A retirement plan auditing expert provides a primer for recording minutes accurately and with maximum value for retirement plan committee meetings this year. The Form 5500 filing deadlines are in the ...

Sharon Olson is the Founder & President of Olson Wealth Group, Inspired Life Family Office®, a multi-family office & wealth management firm. “Before anything else, preparation is the key to success.” ...

I’ve been working from coffee shops around here for years. For a long time as IBJ’s North of 96th reporter, I worked from coffee shops in Hamilton and Boone counties, which served as a base as I ...

Unfortunately, meetings have an unfortunate reputation for being unnecessary and poorly managed. You may think you need to put out all sorts of bells and whistles in order to captivate your audience.

This year’s Annual Meeting co-chairs have three main hopes for attendees: That they will be impressed with the quality of the sessions; that they will make several new business connections; and that ...

Do you feel like everyone blames you? Indigo's individual education plan (IEP) meeting is coming up next month. When I got the phone call from his school to ask if the proposed date and time worked, I ...

Here’s how to best think about strategic planning, communication rhythms and maintaining alignment for consistent growth as you plan for next year. Daily and weekly communication rhythms ensure ...