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May 21
Love87

May 2025: Lunch with the CEO

By Business Consulting, Human Resources


Lunch with the CEO: Real Conversations for Real Impact
Written by Esther Nand

Strong workplace relationships and a culture of connection begin at the top.

When leadership takes time to engage with employees in authentic and consistent ways, it sets the tone for openness, trust, and collaboration. One powerful way to foster these relationships is through intentional, small-group lunches with the CEO—creating space for real conversation, shared understanding, and camaraderie. These gatherings allow for deeper relationship building and organic dialogue in an inviting setting, away from the usual workplace environment. Offering employees regular access to their CEO demonstrates the organization’s ongoing commitment to accessibility, transparency, and engagement. It also reinforces that every employee’s voice matters.

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Apr 16
Love87

April 2025: The Value of Vulnerability

By Business Consulting, Strategy


Stephanie Ford is a director of Warren Whitney and is responsible for Business Development. Stephanie has more than 20 years of diverse client experience, including manufacturers, financial services, distributors, professional services, real estate, and nonprofits.

The Value of Vulnerability: Authentic Leadership in the Workplace

Written by Stephanie Ford

Vulnerability. It’s a word that can evoke discomfort, particularly in professional settings. Yet, when approached with intentionality, vulnerability can be the cornerstone of authentic leadership and a catalyst for fostering trust, creativity, and resilience in the workplace.

Do you remember Jerry Seinfeld’s observation that at a funeral, most people would rather be in the coffin than deliver the eulogy? As humorous as it is, that quip reveals a deeper truth: being vulnerable, whether in public speaking or expressing emotions, can feel daunting. But why?

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Feb 26
Love87

March 2025: Prevent Scams

By Business Consulting, Finance & Accounting


Prevent Scams- Protect your business

Written by Alexander Milenbachs

As we all know, fraudulent attacks are widespread, with bad actors appearing everywhere, from phone calls to emails and links on websites. Scam websites aim to deceive users into sharing personal and financial information, downloading malware, or buying nonexistent products. Scammers can go as far as creating realistic fake websites with fake reviews, fake addresses, or even the address of a real business. Given the high sophistication of these con artists, this article outlines key strategies to protect your business from fraudulent attacks.

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Feb 07
Love87

February 2025: The New Reality of HR in 2025 (part ii)

By Business Consulting, Human Resources


Director of Human Resources

The New Reality of HR in 2025- Dynamic HR Operations

Written by Beth Williams

If 2025 has a defining feature, it’s the rapid pace of change. Business leaders will rely on HR to adapt quickly and operate dynamically. To meet these demands, HR leaders must embrace technology and focus on talent optimization with a strategic, forward-thinking approach. This article explores how HR can lead the way by integrating AI and developing a strategy for preserving human judgment and empathy — It is a delicate but necessary balance.

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Jan 15
Love87

January 2025: The New Reality of HR in 2025

By Business Consulting, Human Resources


Director of Human Resources

The New Reality of HR in 2025- Evolving HR Capabilities

Written by Beth Williams

The rapid changes in technology, shifting workforce dynamics, and competitive landscape are driving changes in how we work, reshaping industries, and challenging organizations to operate at unprecedented speeds. What feels fast now will soon become the baseline, with even greater demands on agility and innovation just around the corner. HR leaders must embrace a mindset of continuous learning, equipping themselves and their teams to adapt to whatever challenges arise. To achieve this, HR professionals must ask themselves: How will we rise to meet these demands and transform HR into a strategic driver?

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Dec 17
Love87

December 2024: Efficient Audit Preparations

By Business Consulting, Finance & Accounting


Finance & Accounting Director

Efficient Audit Preparations: Key Steps for Success

Written by Jill Swinger

Financial audits are a critical part of many companies’ annual processes, often required by banks, donors, lenders, vendors, customers, investors, or potential acquirers. While a CPA firm may quote a standard price for an audit, the actual cost can rise significantly if the company isn’t well-prepared. Inefficiencies can lead to out-of-scope work, making the process take longer and cost more. To avoid these pitfalls and ensure a smooth audit, focus on the following six strategies.

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Nov 12
Love87

November 2024: The Value of a Fractional CFO

By Business Consulting, Finance & Accounting


Stephanie Ford is a director of Warren Whitney and is responsible for Business Development. Stephanie has more than 20 years of diverse client experience, including manufacturers, financial services, distributors, professional services, real estate, and nonprofits.

The Value of a Fractional CFO –why consider fractional c-suite expertise

Written by Stephanie Ford

For those not familiar with the concept of fractional leadership, it is an efficient and cost-effective model for businesses to outsource functions when they do not have the expertise in-house or are going through a transition. A fractional CFO is a part-time financial executive who works with your organization on an as-needed basis. They offer an objective perspective and can guide businesses when faced with challenging decisions. Their role is to be your trusted advisor, lead through change, and provide unbiased advice.

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Sep 26
Love87

September 2024: Thank you to our Community

By Business Consulting

As Warren Whitney celebrates our 35th anniversary, we extend our heartfelt gratitude to our community for allowing us to be a part of your journey. Over the years, we’ve had the privilege of serving alongside incredible organizations and individuals, and we are deeply grateful for the trust and support you have shown us.

To our valued clients, thank you for choosing Warren Whitney as your partner. Your confidence in us has been the cornerstone of our success, and we are honored to have been a part of your growth and achievements.

To our dedicated professionals, thank you for your unwavering commitment and expertise. Your passion and service have been integral to the success and reputation we’ve built over the past 35 years.

To our referral sources, we sincerely appreciate your continued trust in recommending Warren Whitney. Your referrals have helped us extend our reach and serve even more organizations, and we are grateful for your confidence in our team.

Thirty-five years is a testament to the relationships we’ve built and the impact we’ve made together. Looking ahead, we are more committed than ever to serving our community and clients with the same passion and dedication. With the foundation we have built over these 35 years, we are excited about the opportunities that the future holds. We look forward to continuing this journey. Here’s to many more years of partnership, growth, and success together!

Katherine Whitney, Scott Warren, and Cyndy Lowery

MAKING POTENTIAL HAPPEN 

Aug 21
Love87

August 2024: Succession Planning; Part II

By Business Consulting, Strategy, Succession Planning


Board Development, BoardSource Certified Governance Trainer

Written by: Katherine Whitney

Our July newsletter focused on what should be an ongoing succession planning effort to develop the next group of potential leaders for your organization. That is a central part of ensuring smooth transitions in leadership so that, when changes occur, the organization can have a smooth transfer of job responsibilities.

But “what if?”  What if someone in a key position leaves without notice either permanently or for an extended period without a successor in place? There can be many reasons for this, and the organization can suffer regardless of the reason. The following are five steps that you should take in advance to help your organization navigate an unexpected transition.

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Jul 29
Love87

July 2024: Succession Planning; Part I

By Business Consulting, Human Resources


Written by: Scott Warren

The key to succession planning is not waiting for the signs that transition is inevitable but proactively and continuously developing a plan with options. To quote Nancy Axelrod, consultant to the Federal Reserve Bank of Kansas City, Denver, Oklahoma City, and Omaha, “It is not only about determining your organization’s next leader, it is a continuous process that assesses organizational needs and creates a climate for an executive to succeed.” In order to enhance the process of planning for the future, there must be an ongoing conversation in the day-to-day.

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