Insights Archives

Replacing the retirement cliff with a portfolio of purpose

The 4:8 Group’s Bob Bove on “rewirement” and how it can help high-achieving executives better transition into their retirement years.

Reasons why your AI rollout will fail

NCompas Technology Solutions’ Ramana (Raam) Bhavaraju on why most AI rollouts fail and what companies can do to ensure a better ROI.

Unlocking efficiency and security with treasury management solutions

First Federal Lakewood’s Alix Kaufmann on the importance of addressing exploring practical ways to strengthen cash flow, reduce risk and streamline daily operations.

Visitor management systems offer personalized benefits for many organizations

Visitor management systems, their functions and features, and how organizations of many types are benefiting from their deployment.

Tips on managing through a crisis

Our Lady of the Wayside’s Terry Davis on how to manage through a crisis.

A look at AI rollouts in the workplace and how to execute them more effectively

Corporate College’s Tara Schmitt on ways to better manage the change process when introducing AI into an organization.

Why planning your transition and exit well before it’s needed secures your legacy

Glenmede’s Bethany Bryant on the importance of creating a business transition plan well ahead of time.

An inside look at pre-sale quality of earnings reports

Corrigan Krause’s Steve Miller on the pre-sale QofE — why and when to use it, and what to expect from the process.

A look at three new laws affecting employers in 2026

Buckingham, Doolittle & Burroughs’ Heather Steele on three new Ohio employment laws, who they impact and how to stay in compliance.

Workflow automation solutions offer cost cutting without cutting people

Blue Technologies’ Jeremiah Wagner on how companies are leveraging business solutions to improve processes amid shortages to budgets and workforce.

How a professional support system can improve your bottom line

First Federal Lakewood’s Matt Lay about why and how expert partners can improve your bottom line.

Demand is up for outdoor storage, creating opportunities and challenges

Cushman & Wakefield | CRESCO Real Estate’s Cole Sorenson on outdoor storage in Northeast Ohio, and the challenges and opportunities that exist for landlords and tenants.

The importance of seeing technology as a driver of business initiatives

Blue Technologies’ Lauren Hanna on categorizing tech not as an expense, but as a driver of business initiatives.

Preparing for the social and emotional challenges of retirement

The 4:8 Group’s Bob Bove on preparing for the social and emotional challenges of retirement.

How to use like-kind exchanges to avoid tax on disposition of real property

Buckingham, Doolittle & Burroughs’ Steven Dimengo on like-kind exchanges, how they work and the advantages they offer.

Get more from your banking relationship by leveraging all its resources

ERIEBANK’s Flenner on leveraging the resources of a banking team to accomplish both business and personal financial goals.

Put frontline staff at the front of the line

Our Lady of the Wayside’s Terry Davis about how improved communication and interaction with frontline staff can better inform the next right thing for the organization.

How Section 179 can be applied to technology purchases to create savings

Blue Technologies Marty Patton on the Section 179 deduction — what it covers and how businesses can leverage the opportunity to its fullest.

How trends in print marketing are helping companies better reach their target audience

Blue Technologies’ Lauren Hanna on the latest trends in print marketing and how companies can leverage them to reach their target audience.

To create a more transferable business, owners can’t be a hub

The 4:8 Group’s Bob Bove on strategies owners can use today to create a stronger, more transferable business.

The benefits of treasury management for nonprofits

First Federal Lakewood’s James Hill on why nonprofits should consider utilizing treasury management services.

Highlights from the One Big Beautiful Bill Act

Corrigan Krause’s Henry Gingerich on the OBBBA and what business leaders should do now to take full advantage of the opportunities it offers.

The importance of reviewing beneficiary designations

Glenmede’s Bethany Bryant on why and when to review beneficiary designations, and how those should align with an estate plan.

Advice for leaders on making tough decisions

Our Lady of the Wayside’s Terry Davis on the process of decision making as well as how to maintain perspective when making major organizational choices.

How to address commercial real estate loan challenges with your banker

ERIEBANK’s Suzanne Hamilton on the state of construction lending and the solutions for those who encounter issues with their debt.

A look at the process of settling litigation

Buckingham, Doolittle & Burroughs’ Andrew R. Zellers on settling litigation — how this process works and what to expect from it.

How the One Big Beautiful Bill Act will impact middle-market businesses

Brady Ware’s Kristin Krabacher on the provisions in the OBBBA that likely matter most to middle-market businesses.

New solutions help companies move beyond legacy phone systems

Blue Technologies Smart Solutions’ Lauren Hanna on the challenges of legacy phone systems and the modern solutions that address them.

Tariffs create challenges, opportunities, in industrial real estate

Cushman & Wakefield | CRESCO Real Estate’s Eliot Kijewski on how tariffs have affected warehousing real estate, and the opportunities this situation creates.

The three-legged stool of exit planning

The 4:8 Group’s Bob Bove on the Exit Planning Institute’s “Three-Legged Stool” of exit planning and how it can help business owners maximize value in a transaction.

3 questions to ask your banker when planning to grow your practice

First Federal Lakewood’s Eric Jones on the importance of aligning your practice’s long-term growth plans with a banking partner and what questions you should be asking.

How AI is helping legal professionals unleash organizational knowledge

Blue Technologies’ David Cramer on how AI is helping legal professionals unleash organizational knowledge.

Sorting out the challenges created by ever-changing federal trade policy

Brady Ware’s Kristin Krabacher on tariffs and the impact they are having on U.S. businesses and how companies are mitigating the negative effects.

How an improved financial reporting cadence leads to better decision making

Corrigan Krause’s Trevor Ray on the importance of timely and accurate financial statement information in making informed business decisions.

How nonprofits unknowingly trigger tax events

Buckingham, Doolittle & Burroughs’ Nathan M. Fulmer on the ways tax-exempt organizations can trigger a tax event.

The importance of document and security compliance

Blue Technologies’ Curtis Verhoff on document and security compliance and how it insulates companies from risk.

Loan strategies in today’s uncertain interest rate environment

ERIEBANK’s Wesley Gillespie on loan strategies and other funding considerations for businesses in today’s interest rate environment.

Harnessing the tension of opposites to produce results in a challenging market

Our Lady of the Wayside’s Terry Davis on how for-profit and nonprofit organizations choose their next right move in an environment of evolving uncertainty.

How AI is being utilized in quality and process improvement

Corporate College’s Samantha Kaplan on how AI is being utilized in quality and process improvement decision-making.

Dealing with tariff-policy-induced uncertainty

Glenmede’s David Legeay on the impact tariffs are having on the market and what business leaders can do to navigate them.

Tariff talk is having an effect on the Northeast Ohio industrial real estate market

Cushman & Wakefield | CRESCO Real Estate’s George J. Pofok and George Pofok, Jr on the impact the threat of tariffs have on the Northeast Ohio industrial real estate market.

Strategies wealthy investors use during times of tumult

The 4:8 Group’s Bob Bove on the playbook wealthy investors use during downturns.

Using AI to streamline business operations

First Federal Lakewood’s Danielle Bailey on how she’s seen her clients streamline business operations using AI.

What to consider when selecting a technology partner

Blue Technologies’ Jessica Dynia on what to consider when choosing a technology partner.

Supreme Court decision favoring IRS may affect your business valuation

Glenmede’s Bethany Bryant on the importance of reviewing buy-sell agreements, life insurance ownership and personal estate plans in light of Connelly v. United States.

Your printer could be your biggest cybersecurity gap

Blue Technologies, Inc.’s Jeremiah Wagner on the problem older devices pose to an organization’s network, and what to do about it.

Why you should consult with your CPA more than just at tax time

Corrigan Krause’s Jim Suttie on how sharing more financial reporting with a CPA can help a business leader make better strategic decisions.

Overcoming challenges in the Northeast Ohio industrial market

Cushman & Wakefield | CRESCO Real Estate’s Ryan Curtin on the challenges and opportunities in the Northeast Ohio industrial market, and how to navigate them.

How to prepare for and respond to litigation

Buckingham, Doolittle & Burroughs LLC’s Jude Streb and Erin Dickinson on how to properly respond if sued.

The benefits, and trade offs, of tax-loss harvesting

The 4:8 Group’s Bob Bove on tax-loss harvesting and what investors need to know to leverage the strategy for maximum benefit.

How to manage financial risk

First Federal Lakewood’s Scott Gnau on how to navigate possible financial risk effectively.

As the new hybrid work model takes hold, organizations must adapt their print plans

Blue Technologies’ Dale Bielek on the changes organizations are seeing with the new hybrid work model and how their print management strategies must adapt.

What businesses should know about Ohio’s new anti-SLAPP laws

Buckingham, Doolittle & Burroughs’ Andrew Stebbins and Christina Williams on anti-SLAPP laws, and when and how businesses might encounter them.

Creating a wealth plan that aligns the complexities of business ownership with personal goals

Glenmede’s Bethany Bryant on how a wealth plan can empower you to live the lifestyle you desire and create a plan to ensure the ongoing wealth of your family and the continuity of your business.

Hyper-converged infrastructure offers data-center simplicity

Blue Technologies’ Mark Dunkley on hyper-converged infrastructure, what it is and how it’s benefiting businesses.

New SECURE Act provisions bring changes, opportunities to employer retirement plans

Corrigan Krause’s Sheri L. Terens on the SECURE Act, its most recent provisions to take effect, and what employers need to do because of it.

Options to accommodate printing in an increasingly remote environment

Curtis Verhoff talks about how cloud-based solutions are helping organizations meet the remote-work moment.

Securing financing for your small business

First Federal Lakewood’s Scott Gnau talks about the key tips to helping business owners secure the funding they need to grow and thrive.

Maximizing the value of the professionals you rely on for guiding your business

The 4:8 Group’s Bob Bove on how a wealth adviser can help maximize charitable giving efforts for both you and the recipient organization.

What changes business owners will be watching for in 2025

Brady Ware & Company’s Matt McKinnon on possible changes to the 2017 Tax Cuts and Jobs Act and their expected effects.

The importance of enterprise-wide technology solutions

Lauren Hanna of Blue Technologies Inc. shares how companies can reach digital maturity.

How to prepare when potential tax changes seem imminent

Kristen Batke of Corrigan Krause shares what businesses should consider for this tax year and beyond.

Estate planning is prudent regardless of what changes might await

Those who are considering their estate planning strategy should pay close attention to what’s going on in Congress.

How brokers and economic developers can drive regional growth together

Bryce Sylvester of Cushman & Wakefield | CRESCO Real Estate shares how a comprehensive understanding of the commercial real estate market, including site availability, market trends and zoning regulations, is key.

The importance of personal connections through face-to-face meetings

Akron/Summit Convention & Visitors Bureau’s Gregg Mervis talks about the importance of personal connections in business and how — and how not — to facilitate them.

Why sell-side diligence is increasingly popular in M&A processes

Clark Schaefer Hackett’s Nick Scharfeld on sell-side due diligence, what it entails and why it’s an exercise that greatly benefits sellers.

Managing cash flow during the holiday season

First Federal Lakewood’s Alix Kaufmann offers helpful tips businesses can implement during this busy time — and afterward.

A charitable planning primer to maximize benefits

The 4:8 Group’s Bob Bove on how a wealth adviser can help maximize charitable giving efforts for both you and the recipient organization.

Vendor consolidation improves organizational performance

Blue Technologies’ Billy Nelson on consolidating vendors to improve organizational efficiency and reduce expenses.

Market headed toward retail occupancy and branding

As a landowner, if you can be flexible on how you’re willing to structure a deal, you’ll broaden your chances of landing a health care provider as a tenant or buyer.

The current estate tax and trust exemption expires soon. Are you ready?

There are only 13 months to set plans in motion to take advantage of the current estate tax exemption.

How to make a seamless transition to the cloud

Ultimately, not only should a transition to the cloud unlock capabilities that will have a positive impact on an organization, it will also set it up to more easily adapt to future technology.

Companies must file before 2025 or face significant penalties

With proper planning, your charitable intent can make a much larger impact.

How to get more from your charitable giving

With proper planning, your charitable intent can make a much larger impact.

Banking locally for a positive impact on business

First Federal Lakewood’s Scott Gnau on the benefits of banking locally and how it can positively impact your business.

The value of multigenerational family meetings in passing on wealth

The 4:8 Group’s Bob Bove on why family meetings are critical when transferring wealth.

Cybersecurity Maturity Model Certification is here. Manufacturers must be ready.

Blue Technologies’ Cristina Alati on the new CMMC within the NIST framework and what manufacturers must do to comply.

The importance of third-party risk management

Clark Schaefer Hackett’s Tom Armstrong on how to better manage risks inherent in third-party relationships.

What to consider as the estate and gift tax exemption nears expiration

Brady Ware’s Mark Kassens on strategies to take advantage of the estate and gift tax exemption as it currently stands.

Advanced planning can unlock substantial savings through government tax credits, incentives

Richard Fry III talks about some overlooked credits and incentives that could be applied to capital projects and other business activities.

Tax planning strategies for high-net-worth individuals

Gary Isakov talks about tax considerations for high-net-worth individuals.

Process automation coupled with cloud technology is making an impact

Brian Brock talks about how cloud technology coupled with process automation is helping organizations achieve more than ever.

Your company’s business classification is worth another look

It’s easy to get in the mindset of business as usual, but market conditions change as do tax laws. If the company’s entity classification was last considered when the business began, it’s time to take another look.

Current commercial real estate market conditions narrow options for business

Whether you are a landlord leasing out space, or a tenant looking to renegotiate your current lease, or buy or lease space to make a move, an experienced broker can pay huge dividends.

Find the right banker to assist with a succession plan

The right banker can help you create a succession plan that helps ensure your business survives into the next generation, even when you are no longer there to steer it.

Understanding a business valuation and how to use it

Too often, when business owners get a valuation, they stick it in the drawer and never look at it again. But if they study it, there are things that they can learn to make their business better and more valuable.

How to establish a cybersecurity baseline, and why you should

Cybersecurity requires regular assessments of the environment, identifying the top risks, patching those and then retesting to confirm those issues have been resolved.

How flaws in internal accounting department processes affect company health

Clark Schaefer Consulting’s Jeff Pavelschak and Joe Brown on why internal accounting department process improvement is critical for organizational health.

Five treasury management services to utilize for your business

First Federal Lakewood’s Alix Kaufmann on what treasury management products and services business owners should take advantage of.

Challenges, strategies for dividing assets of blended families

Estate planning and dividing assets for a blended family can be an emotional, complex and challenging process.

Help is there for those anxious about a digital transition

Digital tools to improve efficiency and how to incorporate them into any organization.

New accounting standards offer deeper insight into customer relationships

It’s important that companies stay ahead of the ever-changing landscape of GAAP accounting.

How social media can position you — and your business — as an expert

Social media lets you access an untapped market. It’s free to use — you only have to pay for your time.

Fraud protection is critical for your business and your people

Across the spectrum of businesses, business email compromise is the most common fraud perpetrated.

How prevailing party clauses offer leverage to the little guy

Prevailing party clauses tend to provide a greater benefit to the smaller subcontractors and other project players because it eliminates some of the advantages of deep pockets that larger project partners possess.

Are you overlooking your foreign currency risks?

Huntington Bank’s Sean O’Connor on foreign exchange risk and strategies to hedge against it.

The importance of enterprise-wide technology solutions

Lauren Hanna of Blue Technologies Inc. talks about how companies can reach digital maturity.

How to address shortages in accounting staff

Clark Schaefer Strategic HR’s John Throckmorton and Sam Lickert talk about the issues facing accounting departments and the solutions that exist to address them.

Top banking tips for small businesses and medical practices

First Federal Lakewood’s Eric Jones shares key advice that small business owners and medical professionals should look out for to ensure their success in a competitive market.

How to leverage life insurance to maximize retirement savings

Berson-Sokol Agency’s Craig Berson shares how life insurance can be a powerful and tax-advantaged part of a retirement savings plan.

What to consider when investing in real estate

Investors should consult with their professional advisers, including their CPA, before making any major real estate decisions.

What to know about AI and tech advancements in M&A due diligence

How AI and technology software innovations have affected the M&A process and what buyers and sellers should know.

Multigenerational succession planning now saves heartache later

To ensure your business continues beyond you, and in the way you desire, it’s critical to have a plan, says Jennifer Scroggs, Senior Vice President, Wealth Management Director, Premier Bank.

Creative uses of life insurance as a tax and wealth-planning tool

Life insurance is one of a wide range of options and should be evaluated with objective advice from trusted advisers.

How AI is enhancing physical security across organizations

AI-enhanced physical security systems and how they can improve security across a variety of organizations.

Now is a good time to consider a new office space to attract talent and stand out

To ensure your new space meets your needs and presents a luxurious front to both talent and clients, it is critical to identify what you are trying to accomplish with a move — and how to best ensure success.

Unexpected loss

Huntington Bank’s Sean O’Connor on life insurance, and how it can preserve company value in the event of the unexpected loss of a key individual.

How strength training can improve your life — and make you a better leader

Too many people spend 30 years building a business and then can’t enjoy it because they haven’t focused on their health. The rewards are life-changing and can give leaders a new lease on life.

Embrace a digital-first banking approach to running your business

Your business banker is there to identify your business’s pain points and then present you with options to make running your company more efficient in the long run.

Considering the other side in an M&A deal can lead to tax benefits for both

Further, because of the complexity in an M&A transaction, both buyers and sellers should be thinking about the tax ramifications of a deal very early on, well before they plan to sell or acquire a company.

Fax technology will soon lose support. Here are some alternatives.

Organizations should talk with their technology provider and ask them to look at their current fax usage to find an alternative method before the analog lines are no longer supported. There are several faxing alternatives that can be put in place and their technology partner can help them make that transition.

How annuities can fit within a personal investment portfolio

Those who purchase a deferred annuity should know liquidity is limited. The company may let you access a small portion of your money penalty free but any withdrawals above the penalty-free amount will be subject to surrender charges.

How to protect margins from cyclical commodity price changes

Buyers that have constant commodities exposure should always have an eye on the market and regularly keep in touch with their bank so they can act when prices are low.

How restructuring can get a business out of a systemically tough situation

Restructuring process — when it should be used, what’s involved, and how it helps.

Update your estate plan before scheduled 2025 tax changes

Wealth and estate planning moves that should be discussed well ahead of potential 2025 tax law changes.

How findings during tax seasons can help shape strategic planning

The story that taxes can tell a business and how to translate that story into better strategic planning.

Businesses, developers may find significant opportunity west of Cleveland

The opportunities for real estate development in Cleveland’s western suburbs.

Investors must recalibrate to see returns in today’s market

How the conditions in today’s market should prompt investors to recalibrate their approach.

How community banks stand out from their larger competitors

The benefits for businesses of working with a community bank.

Fractional social pros can be a strategic advantage

Fractional social pro role and how it can help companies reach their marketing goals.

How to handle the rise in requests for work accommodations

Factors that determine whether employers are required to provide remote option arrangements and the risks surrounding the decision.

Now is the time to address groundskeeping issues

Changing groundskeeping trends and what corporate property owners should be ready to do now.

Why strength training after age 30 is important for physical, mental health

MaxStrength Fitness’s Jeff Tomaszewski on the role of strength training in maintaining muscle mass and improving overall health.

The tax advantages of life insurance

Berson-Sokol Agency’s Craig Berson on the tax advantages of life insurance and how to unlock each policy’s potential.

The importance of having a succession and financial plan

First Federal Lakewood’s Scott Gnau on what a succession and financial plan looks like and who should be involved.

How to build a transformative executive team

Clark Schaefer’s Peter Olmsted on building a transformative executive team.

How companies are maintaining productivity in the hybrid model

Blue Technologies’ Dale Bielek on how companies can enable employees to stay productive as they move seamlessly between home and work offices.

How to protect margins from cyclical commodity price changes

Huntington Bank’s Sean O’Connor working with commodities, the importance of understanding exposures and how companies can protect themselves, and their customers, from risk.

How special situations financing can help businesses facing liquidity issues

Riveron’s Robert Berdanier on capital options for businesses facing liquidity issues.

Managing through tightening liquidity

CM Wealth Advisors’ Neal B. Colby on alternative lending opportunities and how business owners can access them.

How to avoid tax on the sale of your real estate

Buckingham, Doolittle & Burroughs’ Steven Dimengo on like-kind exchanges and how to unlock their benefit.

The value a quality of earnings report offers ahead of a company sale

Corrigan Krause’s Spencer Helwig on quality of earnings reports — what they accomplish and why they’re important to those considering the sale of their business.

Tight industrial market makes being connected critical for buyers, tenants

Cushman & Wakefield | CRESCO Real Estate’s Eliot Kijewski on the state of the industrial real estate market in Northeast Ohio and what buyers and tenants can do to find what they need.

Hyper-converged infrastructure offers data-center simplicity

Blue Technologies’ Mark Dunkley on hyper-converged infrastructure, what it is and how it’s benefiting businesses.

Look for opportunities within today’s economic uncertainty

Premier Bank’s Matthew Leuenberger on ways businesses can adjust to the increased costs and uncertain economic conditions.

The importance of creating an annual budget and forecast

Brady Ware & Company’s Samuel J. Agresti on the importance of budgeting and forecasting, and how to get the most out of the exercise.

How higher interest rates affect the M&A deal market

Riveron’s Robert Berdanier on the effect interest rates are having on the M&A deal environment and how sellers can maximize their position.

Life insurance as a risk management vehicle to preserve company value

Huntington Bank’s Sean O’Connor on life insurance, and how it can preserve company value in the event of the unexpected loss of a key individual.

The role of a technology roadmap and why it’s important

Blue Technologies’ Jessica Dynia on the importance of a roadmap when it comes to total office technology solutions.

Accounting departments are challenged by outdated documentation

Clark Schaefer Consulting’s Tami Stevens on issues arising from gaps in process documentation.

Prepping your business for 2024

First Federal Lakewood’s Scott Gnau on what businesses need to do to prepare for 2024 and how to start off on the right foot.

How an exercise routine can help your business

MaxStrength Fitness’ Jeff Tomaszewski on ways business leaders can overcome obstacles and achieve better health and fitness.

How family trust companies compare to other trustee structures

Clearstead Advisors’ Cindy L. Steeb on the FTC structure as a means of protecting and controlling family wealth across multiple generations.

What to consider when designing a corporate giving and community involvement strategy

Highmark’s Kenya T. Boswell on how to design an effective corporate giving and community involvement strategy.

Life insurance as a risk management vehicle to preserve company value

Huntington Bank’s Sean O’Connor on life insurance, and how it can preserve company value in the event of the unexpected loss of a key individual.

Navigating environmental issues and liabilities in transactions

Babst Calland’s Ben Clapp on the environmental diligence process in a sale and how to address environmental risks in contractual provisions.

How to build value after a PE transaction

Kirtland Capital Partners’ William J. Bergen on how to work with a PE partner to build value after a transaction.

What to know about AI investment opportunities

CM Wealth Advisors’ Ben Wallace on AI investment opportunities and what those interested in the sector should know.

Trends affecting multifamily real estate investment opportunities

Cushman & Wakefield | CRESCO Real Estate’s David Leb on trends in multifamily properties and how they’re likely to affect investment returns into the near future.

The time to get long-term care insurance is before you need it

Berson-Sokol Agency Inc.’s Craig Berson on long-term care insurance and its role in shielding wealth from costly care expenses later in life.

The importance of estate planning for business owners

Corrigan Krause’s Lynda Doland on the importance of estate planning for business owners.

How to properly build and maintain an IP portfolio

Buckingham, Doolittle & Burroughs, LLC’s Dominic Frisina on how to strategically manage an IP portfolio, particularly patents and trade secrets.

How treasury management tools can improve a company’s cash flow

Premier Bank’s Jennifer Bidlingmyer on how treasury management services can improve cash flow and mitigate risk.

Common issues with cap tables and how to address them

Babst Calland’s Michael E. Fink on the role of the cap table and how failing to accurately maintain it can be costly.

How the social determinants of health affect a workforce

Highmark Health’s Nebeyou Abebe on food as medicine, and how employers can help employees address challenges related to food insecurity.

Mezzanine capital serves a purpose for those who know how to use it

Huntington Bank’s Jim Altman on mezzanine capital and the criteria those who borrow it must meet.

Tips for hiring in a candidate-driven market

Action Management Services’ Sandy Darnell on today’s candidate-driven market and how it affects companies’ focus throughout the recruiting process.

Building a strong relationship with your business banker

First Federal Lakewood’s Matthew Lay on how business owners can strengthen their relationship with their business banker and how it can benefit them.

How to mitigate today’s ever-increasing cybersecurity threats

Blue Technologies, Inc.’s Cristina Alati on cybersecurity hygiene — what it means and how companies can achieve it as they work to protect their business against increasingly sophisticated and frequent cyber threats.

How HR audits help organizations improve

Clark Schaefer Hackett’s Robin Throckmorton and Patti Dunham on HR audits, what they look to accomplish and why.

Life insurance as a risk management vehicle to preserve company value

Huntington Bank’s Jim Altman on life insurance, and how it can preserve company value in the event of the unexpected loss of a key individual.

How property insurance changes are affecting commercial real estate lending

Babst Calland’s Joseph A. Pope on how changes in property insurance coverage are affecting commercial real estate lending, and what borrowers need to know about it.

Pharmacy innovation and how it benefits health plan sponsors, users

Highmark Inc.’s Corey DeLuca on pharmacy innovation and how it benefits health plan sponsors and their users.

Why wealth management and succession planning should be done together

Premier Bank’s Denise Glinatsis Bayer on figuring out the right wealth management strategy for business owners who are succession planning.

Options beyond bankruptcy for struggling businesses

Buckingham, Doolittle & Burroughs’ Chris Niekamp on bankruptcy and bankruptcy alternatives for companies with cashflow struggles.

How to maximize value through succession planning

Corrigan Krause’s Tom Harrison on succession planning for business owners.

The importance of reviewing health insurance options prior to retirement

Berson-Sokol Agency Inc.’s Craig Berson on the switch from a group plan to Medicare for certain employees, and what it can mean for both employer and employee.

Why you need to have your snow removal plans in place now

Asturi Landscape Group’s Massimo Asturi on what business owners need to know as they choose a snow removal company.

Flight to quality in office real estate creates opportunity for landlords, tenants

Cushman & Wakefield | CRESCO Real Estate’s Nathan Kelly on recent trends in commercial office real estate and how both landlords and tenants can capitalize on them.

I-9 procedures are changing and non-compete agreements could be next

Babst Calland’s Alexandra G. Farone on what employers need to know about the I-9 changes and what’s happening with non-compete agreements.

How employers can productively address PTSD, OCD in the workplace

Highmark’s Demetrios Marousis on strategies for employers to address PTSD and OCD in the workplace.

How to pursue cost-reduction strategies in your company

Schooley Mitchell’s Marc Schwalb on cost saving strategies, and when and how to deploy them.

Update your estate plan before scheduled 2025 tax changes

Huntington Bank’s Jim Altman on wealth and estate planning moves that should be discussed well ahead of potential 2025 tax law changes.

Recent Ohio tax changes and how they’ll affect businesses

Brady Ware & Company’s Matt McKinnon on Ohio’s July 2023 tax changes and their expected effects.

How virtual receptionists are helping companies across verticals

Blue Technologies’ John Bates on virtual receptionists and their capabilities.

Look deeper into private markets to find equity-like returns

CM Wealth Advisors’ Paul Bodnar on alternative private investing opportunities.

How flaws in internal accounting department processes affect company health

Clark Schaefer Consulting’s Jeff Pavelschak and Joe Brown on why internal accounting department process improvement is critical for organizational health.

Options to accommodate printing in an increasingly remote environment

Blue Technologies’ Curtis Verhoff on how cloud-based solutions are helping organizations meet the remote-work moment.

Ensure your business funds are FDIC-insured by utilizing treasury management services

First Federal Lakewood’s Alix Kaufmann on how businesses can keep their funds FDIC-insured.

Why deal success hinges on buyers and sellers getting along

Kirtland Capital Partners’ Ralph Della Ratta on the social aspects of the sale of a closely held business to private equity.

How behavioral-based interviewing can identify better candidates

Action Management’s Dave Fechter on behavioral-based interviewing and how it helps companies better identify the best candidates.

What to consider when planning for an exit and an ownership transition

Huntington Bank’s Jim Altman on transition options for owners and how to set up a post-business financial future.

Why total cost of care is more important than discounts in health benefit plans

Highmark Blue Cross Blue Shield’s Robert Yonick on the total cost of care and what employers should look for as they review health insurance plans.

New laws meant to protect consumer data will affect nearly all companies

Babst Calland’s Ember K. Holmes on data privacy laws states are enacting and how they are going to affect companies.

Federal tax credits can help offset the cost of clean vehicle purchases

Brady Ware & Company’s Matt McKinnon on clean vehicle credits and how to claim them.

Why internal controls are important for an efficient internal financial audit

Corrigan Krause CPAs and Consultants’ Alexis C. Burch on the importance of having strong internal controls in place ahead of an internal financial audit.

Industrial real estate’s continued tightness challenges buyers and tenants

Cushman & Wakefield | CRESCO Real Estate’s Maureen Anter-Ressler on the Northeast Ohio industrial real estate market, how it compares to other markets and strategies to land the right property.

How your business benefits from better communication with your banker

Premier Bank’s Tara Silva on why businesses should regularly communicate with their banker, regardless of whether the news is good or bad.

The employee retention credit is valuable, but be on the lookout for bad advice

Buckingham, Doolittle & Burroughs’ Richard B. Fry III on the ERC, how businesses qualify, and the risk to businesses of an erroneous filing.

Is your life insurance keeping pace with the value of your business?

Berson-Sokol Agency’s Craig Berson on the role of life insurance in buy/sell agreements, and the importance of periodically revisiting and updating these policies.

How to better choose, manage wireless plans to realize cost efficiencies

Schooley Mitchell’s Marc Schwalb on how to keep costs contained over the life of your wireless plan.

Companies face uncertainties as governments crack down on PFAS

Babst Calland’s Jean M. Mosites on the uncertainties facing businesses as governments work to address the known or suspected impacts of PFAS.

What employers should know about substance use disorders

Highmark Blue Cross Blue Shield’s Melissa Perry on the impacts of substance use disorders and steps being taken to combat them.

Why key employees should resist taking the counteroffer when resigning

Action Management Services’ Dale M. Chorba on how to handle counteroffers after announcing an intention to leave a company for another position.

When and why to consider an individual private family trust company for estate planning

CM Wealth Advisors’ Douglas McCreery on trust oversight for longer planning horizons.

Why sell-side diligence is increasingly popular in M&A processes

Clark Schaefer Hackett’s Nick Scharfeld on sell-side due diligence, what it entails and why it’s an exercise that greatly benefits sellers.

What users can expect after the NetDocuments, Worldox acquisition

Blue Technologies’ David Cramer on the NetDocuments acquisition of Worldox and what the change means for current customers.

What medical professionals need to know about acquiring a practice

First Federal Lakewood’s Eric Jones on what medical professionals need to know when acquiring a practice.

Recession fears lessen but reason for concern remains

Huntington Bank’s Jim Altman on the economic conditions in the U.S. and what they might mean for business leaders this year.

Digital tools that help guide employees through their health care journey

Highmark Health’s Ashley Blankette and Valerie Clarke on solutions that make it easier for employees to navigate their health care journey.

How buyers can avoid common zoning and land use pitfalls in real estate transactions

Babst Calland’s Alyssa E. Golfieri on zoning and land use due diligence in real estate transactions.

How construction counsel helps developers, owners navigate project risks

Buckingham, Doolittle & Burroughs’ John Swansinger on the role of construction counsel on a project and how to effectively leverage their experience.

How private bankers can simplify banking for business owners

Premier Bank’s Jennifer Scroggs on private bankers, what they do, who can benefit from their services and how to choose the right one.

Ohio Cybersecurity Safe Harbor protections and how to meet them

Blue Technologies’ Eric Thal on the Ohio Cybersecurity Safe Harbor and the levels of security necessary to ensure compliance.

Questions to ask a private equity partner when staying on after the sale

Kirtland Capital Partners’ James A. Foley on a business owner’s role with a company after a majority sale to a private equity firm.

Tips for managing cash flow during uncertain times

Corrigan Krause CPAs and Consultants’ Aaron Apathy on cash flow planning and other changes companies can make to improve profitability and brace for continued challenges.

How organizations big and small are leveraging co-working spaces

Cushman & Wakefield | CRESCO Real Estate’s Connor Redman on the rise of co-working spaces and how they can meet a variety of needs for organizations big and small.

How Act 122 of 2022 changes filing requirements for those doing business in PA

Babst Calland’s Audra E. Hutter on Act 122, the filing change, and what it means for entities doing business in Pennsylvania.

How to reduce processing fees for credit card payments

Schooley Mitchell’s Marc Schwalb on how manufacturers and distribution companies can reduce the costs associated with processing credit card payments.

Using technology to improve health care experiences and lower costs

Highmark Health’s Tracy Saula on how technology is improving patients’ ability to get health care.

Remediate inefficiencies in your receivables process

Huntington Bank’s Jim Altman on the receivables process and how a closer look can uncover opportunities to improve efficiency.

Why businesses should work with an SBA preferred lender bank

First Federal Lakewood’s Dell Duncan on why businesses should consider working with an SBA Preferred Lender bank and what the benefits of SBA loans are.

How mid-sized businesses can lure top talent in a challenging hiring market

Action Management Services’ Ken Griffiths on how mid-sized companies can compete with larger companies for top talent.

How a family office can help business owners through a sale

CM Wealth Advisors’ Aileen P. Werklund on the ways a family office can help business owners during the sale of their company.

Even non-tech companies should expect thorough cyber diligence in an M&A process

Clark Schaefer Consulting’s Carly Devlin on cyber diligence and how sellers can prepare for it ahead of a process.

Companies can leverage technology to do more with less

Blue Technologies’ Curtis Verhoff on how post-COVID trends continue to challenge businesses and the solutions many are using to improve productivity.

Business owners can still realize a successful sale despite market uncertainty

Huntington Bank’s Jim Altman on the M&A market and what it means for business owners considering the sale of their company.

Resolving conflict among business owners

Babst Calland’s Kevin Douglass on conflict resolution among business owners.

Innovative tools put preventive health care in employees’ hands

Highmark, Inc.’s Bill Tuthill on changes to health plans that have created greater access to preventive care, and what can be done to help employees better leverage those options.

Shrinking industrial real estate options in Northeast Ohio drive up tenant costs

Cushman & Wakefield | CRESCO Real Estate’s Joe Barna on the challenges tenants, buyers and builders are facing in the Northeast Ohio industrial real estate market.

How a family constitution can help protect wealth across generations

Planned Financial Services’ Frank Fantozzi on creating a constitution to help ensure clarity and transparency in the preservation of multigenerational wealth.

Tips for selling a business in an evolving M&A environment

Buckingham, Doolittle & Burroughs’ Dustin J. Vrabel on steps sellers can take to improve their outcomes in an M&A transaction.

Businesses often stand in the way of improving their efficiency

Blue Technologies’ Lauren Hanna on business process automation and how companies are applying the technology to move their company forward.

Tips on choosing the right bank for your business lending needs

Premier Bank’s Dan Culp on choosing the right bank for a business’s unique lending needs.

How to negotiate more favorable waste disposal contracts

Schooley Mitchell’s Marc Schwalb on what can be negotiated in waste disposal contracts to keep costs low and avoid overlooked fees.

Risk mitigation strategies that can shield companies from interest rate volatility

Huntington Bank’s Jim Altman on strategies to offset the challenges of a rising rate environment.

Why AI isn’t going to replace your lawyer … yet

Babst Calland’s Dane Fennell on the state of AI technology in the legal profession — how it’s being used, and what it can and can’t do.

Video security, surveillance technology advancements have novel applications

Blue Technologies, Inc.’s John Bates on video security and surveillance technology: what’s new and how it’s helping organizations.

Why businesses should take advantage of treasury management services

First Federal Lakewood’s Scott Gnau and Alix Kaufmann on how businesses can expand their banking relationship.

Why your talent pipeline is more important than ever before

Action Management Services’ Dave Fechter on how companies should think about their talent recruitment strategy in light of concerning demographic changes.

Don’t overlook the personal side when planning for a business exit

CM Wealth Advisors Neal B. Colby talks about planning for your exit — on the business and personal side — to position yourself for success with what comes next.

How to uncover hidden tax liability ahead of the sale of a business

Clark Schaefer Hackett’s Kerilyn Boergert on the importance of sell-side diligence to uncover and understand tax issues before selling a closely held business.

How to get a second bite of the apple when selling your business

Kirtland Capital Partners’ Corrie Menary on how business owners can get a second bite of the apple.

New rule requires a business’s beneficial ownership information to be reported

Babst Calland’s Susanna Bagdasarova on the Beneficial Ownership Information Reporting Requirements and what it means for your business.

Important considerations for owners before exiting their business

Huntington Bank’s Jim Altman on what business owners should consider as they plan to exit their closely held company.

How the right banking partnership can help propel your company to new heights

Premier Bank’s William Cook on how to identify a banking partner that can help position your business for success and grow with you into the future.

Tips for expediting the land-buying process

Cushman & Wakefield | CRESCO Real Estate’s George J. Pofok on what buyers need to do when buying land to ensure their projects get completed.

Impact of rating changes to FEMA’s updated National Flood Insurance Program

Zito Insurance Agency a division of Risk Strategies’ Chas Lowe on how to work with an expert to ensure your policy meets your needs and how the first changes to NFIP’s pricing system in more than 50 years may impact your policy.

Owner preparedness for life without your business

Planned Financial Services’ Frank Fantozzi on how to prepare to step away from your business and be well-positioned for the next phase of your life.

You’re probably paying too much Ohio sales tax on purchases

Buckingham, Doolittle & Burroughs’ Steven Dimengo on how to identify tax exemptions and save money.

Reasons to consider an ESOP when exiting your business

Huntington Bank’s Jim Altman on ESOPs and the potential benefits the structure provides owners and their companies.

Proposed climate-related disclosures for federal suppliers

Babst Calland’s Gina Falaschi and Susanna Bagdasarova on how the Federal Supplier Climate Risks and Resilience Rule could impact federal suppliers.

Dive deeper into your shipping costs to uncover savings

Schooley Mitchell’s Marc Schwalb on the ways companies can increase their savings on shipping costs.

How pass-through entity deduction impacts Ohio

Brady Ware & Co.’s Matt McKinnon how businesses and owners can reduce their tax burden by transferring the tax responsibility for some of their income off themselves and back to the company.

A technology solution is just a conversation away

Blue Technologies’ Jessica Dynia on evaluating organizational challenges with an eye toward technological solutions.

Private equity investing can offer outsized returns

CM Wealth Advisors’ Paul Bodnar talks about what investors new to private equity, such as those who have recently sold their companies, should consider before committing capital.

Start a succession plan now for a smoother exit

First Federal Lakewood’s Scott Gnau on what a succession plan looks like and why including your banker in your succession plan discussion is important.

With ransomware on the rise, managed services providers are critical

Blue Technologies’ Phil Florence looks at cyberthreats such as ransomware and what managed IT services can do to protect organizations from attacks.

The difference between passive and reactive executive recruiting

Action Management Services’ Dale M. Chorba talks about the difference between passive and reactive recruiting, and which can help companies identify and add leadership talent.

Proposed SEC ESG rule would affect public, private companies

Babst Calland’s Gina N. Falaschi outlines some of the implications of the proposed SEC Enhancement and Standardization of Climate-Related Disclosures for Investors rule.

Expectations for tighter economic conditions put pressure on businesses

Huntington Bank’s Jim Altman explores the state of the U.S. economy and the economic outlook for the early part of the coming year.

Creative ways to engage your workforce while addressing the bottom line

Highmark Health’s Larry Kleinman on how to improve the workflow and increase employee engagement through data management and automation.

How to recognize if you have trouble receiving feedback

Cheryl McMillan of Vistage Northeast Ohio and Jeff Semple of FocusCFO talk about the signs that an organization has a problem with feedback and how leaders can become more receptive.

Failing to plan for a transition could put you out of business

Planned Financial Services’ Frank Fantozzi on the important role a buy-sell agreement plays in alleviating uncertainty and simplifying the transition between business owners.

As labor and supply costs increase, having adequate building coverage is critical

Zito Insurance Agency, a division of Risk Strategies’ Nate Bell on the importance of insuring to value on and how to make sure you can recover from a loss should damage render you unable to operate.

The impact of interest rate increases on industrial, commercial real estate

Cushman & Wakefield | CRESCO Real Estate’s Eliot Kijewski on the effect of interest rates on the commercial and industrial real estate markets and how buyers can navigate the headwinds.

What companies should know about the upcoming phone system changes

Blue Technologies’ John Bates on VoIP, the changing infrastructure and what companies need to know about the switch.

An in-house attorney can foster collaboration and help lead your business to success

Cleveland Metroparks’ Rose Fini on how an in-house attorney can do much more than tell you no — instead driving your organization forward to reach new heights.

How to protect your company from becoming a victim of fraud

Premier Bank’s Jennifer Bidlingmyer on how to manage the risks of fraud to your business and how to prevent your company from becoming a victim.

Are you ready to answer questions about your triple bottom line?

Clark Schaefer Hackett’s Michael Borowitz about triple bottom line and what it may mean for your business.

Helping Pittsburgh Businesses Grow through IF Ventures

Babst Calland’s Chris Farmakis and Idea Foundry’s Mike Matesic on how a third-party funding program can help both sides of the investment equation make the most of the deal.

How banks can help health care companies address billing challenges

Huntington Bank’s Jim Altman on how optimizing data and payments can help improve efficiency, reduce costs and better manage the revenue cycle.

A new approach simplifies health care and improves patient outcomes

Highmark Health’s Neil Kulkarni on how revolutionizing the customer experience is increasing patient engagement — and improving outcomes.

How to get the best business services at the best prices

Schooley Mitchell’s Marc Schwalb on the benefits of having an outside expert review your contracts and negotiate rates with your suppliers, which can save businesses money and time.

Cybersecurity assessment is key to threat prevention

First Mutual Holding Co.’s Jon Densmore on the most common cyberattacks and how businesses can protect themselves.

The importance of enterprise-wide technology solutions

Blue Technologies’ Lauren Hanna on how companies can reach digital maturity.

How to prepare yourself and your business for a sale

CM Wealth Advisors’ Doug McCreery on steps entrepreneurs should take to get themselves and their families ready for the sale of their business.

How to protect your margins from cyclical commodity price changes

Huntington Bank’s Jim Altman on working with commodities, the importance of understanding exposures and how companies can protect themselves, and their customers, from risk.

Attracting a diverse talent pool can increase productivity and innovation

Highmark Blue Cross Blue Shield’s Margaret Larkins-Pettigrew on how a diverse workforce will help your business move forward — and how it all starts with an inward look at your organization.

What to consider before starting a new construction project

Babst Calland’s Matthew Moses on what to consider before deciding when — and if — to move forward with a construction project.

Insight into what buyers are looking for in an acquisition

Taft Stettinius & Hollister’s Howard Bobrow on what M&A buyers are looking for in the market today and how sellers can maximize their value in a transaction.

Transparency and gratitude foster meaningful donor engagement

Cleveland Metroparks’ Natalie Ronayne on how two simple steps — prompt, meaningful acknowledgment and demonstrating results — can help organizations thrive.

What to know about the increase in requests for SOC reports

Clark Schaefer Consulting’s Andrew Sizemore and Jeanne Yang on SOC reports, the reason they’re increasingly requested, and what to expect if you’re asked for one.

How to help employees be more conscientious health care consumers

Zito Insurance Agency, a Division of Risk Strategies’ Michele Hanzak on common mistakes when seeking health care, how employers can educate employees to be better health care consumers and how your benefits broker can help get the message out.

Who should consider a sale-leaseback in this tight industrial market

Cushman & Wakefield | CRESCO Real Estate’s Simon Caplan on how conditions in the industrial real estate market have made sale-leasebacks an increasingly popular choice.

Key factors for creating a successful company retirement plan

Planned Financial Services’ Frank Fantozzi on how a strong corporate retirement plan can help attract and retain employees, while also benefiting owners.

Insight into what buyers are looking for in an acquisition

Taft Stettinius & Hollister’s Caryn A. Kaufman on what M&A buyers are looking for in the market today and how sellers can maximize their value in a transaction.

How to manage your company through increasing inflation and interest rates

Brady Ware & Co.’s Sam Agresti on how to manage your business through this period of increasing inflation and interest rates.

Cyber insurance premium increases drive changes

Blue Technologies Smart Solutions’ Benjamin Simms on mitigating insurance premiums by adhering to a solid cybersecurity framework.

Preventing fraud for business accounts

First Federal Lakewood’s Jeff Kopco on how businesses can take precautions to help prevent fraud.

Developments in the calculation of an assessment ratio could benefit Allegheny County property owners

Babst Calland’s Peter Schnore explores what has changed in the assessment ratio, and how commercial property owners can take steps to reduce their property taxes.

Combining medical and pharmacy benefits offers better care and lower costs

Highmark Blue Cross Blue Shield’s Sarah Marché on how to provide accessible, affordable and proven prescription drugs through your health plan, and how your carrier can help.

How to get your business ready to sell

Huntington Bank’s Jim Altman on how to prepare a closely held business for a sale.

Market challenges increase value of automation solutions

Blue Technologies’ Curtis Verhoff on how automation is helping companies do more with less.

Tips healthcare and professional service providers need to know

First Federal Lakewood’s Eric Jones on what business owners in the healthcare and professional services space need to know when choosing a banking partner to acquire or lease a business.

In a volatile market, it’s critical to stick with your investment plan

Legacy Strategic Asset Management’s Matthew A. Shannon on the importance of having a plan, sticking with it and staying the course through market volatility.

Growth is slowing in the U.S. but it’s not all bad news

Huntington Bank’s Jim Altman on the state of the U.S. economy and how changes within it could affect middle-market companies.

Addressing social determinants of health has a huge impact

Highmark Health’s Amy Shannon on how addressing social determinants of health can improve outcomes, and what employers can do to help.

How this tactic can prevent out-of-line liquidity payments

Babst Calland’s Michael Fink on how a shadow series works, when to use it, and the pros and cons of doing so.

What business owners need to know about SBA loans

First Federal Lakewood’s Jeff Kopco on what business owners need to know about SBA loans when choosing a banking partner.

How to achieve the transition out of your business on your terms

Brady Ware Capital’s Jeff Powell on how business owners can ensure a successful exit from their business and achieve their desired outcome.

How to prepare your business — and yourself — for a sale

Planned Financial Services’ Frank Fantozzi on how a Certified Exit Planning Advisor (CEPA) can help you and your business prepare for a successful exit.

Outside investors are altering area real estate investors’ strategies

Cushman & Wakefield |CRESCO Real Estate’s Joe Barna on the state of the Greater Cleveland real estate investment market and the need for investors to adjust expectations in the face of increasing competition.

Limiting landlord liability in real estate lease agreements

Zito Insurance Agency a Division of Risk Strategies’ Chris Zito on what landlords should consider in their real estate lease agreements to transfer risk to their tenants.

Vendor consolidation improves organizational performance

Blue Technologies’ Billy Nelson on consolidating vendors to improve organizational efficiency and reduce expenses.

Public ESG standards are making their way to private companies

Clark Schaefer Hackett’s David Coomer and Clark Schaefer Consulting’s Seth Rensberger on ESG and how it’s affecting private middle-market companies.

Be honest and respectful to create trust

Cleveland Metroparks’ Wade Steen looks at the importance of financial integrity and what the absence of it can mean for your organization.

Update your estate plan before scheduled 2025 tax changes

Huntington Bank’s Jim Altman talks about wealth and estate planning moves that should be discussed well ahead of potential 2025 tax law changes.

3 steps to manage the financial risks in your construction project

Babst Calland’s Marc Felezzola on three ways to protect yourself before beginning a construction project.

Being proactive about health care can save money, lives

Highmark Blue Cross Blue Shield’s Timothy Law Sr on the importance of preventive health screenings and why you should take advantage of the benefits offered by your insurance plan.

Training is key to unlocking new document management’s potential

Blue Technologies David Cramer explores the evolution of document management systems in the legal and professional services spaces, and how training is adapting to ensure users get the full experience any place and on any device.

How to prevent fraud for business accounts

First Federal Lakewood’s Alix Kaufmann on how businesses can combat scammers.

The increasingly important role of supplemental benefits

FirstLine Benefits’ Sana Hashmi covers supplemental benefits and how they’re finding a place within employer health plans.

How technology is changing the health care delivery system for the better

Highmark Blue Cross Blue Shield’s Ian Blunt on how technology is helping patients proactively address their health care needs.

How integrated payables streamlines vendor payment process

Huntington Bank’s Jim Altman looks at integrated payables and how it streamlines the payments process.

Navigating environmental issues and liabilities in transactions

Babst Calland’s Ben Clapp explores the environmental diligence process in a sale and how to address environmental risks in contractual provisions.

Companies continue to negotiate remote work options

Clark Schaefer Hackett’s Aubrey Chua explores the evolving remote work situation and how companies can set up remote workers for success.

Factors affecting the 2022 industrial real estate market

Cushman & Wakefield | CRESCO Real Estate’s George J. Pofok examines the Northeast Ohio industrial real estate market, the conditions creating the tightness and how to navigate the situation to get results.

Online enrollment processes reduce errors, provide transparency

Zito Insurance Agency a Division of Risk Strategies’ Michele Hanzak on how employers can assist new employees with initial benefits enrollments and how to handle the open enrollment process when you can’t meet in person.

Develop a business strategy now to ensure maximum value at sale

Planned Financial Services’ Frank Fantozzi on how to create an exit strategy and the importance of starting now.

Compliance, competitiveness shape the technology stack

Blue Technologies Smart Solutions’ Benjamin Simms looks at trends in managed IT and areas where businesses must adapt to stay competitive and protected.

How business owners can protect data and enhance security

Babst Calland’s Justine Kasznica and Ember Holmes offer their take on the Biden administration’s response to the cybersecurity threat, and how business owners can minimize risk and stay compliant with regulatory requirements.

Reduce costs, improve employee health with targeted care packages

FirstLine Benefits’ Scott Helmer on employer health care benefits and ways to reduce costs for both employers and employees.

The latest innovations in behavioral health

Highmark Blue Cross Blue Shield’s Bradley E. Karlin looks at the latest innovations in behavioral health, how to overcome barriers to care and the role employers play in keeping employees well.

What to consider before selling, exiting your company

Huntington Bank’s Jim Altman explores exit planning, and options available to owners once a liquidity event occurs and is complete.

How using data, analytics can propel innovation

Lynne Doherty, who’s with Sumo Logic, a partner of MILHEM DTL, talks about why digital transformation is critical to moving your business forward.

Banks must support small businesses through the SBA loan process

First Federal Lakewood’s Dell Duncan talks through common misconceptions that exist when it comes to the loan process and what businesses can do if they’re interested in SBA loans.

The difference between management and leadership

Hopson Communications & Coaching’s Edward C. Hopson breaks down the difference between leading and managing, how this affects an organization and what companies can do to address the issue.

ECM systems’ evolution brings meaningful ROI

Blue Technologies’ Dave Evans dives into enterprise content management, its current evolution, applications, and how it can save organizations time and money.

How to mitigate B2B payments fraud

Huntington Bank’s Jim Altman explores B2B payments fraud — the trends and the tactics to mitigate attacks.

Impact of OTC programs on health plan utilization, costs

FirstLine Benefits’ Kala Ryan talks through OTC programs, as well as employer benefit programs that can reduce costs and streamline accessibility to OTC medications.

How to identify and prevent COVID-19 health care fraud

Highmark Blue Cross Blue Shield’s Latrisha Oswald on how employers can help employees avoid being victims of fraud and how to report suspicious activity.

Compressed timelines have deals closing faster than ever

Babst Calland’s Kevin T. Wills looks at how M&A deal timelines have shrunk and the impact that is having in the deal-making space.

Supplemental benefits attract and retain workers at no cost to employers

Zito Insurance Agency’s Greg Zito talks about supplemental benefits and how employers can use them to help attract and retain employees.

Greater cyber threats require training to mitigate

Blue Technologies’ Mark Dunkley outlines the cybersecurity issues facing businesses today and how to mitigate them.

Brownfields are inexpensive options in a tight industrial market

Cushman & Wakefield | CRESCO Real Estate’s Eliot Kijewski explores brownfields and what prospective buyers should know about the remediation process.

Act fast before newly added cost segregation benefits expire

Clark Schaefer Hackett’s Brendan Walsh looks at cost segregation, its misconceptions and how to use it effectively.

An experienced M&A attorney can help minimize the risk of post-closing disputes

Babst Calland’s Kate Cooper on why it is critical that representations and warranties accurately portray your business when selling, and how a deal attorney with experience in your industry can help minimize the risk that a buyer will pursue a claim after closing.

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