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 .

Relying on AI To Screen Job Seekers? You Could Be Risking Damage to Your Brand

Companies that handle candidates with a human touch are building trust, strengthening their reputation, and creating advocates for their brand.

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The USPTO Ends Foreign Pro Se Patent Prosecution

Any applicant or patent owner domiciled outside the U.S. will need a registered patent practitioner to file and respond to the USPTO.

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EEOC Moves to End Demographic Reporting—But Employers Should Not Change Course Yet

The EEOC has taken a significant step toward dismantling one of the federal government’s longest standing employment reporting requirements.

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Unintentional Delay: USPTO Shortens Threshold for Additional Information Requirement

In June the USPTO revised its practice of requiring additional information for certain petitions based on unintentional delay.

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Quantum Is Coming – Is Your Data Ready? What the New Quantum Executive Orders Mean for Your Business

In June, the President signed two Executive Orders on quantum technology, representing the most significant federal action on quantum technology in years.

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Establishing a Foundation for Successful Negotiations in Mediation

The strongest mediation outcomes are usually achieved by evaluating risks, selecting the right mediator, and preparing realistic settlement objectives.

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Scaling the Bench: Financial Planning for Business Growth

The businesses that scale without gutting their profits are the ones with the best financial visibility.

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Unlocking the Value of Intellectual Property Assets

Intellectual property (IP) including patents, trademarks, copyrights, and trade secrets, offers businesses flexibility that few other assets can match.

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Should HR Investigations Be Recorded? Privilege Risks in the Age of Teams and Zoom

In most cases, organizations should treat ‘no recording’ as the default rule when privilege and litigation exposure are in play.

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Mixing Exempt and Non-Exempt Work? Here’s What Employers Need to Know

Exempt status depends on the overall character of an employee’s job — not whether they occasionally perform non-exempt work.

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