XP&A – EXTENDING FP&A BEYOND THE BOUNDARIES OF FINANCE

Financial Planning and Analysis (FP&A) is an essential financial activity in companies of all sizes. FP&A provides finance teams with a structured approach to budgeting, forecasting, scenario modeling, and management reporting. These activities are…

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HOW TO ENCOURAGE CRAETIVE FLOW IN ALL EMPLOYEES

Improving creative flow within an organization is both energizing for employees and beneficial for innovation and overall performance. Fortunately, too, it is not an expensive or strenuous goal to reach!…

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PAYCHECK PROTECTION PROGRAM (PPP) 2.0

The economic fallout from COVID-19 has continued to wreak havoc with hundreds of thousands of small businesses shuttering their businesses. After months of Congressional wrangling, the recently passed 2021 Consolidated…

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PAYCHECK PROTECTION PROGRAM LOAN FORGIVENESS: MY 24 WEEK COVERED PERIOD HAS ENDED OR ALMOST ENDED. WHAT’S NEXT?

The CARES Act’s PPP program put $525 billion into the hands of small businesses to retain and pay employees and to assist in paying rent and utility expenses during the…

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IS YOUR COMPANY CULTURE INCLUSIVE? DON’T GUESS OR ASSUME USE THE INCLUSION INDEX® TO FIND OUT

Diversity and inclusion are nouns, yet these words are spring-loaded for action within corporate boards and executive suites today. Around the globe, governments, regulators, stakeholders and shareholders are exploring what…

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SURVIVING INCOMING RISKS: CONTINUOUS RED LINING VERSUS BIRD STRIKES

The Scenario You are an entrepreneurial mover and shaker. You lead your business and are always pushing your team to produce the maximum and to hit exciting stretch goals. Everyone…

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ESCAPING THE BUSINESS OWNERSHIP CO-DEPENDENCY TRAP

The Scenario You created a business and made it succeed against all odds (both usual and unusual). You poured your time, effort, money and emotion into getting it to where…

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FORCE MAJEURE

This blog is one-part nostalgia and one-part cautionary tale. Take it with a grain of salt…but do not take it for granted. I recently completed a project wherein I assisted…

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THE POWER OF ZERO-BASED PLANNING IN A PANDEMIC

The coronavirus pandemic has created a period of extreme economic uncertainty. The truth is no one knows what economic conditions will be one month from today, let alone 6 to…

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LEADING IN TIMES OF CHANGE: DO YOU HAVE THE RIGHT STUFF?

Consider these real scenes in managing during the COVID period: “I have a 70 year old employee who has worked here for 30 years. She’s capable and hard-working. She’s refusing…

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