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How to Plan and Launch Your Modern Data Catalog Free white papers, case studies, magazines, and eBooks

Implementing a data catalog helps every member of your data community discover and use the best data and analytics resources for their projects, achieve faster results, and make better decisions. Data catalogs illuminate tribal knowledge and spur collaboration, both of which are key elements of Collective Data Empowerment. Catalogs are an essential foundation to building your data-driven culture.

It’s important to invest time in planning your data catalog implementation. A strong foundation will support your entire organization as it grows, and your data needs become more complex.

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Free IT – Data Management Magazines and Downloads from vcdynamics.tradepub.com

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Achieving Your Organization’s Retirement Plan Goals Free white papers, case studies, magazines, and eBooks

This defined benefit retirement plan sponsor guide provides you with information that can help you fulfill your duties as a plan sponsor and fiduciary, ensure accurate data maintenance and calculations, strive to improve funded status and assist your employees when their retirement dollars are needed. It includes:

  • The Basics
  • Administering a Plan
  • Assessing your Liabilities
  • Investment Strategies
  • Risks Associated with Your Plan
  • De-Risking Your Plan
  • Supporting Participants

Administering a compliant and effective retirement plan while staying current with ever-changing regulations and selecting investments is never simple. Get a free copy of the Defined Benefit Retirement Plan Sponsor Guide to ensure you fulfill all duties as a plan sponsor.

Information obtained from third-party sources is believed to be reliable but not guaranteed.

CBIZ Retirement Plan Services is a trade name under which certain subsidiaries of CBIZ, Inc. (NYSE Listed: CBZ) market investment advisory, investment management, third party administration, actuarial and other retirement plan services. Investments, investment advisory and investment management services offered through CBIZ Financial Solutions, Inc., Member FINRA, SIPC and SEC Registered Investment Adviser, dba CBIZ Retirement Plan Advisory Services. Investment advisory and investment management services may also be offered through CBIZ Investment Advisory Services, LLC, SEC Registered Investment Adviser. Third party administration, actuarial and other consulting services offered through CBIZ Benefits & Insurance Services, Inc.

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Free Human Resources Magazines and Downloads from vcdynamics.tradepub.com

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Giving Matters: A Guide To Mapping Your Charitable Plan Free white papers, case studies, magazines, and eBooks

Plan your philanthropic legacy and find your focus.

Philanthropy is a tradition as old as human civilization. It’s how we articulate and act on our values. It unites families around a common cause and connects generations to create longstanding legacies of service, financial preservation, and doing good—in the communities we live in and around the globe. Philanthropy is more than responding to individual solicitations with one-time gifts. It is strategic, built for long-term impact, and aligned to a purposeful mission.

Key steps to grow your philanthropy:

  • Determine your values. An essential first step in helping you understand your motivation for giving and creating a strategic, proactive philanthropic plan.
  • Find your charitable connection. Focusing on your values can help you connect to the charitable causes most meaningful to you.
  • Define your mission. A mission statement can help focus your philanthropic plan.
  • Understand your assets. What you give may be more important than how much you give.
  • Consider your giving vehicle. Focus on what best supports your philanthropic goals.
  • Plan your charitable potential. Thinking through your philanthropic budget is a vital part of being more strategic with your charitable giving.
  • Choose your charities. Identify organizations that will help you advance your mission and make a lasting impact.
  • Look ahead and putting your plan into action.

We designed our guide to help you thoughtfully identify the values that are most important to you. You will use those values to build a strategic philanthropic roadmap that maximizes impact. Resources, best practices, guided questions, and reflective activities will help you set your philanthropic goals. You can complete this guide individually, with your family, or with your trusted advisor.

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Free Finance Magazines and Downloads from vcdynamics.tradepub.com

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A Stress Test for Your Estate Plan Free white papers, case studies, magazines, and eBooks

However, estate plans can fall out of date and lead to unpleasant surprises for heirs. In a new report, we identify common problem areas that, unfortunately, our experts see all too often, including:

  • Parents who are surprised by the amount of wealth going outright to their children, particularly when they might not be prepared to manage it
  • Trust provisions that do not align with more contemporary goals like supporting entrepreneurship or environmental/social investment objectives
  • Unforeseen complications with passion assets, such as vacation homes or art collections, which are difficult to value, hard to sell and expensive to maintain
  • Unused lifetime gift tax exclusions or generation skipping transfer tax exemptions

Northern Trust’s proprietary approach to stress testing estate plans will give you a clear picture of how your plan will unfold. By identifying any surprises ahead of time, we can work with you to ensure your lifetime, family and philanthropic goals will be fulfilled.

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Free Executive & Management Magazines and Downloads from vcdynamics.tradepub.com

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Building a Fundable Business Plan Free white papers, case studies, magazines, and eBooks

Building and running a successful startup is hard work. Assuming you are past the "ideation" stage of your company, you will need a plan to improve your chances of success, measure results and progress, and eventually raise outside capital.

This guide includes:

  • The startup cycle for success
  • Hierarchy for raising captial
  • Strategic planning process
  • Annual operating plan
  • Investor funnel
  • And more

Having enough money, or fuel in the tank, to drive growth is essential when building a successful business. It’s up to you to be prepared and make the right choices. 

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Free Executive & Management Magazines and Downloads from vcdynamics.tradepub.com

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Employer’s Guide to Effective Health Plan Renewals Free white papers, case studies, magazines, and eBooks

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.

This comprehensive guide provides you with strategies, processes and best practices to evaluate your renewal strategy, control premium and claims costs, and develop a plan that has a meaningful impact on your employees’ health.

What’s Inside?

  • Step-by-Step Method to Understand & Evaluate Your Current Plan & Options
  • Considerations & Trends for Small, Mid-Size & Large Employers
  • 4 Questions to Ask When Approaching Benefits Renewal
  • Renewal Process Checklist & Action Plan

High performing employers take control of their health plan renewals – this guide can help.

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Free Human Resources Magazines and Downloads from vcdynamics.tradepub.com

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How to Combat Rising Health Plan Costs With Eligibility & Claims Audits Free white papers, case studies, magazines, and eBooks

For employers and human resources executives, combating soaring healthcare costs has become as much a rite of fall as raking leaves. With healthcare costs rising faster than the average annual income, there is more reason than ever to look for new tools to add to your organization’s arsenal of cost-saving strategies.

In this webinar, our compliance expert will review the scope and purpose of performing a dependent eligibility audit and/or claims audit for your health plan and answer these critical questions and more:

  • Who needs a dependent eligibility audit?
  • Why go through a dependent eligibility audit?
  • Who needs a health claims audit?
  • Why go through a health claims audit?
  • What is the business impact of these audits?
  • How is ROI measured for these type of audits?

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Free Human Resources Magazines and Downloads from vcdynamics.tradepub.com

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Best Practices for Utilizing Social Insights to Plan and Measure Campaigns Free white papers, case studies, magazines, and eBooks

In the Planning and Measuring Campaigns Playbook, we cover tips, strategies, and tactics for ensuring that when you develop a social media campaign actionable data is at the heart of it from beginning to end.

What’s Inside:

  • How to set the right campaign goals
  • Utilizing paid social media for support
  • Effective campaign research tips
  • Developing a campaign launch plan
  • Validating your approach with follow up reporting

To learn how to do all of this and more, simply fill out the form to download the playbook.

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Free Sales & Marketing Magazines and Downloads from vcdynamics.tradepub.com

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How To Create a Successful Secure Coding Training Plan Guide Free white papers, case studies, magazines, and eBooks

Developing a secure coding training plan for frontend and backend developers as well as Quality Assurance (QA) engineers can be difficult. How can you develop an effective training plan that reduces vulnerabilities, doesn’t take time away from product development, and that developers will appreciate?

Based on working with hundreds of organizations and tens of thousands of developers, we have derived best practices; whether you use HackEDU, another vendor, or develop training internally.

Every company is unique, so “best practices” for one organization may not always be the best practice for another organization. So conforming to all “best practices” laid out in this article may not be possible or even ideal. Try to optimize in as many areas as possible to get the most effective secure coding training plan. 

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Free IT – Software & Development Magazines and Downloads from vcdynamics.tradepub.com

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How to Plan and Launch Your Modern Data Catalog Free white papers, case studies, magazines, and eBooks

Implementing a data catalog helps every member of your data community discover and use the best data and analytics resources for their projects, achieve faster results, and make better decisions. Data catalogs illuminate tribal knowledge and spur collaboration, both of which are key elements of Collective Data Empowerment. Catalogs are an essential foundation to building your data-driven culture.

It’s important to invest time in planning your data catalog implementation. A strong foundation will support your entire organization as it grows, and your data needs become more complex.

Request Free!

Free IT – Data Management Magazines and Downloads from vcdynamics.tradepub.com

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