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.



by Frank Pina, CPA, Managing Director
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Do You Know How to Identify Elder Fraud & Financial Abuse?

May 1, 2019 | By: Jenniffer FoxThe Population Reference Bureau report, “Aging in the United States,” examines recent trends and disparities among adults ages 65 and older, and how baby boomers born between 1946 and 1964 will reshape America’s older population.  The number of Americans ages 65 and over is expected to exceed 98 million by 2060, increasing their share of…Read More

The Bottom Line on Parking Benefits

March 6, 2019 | By: Sherise D. Ritter & Holly SaboBy now, many of our readers may have heard about what was a little-known wrinkle in the new tax law. Whether you have or haven’t, we are going to break it down for you and get to the bottom line on the matter. Many of you reading this article are senior management in nonprofit organizations…Read More

Creating a Positive Donor Event Experience

March 6, 2019 | By: Kyle A. NeeldIn recent years, experts have cautioned nonprofits against relying too heavily on fundraising events. As it turns out, the cost to raise a dollar through an event is much higher than other methods. Despite this scrutiny, our nonprofit clients still find success with event fundraising. While there are certainly more cost-effective ways to raise money,…Read More

Mercadien’s Ken Kamen is Featured on Reuters Business News

February 22, 2019Ken Kamen, president of Mercadien Asset Management, is a regular featured commentator on the Reuters Business and Personal Finance program hosted by Fred Katayama.  On February 22, 2019, Ken was asked by Fred to share his views on world trade discussions, FaceBook and privacy laws, the upcoming wave of IPOs, and the plunge in Kraft Heinz…Read More

8 Cybersecurity Risks That May Impact Organizations in 2019

February 21, 2019 | By: Chris ManganoAs featured in Security Magazine (data drawn from AON 2019 Cyber Security Risk Report) 2018 showed that a proactive approach to cyber preparation and planning paid off for the companies that invested in it; it’s expected that in 2019 the need for advanced planning will only further accelerate.  “Digital Transformation” is here to stay –…Read More

Chris Mangano’s Article on Penetration Testing Featured in LBCCC Chamber Compass

February 21, 2019Chris Mangano, Vice President of Sales & Marketing, authored an article on Penetration Testing that was recently featured in the Lower Bucks County Chamber of Commerce’s weekly newsletter, Chamber Compass for the week of February 18th. Read the full article below. Before you arrange or commit to a penetration test, understand that the results are…Read More

K-12 Schools Experienced a Significant Rise in Cyber Breaches in 2018

February 14, 2019 | By: Chris ManganoData & Statistics reported/outlined by The K-12 Cybersecurity Resource Center 2018 revealed that school districts are not immune to the same types of data breaches and cybersecurity incidents plaguing the most technologically advanced and well-resourced corporations and government agencies. During 2018, the misuse and abuse of school technology and IT systems resulted in 122 publicly-disclosed…Read More

Considering a Penetration Test? Know Your Options & Which is Right for You

February 14, 2019 | By: Chris ManganoBefore you arrange or commit to a penetration test, understand that the results are driven by the information the researcher is provided. Leadership and management need to agree on the scope-of-work, objectives and rules of engagement for the organization performing the testing. This process has been neatly packaged into a color-coded system: Black, White or…Read More

Going on the Offensive in Risk Management & Compliance Monitoring

January 30, 2019 | By: Raji SathappanRegulatory guidance for banks has become increasingly forceful. Recent developments are making it clear that should is to be interpreted as shall. Financial institutions are working to establish compliance frameworks to meet these standards. It is critical that your organization develop a strategy for how to assess compliance with applicable guidance and enhance your enterprise…Read More

How Federal Government Shutdowns Affect SBA Lending

January 30, 2019 | By: Jorge OlazagastiNearly all of us were following the news headlines or stories about the recent federal government shutdown and wondering when it would be over. While the duration and visibility of this one may have reached new levels, shutdowns have happened before. Whenever a federal government shutdown occurs, the U.S. Small Business Administration (SBA) partially ceases…Read More