Views & Analysis from our Experts
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What’s in a name? A lot, if you manage a benefit plan.

This blog is the first in a series to help employee benefit plan fiduciaries better understand their responsibilities and manage the risks of non-compliance with ERISA requirements.

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Value acceleration series: Planning and execution (part four of five)

So far in our value acceleration series, we have talked about increasing the value of your business and building liquidity into your life starting with taking inventory of where you are at and aligning values, reducing risk, and increasing...

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Data is a four-letter word. Governance is not.

“The world is one big data problem,” says MIT scientist and visionary Andrew McAfee.

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Creating a culture of cybersecurity awareness

Best practices for educating your financial institution’s board of directors on cybersecurity

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The language of fundraising: A primer for NFP board members

Not-for-profit board members need to wear many hats for the organization they serve. Every board member begins their term with a different set of skills, often chosen specifically for those unique abilities. As board members, we often assist the...

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How to identify and prepare change management coaches

If you’ve been tasked with leading a high-impact project for your organization, you may find managing the scope, budget and schedule is not enough to ensure project success—especially when you encounter resistance to change. When embarking on...

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Value acceleration series: recap part three (of five)

What are the top three areas of improvement right now for your business? I asked this question of 20 business leaders and advisors on Wednesday morning (March 13th) during the third session of our value acceleration series. In this discussion, we...

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Is your revenue cycle team ready for Medicare’s Patient Driven Payment Model (PDPM)?

On October 1, 2019, the Medicare Skilled Nursing Facility (SNF) payment system will transition from RUGS-IV to the Patient Driven Payment Model. This payment model is a major change from the way SNFs are currently reimbursed. Under PDPM,...

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The One-Page RFP: How to Create Lean, Mean, and Focused RFPs

Writing a Request for Proposal (RFP) for a new software system can be complex, time-consuming, and—let’s face it—frustrating, especially if you don’t often write RFPs. The process seems dogged by endless questions, such as:

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Value acceleration series: recap part two (of five)

We are two for two when choosing value acceleration presentation dates that align with winter storms. It turns out we may be a more reliable indicator of winter weather than Punxsutawney Phil, who has a track record of 36 percent accuracy over...

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