Topics

Accountants

Beyond VA: Specialty Support for Growing BusinessesAudit Prep Support for Small BusinessOrganizations do not have memory. They have residue. View More…

Advertising

Kickstart Your Business Growth with Effective Local SEOReputation Management Strategies to Build Trust in 2025How AI and Machine Learning Are Reshaping Digital Marketing in 2025 View More…

Asset Appraisal

Your Networking Challenge! View More…

Attorney

California Bill to Address Wearable Recording Devices, including GlassesHow to Document Workplace Harassment Evidence CorrectlyIs Someone Recording? Managing the Workplace Risks of Portable AI Notetakers View More…

Audit

AI, HR and the Future of Workforce ManagementAttracting the Next Generation of Engineers and Architects: HR Strategies for Talent AcquisitionWho Needs Coaching? Everyone! View More…

Banking

Your Networking Challenge!Sub-national Diplomacy: How local governments and institutions attract Foreign Direct Investment (FDI)A Checklist For Lenders (and Borrowers) Preparing For CRE Loan Default - Law360 article View More…

Banking & Finance

Beyond VA: Specialty Support for Growing BusinessesBuilding a Target College List Based on True Costs, Not the Sticker Price | EP 37How a Fractional COO Helps Financial Professionals Scale | Derek Frederickson View More…

Bankruptcy

Your Networking Challenge!2nd Circuit Court of Appeals Refers Attorney Who Cited Nonexistent Case Provided by ChatGPT for Discipline InvestigationBankruptcy Lawyer Representation for you by a True Bankruptcy Law Expert View More…

Benefits / Compensation

HR’s Secret to Driving Retention and Results: Start Acting Like an Internal ConsultantGrow Your People From Within: Internal Development Tactics That Actually WorkStay Interviews: The Retention Tool You’re Probably Not Using—But Should Be View More…

Bookkeeping

Your Networking Challenge!Tips for Teaching Your Kids About Finances View More…

Brokerage

Municipal Transfer Inspection Requirements: The Good, The Bad, And The UglyAdvice From the Ice #25: Know the Rules of EngagementCrafting An Office Space Vision: Strategizing BeyondThe Tangible View More…

Business Broker

Your Networking Challenge!FINANCIAL FOCUS® Investment ideas for business owners View More…

Business Coach

Building a Rainmaking Practice Through Authentic RelationshipsRandi Cohen: Building a Rainmaking Practice Through Authentic RelationshipsSpend to Grow, Not Save to Spend in Your Law Firm View More…

Business Litigation

Trends in Recent Healthcare Restrictive Covenant LawsYour Networking Challenge!New California and New York Laws Target “Stay-or-Pay” Arrangements View More…

Business Management

When You Hire a Fractional Executive, You’re Hiring the Person, Not the RoleTo ERP or Not to ERP? For Most SMBs, There’s a Better Answer.Why the Hottest Fractional CMO or COO Hire in 2026 Is Probably the Wrong One for Your Business View More…

Business Service

The Credibility Multiplier503 Error WordPress: How To Fix the Service Unavailable Error (9 Methods)How To Speed Up WordPress Websites: 15 Proven Methods View More…

Business Transactional

How Landlords and Tenants Resolve Conflicts Before (and During) LitigationDurable Power of Attorney in California: Requirements, Rights, and How It Differs From a General POAFiduciary Duties of Corporate Officers, Directors, and Business Partners in California View More…

Business Valuations

Your Networking Challenge!How will you exit your business?FINANCIAL FOCUS® Investment ideas for business owners View More…

Commercial

Planning a New Office Lease This Year? Here Are Some Tips for Timing the DealTrust is the Coin of the Realm (March 2025)How to Tick Off Your Lender (February 2025) View More…

Commercial / Personal

Invitation to my Tuesday June 2, 2026 webinar, Untangling Coverage: A Practical Guide to Your First Insurance DisputeI'm presenting at a webinar on Reservations of Rights: Ethical Rules, Conflicts, Right to Independent Counsel on Wednesday, April 22, 2026 at 1 PM; discount codes availableMassachusetts Superior Court issues giant 93A judgment against insurer for ignoring the facts of the underlying case View More…

Commercial Real Estate

Beyond VA: Specialty Support for Growing Businesses10 Habits to Build More DisciplineBeyond AI Experimentation: Turning AI into Business Results View More…

Communication

What Makes a Great On-Camera SpokespersonHow Video Helps Businesses Build Stronger Emotional ConnectionsHow South Florida Businesses Use Customer Stories to Build Local Trust View More…

Consulting

Most companies don’t have an AI problem.When the Problem Isn’t the PersonYour Networking Challenge! View More…

Consulting

Back to School: Why Every Team Needs a ResetHow to Execute Professional Network Buildouts for Business in 2026EP 295 IPOs, SPACs, Uplisting & Taking a Company Public with Shari Mager KPMG  U.S National Capital Markets Readiness Leader View More…

Corporate & Personal Training

Fostering a Civil WorkplaceThe Pain, Paradox and Power of BiasPodcast - Interview with Dina Braverman View More…

Criminal

What Patterns Hospitals Look For When Flagging Possible Medication DiversionHow Medication Counts and Discrepancies Turn Into Diversion InvestigationsWhat Options Teachers Have After a Skelly Hearing Decision View More…

Data Research

Application Integration and Middleware in the AI Era: Why Your Systems Need to Talk Before Your AI Can Think.Is Your AI Assistant Safe? Three Security Questions Every Leader Should Be AskingAI for Growing Businesses: Where It Actually Helps (and Where It Doesn't) View More…

Debt / Equity Placement

Your Networking Challenge!Tired of Being a Landlord? Seller Financing Could Be Your Solution.Private Mortgage Notes and Note Investing View More…

Developer

Municipal Transfer Inspection Requirements: The Good, The Bad, And The UglyRetail is alive and thrivingBricks and Mortar Is Alive View More…

Education

Beyond VA: Specialty Support for Growing BusinessesEstate Taxes Changed Twice. Does Your Plan Still Work?10 Habits to Build More Discipline View More…

Elder Care

Your Networking Challenge!Protecting Your Assets While Qualifying for Medicaid: A Florida GuideHow Does Life Insurance Impact Florida Medicaid Eligibility? View More…

Elder Care

The Hidden Risk in Estate AdministrationDecluttering for Seniors Living IndependentlyHow to Downsize Before Moving Abroad View More…

Employee Benefits

FTC Mandates Point-of-Sale Rebates for Prescription DrugsHome Depot Under Investigation After Announcing 800 Layoffs in GeorgiaKaiser Settles DOL Behavioral Health Parity Suit for $32 Million View More…

Employee Benefits

Defined Contribution Plan Insight View More…

Entertainment

2nd Circuit Court of Appeals Refers Attorney Who Cited Nonexistent Case Provided by ChatGPT for Discipline InvestigationNew SAG-AFTRA Deal Has Hidden Cost for AgentsNetflix Closes Deal with SAG-AFTRA View More…

Environmental

Unleashing AB 2216: Will Fido Have a Leg Up on Landlords?FinCEN Proposes New Rule to Deter Money Laundering in the Residential Real Estate Sector2nd Circuit Court of Appeals Refers Attorney Who Cited Nonexistent Case Provided by ChatGPT for Discipline Investigation View More…

Equity Sponsor / Mezzanine Lender

Your Networking Challenge!Please join us for an Edward Jones and John Hancock event titled "My Brain Made Me Do It" View More…

Estate Planning

Your Networking Challenge!Does a Guardianship Override a Power of Attorney in California?Executor of a Will Duties: An Overview View More…

Family Business

Let's Get MarriedRetail is alive and thrivingHow To Break Your Money Silence View More…

Family Law

How Often Can Child Support Be Modified in California?Financial Changes That Justify Post-Divorce ModificationsCommon Mistakes Parents Make in Child Support Modifications View More…

Financial Advisor / Wealth Management

Estate Taxes Changed Twice. Does Your Plan Still Work?Beyond the 401(k): Tax Savings Many Business Owners are MissingYour Money This Week (7/31/26): The Fed Holds, Yields Rise, and the Market Broadens View More…

Financial Services

Beyond VA: Specialty Support for Growing BusinessesDrive up Company Valuation from Unsolicited Offers10 Habits to Build More Discipline View More…

Forensic Accounting

Your Networking Challenge! View More…

Franchising & Licensing

Your Networking Challenge!2nd Circuit Court of Appeals Refers Attorney Who Cited Nonexistent Case Provided by ChatGPT for Discipline Investigation View More…

Healthcare

Your Networking Challenge!Top Questions to Ask Before Hiring a Home Healthcare ProviderSetting Up a Safe and Comfortable Bedroom for Seniors Receiving In-Home Senior Care View More…

Human Resource Services

New Federal Law Brings Key Benefits Changes for Employers🧓 10 Tips for Baby Boomer Retirement SuccessThe Secret Behind Attracting Top Talent in Your Business View More…

Human Resources

How to Document Workplace Harassment Evidence CorrectlyFMLA vs. ADA: A Clear Comparison for Workers and EmployersBeyond VA: Specialty Support for Growing Businesses View More…

Immigration

Your Networking Challenge!Facing a Visa Refusal in Canada? Here’s What to Do NextNew Wage Requirements for Foreign Workers in Canada: What Employers Must Know View More…

Import / Export / International

Cargo Insurance: Answers To Your Top 5?’s3 Signs That it’s Time to Switch Freight Forwarders View More…

Insurance

Beyond VA: Specialty Support for Growing Businesses10 Habits to Build More DisciplineBeyond AI Experimentation: Turning AI into Business Results View More…

Intellectual Property

A Modular Approach to Growth: Introducing Sagacity Legal’s IP & Transactions Foundation KitDo You Own Your IP?Copyright News View More…

International

Your Networking Challenge!All Roads Lead to Rome at the USPTOThe Court Can Wait; The Patent Office Cannot View More…

International Banking

Sub-national Diplomacy: How local governments and institutions attract Foreign Direct Investment (FDI) View More…

Investment Mgmt.

Beyond VA: Specialty Support for Growing Businesses#29: How Elon Borrowed $44B to Purchase Twitter And Will Likely Never Have to Pay the Loan Back Until DeathEstate Taxes Changed Twice. Does Your Plan Still Work? View More…

Investment/Portfolio Management

Estate Taxes Changed Twice. Does Your Plan Still Work?Beyond the 401(k): Tax Savings Many Business Owners are MissingHoping Your Key Employees Stay? Here’s How to Plan for It View More…

IT - Computer / Forensic

How to Execute Professional Network Buildouts for Business in 2026FINRA IT Compliance Support: The 2026 Technical Framework for Financial FirmsVoIP & Office AV Integration: 2026 Executive Guide View More…

Labor / Employment

The Real Cost of Skipping Harassment Training Before Fall Recruiting Season, A Guide to Harassment Training Compliance 2026Whistleblower Compliance for Professional Service Firms: What Every Employer Needs to KnowThe Legal and Strategic Realities of Mental Health Days in the Workplace View More…

Law firm Marketing & Management

The Referral CeilingEfficiency vs. Effectiveness in AdvertisingHow to Allocate Your Marketing Budget View More…

Legal Malpractice

ARB Potentially Expands SOX Coverage for Private Companies and Broadly Interprets Protected Activity StandardCal. Federal Court Grants Employer Summary Judgment Despite Protected WhistleblowingSOX Whistleblower Claim Survives Summary Judgment Despite No Explicit Allegation of Fraud View More…

Life & Disability

Liquidity Risk in the Life Insurance Industry[2023]What Is The Best Long Term Care Insurance?What’s “Dead Peasant” Insurance? [Updated for 2023] View More…

Litigation Support

Who Stole My Cheese and How Do I Get it Back After the Mice Eat It? View More…

Litigation Support

2nd Circuit Court of Appeals Refers Attorney Who Cited Nonexistent Case Provided by ChatGPT for Discipline Investigation View More…

Management

10 Leadership Actions to Create a Culture of Civility3 Culture Band-Aids That Create Bigger Organizational Risk (And What to Do Instead)Join our Workplace Intelligence Series + Office Hours View More…

Marketing

Beyond VA: Specialty Support for Growing BusinessesLead Scoring Benefits for B2B TeamsBack to School, Back to Business: Why Late Summer is the Ultimate Season to Reinvest in Your Visual Equity View More…

Marketing/Communication/Branding

Lead Scoring Benefits for B2B TeamsThe Single Biggest Obstacle to EBITDA Growth in Middle Market Companies — And How AI Is Removing ItAI Marketing Questions Every Business Owner Is Asking Right Now — Answered Through The AI Translator Framework (Part 1) View More…

Mediation

How Often Can Child Support Be Modified in California?Financial Changes That Justify Post-Divorce ModificationsCommon Mistakes Parents Make in Child Support Modifications View More…

Mergers & Acquisitions

Your Networking Challenge!2nd Circuit Court of Appeals Refers Attorney Who Cited Nonexistent Case Provided by ChatGPT for Discipline Investigation10 Red flags when buying a business View More…

Mergers & Acquisitions

Your Networking Challenge!Fairness Opinions: A Brief Primer View More…

Mergers & Acquisitions

5 Networking Best PracticesFailed Capital Raise – A Cautionary TaleACG National Panel—Trends in Tech M&A Dealmaking View More…

Mortgage / Real Estate Financing

Municipal Transfer Inspection Requirements: The Good, The Bad, And The UglyWhat's NewAdvice From the Ice™ #24: Make Friends, Not Enemies View More…

Nonprofit

Your Networking Challenge!2nd Circuit Court of Appeals Refers Attorney Who Cited Nonexistent Case Provided by ChatGPT for Discipline InvestigationFinal Estimated Tax Payment for 2022 Due January 17, 2023 View More…

Nonprofit

Marcum - BNY Mellon Wealth Management Nonprofit “Lunch & Learn” Series - “HINDSIGHT IS SO 2020”: WHAT LIES AHEAD INSTEAD?Getting More Done With Less – The Productivity List View More…

Personal Injury / Malpractice

Your Networking Challenge!3 Things Every Rider Should Know About Washington’s Motorcycle Laws   Washington Motorcycle Insurance: What 25/50/10 Liability Coverage Really Means for You    View More…

Privacy & Data Security

California Bill to Address Wearable Recording Devices, including GlassesIs Someone Recording? Managing the Workplace Risks of Portable AI NotetakersAutomated License Plate Recognition (ALPR) Technology: A Potential New Wave of Privacy Litigation View More…

Private Banking

How To Break Your Money SilenceHow To Have No Regrets When Selling Your Business View More…

Private Equity / Buyer

Your Networking Challenge!How will you exit your business? View More…

Property Management

The Safegard University Podcast - Property Claims with Lee EpsteinRetail is alive and thrivingBricks and Mortar Is Alive View More…

ProVisors Member Thought Leadership

Beyond VA: Specialty Support for Growing BusinessesSold Your Business? Why the First Year Feels Disorienting, And What to Do About ItThe Wrong Room Sends You a Bill You Never See. Here's What It's Actually Costing You. View More…

Public Relations

How Strong Leaders Stay Grounded During Uncertain TimesWhy Authentic Leadership is Your Most Valuable Asset in Business TodayThe Risk of Performative Empathy in an Accountability Driven Era View More…

Real Estate Investment

Beyond VA: Specialty Support for Growing BusinessesHow to Read a San Diego Neighborhood Before You Buy10 Habits to Build More Discipline View More…

Real Estate Litigation

Your Networking Challenge!Unleashing AB 2216: Will Fido Have a Leg Up on Landlords?FinCEN Proposes New Rule to Deter Money Laundering in the Residential Real Estate Sector View More…

Real Estate Transactional

Your Networking Challenge!Support the Santa Clara County Bar AssociationCalifornia’s Real Estate Landscape Shifts with New Laws on July 1, 2025 View More…

Receiver

Your Networking Challenge!2nd Circuit Court of Appeals Refers Attorney Who Cited Nonexistent Case Provided by ChatGPT for Discipline Investigation View More…

Residential Real Estate

Beyond VA: Specialty Support for Growing BusinessesHow to Read a San Diego Neighborhood Before You Buy10 Habits to Build More Discipline View More…

Securities

Your Networking Challenge!2nd Circuit Court of Appeals Refers Attorney Who Cited Nonexistent Case Provided by ChatGPT for Discipline InvestigationWords Matter: Three Key Steps to Mitigate SEC Enforcement Risks Relating to Whistleblower Carveout Language View More…

Security / Investigation

Navigating the New Era of Data Broker Laws How to Operationalize our TPRM Tech StackSix emails, zero sign-ups View More…

Strategic Business Planning

Your Networking Challenge!How will you exit your business?The Pros & Cons of ESOPs: Weighing Your Options View More…

Taxation

Should You Handle a Tax Audit Yourself? What a 30-Year Contractor LearnedWhat It Feels Like to Get an Audit Letter: A Contractor’s PerspectiveWhy Does EDD Target Construction? View More…

Taxation

Why Hire an Investment Bank?Tax Consequences of Casualty LossesThe Rainier Group is Now Coldstream Capital Partners! View More…

Technology

How to Execute Professional Network Buildouts for Business in 2026AI-Generated Evidence And The Bharatiya Sakshya Adhiniyam, 2023: Rethinking Authentication StandardsThe Right To Protest In The Age Of Artificial Intelligence: Predictive Policing, Facial Recognition, And Democratic Freedoms View More…

Transportation / Logistics

Proactive Approach to Navigating Transportation Woes View More…

Webinars

Why Cyber Insurance and Cybersecurity Must Work Together...Beyond AI Experimentation: Turning AI into Business ResultsHow founders can intentionally create culture From Day 1 View More…