each hour they work surpassing 40 hours a week. An estimated 4.2 million salaried…Read More

Retirement Planning for the Self-Employed

July 13, 2016 | By: Michelle V. EvermanSelf-employed individuals are notoriously busy, but that does not mean that planning for retirement should be put on the back burner. A recent survey indicated that 70% of America’s 10 million self-employed individuals are not saving regularly for retirement and 28% aren’t saving at all. It is well worth the time to explore the tax-advantaged…Read More

Gifting Wisely

July 13, 2016 | By: Holly SaboMost of us are familiar with the concept that we can gift a certain amount of money to another person every year without gift tax consequences and that there is a limit to lifetime gifts beyond that amount that we can give away that somehow relates to estate taxes when we die.  For 2016, those…Read More

Mercadien’s Ken Kamen Discusses Impact of Brexit Vote with Reuters

June 20, 2016Mercadien Asset Management’s Ken Kamen talks with Bobbi Rebell about the impact of the Brexit vote on the financial markets, and what to watch after the vote this week. View video. Read More

What’s Your Organization’s Performance Score?

June 14, 2016 | By: Kyle A. NeeldNonprofits are facing a new challenge as many donors, regulators and ratings agencies now are looking for performance reporting to be provided to them; that is, financial measurements as well as outcome and impact reporting.  Of these, financial reporting is most straightforward, as various percentages and ratios are calculated and presented in an attempt to…Read More

How Does Your Board Stack Up?

June 14, 2016 | By: Lovepreet ButtarThe members of a board of directors collectively set the direction of an organization, steering it toward a better future by setting the tone that promotes sound and ethical legal governance and financial management policies. The board is entrusted with and accountable for the leadership and governance of a nonprofit organization. However, a typical board’s work…Read More

Tax Scams On The Rise – Identity Theft A Major Threat To Americans

June 7, 2016 | By: Christopher SeizMost Americans filed their 2015 tax returns by the extended April 18th deadline this year and will do their best to forget about taxes until they’re due again in 2017. However, increasing numbers of Americans don’t have the luxury of forgetting about taxes until next year because they’ve been victims of identity theft. Since the early 2000s,…Read More