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.
UPCOMING EVENTS
stop by our booth at the oba leadership forum & annual convention!
May 12-14, 2025 | The Skirvin Hilton
1 Park Avenue, Oklahoma City, OK 73102
Assessing Near-Term Nonprofit Challenges
August 3, 2017 | By: Sherise D. RitterFriends and colleagues, I am writing this on the train ride home from Washington D.C., where Kyle, Lovepreet and I attended the annual AICPA Not-for-Profit Conference. The three-day getaway gives…Read More
New Jersey High Schools Create and Innovate at Regional Money$peak Competition
June 13, 2017Princeton, NJ – The regionally expanded third year of the Money$peak Competition, presented by the Mercadien Foundation and Rider University with participating student teams from surrounding New Jersey high school…Read More
What You Need to Know About Website Compliance and the ADA
June 8, 2017 | By: Raji SathappanBanks continue to receive demand letters from attorneys claiming that their websites are not compliant with the Americans with Disabilities Act (ADA) of 1990. Should you be worried? In this…Read More
Measuring Fundraising Effectiveness
June 7, 2017 | By: Sherise D. RitterWhile fundraising is a major activity for all nonprofits, it is especially vital for small organizations that rely on it as a major source of revenue. In today’s competitive landscape,…Read More
“What Do I Do About Highly-Appreciated Assets and Gift Splitting?”
May 23, 2017 | By: Holly SaboDear Holly: I bought Apple at $1.50, now it’s trading at $150.50. I also own AT&T that my grandfather gave me in 1975. These holdings and many others reside in…Read More
Pennsylvania, Please Forgive Me
May 23, 2017 | By: Samuel J. KenworthyFrom now until June 19, 2017, taxpayers have the opportunity to pay delinquent Pennsylvania state taxes owed – without penalty – through the 2017 Pennsylvania Tax Amnesty Program (the Amnesty…Read More
Effectively Managing Fraud Risk Within Your Organization
May 9, 2017 | By: Gina HollandBusiness owners may not want to believe that their employees, vendors and customers are capable of committing fraudulent acts against their companies, but it is a reality that all executives must face.…Read More
Failure to Plan Has a Price
April 18, 2017 | By: Myron M. GellmanI never worry about action, but only about inaction. – Winston Churchill “I haven’t decided what I ultimately want to do with my business, when I want to exit, how…Read More
A Backup Plan for Family Business Owners & Their Successors
April 18, 2017 | By: Lee D. BossOwners preparing for any type of exit find that circumstances can—and often do—change. Intergenerational business transfers are no exception. The twist in family business transfers is that owners should have…Read More