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According to the 2018 Global Risks Report, cybercrime is the top risk for business leaders in advanced economies, as well as the risk most likely to intensify. In fact, with the rising frequency of data breaches, cyber risk is now a common exposure for individuals, families, family offices, and their related enterprises. To help you assess your cyb...

As the realities of digital change, evolve, and grow, the CIO position has become more critical. The CIO as “IT operator” is a construct of the past. The role has evolved to include business strategy co-creator, change instigator, and innovator. Successful CIOs operate in an environment of cohesive collaboration to bridge the long-stand...

CFOs are feeling the rising pressure of leveraging new technology, such as cloud computing, robotic process automation, and various analytical tools, to improve the performance of their organizations. Beyond the basics, the finance organization needs to be a driver in implementing new technology to better manage financial and business information u...

Whether an employee leaves for another job or because the employer decided it was time for the employee to go, employers typically need to figure out how to replace a departing worker. Sometimes, the break is clean. Other times, it can be complicated. Regardless of the reason or circumstance, now-former employees may have post-employment obligation...

The trend of states legalizing both medical and recreational marijuana use continues to gain momentum. Unfortunately for employers, this also means having to wade through an ever-growing patchwork of marijuana laws across the country. The latest development addresses one discrete but important distinction for recreationally legalized marijuana. Emp...

On the day that New York State honored the U.S. women’s soccer team for their World Cup victory—a team whose members have publicly demanded pay equity with the U.S. men’s soccer team—Governor Andrew Cuomo signed legislation amending the state’s pay equity law. Employers everywhere should pay attention to developments o...

Employers of all sizes inadvertently put themselves at risk by not having a policy establishing how long to continue benefits during a leave of absence (LOA). So, before the important questions arise, employers should establish an LOA Policy that considers employee needs, carrier contractual provisions, federal and state benefit regulations, and th...

With the implementation of California Consumer Privacy Act (CCPA) set to go into effect January 1, 2020, anyone doing businesses with California residents should not only be preparing their digital strategies to comply with the new law, they should also be assessing their risk and reviewing their cyber insurance and adequacy of limits. Why? Now, at...

Posting fabulous vacation moments on Facebook—from a boat in Belize, to the top of a mountain in Chamonix—might be a fun way to share experiences with your friends, but it’s also a great way to let bad actors know your home is empty and ripe for a break-in. Similarly, broadcasting details of a college semester abroad on Instagram ...

A high-quality board of directors with a range of talents and experience can be a powerful resource for your company. Taking steps to ensure your board is well-designed, well-informed, and properly engaged will reap significant benefits for your company’s shareholders and management team.

High net-worth families for whom privacy is a paramount consideration may be concerned that the Corporate Transparency Act, which became law on January 1, 2021, creates a risk of sensitive ownership information being exposed to the wrong persons. This may concern family offices; however, regulated private trust companies and trusts may be exem...

While there are many items family offices should look for in technology solutions, one vital component is reporting capabilities. For family offices considering a move to Sage Intacct, there are five reporting advantages you can count on to help deliver the data and transparency that are important to the family members.

With the right tools and commitment, most businesses can make remote work just as productive, if not more productive, than in-person office work. Ultimately, remote work requires leaders to retune their managerial style to fit the situation. There are three powerful strategies that leaders can apply to help keep their remote employees engaged, and ...

As an employer, what do you do if you suspect that one of your employees has COVID-19? When is it safe and compliant for your employee to return to work after COVID-19; after a case that is suspected or confirmed? To support you in answering these questions, use this flowchart to help you enable a safe working environment, be in compliance, and red...

The employer’s safety protocols are an essential tool to help reduce the community spread of COVID-19 in the workplace, prevent and defend against lawsuits, and demonstrate compliance with OSHA safety requirements. To help develop your organization’s written policies and protocols, use this self-inventory toolkit with best practices and...