Long-Term Incentives and Non-Qualified Plans for Privately Held Companies – Trends and Challenges

Privately held companies must develop a sound long-term compensation program to attract, retain, and motivate high-quality executives and key managers.

In this guide, we will discuss the benefits of using Long-Term Compensation Plans, as well as the Design, Implementation, and potential Pitfalls of these plans.

CEO Best Practices Guide

This CEO Best Practices Guide is a significant compendium of useful articles, research studies, and checklists from some of the top experts in the world, along with content from the Chief Executives Council.

2024 CEO Sentiment Study

In the ever-evolving landscape of business strategy and leadership, CEOs, Presidents and related C-Suite executives are grappling with a confluence of challenges and opportunities in 2024. Against the backdrop of macro-economic uncertainties, talent management complexities, and unprecedented geopolitical risks, the 2024 CEO Sentiment Study delves into the strategic priorities and outlooks of more than 150 C-Suite executives.

The results covered here give a panoramic view of CEOs’ strategic considerations, emphasizing financial stability, talent management, strategic spending, work environment dynamics, and technology priorities.

2024 CFO/Controller Sentiment Study

The annual sentiment study identifies the CFO/Controller Financial Performance Index (FPI), and CFO/Controller Spending/Budget Index (SBI) which can be compared to prior indexes to identify trends. The study also uncovers what CFOs and Controllers will do differently in 2024? Adopting AI is one major priority, which may assist with the ongoing talent shortage. Managing a Hybrid work environment will dominate. And carefully watching spend even with improved financial performance, all amidst extremely challenging economic, political and business environments. The study captures extraordinary insights into corporate finance with executive respondents from all company sizes, and industries.

State of Operations Talent Study (2023)

The objective of this year’s study was to identify how COOs and operations executives are managing ongoing talent challenges. Overall, the results of the study are encouraging. However, the survey also revealed a few recurring themes and shed light on some common challenges that most COOs are facing. All data included in this report was gathered via an anonymous and confidential survey, which included more than 200 participants.

2023 Controller/CFO Sentiment Study

What will Controllers and CFOs do differently in 2023? This inaugural study seeks to understand how current business and economic environments are impacting corporate financial planning, strategy, priorities, and outlooks. The 2023 indexes represent a “bullish” outlook for individual company financial performance, along with a “cautious” plan for spending. The new indexes will serve as benchmarks for future data, while identifying trends in financial performance and organizational spending.

5 Key Considerations When Implementing a Modern BI

You’ve had your “aha moment.” You’re finally ready to change your organization’s approach to business intelligence (BI)—or take it to the next level—and you’re eager to implement a solution and get your team up and running with their new tools and insights.  If you’re in the process of selecting a BI tool for your company, this eBook is for you. Our sponsor MIBAR will share their take on the key considerations for deploying a modern BI approach across your organization

Cloud Success Begins with Cloud Discovery and Assessment

Adopting cloud means undertaking a major transformation, even if you think you’re simply going to “lift & shift” workloads from the premises to their new home in the cloud. This transformation can only succeed if you have a clear understanding of your current information technology. The data collected through Discovery & Assessment enables businesses to understand their existing IT infrastructure, how it can benefit from cloud migration, and the best approach to cloud migration for each workload. Download this guide to learn more about the entire cloud journey, beginning with Discovery & Assessment.

Board Effectiveness: A Survey of the C-Suite

Driven largely by market forces, business is in a third great wave of corporate governance evolution. This follows significant changes brought about over the last twenty years by the Sarbanes-Oxley and Dodd-Frank Acts. This current wave is driving the modernization of long-standing governance practices, impacting how boards fulfill their decision making and oversight responsibilities. But the changes are also surfacing conflicts and discontent.