Responding To A Sudden CEO Health Scare

March 24, 2020 All Industries Crisis Management

JPMorgan Chase & Co. announced that Chairman and CEO Jamie Dimon had to undergo emergency heart surgery. An emergency medical situation – or worse – impacting the person in the CEO role can forever damage a company, a scare that no board wants to deal with. But they can prepare, just in case.

Investors Push for HR Details From Public Companies

February 18, 2020 All Industries Human Capital

Investors are asking more about a company’s workforce, and companies may be forced to tell them. Last fall, the U.S. Securities and Exchange Commission proposed several changes to disclosure requirements for public companies, among them a provision to enhance disclosure about “human capital.” The rule has not been finalized.

Preventing Accounting Missteps

January 21, 2020 All Industries Risk

Accounting missteps can reverberate throughout an organization. Mike Shmerling, chairman of Clearbrook Holdings, and Tony Klaich, Managing Partner at Crowe, discuss ways senior leadership can prevent mayhem.

How Not to Destroy a Deal

January 7, 2020 All Industries M&A

Kison Patel, the CEO of software company DealRoom, remembers working for a private equity firm trying to do a deal not long ago. His firm bombarded the target company with requests for information — including repetitive requests for the same information, often in Excel spreadsheets. Eventually, the seller got fed up and walked away.