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“Processes break in two ways. They break because they don’t have the right checks and balances and because they don’t have the right execution.” – Mark V. Hurd Many business owners know that having a... Read More

One of the most memorable presentations I’ve ever seen was about “relationship math.” During her presentation, the sociologist brought out a large glass jar.  As she dropped a huge chunk of black licorice that was... Read More

“Job training empowers people to realize their dreams and improve their lives.” – Sylvia Mathews Burwell, Former U.S. Secretary of Health and Human Services It may seem like one of the most difficult business decisions... Read More

At a Schwab IMPACT conference panel on SEC cybersecurity audits, two panelists, Trevor Hicks, Director of Technology of Wetherby Asset Management and Robert Ross, Chief Compliance Officer of Sontag Advisory, shared their perspectives as a result of undergoing an SEC Cybersecurity Audit. A... Read More

We are excited to announce a new aspect of our Trumpet Life series: employee spotlights! This series is a chance for our readers and clients to become more familiar with the people on the other... Read More