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

Join us for an insightful webinar where we’ll be joined by Acumatica's Chief Revenue Officer, Sanket Akerkar, to guide you through an in-depth analysis of your existing system's performance and discuss trends on the horizon for ERP technologies that can push your business to new bounds. 
In our 2nd Annual Market Outlook Roundtable, our panel of experts will provide the insights you need to stay ahead of the curve. We’ll discuss exclusive findings from our 2024 State of Health Care Survey and offer insight into how employers can cut costs, attract and retain top talent, enhance employee engagement and more.
During this webinar, CBIZ experts will be offering insight into how organizations can provide managers with the support and resources they need to succeed.

Join CBIZ for a one-hour webinar for business leaders to understand what’s next. We’ll address how to prepare for ERTC audits, voluntary disclosures, claim withdrawals and IRS enforcement. You’ll learn the details you need to know and what steps to take to be prepared.


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.


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.

Join us for a live webinar where we explore the attraction and retention benefits of Earned Wage Access for employees.
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.
In this webinar, we will discuss the details of SECURE 2.0 legislation that retirement plan sponsors should be aware of, including what we’ve learned so far and what is still to come in 2024 and beyond.
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.
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.
It’s important to evaluate key updates and trends that will shape the future of human resources — not just for the remainder of this year, but far beyond that. From proposed regulations and potential changes that may disrupt HR procedures and policies to annual reminders and must-dos.

Administrative, legislative and judicial updates emerge from Washington each quarter that may affect your business. Our free, quarterly webinars provide insight to help prepare you for the tax developments of the most interest to you, your business and your stakeholders.

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.

There are rumors of the U.S. dollar’s demise. Are they true? The fears around the U.S. dollar drives discussions about policy, politics, and economic relationships worldwide. In this webinar, we will explore how the U.S. dollar came to be the reserve currency around the globe, the current threats to its dominance, and how the currency war may play out in a world that is becoming increasingly divided.
October 13, 2023No One is Average
In an increasingly complex world, America’s workforce is asking for help. Forward-thinking decision makers are investing in strategies that create enterprise value and deepen loyalty. Join CBIZ as we unpack the pros and cons of statistics, discuss key drivers of employee retention and explore solutions that can help your organization build stronger community.

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.

The federal Research and Development (R&D) Tax Credit was originally enacted in 1981 as a temporary measure to boost innovation and the economy. Since then, it’s been amended and expanded, becoming a permanent part of the U.S. tax code in 2015.

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.

If your company was impacted by the COVID-19 pandemic in 2021, you might qualify for the ERTC.

In a significant development for environmental progress, the IRS has announced new guidelines under the Inflation Reduction Act (IRA), enabling not-for-profits and other tax-exempt entities to access valuable clean energy tax credits. 

House Ways and Means Committee Chairman Jason Smith (R-MO) and Senate Finance Committee Chairman Ron Wyden (D-OR) on Jan. 16 announced an agreement to extend several business and individual tax incentives that recently expired. 

While the employee retention tax credits (ERTC) had a bumpy road in 2023, business owners should not lose sight of the value this popular tax credit offers and be sure to watch for upcoming deadlines to file.

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.

Throughout the guide, you will find helpful links and tax insights that spotlight opportunities and action items for planning in 2023 and beyond. 

As the year draws to a close, not-for-profit organizations find themselves at a critical juncture: reflecting on the past and planning for the future. A key area of focus? Cash flow management. With the unique challenges of delayed grant reimbursements and seasonal revenue patterns, the upcoming year presents an opportune time for not-for-profits to fine-tune their financial strategies.

As we approach the end of the year, businesses are focusing on strategies to save money and make financially sound decisions for 2024. A key approach in this endeavor is cost segregation, an effective method to increase near-term cash flow by deferring federal and state income taxes for new constructions, renovations or newly acquired buildings through accelerated depreciation deductions. 

The following provides key takeaways from CBIZ Marks Paneth’s Oct. 26 Real Estate Market Update Mixer, hosted by Managing Directors Michael Siino and Neil Sonenberg. 

The MainStreet Index (MSI) takes the pulse of and gauges the outlook for small andmid-sized businesses (SMBs) amid the current economic downturn. The resultsfrom the third quarter of 2023 show three primary areas of concern for SMBs: apotential recession, interest rate hikes and a shortage of skilled workers.

In a slow-growth economy, managing your working capital is critical. Answer these four questions to get started.

Recently the IRS announced a plan for employers to rescind inaccurate claims for the Employee Retention Tax Credit (ERTC) if they have fallen prey to a scam or no longer believe their claims are valid. 

The days of easy financing and rock-bottom interest rates are over—and small and regional banks will have to batten down the hatches in the coming months to avoid sharing the fate of Silicon Valley Bank and First Republic Bank.

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.

Streamline your organization's annual EBP audit. Our employee benefit plan audit checklist is your key to a hassle-free audit experience. Learn more now.

Enhance your small business' ability to attract and retain employees with a strong employee benefits package, revamped recruiting and hiring tactics and more.

Discover how to create a better work environment by taking strategic actions, communicating transparently, and building trust. Learn the essential steps that leaders can take to improve employee retention, boost productivity, and achieve long-term business success.

Discover how to elevate your sales team's performance with 10 strategic approaches to optimizing your sales compensation plan.
The Department of Labor (DOL) issued a final rule on April 23, 2024 that substantially increases the salary thresholds for overtime exemptions under the Fair Labor Standards Act (FLSA). Employers now need to decide—increase pay for exempt employees paid below the new salary threshold to maintain the exemption or reclassify these employees to non-exempt, track hours and pay overtime to comply. 
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?
From dental and vision insurance to disability and critical illness coverage, discover the top voluntary benefits to add to your employee benefits package.
Navigate the new workforce landscape with insights on the FTC’s rule banning noncompetes — What it means for employers and employees. Read on for compliance tips!
Anna Rathbun, CFA, Chief Investment Officer, CBIZ, Inc., discusses the April reading of the CBIZ Small Business Employment Index and what the data means for small businesses as the economy shows strength.

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.

The FTC's ruling against non-compete clauses marks a significant shift in executive retention strategies, promoting long-term incentives over restrictive agreements to enhance innovation and executive mobility.

The employee experience refers to every interaction an employee has with your organization and its people. Each workplace exchange, reward and relationship has the potential to positively or negatively impact this experience and your company’s reputation as a whole.
Discover the key metrics of employee experience and tactics to help you gather qualitative and quantitative data to measure your employee experience strategy.
Are you tired of endless hours of manual background checks? Introducing technology-enhanced background screenings that provide swift and precise results for HR professionals. Unlock the future of hiring and streamline your recruitment process with cutting-edge technology today!
Balancing quality talent and fair compensation often requires specialized expertise, leading many organizations to consult compensation experts. But what exactly do they do, and why consider their services?

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.

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.

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

Discover how CFOs, HR professionals, and risk managers cancollaborate to enhance operational efficiency, ensure workforce resilience, andunlock cost savings through strategic HRIS systems, engagement, and retentionstrategies.

Discover the critical role of maintaining robust financialhealth in securing favorable insurance terms. Dive into the insightsunderwriters seek and strategies to optimize your organizational standing.

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

Dive into the latest EEOC annual performance report to assess the Commission’s FY 2023 progress in combating employment discrimination.

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.

CBIZ and MHM's 2023 study, Benchmarking Your SOC Compliance Framework, serves as such a resource, helping service providers improve their SOC reports for better efficiency and customer satisfaction. This study analyzed over 150 SOC 1 and SOC 2 reports from various industries and company sizes, with key findings shared over the past few months.

To help organizations prepare, we’ve outlined three ESG frameworks that are gaining momentum among businesses and regulators. In what follows, we’ll also discuss what companies should consider as they implement these frameworks.
Navigate the new workforce landscape with insights on the FTC’s rule banning noncompetes — What it means for employers and employees. Read on for compliance tips!
Learn how to conduct employee background checks in compliance with the Fair Credit Reporting Act (FCRA). Our guide covers obtaining consent, proper disclosure, adverse action procedures, secure data disposal, and avoiding discrimination.

In the ever-evolving cybersecurity landscape, keeping up with the latest threats can be difficult. For a look beyond the statistics, Tiffany Garcia, managing director and leader within CBIZ Cybersecurity Services, answers five critical questions to assist public sector entities in assessing and mitigating their cyber risk.

Discover why business interruption insurance is essential: safeguard your income and stability against unexpected closures or disasters. Learn more now.

Discover the effects of inflation on commercial coverage including key risk management strategies for businesses in this economic environment.

Explore the aftermath and financial impact of extreme weather events. Discover why strategic weather preparedness and insurance coverage are necessary in 2024.

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.

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. 

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.

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

On March 10, 2023, Silicon Valley Bank (SVB) was closed by the California Department of Financial Protection and Innovation, representing the second-largest failure of a financial institution in US history. When SVB announced it would incur a $1.8 billion loss on the sale of $21.0 billion of assets, depositors rushed to withdraw their funds, causing SVB to shut down after concerns about its liquidity and solvency. The regulatory response has so far been quick, and experts believe that these decisive actions from regulators’ efforts will likely prevent further financial contagion. But markets remain on edge.

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.

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

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

CBIZ Private Equity Advisory provides an assessment of the current M&A Market conditions and trends, including a State of the Economy, A Soft Landing Doesn’t Mean We're Out of the Woods and this quarter’s What’s Trending focus where we take a look at the transaction risks posed by improper ERTC claims.

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.

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.

Discover the benefits of integrating ERP and HRIS systems for enhanced efficiency, data accuracy, streamlined processes, and improved decision-making. Learn how this integration elevates HR management and delivers a better employee experience.
Explore the importance of evaluating your ERP system for optimal business health. 
See what employers are prioritizing and focusing on for 2024, including talent retention, health care cost-containment, regulatory compliance and more.
In the realm of remote work culture, leadership is tasked with guiding teams through the return-to-office mandates, balancing organizational needs and workforce preferences. This article explores the evolving role of executives in navigating the complexities of leading teams across distances amidst the transformed employment landscape.

Here are three initial steps to get started on your businesssuccession journey.

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

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