Fresno, CA

  • 5 River Park Place East
  • Suite 320
  • Fresno, CA  93720
  • 559-436-1200

Business Consulting and Accounting Firm

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Recent Insights

Operational Efficiency

Caution: Operational Efficiency Can Sometimes Be Costly

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By Donna Funk Often we get so busy in our cycle of producing and delivering – alongside juggling unexpected challenges and changes – that our …

Read moreCaution: Operational Efficiency Can Sometimes Be Costly

Troubleshooting Your CMS’ Problem Areas: What to Know, Remedy, & Avoid

Troubleshooting Your CMS’ Problem Areas: What to Know, Remedy, & Avoid

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Regulatory compliance is about preventing harm to the customer and other stakeholders. A solid Compliance Management System (CMS) is designed to keep this protection at …

Read moreTroubleshooting Your CMS’ Problem Areas: What to Know, Remedy, & Avoid

How AI is Changing our Business

Coaching: The Big Payoff Most Banks Don’t Expect

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By Kerry Hatzenbuehler The top three workforce management challenges facing organizations today are retention/turnover, engagement, and recruitment.  While that may not surprise you, perhaps the …

Read moreCoaching: The Big Payoff Most Banks Don’t Expect