BIZTips: Recent Episodes
CBIZ Inc.
BIZTips: The building blocks to your better business. Our podcast gives you a glimpse into the future of a shifting economic and financial climate. Join our CBIZ Professionals as they pull from decades of experience to interpret and anticipate the factors that will affect your company the most. From tax reform to benefits implementation, let us be your moment of clarity through the fog of uncertainty. https://www.cbiz.com/
2022 is coming to a close, which means it’s time to get prepared for the year ahead. From reviewing notable benefits events of the last 12 months to uncovering key trends for 2023, we’re walking you through everything you need to know to start off the new year on the right foot.
Tune in to this episode of BIZTips to hear from Eric Rustand, Senior Consultant for CBIZ Employee Benefits, on all things benefits prep. You’ll gain insight into how to develop a long-term benefits strategy, tactics to align division leaders on that benefits strategy and trending offerings that are likely to dominate the benefits landscape in 2023.
Amid talk of rising inflation, “quiet quitting,” and skyrocketing health care costs, the Great Resignation seems to have fallen off the radar. However, it is not over. In fact, executives have joined the Great Resignation in droves, prompting employers to seek creative ways to hold on to high-level talent.
One solution involves enhancing your executive benefits program. In this episode of BIZTips, we’re talking with Anne Long, President, CBIZ Life Insurance Solutions, about the importance of executive benefits and the must-have executive perks employers should be offering in 2023.
Amid talk of rising inflation, “quiet quitting,” and skyrocketing health care costs, the Great Resignation seems to have fallen off the radar. However, it is not over. In fact, executives have joined the Great Resignation in droves, prompting employers to seek creative ways to hold on to high-level talent.
One solution involves enhancing your executive benefits program. In this episode of BIZTips, we’re talking with Anne Long, President, CBIZ Life Insurance Solutions, about the importance of executive benefits and the must-have executive perks employers should be offering in 2023.
We all know that inflation rates are skyrocketing. The Consumer Price Index rose 9.1% year-over-year in June, making it the largest 12-month increase since November 1981. What does this mean for employers, the employee benefits landscape and the actuarial industry as a whole?
Find out in this episode of BIZTips, featuring Matt Cline, Actuarial Analyst for CBIZ Employee Benefits. Listeners will hear from Matt on the shifting economic environment and how it’s impacting employers’ ability to retain top talent, protect their bottom line, project future uncertainties and more.
We all know that inflation rates are skyrocketing. The Consumer Price Index rose 9.1% year-over-year in June, making it the largest 12-month increase since November 1981. What does this mean for employers, the employee benefits landscape and the actuarial industry as a whole?
Find out in this episode of BIZTips, featuring Matt Cline, Actuarial Analyst for CBIZ Employee Benefits. Listeners will hear from Matt on the shifting economic environment and how it’s impacting employers’ ability to retain top talent, protect their bottom line, project future uncertainties and more.
As the saying goes, life is growth. This is as true in the workplace as it is anywhere else. Employees today are seeking ways to sharpen their skills and connect with other members of their workforce, and employers must facilitate those opportunities or risk losing top talent. In this episode, we sit down with Elizabeth Newman, CBIZ Chief of Staff, to discuss employee resource groups — what they are, how to implement them, and why they matter now more than ever.
It’s no secret that employee turnover is higher than ever. Organizations are pursuing unique solutions to hold on to top talent, from improving employee benefits to increasing compensation. However, too few are focusing on onboarding — a process that can help employers significantly improve retention when done right.
In this episode, we sit down with Juliana Alvey, National Communications Manager, to discuss the importance of embracing innovation in onboarding and the elements of an effective onboarding program in 2022.
Health care costs continue to rise, but that doesn’t mean employers have to accept the expensive status quo. For those willing to go against the grain, there is ample opportunity for positive disruption in the world of employee benefits.
In this episode, we sit down with Chris Davis, Director of Health Innovation, to discuss the modern cost-containment strategies that can help employers take control of their health care expenses.
The ‘Great Resignation’ has turned the job market on its head. Now more than ever, employees have the power of choice, and employers need to think outside the box in order to remain competitive.
In this episode, we sit down with Julie Fulton, Director of Wellbeing and Population Health Management, to discuss how having a comprehensive employee wellbeing program can help your organization attract and retain top talent.
Creating plans that have a meaningful impact on employees’ health can be a tough task, so taking the time to evaluate your strategy is important. Whether you are looking for a new employee health plan or renewing your current plan, careful preparation can make your health plan renewals more effective.
In this episode, we talk with Kelly Abbott, Vice President of CBIZ Employee Benefits, about how being prepared means knowing your situation and the alternatives that exist to select the best plan for your company and employees.
We usually avoid using jargon, because let's face it - employee benefits is confusing enough without throwing acronyms into the mix! In this episode, we talk about an acronym (PEO - Professional Employer Organization) that is becoming so common we often forget it's even an acronym. Tune in to hear from CBIZ PEO Consulting Practice Lead and New Jersey native, Jim O’Connor, about the pros and cons of PEO’s and the considerations employers should take when deciding if a PEO is the right fit for their organization.
When we say Total Rewards, we mean the entire package – benefits beyond the standard health offerings, such as those focused on mental health and financial wellbeing. In this episode, Danny and Blanca discuss the true definition of Total Rewards, the impact COVID has had on the value of rewards, and the most under-valued benefit.
COVID has changed most business functions, and HR services are no exception. In this episode, Megan Abatemarco dives into everything from employee handbooks and leave laws to her favorite crazy HR acronyms! Tune in to learn more about how the CBIZ HR Services team has learned to stay nimble and creative even in the most challenging times.
In this episode, we focus on a fresh start - discussing the lessons learned in 2020 and looking towards accelerating recovery and returning to business in 2021. Danny chats with Clare Schultz, a CBIZ Account Executive and organizational guru, about our duty as employee benefits consultants in preparing you for any challenge 2021 may bring.
In this episode, Danny chats with benefits consultant Cole Harris about everyone's favorite topic (especially in 2020) - compliance! They discuss updates coming soon in 2021, some of the legal changes related to COVID-19, open enrollment considerations, and what producers say when they don't know the answer to a compliance question. Tune in to learn a little, laugh a little, and to be prepared for 2021.
Research shows that employees who feel more financially secure in their personal life are happier and more productive in their work lives. In this episode, our host, Danny Ritz, is joined by Stan and Sue, two CBIZ subject matter experts who discuss how employers can prioritize wellbeing and empower their employees to live their best financial lives.
Ready or not, renewal season is underway! In this episode, Polly Thomas, President of CBIZ Employee Benefits – Kansas City & Denver, shares tips on how to stay proactive during renewal season. Tune in to hear how to navigate renewal season with no surprises, as well as what Polly’s crystal ball is saying about the effects of COVID-19 on this year’s renewals.
In this episode, we talk to CBIZ Employee Benefits’ National Director of Communications, Alex Lanning, who works with clients to develop effective benefits communications strategies that drive action and engage employees. You won’t want to miss her explain how important it is to have a digital communication strategy, why industry jargon should be removed from our vocabulary and what it takes to engage a remote workforce with “rock-enroll.”
While COVID-19 will remain an ongoing topic of discussion, this week’s episode is centered around Diversity and Inclusion. Steve Sublett, Chief Operating Officer of CBIZ Employee Benefits and leader of the CBIZ Diversity and Inclusion task force, joins us to provide insight on everything from horse farms to effective company diversity initiatives. Steve explains the business case for prioritizing diversity, the actionable steps we can all take to further this initiative, and the positive effects of glamping during COVID-19.
It won't come as a shock to anyone that Wellbeing has been a hot topic over the past few months, as people went from their normal office routine to working from home with little more than a few days to adjust. In this episode, we talk to Engagement & Wellbeing Consultant LaTonia McGinnis, who works with clients to help them better understand the benefits of a holistic approach to the wellbeing of their employees. With plenty of laughs along the way, LaTonia provides us with some tangible ways we can all support each other during these times.
Kristen Peed is the Director of Corporate Risk Management for CBIZ, Inc. As COVID-19 took over the world, her position lent her a first-hand view of how the pandemic was affecting businesses and the corporate risk management realm. In this episode of Biz Tips, Kristen talks about navigating unknown territory, adjusting risk strategies as things continue to change, and how to remain vigilant in order to protect your company and your employees. You won’t want to miss the great insights she shares, served (as always) with a little bit of humor on the side.
Now that we are seeing COVID-19 claims hit the system, how exactly are they impacting employer sponsored health plans and how are hospitals getting reimbursed for COVID claims? This week, we talk with Chris Davis, the CBIZ Director of our Health Innovation Practice, to discuss the logistics of a COVID claim and what the law says about the way hospitals can charge for treating COVID patients.
This CBIZ podcast aims to simplify all the benefits jargon we know is confusing. This podcast will feature discussions with our national experts on compliance, cost savings strategies, pharmacy considerations, benefit plan strategies, and health insurance 101. Whether you're an HR expert or a benefits novice, this podcast is for you.
On this CBIZ BizTips Podcast episode called Ask the Actuary, your host Danny Ritz chats with CBIZ National Actuarial Practice Lead and Actuary, Dave Rubadue. You'll hear it all - from what it's like to have quadruplets to the effects of COVID-19 on employers’ claims costs. Dave breaks down the numbers and gives his expertise in a way that even a benefits rookie could understand!
CBIZ Benefits Consultant Danny Ritz interviews CBIZ National Pharmacy Practice Lead and licensed pharmacist, Mike Zucarelli, on what is going on in the world of pharmacy during the COVID-19 era. Mike offers words encouragement and advice, and he delivers it all with a sense of humor.
Erik Hansey, Assistant Vice President of CBIZ Insurance Services, Inc., discusses risk and protecting your business.
Leslie Shaw and Dan Cummings discuss the process of distinguishing between qualified search firms and the positioning of EFL Associates in the industry.
Discussing real-life examples of compliance issues regarding short stay admissions, observation status and overall level of care assignment.
Introduction to Medicaid Policy and Audit with Lucia Buffaloe Senior Manager, Policy & Audit
Jay Meschke and Angie Salmon discuss the process of searching for board members for your organization and diversifying your board.
Dudley Morton discusses the current trends in private equity and how EFL Associates can assist a firm with their staffing needs.
Jay Meschke, Angie Salmon, and Steve Waldron discuss the history of EFL Associates, their standing in the industry, and more.
Lisa Winchester, a Vice President of CBIZ Insurance Services, Inc. in the Mid-Atlantic region, discusses key elements of a solid insurance plan.
Matt Mercier, National Director within CBIZ Insurance Services, Inc. - Community Association Division, discusses risk and protecting community associations.
Polly Thomas, Consultant and Business Unit President within CBIZ's Employee Benefits division, discusses consult vs. quote in the employee benefits landscape.
At the most recent CBIZ Executive Advantage Series in Kansas City, leaders from across the city gathered to learn from local experts who were charged with answering the question What to Expect in Kansas City in Five Years. The panel featured moderator David Warm, Executive Director of the Mid-America Regional Council, Dr. Kim Beatty, Chancellor of Metropolitan Community College; Dianne Cleaver, Executive Director of the Urban Neighborhood Initiative; and Troy Schulte, the City Manager of Kansas City, Missouri. The panelists each shared commons goals for the future of Kansas City and challenged the audience to consider continuous innovation to keep KC on the map.
Bill Smith, Managing Director from the CBIZ National Tax Office, discusses the effects of the new tax law on pass-through entities.
Bill Smith, Managing Director from the CBIZ National Tax Office, discusses the beneficial changes that the new tax law has made to bonus depreciation and Section 179.
Mark Winiarski, MHM Shareholder and member of their Professional Standards Group, discusses the the impact that the new tax law will have on your financial reporting.
Bill Smith, Managing Director from the CBIZ National Tax Office, discusses the changes to the estate & gifts tax and how taxpayers still need to be diligent about estate planning both now and in the future.
Bill Smith, Managing Director from the CBIZ National Tax Office, discusses the broader cash method accounting opportunities afforded by the new tax law.
Bill Smith, Managing Director from the CBIZ National Tax Office, discusses the repeal of the Corporate Alternative Minimum Tax and the significant changes in business loss deductions.
Bill Smith, Managing Director from the CBIZ National Tax Office, discusses the negative changes that the new tax law has made to business interest deductions.
The new tax law has a wide-reaching impact and will change tax rates and deductions for both businesses and individuals. Managing Director Bill Smith of the CBIZ National Tax Office breaks down what those changes are and how they might affect you.
The CBIZ Kansas City office hosted a seminar featuring subject matter expert panelists from a variety of relevant industries. The experts came together to discuss the epidemic, and ultimately agreed that the conversation surrounding it must begin and end with better education. Here are five discussion points from the panel that give a holistic view of the opioid epidemic.
Is your company following a rigorous process to ensure that your company is delivering a quality product to your internal clients? Leslie Anderson, Managing Consultant of CBIZ Talent & Compensation Solutions, explains the importance of a strong internal coaching process.
Do you know the factors to consider when hiring a search firm? Dan Cummings, Senior VP and Managing Director of EFL Associates, discusses the costs of making an ill-advised hire and how to avoid doing so.
Leslie Shaw, VP of EFL Associates, explains how to fill positions during the labor shortage in the manufacturing industry.
Going through a merger or acquisition? Jay Meschke, President of CBIZ Talent and Compensation Solutions, explains why a culture audit is a must!
Hiring a search firm? Dan Cummings, Senior VP and Managing Director of EFL Associates, describes what you should expect while going through the search firm process.
Angie Salmon, Senior VP of EFL Associates, shows how to distinguish between qualified search firms.
Due to economic and legal changes in the hospital retirement market, many hospitals are shifting how they offer retirement benefits.
Do you know how to properly value earnouts? Subramanian Parmeswaran details the importance of properly valuing earnouts and the benefits of doing so.
Setting benchmarks and ensuring they are met is vitally important for contractors. Reaching certain benchmarks can mean the difference between winning business and not. Check out what Tony Hakes, National Construction Practice Leader at CBIZ has to say about the importance of these benchmarks to your business.
This Biz Tips podcast gives an overview on how to value your stock options. Contact Charles Higgins of CBIZ Valuation group for more information.
Let's say you own a private equity backed business and are looking to hire somebody. How do you go about doing that?
Deciding how to compensate employees and executives at a nonprofit is continually becoming more and more complicated. What steps can you take to determine the appropriate compensation?
In years of experience working with 403(b) plans for higher education, Pattie Stahm continually sees the same compliance issues. Learn what they are in this Biz Tips to help ensure your plans are fully compliant.
Buy-sell agreements can be very important documents that help govern what happens in times of high emotion. But what are they and how can you understand them?
Bill Smith joins Leah Katsanis to discuss the PATH Act and key provision changes businesses should keep in mind for the 2016 tax year.
There are a number of ways to value a pharmaceutical company. Marc Richards, Senior Manager of CBIZ Valuation Group, discusses which method would be best for your company.
Can your benefit plans withstand scrutiny from the Department of Labor, the Internal Revenue Service or Treasury Department, the Department of Health and Human Services, or simply from your own internal auditors? Don’t wait to learn the hard way (think penalties for noncompliance).
Our world today is full of information; much of it is personal and must be kept confidential. This is true whether mandated by laws such as HIPAA, the Family and Medical Leave Act, the Americans with Disabilities Act and a myriad of state privacy laws, or simply because it is the right thing to do. Employers have a significant amount of their employees’ personal information
There is a lot of private, personal information stored within health care organizations. How do you manage and ensure you are covered for your data security concerns?
A cash balance plan is a type of defined benefit plan that allows you to save significantly more money than with a 401(k) plan. Is it right for your organization?
This recording takes a closer look at retirement plan trends in the health care marketplace, specifically hospitals - focusing on plan design, employer contribution rates and income replacement ratios. We will also discuss how merger and acquisition activity is changing the landscape of the health care industry and how to handle these activities from a retirement plan perspective. Lastly, we’ll discuss how plan sponsors can structure benefits to attract top talent with an increasing average age of top medical professionals.
This recording showcases the innovative strategies of the 2015 winners of the Edington-CBIZ Next Practice awards in wellbeing, drawing key points from Dr. Dee Edington’s books, “Zero Trends” and “Shared Values, Shared Results.”
This recording covers the opportunities and options available for mid-sized employers now and in the near future as they look to self-funding as a way to mitigate health care costs, ease administrative burdens and improve their employees' experiences.
If you manage a country club, it is incredibly important to maintain proper insurance for any number of things that can happen. Answer the questions that Tracey offers in this video to make sure that you have the coverage that you need.
An annual review of your life insurance policy is incredibly important to ensure that you are covered in the case of a catastrophic event, but how do you ensure that you have the right coverage? Follow these tips when you meet with your provider to make sure you ask the right questions and get the right information for you and your plan.
Leaders today are often asked to do more with less. Leslie Anderson offers suggestions how you can provide the greatest impact for your team.
Understanding how to consider the foreign tax credit can be tricky. Follow these guidelines when determining the foreign tax credit limitations and items to include when used as a valuation tool. https://www.cbiz.com/valuation
If an expert testimony is vital to your case, you should be aware of Daubert Challenges and how they can greatly impact the outcome. Managing Director, Jeff Sumpter, discusses the steps you can take to avoid the credibility of your expert being questioned.
Data breaches are a terrifying threat to you and your clients. They can result in huge financial losses and loss of trust from your customers. Here are some ways you can key ways you can protect this personal information to minimize the risk to you and your business?
Having the right people at your company is a key to your success, but what do you do when you need to fill a position and there are a limited number of candidates?
This webinar recording offers a look on how we can change the conversation from wellness to wellbeing and how to create a culture in which to sustain high wellbeing.
The adventure sports industry is based on adrenaline and it isn't always at the top of your mind to think about the personal data you have in your possession. Check out some of the simple things you can do to protect this data so that you and your clients aren't prevented from heading out and enjoying the local crag or dropping in to a bowl when it gets a fresh layer of powder.
This webinar recording offers a look at the integration of benefits and payroll services as organizations try to address skyrocketing health care costs, fast-changing human resources technology and the influx of compliance requirements.
On December 1, 2016 the new overtime regulations that were announced in May will take affect and will likely impact a majority of businesses in the United States. Ed Rataj provides an outline of the regulations and outlines a number of steps you can take to ensure that your business operations are minimally impacted.
This episode features Brad Hale, Managing Director at CBIZ MHM, where he discusses what businesses should do to prepare for the new revenue recognition standard.
What was that flurry of new laws and regulatory activity about at the end of 2015? Listen in as we revisit the Affordable Care Act, including a look at which of the late-2015 changes could impact group health plans and what benefit changes to expect in 2016.
Bill Smith, Managing Director at CBIZ MHM, discusses the expected regulation changes under Section 2704 of the Internal Revenue Code that will affect transfer tax rules. Visit http://www.cbiz.com for more information.
Small, rural hospitals often use outsourced management for their hospital. There is a lot that goes into these management agreements, so Chris Foster of the CBIZ Valuation Group explains how they work and how you can maximize the benefit from them. For more information, visit http://www.cbiz.com
Bank insurance can be tricky! Kris St. Martin, President of the CBIZ Bank Insurance program discusses what is often missing from bank coverage and what to keep an eye out for when reviewing your policies. For more information visit http://ow.ly/Ofxem
Now that the new revenue recognition standard has become a reality, you will have to reassess the way you record revenue. Managing Director, Brad Hale explains how you should approach the inevitable adoption of this standard and suggests ways that you can use this opportunity to prepare for the future. http://www.cbiz.com
Transfer pricing refers to how prices are determined for similar or related goods and services across legal entities. Josh Finfrock of https://www.cbiz.com discusses the risks of transfer pricing and the planning opportunities it can present to your organization.
For more information, please contact Josh or visit us at http://www.cbiz.com/transferpricing
Did you know that manufacturers in the United States are at a distinct disadvantage compared to other countries. How can you maximize your profits, despite these challenges? http://www.cbiz.com
With increased overhead and labor costs, it is critical that manufacturers in the US take advantage of every tax savings opportunity available to them. Mark Baricos, managing director of CBIZ MHM in Memphis, TN discusses three critical opportunities that you can't miss.
1) IC-DISC
2) The Tangible Property Regulations
3) The Research & Development Tax Credit
For more information, visit our website at http://www.cbiz.com or reach out to Mark: (901) 685-5575 | mbaricos@cbiz.com
Tax planning is an important part of business and is a really important factor financially. Companies face many challenges when planning for the future and Managing Director, Scott Wragg discusses what some of those are and how business may be able to overcome and solve those issues. For more information, please feel free to contact Scott or visit our website at http://www.cbiz.com.
Understanding the Tangible Property Regulations can help you when it comes to your year-end tax preparations. Eustis Corrigan covers some of the recent updates and important guidance when dealing with these regulations. For more information, visit http://www.cbiz.com
Diversity in your board room is becoming a more and more relevant topic all the time! Many companies try to increase diversity as they recruit new board members but run often times have trouble finding the right candidates. Angie Salmon offers her tips and tricks that will help you in your search! For more information, visit http://www.eflassociates.com
At CBIZ and MHM we offer a wide array of services for not-for-profit and educational organizations. Managing Director Mike Burns discusses the CBIZ and MHM approach and how we can effectively work together with your organization. Visit https://www.cbiz.com and httpw://mhmcpa.com for more information on how CBIZ and MHM can partner with you.
How do you ensure a strategic fit in today's M&A market? Managing Director, Dave Enick, provides insights into what you need to look for, both internally and externally, with your business to ensure success in the M&A market.
Incurred healthcare costs are always a concern today, both from a business and personal perspective. Telemedicine is emerging as a very viable solution and helps you lower your costs for these services. Jon Chaney gives us an overview how telemedicine works and how you can utilize it most effectively. For more information, visit http://www.cbiz.com
Small defined benefit plans offer many advantages to both your business and your employees. Robert Auster, President of the CBIZ Actuarial group discusses the most effective uses for these plans and how to best leverage them for financial gains. For more information, visit https://www.cbiz.com
Where does your business fall within the technology pendulum? The balance between the technologies you use and the risks associated, especially when it comes to your payroll system, are highly important factors that you must take into consideration. Bob Willbanks of CBIZ Payroll discusses what you need to consider when deciding where your business is situated. https://www.cbiz.com
Arthur Carmichael shares with us important information about Wine America and how you can protect your winery and wine events through their platform. For more information, please visit https://www.cbiz.com
An insurance broker can really help your business, but what exactly do they do? In this video Bruce Grant gives us an overview of his role as an insurance broker and what he does to maximize the benefit to your business. http://www.cbiz.com