#Risk Assessment

Many businesses, especially in manufacturing and B2B services, find themselves deeply reliant on one major client. These “anchor” relationships can be a powerful force for stability and growth; but they can also quietly introduce serious financial risk. When one buyer accounts for a significant share of revenue, operations, or margin, […]

As we move through 2025, Executive Directors in the not-for-profit sector are managing in an environment that’s both mission-driven and metrics-focused. Pressures are intensifying, driven by evolving funding models and more rigorous stakeholder expectations, as well as ongoing operational challenges. Organizations with budgets between $3 million and $15 million are […]

Not-for-profit s are often tasked with doing more with less, making every dollar count. Yet, many organizations still rely on cheques for transactions, despite the rise of faster, more efficient digital payment methods. While cheques may feel familiar and secure, they often come with hidden costs that can drain resources […]

“Strategic growth isn’t just about chasing sales—it’s about choosing your customers wisely. That’s how you build resilience.” – Key insight inspired by Zach Spencer, Coface North America In this webinar, guests Zach Spencer and Todd Pickett from Coface dive deep into the current landscape of supply chain and accounts receivable […]

When a single customer—or a small group of them—accounts for a significant portion of your organization’s revenue, the stakes of maintaining these relationships skyrocket. Any sudden downturn, operational hiccup, or strategic shift on the client side can swiftly lead to reduced orders, delayed payments, or even lost business altogether. From […]

In today’s financial landscape, Canadian organizations have a variety of payment methods to choose from, each with its own strengths and weaknesses. The key players in this arena are Interac e-Transfers, Electronic Funds Transfers (EFTs), and cheques. While digital options are gaining popularity, many organizations continue to use cheques due […]

In the dynamic realm of not-for-profit organizations, the strategic management of reserve funds is paramount to ensuring financial stability and sustained impact. While having reserves is undeniably essential, encountering a reserve fund at risk demands immediate and well-thought-out actions. This article provides an in-depth analysis of common threats to reserves […]

In the spirit of Halloween, we embark on a spine-tingling journey through seven bone-chilling business tales, each harbouring the potential to send shivers down your entrepreneurial spine. As seasoned CFOs, we’ve traversed the haunted corridors of the business world, witnessing a myriad of terrifying scenarios that could have been averted […]

Financial leadership plays an instrumental role in the long-term success of nonprofit organizations. In this context, the role of a Finance Director is pivotal. They are the gatekeepers of an organization’s financial health, overseeing the management of financial resources, ensuring financial stability, and guiding the organization toward sustainability. This article […]

In the fast-paced business world, making critical decisions is a constant challenge. Executives and decision-makers often struggle between relying on their gut instincts or analyzing data and facts. The debate between intuition and data-driven decision-making has been ongoing, with proponents arguing for the merits of each approach. As a professional […]