Center for Individual and Organizational Performance

Podcast December 14, 2020 'Tis the Season for Giving

Join Lisë Stewart, Natalie McVeigh and JoAnne Geylin as they discuss some techniques to engage your family in learning and developing philanthropy.

Podcast December 02, 2020 Part 1: The Value of Assessments to Create Positive Change

Join Tim Schuster, Matt Kerzner and Natalie McVeigh from our Center for Individual and Organizational Performance as they discuss the value of assessments to create positive change.

Podcast December 02, 2020 Part 2: The Value of Assessments for Your Organization

Join Tim Schuster, Matt Kerzner and Natalie McVeigh from our Center for Individual and Organizational Performance as they discuss the value of assessments to create positive change.

Podcast December 01, 2020 The Importance of Using a Strategic Roadmap

EisnerAmper discusses the importance of and to set up a strategic roadmap for a business.

Podcast November 02, 2020 Sustainability and Durability for the Future: How to Support Growth, Encourage Succession, and Build Upon Your Entrepreneurial Success

In this brief podcast, Lisë Stewart and Natalie McVeigh share a few ideas to strengthen the business and lay the foundation for the next generation.

Podcast October 30, 2020 Boards and Private Equity: Best Practices for Success

Join Tami Davidman and Lisë Stewart as they provide a brief overview of the oversight that a board can provide and how a board of directors can help management effectively manage risk.

Podcast October 29, 2020 Why Cloud Accounting Makes Sense for Your Company

John Delalio explains what Cloud Accounting is, why accurate and timely information is critical, and how outsourcing your accounting department can benefit your company.

Podcast September 30, 2020 Planning for Real Estate Families

Join Lisa Knee and Lisë Stewart as they provide a brief overview of the importance of planning ahead and the ways in which this video series is designed to help you, as a business owner, to be fully prepared for your own success!

Podcast August 19, 2020 State and Local Tax Issues Surrounding COVID-19

In this episode of “The Bottom Line,” Tim Schuster discusses some of the state and local tax (SALT) issues related to COVID-19.