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Business Mentors

Financial Snapshot: the Balance Sheet

Spring has sprung, the grass is green, the books are closed, and the balance sheet looks clean.  Over the course of the last few months, I have had the privilege of presenting a number of sessions focused on how to read and understand financial statements. The sessions were well attended, and the depth-of- discussion questions

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Cybersecurity & Employee Benefit-Plan Fiduciary Duties: Going Beyond HIPAA

It seems as though we hear about new cybersecurity issues every day — from traditional hacking incidents to the increasingly sophisticated phishing, malicious apps and websites, social engineering, and ransomware attacks. Employee-benefit plan sponsors likely have a fiduciary duty to ensure participant information and plan assets are protected from the growing number of cyber threats

Networking the old-school way

In today’s world of innovative technology, and the use of different types of communication, I for one, still value and prefer the good old-fashioned method of talking to people face-to-face. While I understand and appreciate the speed and efficiency of using email, texting, Twitter, and Facebook, I still prefer speaking to people directly. You get

Tinker Your Way to Success

It took a long time, but it had to happen. and it did. Finally, there are schools, summer camps, and weekend experiences where kids learn how to tinker. This is far from what some call “futzing around” and others label wasting time. It’s serious business.  Tinkering was once a valued profession. Adept at analyzing and

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