Latest Insights

Article

5 Key Performance Indicators to Measure Your Association’s Succ...

November 2, 2020

We rely heavily on data when making strategic decisions. This is especially true today with the process of information sharing, in which data is almost always readily available....

Article

Sustainability Through Hardship – Not-for-Profit Edition

October 30, 2020

Not-for-profit leaders have learned to quickly adapt this year, not by choice but out of necessity. Unlike many other industries,...

Article

2020 Year-End Hot Topics for Not-for-Profits Webinar Recording

October 30, 2020

https://youtu.be/IaDahQwWc1U

Article

The IRS Restores Form 1099-NEC for 2020 Year-end Reporting

October 30, 2020

New for 2020 year-end reporting is the return of the 1099-NEC form. This form was last used in the early...

Technology

Using Bundles to Implement Sales Order Kitting in Dynamics Financ...

October 29, 2020

Sales order kitting in Microsoft Dynamics 365 for Finance and Operations (D365FO) or “kitting on the fly” has required some...

Accounting

PPP Reporting Period Net Income Management & Tax Considerati...

October 29, 2020

Many borrowers of the Paycheck Protection Program (PPP) loan are now in the process of submitting loan forgiveness applications, with...

Article

Due Diligence the Right Way During COVID-Era Acquisitions: Part T...

October 28, 2020

Part Three: Reducing Your Risks And now, an important update from the world of M&A transactions: Buyers are still buying and...

Uncategorized

Compensation Definition In 401(K) Plans

October 27, 2020

When we hear the word “compensation,” many of us think about the dollars that are reported as gross pay on...

Technology

Supply Chain Resilience: Trends & Challenges

October 27, 2020

This blog's content was sourced from a webinar recorded on September 23, 2020 at 2PM ET/ 11AM PT with Presenters...

Technology

Salesforce Lightning Migration Q&A

October 27, 2020

Recently a Consultant from our Salesforce Practice sat down with Michael DeGeeter to discuss Salesforce Lightning Migrations. They took the...

Article

Ray Lampner Featured on OSCPA the State of Business

October 26, 2020

Ray Lampner was interviewed on the Ohio CPA Society Podcast, “The State of Business.” Ray discusses navigating the Paycheck Protection...

Article

The Latest Cyber Threats Facing M&D Companies: Webinar Recor...

October 26, 2020

Article

Affordable Care Act Reporting for 2020

October 26, 2020

The IRS recently issued final forms and instructions for Forms 1094-C and 1095-C with some changes that impact all filers...

Cloud

The Cloud Needs to Be on the Retail Business Radar

October 26, 2020

Today, retailers are experimenting with new products, services, and business models. But how much is your retailer business thinking about...

Article

Supply Chain Brain Features M&D Report Statistic

October 23, 2020

Supply Chain Brain featured a statistic on supply chain diversification from Sikich's 2020 Manufacturing and Distribution Report. This year’s report...

Article

Plan Adviser Features Joe Connell

October 23, 2020

Joe Connell was recently the feature of a Plan Adviser article, “15th Anniversary of RPAY: Joe Connell.” The article revisits...

Article

Neil Keller Featured in Bloomberg Tax

October 23, 2020

Neil Keller was featured in the Bloomberg Tax article, “Busy Tax Pros Buried in IRS Push to Finish Tax Overhaul...

Technology

Your First Time Hosting a Microsoft Teams Meeting

October 23, 2020

By now, you’ve likely had your fair share of joining online meetings for work. Even before the pandemic, you likely...

Human Resources

HR Technology Strategy, Selection and Implementation Case Study

October 22, 2020

Client Challenge A regional healthcare provider with 12,000 employees working in four hospitals, as well as 208 clinical settings and administrative...

Article

Due Diligence the Right Way During COVID-Era Acquisitions: Part T...

October 22, 2020

Part Two: Making Sense of Financials Here’s the deal: Business buyers and sellers are still completing symbiotic transactions during a time...

Article

Glen Birnbaum and Neil Gerber Featured on Local Peoria Podcast

October 20, 2020

Glen Birnbaum and Neil Gerber were featured on a local Peoria podcast, My Piggie Bank, to discuss business valuation. Glen, CPA,...

Article

Glen Birnbaum Featured on ABC Peoria

October 19, 2020

Glen Birnbaum was featured on a WHOI-TV news segment discussing the 2019 tax deadlines. Glen, CPA, ABV, ASA, CVA, CM&AA, is...

Article

3 Ways PR Can Boost NFP Fundraising Efforts

October 19, 2020

Fundraising is essential to the livelihood of any not-for-profit organization – especially in the age of the coronavirus pandemic. While...

Technology

Using Posting Profiles in D365 Finance and Operations – Ben...

October 19, 2020

One of the main requirements for any ERP system is to provide control over postings from source subledger transactions to...

Technology

Top Cybersecurity Considerations for Community Banks and Credit U...

October 19, 2020

Small community banks and credit unions have unique challenges when it comes to cybersecurity. They manage systems and data that...

Technology

Office 365: Session Control via Continuous Access Evaluation

October 16, 2020

Office 365 services operate off a token expiration and refresh mechanism. This is a standard method used for authentication across...

Technology

RFID Card Security and Attacks

October 15, 2020

In a previous blog post, we discussed what a radio frequency identification (RFID) access card is, what the risks associated...

Technology

Top 10 Salesforce Winter 2021 Release Highlights

October 14, 2020

Salesforce releases updates to its platform three times a year (Spring, Summer, Winter). After a long summer, we have finally...

Technology

Immediate Response Priorities and Pitfalls to Avoid during a Rans...

October 13, 2020

If your network experiences a ransomware attack, it is likely that your IT staff will want to immediately begin researching...

Article

Year-End Fundraising Strategies for Not-For-Profits

October 13, 2020

As we enter the last few months of 2020, it’s time for not-for-profit organizations to implement and activate their year-end...