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 .

Trade Credit Insurance During COVID

The New Normal and the Importance of Trade Credit

The demand for trade credit insurance won’t go back to pre-COVID norms. Learn the importance of trade credit for your customers and business.

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Aligning Company and Fund Goals

Psychology of a Private Company Board in Fund-Owned Businesses

The board of directors has a fiduciary duty to the interests of the company and owners, so how does it handle fund-owned businesses?

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Trademark Disparagement and the Washington Redskins

How the Matal v. Tam Case Changed Trademark Law As We Know It

For decades, the U.S. Patent and Trademark Office (USPTO) rejected potentially offensive trademarks. Then Matal v. Tam changed everything.

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Role of the Board of Directors

The Basics of the Board of Directors – Roles, Structures and Duties

The role of the board of directors is to represent shareholders. Learn about board of director functions, from small to mature companies.

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Using Integrated Financial Systems

The Importance of an Integrated Financial System in Your Business Infrastructure

An integrated financial system allows your business to automate financial processes, keep data current and make better financial decisions.

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Lawyer-Client Relationship

An Easy Way to Make More Money? Get More Value From Your Lawyer-Client Relationship

Building value in your lawyer-client relationship requires the right questions and expectations. Don’t just hire a lawyer. Hire a partner.

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Family Dynamics in Business

The Art of Balancing Family Dynamics in Family-Owned Businesses

It’s vital to balance corporate governance with family dynamics. Family-owned businesses fail when relatives’ goals and values don’t align.

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Accelerated Pace of Change

Can Your Organization Survive Through Today’s Accelerating Pace of Change?

Exponential growth in technology and market disruptions are putting pressure on companies to accelerate their organizational pace of change.

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Professional Online Business Presence

Going Remote? Here’s How Improving Your Team’s Virtual Presence Drives Business

As today’s workforce goes remote, client communication now happens from the home. Learn how to polish your company’s virtual presence.

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Peer Advisory Board Meeting

Forming A Peer Advisory Board To Cope With COVID-19

The effects of COVID-19 will affect businesses beyond 2020, but creating a peer advisory board now could help your business survive long-term.

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