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Financial Access Checklist
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Share this information with your spouse to assure you each have access to manage important financial tasks independently.

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Learn how to get your finances under control and increase your savings! Hear real-life examples and best practices to secure a successful future.
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Comparing Business Valuation Methods: Which is Right for You?
Valuation experts rely on three primary approaches to determine the value of a business: income approach, asset approach, and market approach.
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Understand the tax issues affecting both buyers and sellers involved in C corporation merger and acquisition transactions

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To help you navigate this critical period, we've compiled a comprehensive checklist covering key areas that demand attention after the deal closes. 
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A CFO's Guide to Board Meeting Participation

March 22, 2023
A CFO's Guide to Board Meeting Participation

The Hospital Board of Trustees is a fiduciary body that guides and oversees an organization’s pursuit of its mission and vision. But the reality is that most topics on Board meeting agendas are not relative to governance responsibilities. The result? Precious time is lost on preparing for and attending unproductive meetings. In this webinar, Tracy Warner, CEO of Board Business LLC, and Paul Baumert, Healthcare Consulting Shareholder at Lutz, will discuss best practices for effective board meetings.

Key Takeaways:

  • Define Board’s Fiduciary Duties
  • Discuss Importance of Governance vs. Management
  • Demonstrate Differences Between Board Discussion Items & Decision-Making Topics
  • Tips for Effective Meeting Preparation & Facilitation
  • Best Practices for Documentation of Governance Roles/Responsibilities

 

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