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
S.Zerilli & M.Juscakova presenting at FMS NY/NJ & NJbankers Joint CFO Conference!
April 17, 2024 | 8:00 AM - 1:30 PM
Embracing Change The Right Way: Reimagining Technology Management
June 7, 2023 | By: Kyle A. NeeldWhen 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…Read More
7 Ways to Enhance Your Compliance Function
April 14, 2023 | By: Melissa CorreaEnsuring 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…Read More
Do You Have an Exit Plan?
April 5, 2023 | By: Myron M. GellmanMany 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,…Read More
Why You Should Consider A Fractional CFO For Your Business
April 5, 2023 | By: Frank PinaIn 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…Read More
10 Ways to Protect Your Institution During Uncertain Times
April 4, 2023 | By: Salvatore ZerilliWe’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…Read More
The CPA’s Role in Evaluating & Quantifying Economic Damages
March 7, 2023 | By: Frank PinaIn 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…Read More
Self-Employed Retirement Plans: What Plan Is Right For You?
December 20, 2022 | By: Michelle V. EvermanSelf-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…Read MoreHow To Use & Optimize the Benefits from a Health Savings Account (HSA)
December 20, 2022 | By: Holly SaboWhat 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,…Read More
Understanding Your Retirement & Benefits in a Government Plan
November 8, 2022 | By: Matthew DalyWith another fiscal year-end (June 30th) in the rearview for the State of New Jersey’s Division of Pensions and Benefits (the Division), it is as good a time as any…Read More