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 .

The Roles, Structures, and Duties of a Board of Directors

There are certain ideas in business that take on an air of mythology. The boardroom is one of them. Conversations surrounding boards of directors aren’t always productive or useful. From […]

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What Makes Your Business Yours? Protecting Trade Secrets in the Digital Age

EDITOR’S NOTE: Most businesses think of their value in terms of what’s visible– revenue, headcount, products on shelves. But some of the most important assets a company owns never show […]

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Profitable on Paper, Short on Cash: Why Working Capital Can Make or Break a Business

EDITOR’S NOTE: Profit and cash are not the same thing. A company can report strong earnings, carry substantial assets on its balance sheet, and still struggle to make payroll or […]

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Retirement Plan Options for Businesses with a Mix of W-2 Employees and 1099 Contractors

So, you own a business with W-2 employees and 1099 contractors, but it’s your side gig. You spend time on it, though you don’t pay yourself. Now you want to […]

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When the Workplace Becomes the Investigation

A practical guide to deciding who should investigate, what facts matter, and what to do once the answers are in. EDITOR’S NOTE: A workplace complaint rarely arrives at a convenient […]

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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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