Mckinsey and Company

MARCH 16, 2022

Consumers now demand much more than value and convenience—and tolerate fewer shortfalls.

137

137

N Contracts

MARCH 16, 2022

Training is important for anyone entering a new role at a bank, credit union, or mortgage company—but that’s not the only way to help a new employee get up to speed. When onboarding a new employee, especially in a specialized role such as risk or compliance management, it’s important to leverage every tool in your box to help that employee understand their new role and begin contributing to the institution.

Compliance 98

Compliance Banking 98

Benchmark Report

MARCH 16, 2022

The seller, Action Computer, is a complete IT services provider that plans, designs, implements, and maintains a company’s IT system. Action has been servicing the Southeast region since 1981, keeping systems current and trouble-free. “Our interaction with Benchmark International was a pleasurable experience. They worked with us to develop a projected business valuation, helped us get our documentation in order, and created a sales sheet that they presented to prospective buyers, and they kept u

Business Valuation 98

Business Valuation 98

Mckinsey and Company

MARCH 16, 2022

But what are the odds that M&A remains buoyant in the months ahead?

Marketability 94

Marketability Corporate Finance Mergers & Acquisitions Finance 94

Speaker: Susan Spencer, Principal of Spencer Communications

Intent signal data can go a long way toward shortening sales cycles and closing more deals. The challenge is deciding which is the best type of intent data to help your company meet its sales and marketing goals. In this webinar, Susan Spencer, fractional CMO and principal of Spencer Communications, will unpack the differences between contact-level and company-level intent signals.

Marketability

Machen McChesney

MARCH 16, 2022

If your business doesn’t already have a retirement plan, now might be a good time to take the plunge. Current retirement plan rules allow for significant tax-deductible contributions.

93

93

Mckinsey and Company

MARCH 16, 2022

As European insurance players reassess their strategic options in light of the pandemic, M&A can strengthen competitiveness and enhance performance. Here’s what companies should consider.

92

92

Audit Board

MARCH 16, 2022

In an era of unprecedented risk volatility, long-term business success requires getting in front of risk. As business leaders across the globe look to the future, they see an urgent need to streamline, automate and integrate their businesses in the face of great uncertainty. According to the Conference Board C-Suite Outlook 2022 , less than 40% of CEOs globally say they are “well prepared to meet the challenges posed by a major crisis related to inflation, cybersecurity, supply chain disruption

Compliance 52

Compliance Technology 52

Avanade

MARCH 16, 2022

Finding a meaningful way to identify potential areas of concern, potential points of compromise, and even innovations that you would not have considered without diverse sources of input.

52

52

Quantive

MARCH 16, 2022

Spring is finally here. Traditionally, spring symbolizes hope, renewal, and change. The warmer weather combined with the holidays of St. Patrick’s Day and Easter is a natural and recurring economic stimulant.

52

52

Deal Law Wire

MARCH 16, 2022

ESG continues to be a key driver in corporate decision making. According to the Global M&A Dealmakers 2022 North American M&A Outlook report, prepared in association with Mergermarket, “73% of North American dealmakers feel that ESG scrutiny will increase over the next three years.” But what will that scrutiny look like in a practical sense?

Banking 52

Banking Finance Technology Marketability 52

Speaker: Wayne Spivak - President and Chief Financial Officer of SBA * Consulting LTD, Industry Writer, and Public Speaker

The old adages that "cash is king" and "you can’t spend profits" still hold true today. But however well-known these sayings might be, it requires a change in mindset to properly implement a cash flow management system that predicts your business's runaway as accurately as possible. Key to this new mindset is understanding the difference between the Statement of Cash Flows, a historical look at the source and uses of cash, and the Cash Flow Statement, which uses transaction history and forward-l

Corporate Finance

Henry Horne

MARCH 16, 2022

Trustees trying to manage the tax burden of a complex trust should be familiar with the 663(b) election, also known as the 65 day rule. Making this election can often help to lower the overall tax burden of the trust and its individual beneficiaries. Don’t miss: Prince estate settles with IRS Trusts pay tax at … Keep Reading. The post 65 day rule useful for trustees appeared first on Henry+Horne.

52

52

Financial Analyst Insider

MARCH 16, 2022

You’ve launched your business and managed to build a small but loyal customer base. Now, you’re confident that your service or product deserves a larger. The post How to Get More Clients in 2022: 8 Proven Tips appeared first on Financial Analyst Insider.

52

52

John Jenkins

MARCH 16, 2022

Our new Deal Lawyers Download podcast features my interview with Bloomberg Law’s Grace Maral Burnett about her analysis of references to cryptocurrencies & other digital assets in 2021 acquisition agreements.

40

40

Private Funds CFO

MARCH 16, 2022

The SEC is looking to take action against the auditor of a fund managed by Laurence Allen, who is appealing a ruling against him in a fraud case.

Compliance 40

Compliance 40

Speaker: Joe Apfelbaum, CEO of Ajax Union

In this webinar, Joe Apfelbaum, CEO of Ajax Union and business strategist, will take you through the ABCs of intent data. You'll learn how to effectively use it to drive business results, with practical tips on how to leverage both company and contact intent data to maximize your marketing efforts. Whether you're a seasoned marketer or just getting started, this webinar is a must-attend for anyone looking to stay ahead in the ever-evolving world of digital marketing.

Marketability

John Jenkins

MARCH 16, 2022

The March-April issue of the Deal Lawyers newsletter was just posted and sent to the printer. Articles include: – Delaware Chancery Court Issues Highly Anticipated SPAC-Related Decision – Rule 145: 10 Frequently Asked Questions – Regulation M: Reminders for Public Company M&A Remember that, as a “thank you” to those that subscribe to both DealLawyers.

40

40

Private Funds CFO

MARCH 16, 2022

The SEC is looking to take action against the auditor of a fund managed by Laurence Allen, who is appealing a ruling against him in a fraud case.

Compliance 40

Compliance 40

Private Funds CFO

MARCH 16, 2022

The fund administrator is expanding its digital assets capabilities with the FundAdminChain buy.

40

40

Private Funds CFO

MARCH 16, 2022

Apex takes majority stake in distributed ledger company.

40

40