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 .

people chat outside a store, representing the advantages of non-executive directors

Non-Executive Directors Provide Leadership When It is Needed Most

There are many advantages of non-executive directors. They provide accountability, leadership during difficult situations and true change to divided firms.

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silhouette of a statue near Trump Tower, symbolizing puffery as a legal defense

What is Puffery, and is Trump’s Puffery a Valid Legal Defense?

What is puffery, and when is it actually sales fraud? The Trump SoHo case provides insight into what constitutes “mere puffery” in court.

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a coffee shop employee works at a register, representing

Follow these PPP Loan Spending Rules to Qualify for Loan Forgiveness

Get up to speed on PPP loan spending rules, from payroll to rent, so you are eligible for forgiveness and prepared for a possible SBA review.

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hand with cannabis representing IRS tax section 280E

IRC Tax Section 280E Update and Potential Tax “Loophole” for Cannabis Companies

Cannabis companies have felt the weight of IRC tax section 280E for a long time, but changes to the tax code may allow them to deduct from taxable income.

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business executive screams, representng bad company culture and changing i

Repairing Bad Company Culture from the Top

Bad company culture exists when leaders tolerate unethical behavior and deny problems. Changing workplace culture starts with eliminating arrogance.

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Categories of customers and users arrayed on a colored wheel, representing lead generation tactics to grow your customer base

Ramp Up Your Client Base with 3 Simple Lead Generation Tactics

Are you still using outdated lead generation tactics to build your customer base? Use these three steps to identify potential clients and draw them in.

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businessman shouting through a megaphone, representing bad leadership

Correcting Bad Leadership: Actions Speak Louder Than Intentions

Leadership action is more important than words or intentions. Avoid bad leadership qualities by demonstrating kindness and keeping promises.

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Two men consider a problem, representing the dynamics of the investor relationship and communicating with investors

3 Ways Startup CEOs Can Develop a Better Investor Relationship

Investors play a large role in company success. Develop your investor relationship with more transparent and proactive communication using these 3 tips.

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a person holding 100 dollar bank notes representing PPP fraud, wondering if they should return PPP loan funds

SBA Threatens Audits: Should You Return Your PPP Loan Funds?

New SBA audits could expose PPP loan fraud for those who cannot certify applications made in good faith. Should you return PPP loan funds now?

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a young woman leads an office meeting, representing leadership communication skills

Improve Your Leadership Communication Skills and Make a Bigger Impact, Sooner

Develop better leadership communication skills by understanding the importance of feedback and showing your team members greater humility.

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