Agility & Excellence Resource Center

Agility & Excellence Resource Center


One thing that's certain about 2024 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 to master the moment.

Strategies to Master an Uncertain Economy

Even amid high inflation, steady spending, rising interest rates and low unemployment, 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 address. So, we’ve gathered our latest resources to help your business manage economic uncertainty with confidence.


Featured Webinars

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Join us for an insightful discussion intended to help employers understand how to maximize their health plan data through effective use of analytics.
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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.

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Join us as we guide you through the latest tech innovations designed to enhance your recruitment and onboarding strategies. Ideal for HR professionals and recruitment managers, this webinar will provide practical insights and real-world examples to help you stay ahead in the competitive talent market.
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Join us to learn more about how a strong financial wellness program can generate significant savings for your organization and your employees.
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In this webinar, you’ll hear from our employee benefits and life insurance solutions experts on creative ways employers can put more money back in their pockets while attracting and retaining high-level talent.
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In the wake of the recent CDK data breach, dealerships and their associated businesses face critical challenges in understanding the breach’s impact and taking immediate, effective action.
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Join us for an insightful and comprehensive webinar on "Understanding & Managing AI Risk," where our expert speakers will guide you through the essential aspects of AI risk management, from identification and assessment to governance and compliance.
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In this webinar, we will discuss exclusive findings from our 2023 State of Health Care Survey and offer insight into how employers can cut costs, attract and retain top talent, enhance employee engagement and more.
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In our third installment of this webinar series, we’ll continue that conversation and offer an overview of new and ongoing issues of importance in the employee benefits arena, with a special focus on pharmacy-related issues.
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Can you still claim the Employee Retention Tax Credit, and ensure defensibility?

While pandemic-era support may be expiring, opportunities to claim the Employee Retention Tax Credit in the form of a refund still exist. These tax credits can present a lucrative opportunity to recoup the costs of having retained employees through full and partial shutdowns, and changes to eligibility requirements now include those who were the recipients of PPP loans. However, as per a recent warning from the IRS, it’s essential to maintain a defensible stance and have qualifications assessed and documented by a qualified expert.

Please join us for this webcast in which we will review the latest information available on the Employee Retention Tax Credit. Our webinar will focus on the specificities of the ERTC, from understanding the changes to qualifications, to opportunities that still exist for claiming the credit.

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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.

To help you maintain compliance this year, we compiled the following crucial plan design changes employers should know ahead of open enrollment.
According to a recent survey, U.S. employers estimate that health care costs will continue to increase significantly in 2025.
In an increasingly competitive landscape for academic talent, school districts and higher education institutions are facing heightened pressure to attract and retain top-tier faculty. While reputation, research opportunities and student engagement play essential roles in the appeal of an institution, offering robust employee benefits is equally important in establishing a compelling value proposition for current and prospective teaching staff.

CBIZ Compensation Consulting is proud to present Public Pension Insights 2024: A Comprehensive Survey on Compensation Trends, produced in partnership with National Conference on Public Employee Retirement Systems (NCPERS).

Uncover the impact of AI on HR processes as it streamlines tasks, elevates talent acquisition, and modernizes employee training and development. 

Work from home has altered the business landscape. From unused offices to productivity paranoia, learn how your business can navigate new corporate challenges.

The 9-box assessment tool is a powerful instrument in succession planning that helps identify and develop the leaders of tomorrow.
Amidst today's highly competitive talent market, nonqualified deferred compensation (NQDC) retirement plans are becoming more popular as a recruiting and retention strategy for key executives.

Adding to an already complex work landscape, the looming economic downturn comes amid an unprecedented labor shortage and a global pandemic. This combination paints a complicated and anxiety-inducing time for HR leaders everywhere. The real challenge for HR leaders, however, is to reimagine talent management while balancing rising employee expectations and business needs during market turmoil — not an easy task. Use this time to reimagine your organization leveraging the following expertise.

Amid inflationary pressures and continued economic uncertainty, it’s no surprise that industry experts are calling for a significant increase in employer-sponsored health care costs in 2024.

Employees want access to personalized financial planning services, and providing them as a workplace benefit can help both the organization and its employees.

Explore the transformative future of manufacturing with insights into automation, AI, and the pressing talent gap. Learn strategies to adapt and excel in digital industrial evolution.

Employee evaluation becomes all the more challenging on the heels of a recession. Here are some key tactics you can use to evaluate and reward your employees.

In today’s talent market, a competitive compensation package is critical to attracting and retaining the best people. But do you truly know if your compensation is competitive across organizational types?
The holiday season is make-or-break for many businesses. The best companies look to hire seasonal employees to meet the demand and do so in a seamless way. By taking the appropriate steps, your business can recruit and onboard qualified seasonal staff to thrive during your busiest months and, perhaps, extend employment beyond or have staff lined up for next season.

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 smoker penalties, reproductive health regulations, cybersecurity and more.
Learn about the key risks associated with generative AI, from data security to ethical concerns. Discover how to safely navigate these complexities. 

Discover effective strategies for employee disaster support. Learn how to modify policiesto keep your team safe and productive.

Discover effective strategies and best practices for supply chain risk management including how to identify, assess and mitigate risks.

In this article, we'll shed light on why R&D is a smartinvestment during a recession and how companies can navigate the R&Dlandscape to come out on top.

As supply chain disruptions continue to impact the industry, many companies are looking to adopt new strategies to help them reduce costs and streamline their processes. 

Explore the vulnerabilities and risk mitigation strategies for blockchain in service organizations. Ensure the integrity and security of your blockchain systems with effective controls.

As calls for greater transparency around environmental, social and governance (ESG) criteria mount, consistent and accurate ESG reporting is fast becoming table stakes for both private and public companies.

Every 39 seconds, a cyberattack shakes the digital landscape, and not-for-profit organizations have found themselves in the crosshairs.

AI has been one of the hottest topics among organizations across all industries for several years. Rightfully so — the tool has become a time-saver and valuable resource, simplifying once time-consuming tasks with the hit of a button. 

During the pandemic, QR codes became immensely popular for contactless interactions, such as accessing restaurant menus or signing up for events.

This article explores the top five cybersecurity trends of 2024, offering insights into these threats and equipping business leaders with the knowledge necessary to be proactive and stay vigilant.

Ransomware risk is real and rising. Discover how to shield your organization with proactive measures, from early detection to rapid response systems.

Explore the critical role of internal controls in not-for-profits, ensuring financial health, preventing fraud, and building donor trust. Click to learn more.

Stay ahead in 2024 with top Cybersecurity Trends: From AI risks to legal collaborations, learn how to fortify your defenses against costly cyber incidents.

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.

The IPO market has hit a relative standstill after frothy valuations, easy money and investor enthusiasm drove a record-setting 2021.

Stay ahead in financial reporting with our detailed fair value readiness guide. Tailored for financial analysts, accountants, and advisors preparing for IPOs.
The mergers and acquisitions (M&A) landscape is currently facing an unprecedented era of uncertainty, with historically low transactions, rising interest rates and broader concerns about economic volatility.

Any M&A activity must be accounted for as the new year approaches. We touch on new regulations and highlight key tips to ensure you pass any legal hurdles.

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

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.

Unlock practical strategies for economic resilience in our case study book. Navigate crises with confidence. Download now.

Discover how recent IRS cases are setting new precedents for limited partner tax exemptions. Get the latest updates and implications for your self-employment tax liabilities under Section 1402(a)(13).
Understanding the history, uses and risks of artificial intelligence can help us anticipate its potential effects on business and the economy.

Work from home has altered the business landscape. From unused offices to productivity paranoia, learn how your business can navigate new corporate challenges.

Explore the importance of evaluating your ERP system for optimal business health. 

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