C-Suite Snacks: Recent Episodes

C-Suite Snacks

Welcome to Citrin Cooperman's C-Suite Snacks podcast. Due to popular demand, we are now releasing all C-Suite Snacks webinar episodes as podcast episodes, starting from the top.

Each episode will be around 30 minutes long and feature host Steve Ronan, principal and Strategy and Business Transformation Practice leader, diving into topics relevant to you with various industry advisors, business owners, and executives.

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When in your lifetime have you witnessed the birth of an industry? As this industry transitions from illegality into a state-legal/federally illegal business, it faces business challenges like no other. Between difficulties in obtaining basic banking services, being taxed on gross margin rather than net income, and complex state and local regulatory environments, business owners and entrepreneurs face enormous hurdles.

In this episode, Partner and Cannabis Advisory Services Practice Co-Leader Mitzi Keating discusses the business challenges in the cannabis industry.

Key takeaways include: - Overview and business challenges faces - Taxation of the industry - Cash flow and fraud risks

C-Suite Snacks brought to you by Citrin Cooperman.

Learn more Citrin Cooperman at www.citrincooperman.com/

“Citrin Cooperman” is the brand under which Citrin Cooperman & Company, LLP, a licensed independent CPA firm, and Citrin Cooperman Advisors LLC serve clients’ business needs. The two firms operate as separate legal entities in an alternative practice structure. Citrin Cooperman is an independent member of Moore North America, which is itself a regional member of Moore Global Network Limited (MGNL).

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Importers and exporters have been hit hard with supply chain disruptions and increased costs. What types of strategies are they currently using to mitigate these risks?

In this episode, Citrin Cooperman Partner and Manufacturing and Distribution Practice Co-Leader John Giordano and Tom Cook, CEO of Blue Tiger International, cover:

  • Foreign trade zones and bonded warehouses
  • Free trade agreements and alternative sourcing management
  • Tariff engineering and demand planning

C-Suite Snacks brought to you by Citrin Cooperman.

Learn more Citrin Cooperman at www.citrincooperman.com/

“Citrin Cooperman” is the brand under which Citrin Cooperman & Company, LLP, a licensed independent CPA firm, and Citrin Cooperman Advisors LLC serve clients’ business needs. The two firms operate as separate legal entities in an alternative practice structure. Citrin Cooperman is an independent member of Moore North America, which is itself a regional member of Moore Global Network Limited (MGNL).

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Are you considering an investment in Bitcoin and other types of cryptocurrency? In this episode, Partner Mark DiMichael we covers the basics of cryptocurrencies, including:

  • A five minute crash course on Bitcoin and Blockchain technology
  • An overview of alt-coins, digital assets, and other uses for Blockchain technology
  • How individuals and companies are making money on digital assets

C-Suite Snacks brought to you by Citrin Cooperman.

Learn more Citrin Cooperman at www.citrincooperman.com/

“Citrin Cooperman” is the brand under which Citrin Cooperman & Company, LLP, a licensed independent CPA firm, and Citrin Cooperman Advisors LLC serve clients’ business needs. The two firms operate as separate legal entities in an alternative practice structure. Citrin Cooperman is an independent member of Moore North America, which is itself a regional member of Moore Global Network Limited (MGNL).

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Even during the current work from home environment, companies should be keeping an eye on their employees and their benefits. Maintaining a healthy balance between cost-effectiveness and employee satisfaction is the key to staying afloat at this time.

In this episode, Shaun Gagnon of Cambridge Insurance Advisors discusses what you can do to strike that perfect balance and keep your company running smoothly.

Key takeaways included:

  • Insights into employee perceptions of benefits and culture - why they might consider leaving or staying
  • Ways to contain costs, including plan design, financing strategy, RX cost reduction, and more
  • The future of employee benefit

C-Suite Snacks brought to you by Citrin Cooperman.

Learn more Citrin Cooperman at www.citrincooperman.com/

“Citrin Cooperman” is the brand under which Citrin Cooperman & Company, LLP, a licensed independent CPA firm, and Citrin Cooperman Advisors LLC serve clients’ business needs. The two firms operate as separate legal entities in an alternative practice structure. Citrin Cooperman is an independent member of Moore North America, which is itself a regional member of Moore Global Network Limited (MGNL).

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It’s no secret that companies around the world are under attack. Prior to COVID-19, breach rates were on the rise, but now hackers have only become more aggressive in their attempt to steal or hijack your data to try to extort money and do irreparable harm to your company’s reputation.

In this episode, Michael Camacho covers how to combat these attacks by understanding the risks and preparing to respond.

C-Suite Snacks brought to you by Citrin Cooperman.

Learn more Citrin Cooperman at www.citrincooperman.com/

“Citrin Cooperman” is the brand under which Citrin Cooperman & Company, LLP, a licensed independent CPA firm, and Citrin Cooperman Advisors LLC serve clients’ business needs. The two firms operate as separate legal entities in an alternative practice structure. Citrin Cooperman is an independent member of Moore North America, which is itself a regional member of Moore Global Network Limited (MGNL).

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COVID-19 has pushed companies to take a new look at how to run their workplace. As the pandemic begins to ease, it is the perfect time to start looking at your business reopening plan.

In this episode, David Lewis, CEO of OperationsInc, covers:

  • Post-COVID workplace considerations
  • Relocation compliance issues and other challenges
  • How to solicit employee input
  • How to communicate your plans to your team

C-Suite Snacks brought to you by Citrin Cooperman.

Learn more Citrin Cooperman at www.citrincooperman.com/

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The pandemic has affected everything in our lives, all the way down to how we run our businesses and our personal finances. In this episode, State and Local Tax Partner Eugene Ruvere covers business and personal income tax considerations connected to the pandemic, including:

  • Nexus
  • Payroll taxes
  • Residency
  • Income Sourcing

C-Suite Snacks brought to you by Citrin Cooperman.

Learn more Citrin Cooperman at www.citrincooperman.com/

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Protecting one's assets is an integral part of wealth management, especially during changing times. In this episode, advisors from Apexium Financial LP will join us to review the fundamentals of wealth management and best practices for wealth preservation.

Key Takeaways: - A general understanding of wealth management - The importance of creating an investment plan and sticking to it - The risk involved with traditional bond/stock portfolios and how to adapt

C-Suite Snacks brought to you by Citrin Cooperman.

Learn more Citrin Cooperman at www.citrincooperman.com/

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Implementing effective technology ecosystems can provide owners with insight into their business to support necessary business decisions. In this episode, Manager Smija Simon will show you how to make better systems decisions that drive analytics and insight for your business.

C-Suite Snacks brought to you by Citrin Cooperman.

Learn more Citrin Cooperman at www.citrincooperman.com/

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The COVID-19 pandemic pushed many business owners into crisis management mode to identify the best way to pivot and ensure sustainability. In this episode of C-Suite Snacks, Principal and Bankruptcy and Restructuring Services Practice Leader provided insights on how to determine the right path forward when restructuring a financially distressed company.

C-Suite Snacks brought to you by Citrin Cooperman.

Learn more Citrin Cooperman at www.citrincooperman.com/

Learn more about our host Steve Ronan here: www.citrincooperman.com/professionals/steve-ronan

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In this episode of C-Suite Snacks, Technology, Risk Advisory, and Cybersecurity (TRAC) Practice Partner Michael Camacho reviews strategies to help combat the relentless attempts by hackers to infiltrate your business during these uncertain times.

C-Suite Snacks brought to you by Citrin Cooperman.

Learn more Citrin Cooperman at www.citrincooperman.com/

Learn more about our host Steve Ronan here: www.citrincooperman.com/professionals/steve-ronan

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When entering into an M&A deal, it is important to fully understand potential deal issues, risk areas, and opportunities to create value or reduce liability. In this episode of C-Suite Snacks, we cover the intricacies of buying a company and how a quality of earnings report can provide much needed insights to assist in the purchase.

C-Suite Snacks brought to you by Citrin Cooperman.

Learn more Citrin Cooperman at www.citrincooperman.com/

Learn more about our host Steve Ronan here: www.citrincooperman.com/professionals/steve-ronan

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Managing a successful remote workforce in this "new normal" is possible with proper planning and infrastructure. In this episode of C-Suite Snacks, Outsourced IT and Advisory Services Practice Director Sean Williams reviews how to mobilize an effective remote workforce, ways to leverage technology, and best practices to protect your business.

C-Suite Snacks brought to you by Citrin Cooperman.

Learn more Citrin Cooperman at www.citrincooperman.com/

Learn more about our host Steve Ronan here: www.citrincooperman.com/professionals/steve-ronan

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In our first episode of C-Suite Snacks, Citrin Cooperman consulting manager in the firm's Business Process Outsourcing (BPO) Practice Kieran Higgins provides best practices for budgeting and cash flow forecasting to assist businesses through changing times. Kieran provides his insights regarding strategic planning, budgeting and scenario analysis, and technology value propositions.

C-Suite Snacks brought to you by Citrin Cooperman.

Learn more Citrin Cooperman at www.citrincooperman.com/

Learn more about our host Steve Ronan here: www.citrincooperman.com/professionals/steve-ronan