Category: Financial

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Why Nonprofits Should Stop Hoarding Cash

Originally published on Society of Nonprofits By Mark Dixon As you prepare your financial plans for the year ahead, be sure to examine your cash…

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How to Win Every Negotiation (by Not Trying to Win)

Originally published in Inc. By Joel Peterson Despite what we often see in the movies, business negotiations should never be high-drama, zero-sum games. It’s not about somebody winning, somebody…

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New revenue and leasing rules could be far-reaching

Originally published in American City Business Journals By Joanne Baginski The rules for revenue recognition and lease accounting are about to change. For many businesses, the standards…

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Why Client Data Is Gold

Originally published in Financial Advisor By Mark Hurley When wealth managers help clients tally up their most valuable assets, they often think of equities, bonds, real…