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  • DePaul University
  • Law: Burke, Warren, MacKay & Serritella, P.C.
  • Accounting: Cray, Kaiser Ltd.
  • Healthcare: GCG Financial
  • Marketing: ODEA
  • Human Resources: Psyched, LLC
  • Banking: Fifth Third Bank
  • Wealth Mgmt: Private Vista
  • IT: PSM Partners
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Audio Blog: Patty Rioux, President of ODEA

Posted on October 2nd, 2020

We are excited to announce our new audio blog series! We’ll chat with business leaders to learn from their stories and experience. In this episode, we talk with Patty Rioux, President of ODEA and Strategic Partner to the Entrepreneur and… Read more→

Posted in Audio BlogTagged content marketing, COVID-19, digital marketing, marketing for small business
EFBC audio blog

EFBC Crash Card Template

Posted on September 30th, 2020

EFBC’s Contingency Planning Crash Card Template In the event of a health emergency or sudden death, family members often scramble to locate important information and documents. This process can be overwhelming, especially when emotions are running high. To prepare for… Read more→

Posted in Blog, ResourcesTagged contingency planning, family emergency
contingency planning

President’s Message – Transitions

Posted on September 17th, 2020

A few years ago, I decided to leave my forum. I loved my forum and still do, but I needed a change. In large part, I gained the confidence to leave from my forum. I was prepared and energized to… Read more→

Posted in BlogTagged change, Diverse Forums, forum, peer groups

A Year of Alphabet Soup

Posted on September 11th, 2020

September has been ‘our month’ to share our insights and updates around the accounting and tax planning areas of our practice. And, given the year we have all been crawling or sprinting through, we are taking this opportunity to visit… Read more→

Posted in Articles & White Papers, Cray, Kaiser Ltd.Tagged CARES Act, COVID legislation, EIP money, FFCR Act, Loan Forgiveness, PPP loans, SBA, TRACE Act

Live Well, Work Well

Posted on September 1st, 2020

The coronavirus pandemic has caused uncertainty, stress and worry for many for the past few weeks. Even as businesses reopen and restrictions are lifted, many Americans are experiencing considerable anxiety. With more than half of Americans reporting to Dynata, a survey… Read more→

Posted in Articles & White Papers, GCG FinancialTagged mental health, pandemic, Stress Management
live well work well

Why Your Business Needs Security Awareness Training

Posted on August 26th, 2020

The way we work is changing all the time, and maintaining robust data security practices is vital. But your biggest threat may be your own employees; 90% of security breaches involve employee error, costing businesses an average of $3.86 million… Read more→

Posted in Blog, Past ProgramsTagged security awareness training, small business cybersecurity

President’s Message – Testing Our Resolve

Posted on August 24th, 2020

What time is it at EFBC? It is RETREAT time! This year, thanks to EFBC, I have the opportunity to attend two retreats in two weeks: the board retreat and my forum retreat.  I left our board retreat the same way I leave every EFBC event,… Read more→

Posted in BlogTagged courage, giving back, GRIT, resolve, strategic planning

Financial Planning Assessment: Which Succession Strategy is Best for your Financial Plan?

Posted on August 21st, 2020

There are many unknowns in the world today and that will not change in the near term.  Does that mean you should do nothing until this is over? Absolutely not. During times like these, creating a plan and then checking… Read more→

Posted in Articles & White Papers, Private VistaTagged financial assessment, financial planning, succession strategy

7 Steps for Business Continuity in Uncertain Times

Posted on August 3rd, 2020

7 Steps for Business Continuity in Uncertain Times From Fifth Third Bank The COVID-19 pandemic has created a stark awareness of how vital it is to have a business continuity plan in case of crisis. The virus has caused untold… Read more→

Posted in Articles & White Papers, Blog, Fifth Third BankTagged business continuity, communication, covid19, disaster planning
7 steps for business continuity

President’s Message – Hello EFBC!

Posted on July 27th, 2020

Hello EFBC! I would like to introduce myself to those I have not yet met. My name is Nirel Inman and I have been a proud member of the EFBC since 2013. My thanks to Jeff Wisdom, who seven years… Read more→

Posted in BlogTagged customer centric, member driven
hello efbc

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Entrepreneur and Family Business Council at DePaul University
Driehaus College of Business

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