financial management Archives | Vistage Research Center /research-center/tag/financial-management/ Resource for Business Leadership, Coaching, and CEOs Thu, 25 Jul 2024 20:58:24 +0000 en-US hourly 1 https://wordpress.org/?v=6.4.5 141323424 The Corporate Transparency Act: What small businesses need to know /research-center/business-financials/corporate-governance/20240213-corporate-transparency-act/?utm_source=rss&utm_medium=rss&utm_campaign=20240213-corporate-transparency-act /research-center/business-financials/corporate-governance/20240213-corporate-transparency-act/#respond Tue, 13 Feb 2024 15:55:00 +0000 /research-center/?p=45159 Just as economic optimism has improved for the new year according to the December WSJ/Vistage Small Business CEO Confidence Index survey, January 1 brings another new challenge that certain small businesses must respond to: The Corporate Transparency Act. If you...

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Preserving your legacy wealth /research-center/personal-development/asset-estate-planning/20231020-preserving-your-legacy-wealth/?utm_source=rss&utm_medium=rss&utm_campaign=20231020-preserving-your-legacy-wealth /research-center/personal-development/asset-estate-planning/20231020-preserving-your-legacy-wealth/#respond Wed, 13 Dec 2023 19:53:46 +0000 /research-center/?p=44582 When it comes to preserving your legacy wealth, what key questions should one be asking? What specific steps should one be taking? In this on-demand webinar, participants learn about the specific steps they should take while growing and securing their...

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Exploring asset protection strategies amid financial market volatility /research-center/personal-development/asset-estate-planning/20230629-asset-protection-market-volatility/?utm_source=rss&utm_medium=rss&utm_campaign=20230629-asset-protection-market-volatility /research-center/personal-development/asset-estate-planning/20230629-asset-protection-market-volatility/#respond Fri, 01 Sep 2023 19:32:00 +0000 /research-center/?p=44161 This webinar dives into the critical topics of asset protection while navigating the ever-changing landscape of the financial market. In lieu of today’s uncertain economic predicament, it is of utmost importance for investors, business owners, or working professionals to understand...

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Banking crisis? Implications and actions for CEOs /research-center/business-financials/financial-management/20230323-banking-crisis-ceo-implications-actions/?utm_source=rss&utm_medium=rss&utm_campaign=20230323-banking-crisis-ceo-implications-actions /research-center/business-financials/financial-management/20230323-banking-crisis-ceo-implications-actions/#respond Thu, 23 Mar 2023 17:50:00 +0000 /research-center/?p=43937 Chairs Darrell Jackson and Aimee Daniels discuss the banking crisis. On top of the economic uncertainty for CEOs, last week’s collapse of Silicon Valley Bank (SVB) and Signature Bank created a lot of questions from small and midsized business leaders...

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4 ways CEOs can get recession ready /research-center/business-financials/20230321-how-to-survive-a-recession/?utm_source=rss&utm_medium=rss&utm_campaign=20230321-how-to-survive-a-recession /research-center/business-financials/20230321-how-to-survive-a-recession/#respond Tue, 21 Mar 2023 18:15:00 +0000 /research-center/?p=43933 Many business leaders are seeking advice on how to survive a recession as they watch signals suggesting an impending economic slowdown. Persistent high inflation is pushing interest rates higher, which is offset by historically low unemployment rates driven by workers...

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Funding strategic acquisitions through private capital markets /research-center/business-financials/capital-cash-management/20220815-funding-strategic-acquisitions-through-private-capital-markets/?utm_source=rss&utm_medium=rss&utm_campaign=20220815-funding-strategic-acquisitions-through-private-capital-markets /research-center/business-financials/capital-cash-management/20220815-funding-strategic-acquisitions-through-private-capital-markets/#respond Mon, 15 Aug 2022 18:25:00 +0000 /research-center/?p=41510 Editor’s note: In this three-part series, we will focus on private capital markets as a funding option for growth and fueling long-term strategic planning. Then, we explore what private capital markets are and, later, how to build this kind of...

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Funding through private capital markets can help you reach your strategic goals without bringing in equity or new partners /research-center/business-financials/capital-cash-management/20220718-reaching-strategic-goals-private-capital-markets/?utm_source=rss&utm_medium=rss&utm_campaign=20220718-reaching-strategic-goals-private-capital-markets /research-center/business-financials/capital-cash-management/20220718-reaching-strategic-goals-private-capital-markets/#respond Mon, 18 Jul 2022 21:30:00 +0000 /research-center/?p=41181 Editor’s note: In this three-part series, we will focus on private capital markets as a funding option for growth and fueling long-term strategic planning. Then, we explore what private capital markets are and, later, how to build this kind of...

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How can you make your finances more resilient? /research-center/business-financials/financial-management/20220412-make-finances-more-resilient/?utm_source=rss&utm_medium=rss&utm_campaign=20220412-make-finances-more-resilient /research-center/business-financials/financial-management/20220412-make-finances-more-resilient/#respond Tue, 12 Apr 2022 15:14:00 +0000 /research-center/?p=40351 Investing can sometimes seem like an exercise in crisis management. This has been especially so in recent years with threats to portfolios including the war in Ukraine, the COVID-19 pandemic, and the US-China trade dispute.  Along with these external perils,...

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7 smart financial strategies for surviving an economic crisis /research-center/business-financials/20200326-financial-strategies/?utm_source=rss&utm_medium=rss&utm_campaign=20200326-financial-strategies /research-center/business-financials/20200326-financial-strategies/#comments Thu, 26 Mar 2020 15:01:00 +0000 /research-center/?p=34309 As the COVID-19 pandemic continues to worsen, finance experts say the global economy is spiraling towards a recession at best. Some also warn that a depression may be right around the corner with unemployment levels we have not seen for...

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Is your business ready for the next slowdown? /research-center/business-financials/economic-trends/20191015-is-your-business-ready-for-the-next-recession/?utm_source=rss&utm_medium=rss&utm_campaign=20191015-is-your-business-ready-for-the-next-recession /research-center/business-financials/economic-trends/20191015-is-your-business-ready-for-the-next-recession/#respond Wed, 09 Oct 2019 16:00:35 +0000 /research-center/?p=32670 CEOs are feeling pessimistic about the future of the U.S. economy, thanks to softening customer demand, erratic trade policies and unpredictable tariffs — all of which are making it difficult to make decisions and plan for the future. In fact,...

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