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Smart Business
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Providing Insight, Advice & Strategy to Senior Executives Nationwide
Providing Insight, Advice & Strategy to Senior Executives Nationwide

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Prepare your employees for hiccups that may come with their new microchip credit cards. Fifth Third Bank EVP Douglas V. Wyatt provides steps they’ll need to smooth the transition here: http://bit.ly/sb_emv
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Talking to your elderly parents about their finances can be tough. In this article, we talk with a wealth manager about having the conversation and questions every adult child should ask http://bit.ly/sb_eld
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New technologies allow manufacturers to work smarter. Here’s why you need to develop the skills to support them now, via Tri-C. http://bit.ly/sb_NewTech
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Socially responsible investing is becoming more mainstream, although investors aren’t necessarily asking for it by name. Learn about incorporating this into your portfolio, via Fragasso Financial Advisors’ Gregg Daily. http://bit.ly/sb_social
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SBA lending is bringing a lot of possibilities to Northeast Ohio businesses, as we come out of the recession. Make sure you consider all of the ways a SBA loan could help your company. http://bit.ly/sb_loanSBA
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Please join us for the Smart Business Author Roundtable discussion in Cleveland on Nov 19th http://ow.ly/UkfIm
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If your organization stores personally identifying information, you can’t ignore the risk of it falling into the wrong hands. Find out how to make your coverage go beyond protecting your website to covering lost or stolen portable devices. http://bit.ly/sb_device
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Beyond avoiding penalties, a quality audit can help protect the assets and financial integrity of your benefit plan. Are you getting the most from your audit and auditor? http://bit.ly/sb_audits
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The Affordable Care Act is probably best known for its Federal exchange, but as the law evolved it has helped increase the popularity of another product: private exchanges. Have you considered this avenue for your business? http://bit.ly/sb_pvtexchge
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If your company has multiple subsidiaries, you may want to consider revamping your liquidity strategy, says Chase Commercial Banking’s Dave Schaich. Consider these two consolidation options — physical pooling and notional pooling. http://bit.ly/sb_liquid
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