Agility & Excellence Resource Center

Agility & Excellence Resource Center

 

One thing that's certain about 2025 is economic uncertainty. The current climate calls for leaders to operate with agility and excellence — moving with purpose, applying new ideas and making bold decisions.

Strategies to Master an Uncertain Economy

Even amid uncertainty, there are tools to sharpen strategy. Managing liquidity, optimizing talent, addressing enterprise risk, considering financial restructuring options and making bold growth moves can help your company thrive.

That’s a lot to tackle, so we’ve gathered our latest insights and resources to help.

 

Featured Webinars

 

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Join CBIZ for an insightful and engaging webinar designed specifically to address the unique challenges of higher education institutions. 
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Join us for an engaging webinar where our insurance and tax professionals will simplify the complexities of navigating uninsured and underinsured insurance losses.
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Join CBIZ for this webinar to gain practical HR compliance strategies for safeguarding and growing your organization in 2025.

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Join CBIZ for a not-for-profit webinar to equip yourself with the knowledge and tools not-for-profits need to excel in the evolving financial landscape in 2025.

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Our Eye on Washington webinars assist CEOs, CFOs, financial executives and advisors, and other interested parties in navigating the complex tax environment. From federal tax reform to IRS guidance, topics covered will provide the up-to-date information you need to help you plan for the future.

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Join CBIZ professionals and an exciting keynote speaker – Dr. Aadeel Akhtar, founder and CEO of PSYONIC and contestant on ABC’s "Shark Tank" –  to get a glimpse into the future of technology at our virtual 2025 Technology Forum.

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Join CBIZ for an exclusive webinar as our professionals explore expected trends, emerging risks and innovative strategies that will shape the business landscape in 2025.
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Join CBIZ for an insightful roundtable discussion on the outcome of the U.S. presidential race and the balance of power in Congress.

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As 2024 winds down, join us for the last Quarterly Compliance Conversation of the year! In this final installment, we’ll discuss where we are now — and where we might be headed — in the world of employee benefits.
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Join CBIZ for a conversation about the changing landscape of the global supply chain, best practices in supply chain management for your business and how to win in this new economic context.
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Join us live to discover the vitality of an employee handbook as more than just a static document but as a dynamic cornerstone of your organization's success.
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In this webinar, Anna Rathbun will explore the strengths and weaknesses of the global economy that are not often discussed in the media and shed light on whether or not a soft landing may be a reality in 2024.
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The recent failures of Silvergate, Silicon Valley Bank and Signature Bank have investors concerned about financial stability. In this webinar, we'll explore the reasons behind these failures, the role of rate hikes in these events, and implications for investing and the American economy. 
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Join CBIZ for a one-hour virtual forum that will provide a collaborative platform for tax executive leaders to delve into the common pain points, software solutions and practical solutions associated with Pillar Two implementation.

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Our Eye on Washington webinars assist CEOs, CFOs, financial executives and advisors, and other interested parties in navigating the complex tax environment. From federal tax reform to IRS guidance, topics covered will provide the up-to-date information you need to help you plan for the future.

Get Curated Content

What can we help you with?

Resources to Help You Manage Increased Costs & Margins

Increase liquidity and unearth cost savings to relieve the compounded strains of inflation, pressurized global supply chains and talent costs in an unyielding labor market. You’ll discover actionable, expert-driven cost-savings and liquidity strategies designed to mitigate increased costs.

Explore the challenges and opportunities in NYC office-to-residential conversions, addressing regulatory hurdles and potential financial rewards for developers and urban planners.

The challenges of rising interest rates, a sluggish economy and the possibility of a recession are all factors that have the potential to weigh heavily on the financial health of companies.

Struggling with cash flow in your construction business? Learn the best practices for Tackling the Challenge of Construction Cash Flow Management. Enhance productivity, profitability, and reduce stress with our expert tips.

As a manufacturer, it’s important to recession-proof your business before one occurs. Learn why cash flow problems are the key and how to make the tough financial decisions.

The deadline for filing claims for all quarters in 2020 is next April. The deadline for filing claims for all quarters in 2021 is April 2025.
Maximize your hiring budget with the Work Opportunity Tax Credit (WOTC). Benefit financially by hiring individuals from targeted groups and positively impact their lives. Learn how to claim WOTC, estimate your savings with our calculator, and let CBIZ simplify the process for you.
Level-funded health plans can help employers lower their health care expenses while providing employees comprehensive health coverage and a robust provider network. These plans combine the cost savings and flexibility of a self-insured health plan with the financial predictability of a fully insured health plan.

Recent updates to the Section 179D Tax Credit essentially doubled the deduction amount. See how your business can leverage179D and other green tax deductions.

In the pulse of the modern era, the banking landscape is surging forward in a transformative evolution shaped by pioneering technologies, innovative business models and a tumultuous economic climate.

Commercial real estate continues to navigate a challenging and evolving post-pandemic environment characterized by higher interest rates, inflation and a lower demand for office space. As a result, chief financial officers (CFOs) are challenged to help their companies balance reduced market demand with increasing operating and financing costs.

The past year has been challenging for many organizations, as the economic downturn brought high inflation, rising interest rates and market volatility. However, the implementation of ASC 842 may provide a silver lining amidst the uncertainty. By enabling companies to optimize their lease portfolio, ASC 842 can help executives make more informed resource allocation decisions and see significant cost savings.

Financial stability is a top priority for employers as economic uncertainty persists. Amid record-high inflation, rising interest rates, a struggling stock market and the cooling of the venture capital market, employers are prioritizing cost containment now more than ever.

The IRS has announced a voluntary disclosure program to allow certain employers who received questionable Employee Retention Tax Credits (ERTC) to repay them at a discounted rate.

Optimized tax strategies are crucial in today's competitive commercial real estate market. The good news is that the U.S. tax code offers a variety of incentives and deductions designed to help multifamily property owners reduce tax liabilities, increase return on investments and improve cash flow.

As CBIZ communicated in our previous article, Mark Your Calendars: Pillar Two Compliance Is Around the Corner, multinational enterprises can expect fundamental changes to global taxation. 

Resources to Help Fortify Your Current & Future Workforce

With workforce and talent concerns running high, we offer fresh insights to attract, recruit, retain and engage employees — all while protecting your bottom line and managing emerging risks. Additionally, we tackle the tough topic of reductions in workforce and strategies to mitigate the negative impacts, such as career transition services and other human capital solutions.

Discover how you can take a holistic approach to talent development and establish a framework that yields results.
From increased personalization of offerings to enhanced leave policies, keep these top trends in mind as you adjust your benefits strategy for the year ahead.
Discover how profit-sharing bonus plans can align executive incentives with corporate strategy. Learn about ERISA regulations and how Top Hat or Bonus Plan Exemptions provide exclusive access for top executives
Executive recruiting fees often spark misconceptions that deter organizations from using professional search firms. However, these fees reflect the significant value delivered through expert recruitment processes, not just a costly overhead. Let’s address and dispel some common myths surrounding executive search fees.
If you’re like most business leaders today, there’s one challenge that keeps popping up on your radar: the skills gap.
In this article, we delve into the key steps for preparing and facilitating compensation committee meetings to ensure productive discussions and informed decision-making.
Skills-based hiring refocuses candidate evaluation from traditional qualifications to individuals’ skills and capabilities.
The Fed's forecasted interest rate cut raises important questions about how businesses will respond — especially when it comes to hiring.
The workforce is changing. As new generations enter the talent market and the world continues to shift, employees’ needs evolve, and employers need to adapt.
Today’s dynamic and competitive talent market requires that employers play the long game to recruit and retain the best of the best. Here’s how to launch an effective long-term talent strategy that will set your business up for sustained success.
Discover how to define fairness in compensation with a comprehensive rewards philosophy. Learn strategies like market comparisons, pay-for-performance systems, training opportunities, and transparent policies to attract and retain top talent while aligning with organizational values.
CBIZ Talent & Compensation Solutions offers a suite of services designed to address every stage of the talent lifecycle, from recruiting high-caliber leaders to supporting career development and compensation planning. 

Anna Rathbun, CFA, Chief Investment Officer, CBIZ, Inc., discusses the November reading of the CBIZ Small Business Employment Index and what the data means for small businesses.

Employers should be aware of adjusted annual dollar limits for employee benefits and update their plan designs in 2025 to ensure compliant plan administration.

Learn effective strategies to identify and address bias in recruitment and compensation practices. Discover tools and policies to create fair, equitable workplaces that attract and retain top talent.

Ways to Solve Enterprise Risk Concerns

Risk management is front of mind as recession worries manifest, especially given that exposures and litigation increase during times of economic challenge. Along with sufficient commercial insurance coverage against potential losses, ironclad enterprise risk management can prepare your organization to manage evolving exposures and fortify your company’s future.

This regulatory and legislative update covers issues involving ACA reporting, telehealth HSA compatibility, mental health parity and more.
Unlock key strategies for ensuring your healthcare real estate leases comply with Stark Law and Anti-Kickback Statute. Stay informed to prevent legal repercussions and safeguard your organization's integrity.

Explore strategic annual risk prevention measures with a comprehensive P&C risk management review. Safeguard your business against potential risks.

10 Cybersecurity risks and trends.
This regulatory and legislative update covers issues involving disaster relief for benefit plans, FLSA changes, 2025 premiums and more.

Discover how hackers exploit the cybersecurity blind spots of small vendors to breach larger companies. Equip your business with strategies to manage third-party risks effectively.

Prepare for employment law changes under the Trumpadministration that may impact workplace safety, wage compliance and liability.Learn how proactive risk management can protect your business.

Discover essential corporate governance best practices forexecutives and board members seeking to enhance decision-making andaccountability.

Discover the benefits and risks of mass timber forcommercial property owners, including fire, moisture hazards, and insuranceimplications for your building projects.
Discover reinsurance market trends with insights into growth patterns and competitive dynamics to help business leaders make informed financial decisions.
Holiday parties can pose significant risks. Explore ourguide to effectively prevent potential liabilities and ensure a safecelebration for your employees.
Explore key workers compensation trends and actionable strategies for employers to enhance workplace safety and effectively manage claims. 
This regulatory and legislative update covers issues involving what qualifies as a medical expense, Section 1557, 2025 Cost of Living Adjustments and more.
As 2024 comes to an end, retirement plan sponsors should complete these tasks to remain compliant and ensure their plan continues to meet participants' needs. 
This regulatory and legislative update covers issues involving smoker penalties, reproductive health regulations, cybersecurity and more.

Ways to Strategically Utilize Financial Restructuring

Strategically pinpoint opportunities for financial restructuring when economic outlooks are lean. Activate debt restructuring and share capital to reduce your debt burden, improve cash flow and enhance financial flexibility.

The challenges of rising interest rates, a sluggish economy and the possibility of a recession are all factors that have the potential to weigh heavily on the financial health of companies.

On March 10, 2023, Silicon Valley Bank (SVB) became the second-largest financial institution failure in United States history.

Now is the perfect time to think about whether the size and composition of your workforce is optimal. Is your organization prepared to absorb the potential shock of a recession, or do you need to consider a permanent reduction?

Here we will outline ways to protect your organization from credit risks, ensuring a soft landing if your banking partner experiences a hard fall.

Today’s economy is marked by volatility, and recessionary potential continues to bloom; this mix of indicators necessitates a focus on accounting for asset impairment. 

Bold Growth Moves

Manage current economic risks and home in on business opportunities through large-scale growth moves to yield transformative business opportunities. Find ways to re-envision your company’s future by resetting its current course.

Understanding AI's role in Private Equity: Boost investment performance with cutting-edge insights and efficient decision-making processes.

Understanding AI's role in Private Equity: Boost investment performance with cutting-edge insights and efficient decision-making processes.

Discover how the 2024 presidential tax proposals could shape the investment landscape for private equity and venture capital firms. Learn about crucial policy shifts and their potential influence.

CBIZ Private Equity Advisory provides an assessment of the current M&A Market conditions and trends.

Stay ahead in financial reporting with our detailed fair value readiness guide. Tailored for financial analysts, accountants, and advisors preparing for IPOs.

Leadership Strategies

Discover leadership strategies suited for economic uncertainty, including strategic decision-making, workforce management and clear messaging. Our experts provide insights answering how leaders can prepare for a recession and ensure clear channels of communication that bolster employee investment and stakeholder partnership and capture customer confidence.

Ramona Hood recently joined one of our internal CBIZ Women’s Advantage calls to talk to us about leadership. During the Q&A discussion, Ramona shared her background and journey with us.

Does your buy-sell agreement stand up to new tax rules? Find out how Connelly v. U.S. could impact your estate.

Stay ahead in business with the latest exit strategy trends. Discover the essentials for strategic success in today's dynamic market landscape.
Stay informed on the state of the economy at its inflection point—unravel dynamic market shifts and labor market surprises with our 2024 analysis targeting key decision-makers.
Explore the top risks affluent individuals face when working remotely or traveling, from privacy invasions to insider threats, and learn strategies to protect your wealth and security.

Discover the hidden opportunities of a slow growth economy in this 2-minute video.