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 .

5 Strategies for Reinforcing Supply Chain Cybersecurity

Technologies like AI and robotics deliver efficiencies, but also increase exposure to cyber threats, particularly within complex, global supply chains.

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Using Your Assets for Good: Incorporating Charitable Giving Into Your Financial or Estate Plan

Charitable giving is a rewarding process, but donors should be aware of the tax implications (and benefits) of each philanthropic approach.  

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Reducing Legal Exposure When Managing Employee Performance Issues (US)

There are several practical steps employers can take to manage performance issues effectively while reducing legal exposure.

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Loose Lips, Large Language Models: What Your NDA Is Missing in the Age of AI

Today, a vulnerability is emerging around the use of AI that most NDAs do not adequately cover, and that dealmakers have not fully considered.

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Risk Management Basics

Business owners spend a lot of time thinking about growth, but many companies fail because they overlook something less exciting: risk management.

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When Marriage Becomes a Business Liability: Lessons from Celebrity Divorce Battles

Whether it’s reputational spillover, financial exposure, or ownership risk, marriage can directly impact the value and control of a business.

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