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
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…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…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…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…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…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,…Read More
Lisa Thouin Presents on Risk Management to Central NJ Financial Managers Society
May 23, 2016The NY/NJ Chapter recently held the third of a planned series of three breakfast meetings designed specifically to enhance the professional development of financial decision makers at community banks in…Read More
Prevent Fraud With Stronger Consumer Profiling
May 10, 2016 | By: Lisa M. ThouinWhen we hear the word fraud, our own personal ideas and experiences about it usually come to mind. An official definition of fraud as published by the Institute of Internal…Read More
A Successful Business Requires Strong Governance
April 27, 2016 | By: Lee D. BossBegin With the Business Structure Good governance starts with the initial organization (or reorganization) of a business. For the sake of simplicity, we’ll focus on governance issues in the context…Read More