Financial Review Meetings

14 Aug 2019
Instituting a financial review process & meeting can be a key driver in the continued growth and success of your business. These

Nonqualified Retirement Plans: The Basics

14 Aug 2019
Many companies use nonqualified deferred compensation plans to reward, retain, and attract executives and other highly compensated employees. These key employees are

Enhancing Customer Experience

14 Aug 2019
As most business owners know, a key aspect to being successful and sustainable is to make sure your customers are always happy

Managing a Disruptive Board Member

08 Aug 2019
For a nonprofit organization, a board member can either be a valuable resource or a tremendous distraction. Effective board members can add

Shareholder Agreements

11 Jul 2019
A few years ago, I worked on a case, where one shareholder was buying out her partner of over 30 years. The

Why Serve on a Nonprofit Board?

26 Jun 2019
In today’s faced-paced business world, it’s challenging to find or make the time to serve our communities and give back. With thousands
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