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Corporations Insights

David Horowitz

Partner

Corporate Venture Capital

Why Corporations Are Turning to Venture Capital to Drive Innovation

May 29, 2025 - Corporate venture capital is growing rapidly as it's a great approach to bringing external innovation. Learn ways to excel with CVC from our specialists at…

David Horowitz, Partner

David Horowitz

Partner

Corporate Venture Capital

5 Prerequisites Before Starting a Corporate Venture Program 

May 21, 2025 - Achieving a culture change can be challenging, and a corporation must be ready. Consider these five things before starting a corporate venture program.

David Horowitz, Partner

Shannon Jenkins

Partner

Business Owner Advisory

5 Ways Small Business Owners Can Help Protect Themselves from Tariffs 

May 14, 2025 - With headlines dominated by tariffs and trade policy shifts, small & mid-size business owners are on edge. Learn 5 ways to protect your small business…

Shannon Jenkins, Partner

Scott Lenet

Partner

Corporate Venture Capital

Why Corporations Should Invest in Startups and Not Just Buy Them 

May 1, 2025 - Sometimes investing in start-ups is better than buying them. Learn more about corporate venture capital (CVC) programs & investments from our advisors at Cerity Partners.

Scott Lenet, Partner

Katie Pfeifer

Partner & Head of Workplace Solutions

Corporations

Top 7 Tips for an Effective Open Enrollment Season

October 17, 2024 - Open Enrollment is a crucial time for employees to make informed decisions about their benefits. These top 7 tips will help HR teams enhance employee…

Katie Pfeifer, Partner & Head of Workplace Solutions

Katie Pfeifer

Partner & Head of Workplace Solutions

Corporations

Financial Wellness During Times of Transition

February 4, 2023 - Market volatility, economic strains, and various other factors caused by the pandemic have resulted in workforce restructuring and reductions for companies across the nation. And…

Katie Pfeifer, Partner & Head of Workplace Solutions

Jon Yankee

Partner & Practice Leader

Corporations

How to Design a Successful Internship Program

December 27, 2022 - Introduction It takes time and effort to run an internship program that maximizes the benefits to both the interns and the advisory firm. When it…

Jon Yankee, Partner & Practice Leader

Philip Steele

Partner

Corporations

One Survey That Employers Should Never Ignore

November 15, 2022 - Fiduciary liability insurance is changing. Partner Philip Steele suggests following best practices now can help lessen your risk of litigation and receiving less than favorable…

Philip Steele, Partner

Walker Phillips

Partner

Corporations

Cash Balance Plans: 3 Steps to Success

October 24, 2022 - For businesses with consistent cash flows, a cash balance plan can enhance benefits beyond the typical 401(k) or profit-sharing plan.

Walker Phillips, Partner

Neal Smith

Principal

Corporations

Is a MEP the Right Choice for Your Retirement Plan?

August 25, 2022 - Is a MEP the Right Choice for Your Retirement Plan? Cerity Partners advisor, Neal Smith, discusses the benefits of Multiple Employer Plans.

Neal Smith, Principal

Constantine Mulligan

Partner

Corporations

Cerity Partners x PSCA: A Sponsors’ Guide for Reading an Investment Report

August 18, 2022 - This guide is intended to give PSCA’s Investment Committee and Cerity Partners' clients an overview of some of the terms they may see when reviewing…

Constantine Mulligan, Partner

Paul Chmielewski

Partner

Corporations

When It Comes to LLCs, Pay Attention to Liability Direction

August 8, 2022 - When properly structured, the use of SMLLCs in conjunction with an MMLLC provides important upward and downward liability protection benefits while reducing the number of…

Paul Chmielewski, Partner

Paul D’Elia

Partner

Corporations

Why Financial Planning Belongs as a Workplace Perk

July 28, 2022 - Competing for top talent in a global marketplace requires giving the best candidates a compensation and benefit package that covers their needs and protects their…

Paul D’Elia, Partner

Brett Dearing

Partner

Corporations

Is Your Business Sellable?

July 6, 2022 - Many owners run their businesses without an exit plan in mind. Then when the time comes to sell, they find out that the way they’ve…

Brett Dearing, Partner

Patrick Fischbach

Principal

Corporations

Index Funds: Above & Beyond Cost

June 28, 2022 - Due to their ease of use, transparency, and exceptionally low costs, index funds have increasingly become popular with many investors, including those in retirement plans.

Patrick Fischbach, Principal