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C-Suite Snacks Webinars

 

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THE TALENT WARS - CAN BENEFITS BE YOUR SECRET TO WINNING?

Aired November 4, 2021
Presented by: Shaun Gagnon, president and managing partner, Cambridge Insurance Advisors

In today’s candidate-driven job market, offering a competitive benefits package can significantly improve your company’s success in both attracting and retaining talent. During this webinar session, Shaun Gagnon, president and managing partner of Cambridge Insurance Advisors, shares his insights on maximizing your employee benefits to attract employees and combat the talent shortage.


THE TALENT SHORTAGE AND COMPENSATION CHALLENGES IN A POST-COVID WORKPLACE

 

Aired October 7, 2021
Presented by: David Lewis, CEO, OperationsInc

Widespread talent shortages and dramatic changes to compensation structures are among the outcomes of COVID-19 that continue to challenge businesses and their management teams.

During this webinar session, David Lewis, CEO of OperationsInc, one of the largest HR Consulting Practices in the U.S., discusses what he is advising clients to do to creatively and strategically address these critical areas.


A YEAR LIKE NO OTHER - MANUFACTURING AND DISTRIBUTION INDUSTRY PERSPECTIVES

Aired September 16, 2021
Presented by: Mark Fagan, partner and Manufacturing and Distribution Practice co-leader

Our second annual Manufacturing and Distribution Pulse Survey Report explores the impact of the pandemic on the industry, and how businesses have pivoted to survive, including managing new product offerings, technology implementation, and supply chain disruptions.

During this webinar session, we discussed how 200 leaders of M&D companies, ranging from $20 million to over $1 billion in revenue, responded to our survey.

Topics included: how COVID-19 has accelerated the 4th Industrial Revolution, product sourcing changes, and business pivots and what made them successful.


WHAT'S YOUR IP WORTH? DISCOVERING THE VALUE OF INTELLECTUAL PROPERTY

 

Aired June 23, 2021
Presented by: Mandeep Trivedi, principal and Transaction Advisory Services Practice leader

Every day brings news of a new music catalog sale, strategic piece of intellectual property purchased by a large company or private equity firm, or major transaction of a patent-driven business.

During this C-Suite Snacks webinar session, we discussed which intangible assets and intellectual property are commanding the highest prices and what is behind the value of these assets. Key takeaways included: an overview of what drives IP value, COVID-19 impacts on IP value, and current IP value trends.


BEST-IN-CLASS FINANCE AND ACCOUNTING: SHOULD YOU BUY OR BUILD?

Aired June 17, 2021
Presented by: Jason Slivka, executive vice president of strategic initiatives and Steve Ronan, principal

During this webinar session, Jason Steve discussed how outsourcing your accounting function drives profitability and business value.

They covered: cleaning up historical books and records, combining in-house staff and outsourced capabilities to get best-in-class expertise across your accounting function, how better forecasting and financial analysis drives better management decisions, best practices for accounting technology, and trends in middle-market accounting operations.


PICKING A PATH FORWARD - PROVIDER ORGANIZATIONS' OPTIONS FOR THE FUTURE IN A POST-COVID WORLD

 

Aired June 10, 2021
Presented by: Kate Broderick, Manager and Sarah Hughes, Manager

The pandemic has dramatically impacted the healthcare landscape and resulted in major shifts across the industry. Many providers and provider organizations are grappling with how best to position themselves for continued viability and sustainability, enabling them to select the strategic path forward that best aligns with their organizational goals.

In order to pick the path forward, it is imperative that providers understand the current performance of their organization, go-forward options, and the key strategic, operational, and financial considerations under each option. During this C-Suite Snacks webinar session, we discussed: key levers to assess and identify to maximize profitability and long-term viability, strategic options for provider organizations to consider, and a framework to assess strategic options.


NOT SOLD ON SELLING YOUR BUSINESS? WHY NOW IS A GOOD TIME TO CONSIDER AN ESOP

Aired June 3, 2021
Presented by: Howard Klein, Partner and Heather Oboda, Partner

The recently proposed tax provisions in the Biden Administration’s American Families Plan should provide substantial incentives for business owners to discuss the creation of an Employee Stock Ownership Plan (ESOP).

During this C-Suite Snacks webinar session, Howard and Heather discussed ESOPs. They covered: an overview of what an ESOP is including financial and non-financial benefits, the common misconceptions about ESOPs, and how the current tax proposals make an ESOP more attractive.


YOUR ONCE-IN-A-LIFETIME OPPORTUNITY: IS NOW YOUR TIME TO SELL?

 

Aired May 26, 2021
Presented by: Ramsey Goodrich, Managing Partner, Carter Morse & Goodrich, and Steve Ronan, Principal, Citrin Cooperman

M&A is a hot topic once again in the middle market and a combination of pending tax legislation, frothy valuation trends, and changing dynamics around succession in private businesses make the environment even more challenging to navigate than usual.

During this webinar, we discussed how you should be evaluating the current M&A environment and making decisions about how to prepare, when you should go to market, and how to harness this environment for the benefit of your business.

Topics included: An overview of the current state of M&A in the middle market, how buyers are building the impact of COVID-19 into valuations and buying decisions, trends in preparing your business for a transaction, and tips on how you can maximize the transaction value of your company.


MISE EN PLACE: ENSURING THE SUCCESS OF YOUR BUSINESS

 

Aired May 13, 2021
Presented by: Stacy Gilbert, Partner and Denise Koch, Principal

While restaurant owners are taking precautionary health measures to protect their staff and customers, reopening may require a difference business approach altogether. Many realize that customer needs and expectations have shifted, and it is imperative for these owners to adjust to the new reality in order to succeed.

During this C-Suite Snacks webinar session, we covered how to set your business up for success in order to thrive going forward.

Key takeaways included: Leveraging on landlords and new lease options, rethinking operations and e-commerce expectation, minding your PPPs, RRFs, SVOGs, and ERTCs, and strategies for cash flow and revenue streams.


IN THE WEEDS: THE CANNABIS INDUSTRY...WHAT'S IT ALL ABOUT?

 

Aired May 6, 2021
Presented by: Mitzi Keating, Partner

When in your lifetime have you witnessed the birth of an industry? As this industry transitions from illegality into a state-legal/federally illegal business, it faces business challenges like no other. Between difficulties in obtaining basic banking services, being taxed on gross margin rather than net income, and complex state and local regulatory environments, business owners and entrepreneurs face enormous hurdles.

In this C-Suite Snacks webinar session we learned more about the business challenges in the cannabis industry.

Key takeaways included:An overview and business challenges faces, taxation of the industry, and cash flow and fraud risks.


TAX STRUCTURES TO REDUCE COST AND IMPROVE COMPLIANCE

 

Aired April 29, 2021
Presented by: Kenneth Laks, Partner

Running a business can be quite difficult, and the process of getting things up and running often overshadows other considerations, such as what type of business tax structure you should operate under.

During this C-Suite Snacks webinar session, we covered how to structure your business for optimal tax benefits.

Key takeaways included: best tax structure for your business, new insights on tax structure, and tips to avoid tax traps based on the type of structure.


REDUCING RISK AND COST IN THE GLOBAL SUPPLY CHAIN

 

Aired April 22, 2021
Presented by: John Giordano, Partner & Tom Cook, CEO, Blue Tiger International

Importers and exporters have been hit hard with supply chain disruptions and increased costs. What types of strategies are they currently using to mitigate these risks?

During this C-Suite Snacks webinar session, we, covered: foreign trade zones and bonded warehouses, free trade agreements and alternative sourcing management, and tariff engineering and demand planning.


BEST PRACTICES ON MANAGING EMPLOYEE BENEFITS

 

Aired April 15, 2021
Presented by: Shawn Gagnon, Partner, Cambridge Insurance Advisors

Even during the current work from home environment, companies should be keeping an eye on their employees and their benefits. Maintaining a healthy balance between cost-effectiveness and employee satisfaction is the key to staying afloat at this time. In this C-Suite Snacks webinar session with Cambridge Insurance Advisors, we discussed what you can do to strike that perfect balance and keep your company running smoothly.


UNDER ATTACK - PREPARING YOUR COMPANY IN THE AGE OF THE HACKER

 

Aired April 8, 2021
Presented by: Michael Camacho, Partner

It’s no secret that companies around the world are under attack. Prior to COVID-19, breach rates were on the rise, but now hackers have only become more aggressive in their attempt to steal or hijack your data to try to extort money and do irreparable harm to your company’s reputation. In this C-Suite Snacks webinar, we covered how to combat these attacks by understanding the risks and preparing to respond.


HOW COMPANIES ARE MAKING MONEY IN BITCOIN AND CRYPTO ASSETS

 

Aired April 1, 2021
Presented by: Mark DiMichael, Partner

Are you considering an investment in Bitcoin and other types of cryptocurrency? In this C-Suite Snacks session, we covered the basics of cryptocurrencies, including: A five minute crash course on Bitcoin and Blockchain technology, an overview of alt-coins, digital assets, and other uses for Blockchain technology, and how individuals and companies are making money on digital assets.


A DATA DRIVEN APPROACH TO REDUCING LABOR COSTS AND IMPROVING EMPLOYEE ENGAGEMENT

 

Aired March 25, 2021
Presented by: Diana DeCrescenzo, ADP

Technology and data have become powerful drivers that allow us to discover new insights and ways to make our businesses more efficient. In this C-Suite Snacks webinar session with ADP we discussed how to leverage analytics, machine learning, and benchmarking to reduce labor costs, reduce turnover, ad target equitable pay.


PREPARING FOR THE WORKPLACE IN A POST-COVID WORLD

 

Aired March 18, 2021
Presented by: David Lewis, CEO of OperationsInc

COVID-19 has pushed companies to take a new look at how to run their workplace. As the pandemic begins to ease, it is the perfect time to start looking at your business reopening plan. In this C-Suite Snacks webinar session, David Lewis, CEO of OperationsInc, covered post-COVID workplace considerations, relocation compliance issues and other challenges,
how to solicit employee input, and how to communicate your plans to your team.


STATE AND LOCAL TAX DURING AND AFTER COVID-19

 

Aired March 11, 2021
Presented by: Eugene Ruvere, State and Local Tax Partner

The pandemic has affected everything in our lives, all the way down to how we run our businesses and our personal finances. In this C-Suite Snacks session, State and Local Tax Partner Eugene Ruvere covered business and personal income tax considerations connected to the pandemic.


HOW TO AUTOMATE FINANCE USING ACCOUNTING ROBOTS

 

Aired March 4, 2021
Presented by: Director Carlos Catalan, and Plena Data

Robotic Process Automation (RPA) is being adopted by middle-market companies at an increasing rate due to quick, low-cost implementations and the ability to integrate seamlessly with existing applications. Citrin Cooperman was joined by Plena Data to show you how your finance team can work smarter, not harder, with the help of accounting robots. Watch the replay to see the bots in action and learn a practical approach for integrating automation into your finance and accounting team.


THE FUNDAMENTALS OF WEALTH PRESERVATION

 

Aired February 25, 2021
Protecting one's assets is an integral part of wealth management, especially during changing times. In this special webinar session, advisors from Apexium Financial LP will joined us to review the fundamentals of wealth management and best practices for wealth preservation.


PREPARING YOUR BUSINESS FOR SALE

 

Aired February 19, 2021
If you are considering selling your business in the near future, it is in your best interest to be fully prepared for the M&A transaction process. In this session, Director Mark Borda covered the intricacies of selling a company and how to prepare for sale.


HOW TO MAKE BETTER SYSTEMS DECISIONS TO DRIVE ANALYTICS

Aired February 11, 2021
Implementing a technology ecosystem can be difficult, however having an effective system can provide owners with valuable insight into their company. In this session, Smija Simon reviewed how to make better system decisions to drive analytics and insight for businesses.


RESTRUCTURING A FINANCIALLY DISTRESSED COMPANY

 

Aired February 15, 2021
The COVID-19 pandemic pushed many business owners into crisis management mode to identify the best way to pivot and ensure sustainability. During session, we will provided insight on how to determine the right path forward when restructuring a financially distressed company.


PAYCHECK PROTECTION PROGRAM (PPP) UPDATE: ROUND 2

 

Aired January 29, 2021
At the start of the new year, Paycheck Protection Program (PPP) borrowers were handed a new set of considerations thanks to the Consolidated Appropriations Act of 2021 (“Act”) that was signed into law on December 27, 2020. During this session, we provided insight into the Act and how it will impact PPP forgiveness.


BENEFITS OF A BUY-SIDE QUALITY OF EARNINGS REPORT

 

Aired January 22, 2021
When entering into an M&A deal, it is important to fully understand potential deal issues, risk areas, and opportunities to create value or reduce liability. In this session, we covered the intricacies of buying a company and how a quality of earnings report can provide much needed insights to assist in the purchase.


ACCOUNTING AND FORECAST PLANNING FOR 2021

 

Aired January 15, 2021
Proper accounting and forecasting models are essential for developing a solid plan for the new year. In this session, we discussed accounting planning and forecasting best practices to assist your business with preparing for 2021.


ELECTION AND POLICY UPDATES: HOW TO PLAN FOR 2021

 

Aired January 11, 2021
To kick of 2021, top D.C insiders Sam Geduldig and Scott Riplinger from CGCN joined our  webinar session to discuss how the political landscape will change this year and policy initiatives and investment priorities impacting the business community.


NAVIGATING CYBERSECURITY RISK IN THE AGE OF COVID-19

 

Aired December 17, 2020
In this webinar session, Technology, Risk Advisory, and Cybersecurity (TRAC) Partner Michael Camacho reviewed strategies to help combat the relentless attempts by hackers to infiltrate your business during these uncertain times.


PERFORMANCE MANAGEMENT SECRETS TO IMPROVE BUSINESS OPERATIONS

 

Aired December 10, 2020
In this webinar session, Strategy & Business Transformation Practice Director Carlos Catalan highlighted best practices to enable you to understand the CFO role, accelerate your financial close process, and identify key performance metrics to drive value. Watch the recording to discover the performance management secrets to improve your business operations.


EFFECTIVE TECHNOLOGY FOR MANAGING A REMOTE WORKFORCE

 

Aired November 19, 2020
Managing a successful remote workforce in this "new normal" is possible with proper planning and infrastructure. In this session, Outsourced IT and Advisory Services Director Sean Williams reviews how to mobilize an effective remote workforce, ways to leverage technology, and best practices to protect your business.


BUILDING A LEADING CLASS BUDGETING AND FORECAST APPROACH

 

Aired November 12, 2020
In our first webinar series session, Kieran Higgins, consulting manager in our Business Process Outsourcing Practice, provided best practices for budgeting and cash flow forecasting to assist businesses through changing times. Watch the recording to hear insights regarding strategic planning, budgeting and scenario analysis, and technology value propositions.