Articles & E-Books

Liquidity risk management for credit unions in today’s interest rate environment

Liquidity risk management is critical for credit unions in today’s interest rate environment. Explore five tips for managing elevated risk.

Mar 17, 2023
Industries: Financial Institutions
Services: Business consulting services, Governance, risk and compliance, Compliance
By: Luke Soper

5 benefits of data and analytics for senior living facilities

Data analytics can support senior living facilities as they seek to improve the quality of care, retain staff, attract new patients and incorporate feedback.

Mar 16, 2023
Industries: Healthcare
By: Tara Cohn

4 best practices to reduce your banking risk

Nonprofits and small businesses can follow these four best practices to reduce their banking risk.

Mar 16, 2023
Industries: Agribusiness, Construction, Dealerships, Distribution, Education, Financial Services, Fintech, Governments, Healthcare, Hospitality Accommodations, Insurance, Manufacturing, Nonprofits, Private Equity, Real Estate, Technology industry, Tribal Gaming and Government
Services: Business consulting services, Governance, risk and compliance
By: Marcie Bomberg-Montoya

How banks can manage liquidity risk in today’s interest rate environment

Liquidity risk management is critical for banks in today’s interest rate environment. Explore five tips for managing elevated risk.

Mar 15, 2023
Industries: Financial Institutions
Services: Business consulting services, Governance, risk and compliance, Compliance
By: Luke Soper

How cybersecurity boosts business resilience

Business resilience for wealth and asset management firms depends on effective cybersecurity. Many organizations have unexpected vulnerabilities and risk significant damage.

Mar 15, 2023
Industries: Wealth and asset management
Services: Business consulting services, Cybersecurity services
By: Tom Wojcinski

Use digital customer registration cards to keep track of leads

Go digital. Using a kiosk or QR code, prospects can complete builder registration cards for you in a few clicks.

Mar 13, 2023
Industries: Construction, Services for homebuilders
Services: Business consulting services, Digital Services, Customer Relationship Management Systems
By: Kyle Aulerich

5 ways data and analytics can help healthcare organizations prosper

Data and analytics can be a game changer for healthcare organizations with the right tools and understanding about how to apply insights to meet short- and long-term goals.

Mar 13, 2023
Industries: Healthcare
Services: Business consulting services, Strategy, Operations, Digital Services
By: Tara Cohn

Olympus America owes $7.34 million in California use tax and penalties on repair parts

In its December 20, 2022, decision in The Matter of the Appeal of Olympus America Inc., the California Office of Tax Appeals (OTA) ordered Olympus America, a New York-based medical device company, to pay over $7.34 million in use tax and penalties on parts stored in California and used to repair medical equipment under optional warranty contracts for out-of-state customers.

Mar 13, 2023
Services: CPA Tax Services, State and Local Tax Services
By: Austin DeMoss

How the Cloud Controls Matrix helps protect your organization

As more companies turn to the cloud to handle storage and computing needs, it’s crucial to ensure that providers are addressing the different security threats that can penetrate a technology infrastructure.

Mar 13, 2023
Industries: Technology industry
Services: Governance, risk and compliance, SOC Examinations, Business consulting services
By: Drew Baker

Assessment can help with CRM features and customizations

Before you upgrade your CRM, make sure you’re getting the full benefit from the tools you have. Here’s where most people are missing out.

Mar 12, 2023
Services: Business consulting services, Digital Services, Customer Relationship Management Systems
By: Kyle Aulerich