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Five Principles to Building a Strong Anti-Phishing Training Program
Navigating phishing attempts has become a normal part of today’s workforce. I am sure most everyone has received a suspicious email or text message while at work and had to report it to their internal...
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Xperience (XP) 2022 Recap: Giving Students a Glimpse into BerganKDV Through...
BerganKDV has officially wrapped up another year of its Xperience (XP) event. XP is a two-day event curated for college students that allows them to learn what it’s like to work at a professional...
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What Is NetSuite BPO? Common Program Myths Debunked
Have you thought about ways to evolve your business operations but are not sure where to start? Maybe you are experiencing process inefficiencies such as disparate data systems or lack of automation....
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What’s the Difference Between a Fee-Only and Fee-Based Financial Planner?
Finding out how your prospective financial advisor is compensated may be the most important question you can ask. Advisors can be paid through a fee, like an annual planning fee or percentage of assets...
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Top Considerations for Succession Planning in the Construction Industry
Owning and operating a construction company requires managing many moving parts, between different crews, projects, logistical needs and your back-office processes, it can be a lot to juggle. With all...
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Wealth Management Quarterly Market Update: July 2022
Another Challenging Quarter Selling pressure in global capital markets continued during the second quarter of 2022, allowing for the Standard and Poor’s (S&P) 500 to register a -20% return for the...
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Culture Alignment for Attraction, Engagement, and Retention of Top Talent at...
Over the last few years, it has been a rollercoaster in the world of recruiting and retaining employees. Between the great resignation and now the great realignment the battle for finding and keeping...
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2022 Market Halftime Report
I know, I know, this report is coming to you a little after halftime. In my defense, waiting for the June inflation data made more sense than creating something that would be ready for the 4th of July...
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Data Storytelling: How to Use Data Insights and Analytics to Drive Decision...
In today’s technology-centric world, data is all around us. Data has the power to help your organization see everything more clearly. By analyzing it effectively, data will tell you the progress of...
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Best Practices for Running an Effective Nonprofit Board
As a nonprofit organization, your board holds the most crucial responsibilities in ensuring your mission continues to be carried out and that operations are compliant. Since nonprofits are funded...
View ArticleHow to Use Your Retirement Plan As a Tool to Attract and Retain Talent
Your organization’s retirement plan benefit holds a lot more power than meets the eye. Yes, it’s a key player in the benefits lineup and a must-have for nearly all applicants and employees; but it’s...
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The Benefits of Utilizing a Fractional CFO at Your Organization
The thought of bringing in an outside resource like a fractional CFO to navigate your financial challenges and develop clarity and strategy around your unique financial situation may seem like an...
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How to Find the Right Accounting Software for Your Business
Finding the right accounting software to keep your financials balanced and easily monitored is key for any business owner. It is especially important for small business owners as often their own money...
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Think Ahead: Two-Factor Authentication Tips for If You Lose Your Phone
Summer may be wrapping up but large gatherings like festivals, sporting events and concerts are still in full swing. These events often are the highlight of an individual’s summer, but they are also...
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Inflation Reduction Act of 2022: Bill Highlights and What to Expect for Your...
On August 12, 2022, Congress passed the Inflation Reduction Act of 2022, with a 220-207 vote in the house. This followed the Senate passing the bill on August 7, 2022, by a vote of 51-50, with Vice...
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BerganKDV Kicked Off Fiscal Year with a Focus on Employee Wellbeing: Annual...
Earlier this summer, BerganKDV hosted its Annual Event to kick off its fiscal year 2023 with a focus on employee wellness and wellbeing. The Annual Event is a designated time for employees to come...
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Is Your Organization’s 401(k) Plan Secure? Cybersecurity Considerations for...
As a fiduciary, you are responsible for maintaining and overseeing your organization’s retirement plan. One of these key responsibilities is ensuring that your plan and participant data are protected...
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How to Use Your Retirement Plan As a Tool to Attract and Retain Talent
Your organization’s retirement plan benefit holds a lot more power than meets the eye. Yes, it’s a key player in the benefits lineup and a must-have for nearly all applicants and employees; but it’s...
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Inflation: Will It Reset?
Inflation has been front-and-center of investors’ purview for months now. Prices have risen at a historically elevated rate with year-over-year CPI (consumer price index) recently peaking (possibly) at...
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Six Things to Consider as You Implement Your New Human Capital Management System
Implementing a new part of any business software can feel daunting. Processes that are impacted by new software implementation like payroll, timekeeping and HCM directly affect not just your business...
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