Financial Poise

Business Owners & Executives

Business executives and owners of privately held businesses wear many hats, each of which require different skill-sets. Yet, at the same time, the pressures of running a business often leave little time for the continuing education that can benefit them. Financial Poise provides easily digestible, highly relevant information that business people can use right away to make their businesses better.

From columns and articles to webinars and podcasts, all of Financial Poise’s content is produced so that you don’t need a law degree or be a CPA to fully understand and apply the educational information provided.  Instead, it’s developed specifically for business owners and executives with the intent to be as comprehensive as possible without all of the unnecessary jargon.

Covering such subjects as fraud and litigation as well as bankruptcy and other similar topics, the Financial Poise collection for business executives and owners is meant to be engaging and easy to apply, so that you can get back to doing what’s most important – running your business .

Leadership succession planning

It’s Never Too Early to Start Leadership Succession Planning

Leadership succession planning should not wait until the business needs a shake up. Develop talent and leaders in good times and bad.

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family preparing food in the kitchen, representing how to create a Family Charter

How to Create a Family Business Charter

Successful family businesses often create a Family Charter or Family Business Constitution—a written agreement to guide decisions on boards, succession, hiring and more.

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the numeral seven on an orange background, representing the seven elements of good employee handbook design

7 Key Elements of Employee Handbook Design

The employee handbook. Most businesses have them, but is yours effective? Read this guide to the 7 must-have elements of an employee handbook.

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welder at work, representing making bad business decisions

Not Making Business Decisions = Making Bad Business Decisions

When Werner Co. faces growing pains, its president avoids making business decisions that could jeopardize the company—but his inaction is still a decision.

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group of people sit with laptops at a conference table, representing a better marketing team in action

6 Tips for Building a Better Marketing Team

To get the most from your marketing team or consultants, you must act as a leader. Follow these tips to get a better marketing team & reach your objectives.

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Shut Up and Listen: How to Practice Effective Listening for Leaders

The key to active listening in leadership is to “shut up” and count to 10. This simple exercise discourages interruptions and boosts effective listening.

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man in black suit stands in front of ancestor photos, representing issues that come up in a business divorce

Breaking Up Is Hard to Do: Surviving a Business Divorce

A business divorce is sometimes inevitable, but it can be avoided. Precautionary measures and written agreements can aid in resolving partnership disputes when they occur.

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close-up of a gear shift, symbolizing how startup accelerators work

How Startup Accelerators Work to Grow Early-Stage Businesses

There are many avenues for fundraising, but accelerator programs come with unique resources. Find out how startup accelerators work to provide expertise and investments.

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Woman weighs a decision on the phone, representing the decisions effective boards must make in times of crisis.

For Effective Boards, “Noses In, Fingers Out” Can Be Widely Interpreted

Should an effective board of directors stick its nose into business matters or keep its fingers out? A leadership crisis heightens the question.

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white and orange caution cone on keyboard represents need for cybersecurity to protect intellectual property

Businesses Face Growing Need for Cybersecurity to Protect Intellectual Property

A data breach can affect your patents and trade secrets. Today, there is a growing need for cybersecurity measures to protect intellectual property.

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