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Focused Programs

C-Suite Snacks Webinars

 

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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.