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Creating a Culture Where Employees Speak Up

How to Tap into the Business Benefits of Diversity It's not enough to have a diverse workforce and leadership team.  Companies also need to have leaders who recognize the value of the ideas their employees share.  Sylvia Ann Hewlett, founder and CEO of the Center for Talent Innovation and Hewlett Consulting Partners LLC, discusses when a diverse company has these types of leaders, it tends to report better ...

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CPA Marketing Toolkit for Small Business

Help Your Small-Business Clients Create a System for Record Keeping Good record-keeping preparation and planning can give clients a better handle on their overall financial position, make tax preparation easier, and create operational efficiencies throughout their businesses.  A helpful record-keeping brochure and PowerPoint presentation can help you educate your small-business clients. To download the broc ...

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4 Benefits of Finding the Right Niche

Offering your clients specialized services—personal financial planning, IT specialization, and fraud and forensic accounting, among others—can help set you apart in today's competitive CPA marketplace.  Mark Koziel, CPA, CGMA, Vice President, Firm Services & Global Alliances, American Institute of CPAs, discusses how finding your niche can help you and your clients. To read the full article in AICPA Ins ...

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5 Signs Your Finance Team Rocks

Is Your Finance Team the Best it Can Be? Finance teams that excel tend to have similar qualities.  Here are five key characteristics, including strong leadership and effective use of resources.  Kerry Maruna charts a path to get you on the right track. To read the full article in CFO, click: 5 Signs Your Finance Team Rocks. ...

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Report on the Review of the Definition of “Accredited Investor”

The Securities and Exchange Commission staff published a report of its review of the definition of “accredited investor”.  Congress directed the SEC to review the definition every four years in Section 413(b)(2)(A) of the Dodd-Frank Wall Street Reform and Consumer Protection Act and the staff recently submitted their recommendations to the Commission. To download this report, click: Report on the Review of ...

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What Amazing Bosses Do Differently

How the Best Managers Practice Attentiveness Attentiveness is a common trait for managers who excel in the workplace.  The best leaders treat employees as individuals, make feedback a priority, and listen to what their staff has to say.  Sydney Finkelstein is the author of Superbosses: How Exceptional Leaders Manage the Flow of Talent from which this article was adapted. To read the full article in the Harv ...

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Employee Hotline Best Practices

Improving Organizational Well-Being Why have an employee hotline? What are the benefits, if any, of an employee hotline? In this article, Ray Dunkle shares his views and the results of implementation. While many forward-thinking organizations are increasingly implementing hotlines, the best practice of such a hotline is so new to most, that few know how to successfully do so. The remainder of this article p ...

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Current Developments in Employee Benefits and Compensation

This article covers recent developments in employee benefits, examining, among other things, the Affordable Care Act's complicated reporting requirements, the proposed fiduciary responsibility rules, and updated procedures to correct employee plan failures.  Terry Richardson, principal, and Bryce Tholen, manager, both with PwC LLP in Dallas, take an in depth look at what’s involved.. To find out more on The ...

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Wellness

You and Stress Is work stress inevitable? Something that professionals need to embrace and live with, like it, or not? How does an organization or management know if stress is affecting the well-being of its employees? In this article, Nancy Yeend shares a process management can employ to answer these and other questions. ...

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Maximize Proceeds in Accounting Firm Sales

Get Top Value When Selling an Accounting Firm Avoiding these seven key misconceptions can help you avoid getting less than your firm is worth.  Harry L. Olson, president of Accounting Broker Acquisition Group Inc., discusses the misconceptions and what pitfalls to look out for. To find out more about this Journal of Accountancy article, click: Maximize Proceeds in Accounting Firm Sales. ...

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What to do with all the Business Cards from Your Last Conference

How to Turn Business Cards into Meaningful Connections A conference or industry event can be a great networking opportunity, provided you stay in touch with your new contacts.  Alexandra Samuel, author of Work Smarter with Social Media, gives step-by-step instructions for keeping track of the business cards you receive and building stronger relationships. To find out more about this Harvard Business Review ...

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71% of Americans Fear Talking to Financial Advisers

Fear is keeping many Americans from seeking help from a financial adviser, according to a survey conducted by the Harris Poll for financial-planning firm McAdam.  More than 70% of respondents said some aspect of dealing with an adviser scares them.  The cost of getting advice was the top concern, at 49%.  Mary Kate Nelson looks at the survey results. To find out more about this Reverse Mortgage Daily articl ...

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Six Tips for Eliminating Disunity Among a Firm’s Partners

United we Thrive, Divided we Fail: Brighten your Firm’s Future with Six Unity Strategies   Arguing and disrespect among partners can undermine a firm's effectiveness and productivity.  Here are six strategies for building a cohesive firm.  Jennifer Wilson, partner and co-founder of ConvergenceCoaching LLC, explains that when your leadership enhances partner unity, your firm’s success will go a long way ...

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Using LinkedIn

As a Strategic Marketing Tool for Your Organization How valuable is LinkedIn for marketing your firm? Yourself? Sources project that LinkedIn will have over 500 million users by 2020. In this article, Lee Frederiksen discusses how LinkedIn can be used to market an organization. ...

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12 Best (and Worst) States for Advisor Pay: 2015

The financial advisory profession is growing, but some states are better than others for adviser pay.  Dan Berman, Contributing Editor for ThinkAdvisor, looks at the best, and the worst, states when comparing the mean U.S. salary for financial advisors. To find out more on this ThinkAdvisor article, click: ThinkAdvisor (best) and ThinkAdvisor (worst). ...

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“R” You Ready

R Programming and Ivy League Classes—For Free There are a host of excellent statistical and optimization software packages available to valuation analysts and litigation support consultants. They are good, but also expensive. “R” is a programming language and software environment for statistical computing and graphics. The R language is widely used among statisticians and data miners for developing statisti ...

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