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Organizations of all sizes have been in survival mode since the beginning of 2020 to get through the pandemic and the economic downturn that followed. But now, as the world moves towards recovery and growth, entities must carefully consider their unique circumstances and risk exposures when analyzing how recent events may affect their financial rep...

When it comes to a return on company culture investment, the days of uncertainty are over. Culture can no longer be seen as a soft extra. Culture is now a proven science, backed by rigorous research and statistical analysis. The fact that businesses can establish a quantifiable link between culture and financial performance unlocks incredible ...

In this 2012 Financial Executive Forum panel discussion, Bonnie Gauger of Johnson Keland Management and Shannon Zur from Vogel Consulting provided the contrasting human resources perspectives of a single family office and of a department in a multi-family office. The session highlighted that while the structure of a firm and its philosoph...

In this 2012 Financial Executive Forum session, a panel of Heather Asher, Family Office Exchange; W. Jackson Parham, Jr., Chief Investment Officer, Eton Advisors, LP; and Michael Madigan, Director, Product Management, Advent Software, Inc.; discussed approaches to reporting that promote readership, prompt broader family involvement and engagement, ...

In this 2012 Financial Executives Forum presentation, Jeremy Kahn, AVP of IT at Hartz Mountain Industries, Inc., provided an overview of cloud computing and their benefits to family offices. He defined cloud computing as “a model for enabling on-demand access to a pool of computing resources that can be provisioned and released with minimal effort....

For leaders and organizations, it has been hard to make the right moves amid the COVID-19 pandemic. But during any time of crisis, it's people who are the ultimate differentiator. In this Briefings Magazine issue, it begins with a cover story on Reading the Future and the questions on every CEO’s mind. Other voices in leadership share the...

The ability to perform financial transactions online offers tremendous convenience, but also exposes assets to theft and cyber fraud. In addition, the internet of things (IOT) which connects home security systems and other smart devices, creates another access point to personal information and assets. As new technology surfaces, the need to protect...

In the age of COVID-19 and when more and more positions require duties to be carried out almost exclusively on computers, many employers are offering the option of working from home. This guide provides you with tips and suggestions to help you remain engaged and stay on track with your new working environment. In response to COVID-19,&nb...

For employers with less than 500 employees who provided benefits under the leave program of Families First Coronavirus Response Act (FFCRA), a separate line of identification and reporting is required on the W-2 Form. Guidance is provided in the IRS Notice 2020-54 to help employers properly report 2020 emergency paid sick leave and expanded family ...

With the lifting and re-evaluation of the "shelter in place" orders amid the COVID-19 environment, it is critical to have a responsible plan when restarting business operations. Recommended guidelines for the workplace—including worker health and wellness precautions, COVID-19 testing options, office work considerations, and em...

As states continue to adopt shelter-in-place orders to stop the spread of COVID-19, many employers remain open for business and need employees to perform essential operations. To protect their workforce, employers should adhere to CDC and DOL guidance on implementing safety practices for employees. We share some tips for employers with essential em...

An increasing number of state legislatures have proposed bills addressing insurance companies coverage of “business interruption” insurance, which is typically applicable only to losses resulting from physical damage to property such as that caused by a fire or earthquake, and generally inapplicable to losses caused by viral or bacteria...

As the economic fallout of the global COVID-19 pandemic increases, state legislatures and regulators are under rising pressure to shift the resulting economic losses onto the insurance industry. One of the major issues that legislatures and regulators focus on in this respect is whether business losses related to the virus might implicate the &ldqu...

Businesses that sell basic necessities are facing overwhelming demand and experiencing increased customer service inquiries, call volume, and website orders. These challenges make communicating with customers more important than ever. When implementing an effective customer-facing communications plan, there are five attributes that should be includ...

A new normal has emerged out of the COVID-19 pandemic, particularly for business owners who are ready to reopen. With each operation unique in its needs, reopening can feel both invigorating and overwhelming. A list of resources are provided here to help you move forward confidently. Not only is this a time to restart and rebuild, it&rsqu...