Category

ESG & sustainability

How to align procurement policies with sustainability standards and foster supplier capacity building programs.

A comprehensive guide on integrating sustainable procurement criteria and nurturing supplier growth, enabling responsible sourcing, transparent metrics, and resilient supply chains that benefit ecosystems, communities, and business performance alike.

Dennis Carter

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July 17, 2025

Personal taxes

How to document and claim miscellaneous itemized deductions within allowable limits and prepare for potential audit scrutiny properly.

Clear, practical guidance helps taxpayers track miscellaneous deductions, stay within limits, and organize documentation to withstand audit scrutiny while maximizing legitimate savings over time.

Aaron White

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July 19, 2025

Corporate finance

Strategies for building a disciplined dividend policy that accounts for cyclicality, growth, and shareholder expectations.

A resilient dividend framework balances cyclicality, growth trajectories, and investor expectations by embedding disciplined payout rules, dynamic flexibility, and clear communication to sustain value over economic cycles and guide long-term returns.

Joseph Mitchell

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August 04, 2025

Corporate finance

Approaches to implementing zero-based budgeting to align resource allocation with strategic priorities.

A practical exploration of zero-based budgeting strategies, governance, and processes that help organizations realign resources with strategic goals while maintaining operating resilience and financial discipline.

Matthew Young

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August 06, 2025

Business strategy

Strategies for developing a strategic sourcing model that optimizes cost, quality, and supplier innovation potential.

This evergreen guide outlines a practical approach to building a strategic sourcing model that balances cost efficiency, quality controls, and the capacity to unlock supplier-driven innovation across the procurement lifecycle.

Paul Evans

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July 22, 2025

Hedge funds & active management

How hedge funds design market neutral portfolios that meaningfully reduce macro exposure while capturing idiosyncratic manager skill.

Hedge funds pursuing market neutrality balance breadth and focus, aiming to dampen macro swings while leveraging practitioner insight, disciplined risk controls, and innovative stock selection to extract idiosyncratic alpha without relying on broad macro trends.

James Kelly

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August 11, 2025

Venture & startup financing

How to structure a tiered investor update format that offers high level visuals for board members and deeper detail for analysts.

This guide lays out a practical approach to presenting a tiered investor update, delivering crisp visuals for boards while routing deeper, structured data to analysts, enabling efficient oversight and informed decision-making across stakeholders.

Henry Brooks

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August 08, 2025

Risk management

Assessing and Mitigating Insider Threat Risks Through Monitoring, Access Controls, and Culture Programs.

Effective insider threat management combines vigilant monitoring, robust access controls, and a proactive, ethically grounded culture program to minimize risk, protect assets, and sustain trust across organizational processes and teams.

Joseph Mitchell

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July 18, 2025

Labor economics & job-market fundamentals

Designing workforce transition programs that align with local labor demand and provide clear progression pathways.

This article examines practical frameworks for aligning workforce transition programs with regional job markets while clarifying career trajectories for participants, employers, and policymakers through stepwise, demand-driven design principles.

Paul White

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August 07, 2025

Long-term investing

Methods for integrating longevity planning into investment decisions to ensure sustainable retirement funding and spending.

A practical guide detailing how to align investment strategies with anticipated lifespans, healthcare costs, and shifting retirement needs, ensuring resources endure as long as life does.

Peter Collins

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August 12, 2025

Business strategy

Approaches for implementing a strategic pricing localization strategy that accommodates regional willingness to pay differences.

A practical, evergreen guide detailing how to tailor pricing locally by understanding regional willingness to pay, competitive dynamics, and value perception, while preserving brand integrity and long-term profitability.

Justin Hernandez

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July 18, 2025

Franchising

How to develop a standardized franchisee training certification process that ensures consistent competencies across all operational regions.

Building a scalable franchisee training certification requires clear standards, rigorous assessment, and ongoing quality checks that align operations, culture, and customer experience across diverse markets.

Douglas Foster

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July 22, 2025

Franchising

How to manage brand evolution plans to update offerings while minimizing negative impacts on legacy franchisee investments.

This evergreen guide explores balancing brand evolution with strategic safeguards to protect existing franchise investments while updating menus, services, and experiences, ensuring lasting value for both franchisor and franchisees alike.

Matthew Stone

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July 24, 2025

Business strategy

Methods for developing a strategic plan for channel conflict resolution to protect partner relationships and revenue.

A practical guide to crafting a disciplined, scalable approach for resolving channel conflicts that safeguard partner trust, sustain collaboration, and preserve revenue streams across diverse distribution networks.

David Miller

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July 18, 2025

Business taxes

Strategies for structuring cross-border service fees to minimize permanent establishment exposure and withholding taxes.

Designing cross-border service fees with careful allocation, documentation, and legal framing can reduce permanent establishment risk and lower withholding taxes while preserving business flexibility and compliance.

Daniel Sullivan

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July 23, 2025

Business cases & teardowns

Teardown of a retail assortment compression initiative that improved turns and reduced markdown exposure across stores.

A deep, evergreen analysis of how a disciplined assortment compression program reshaped inventory dynamics, boosted turnover, and minimized markdown risk across the store network through data-driven assortment rationalization and smarter replenishment.

William Thompson

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July 29, 2025

Marketplaces & e-commerce

Best practices for onboarding marketplace sales teams to drive growth while adhering to operational standards.

A comprehensive guide to onboarding marketplace sales teams that balances aggressive growth goals with disciplined processes, consistent messaging, measured ramp plans, and scalable controls for sustainable performance across regions and product categories.

Joseph Lewis

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August 10, 2025

Commodities

Methods for analyzing the long term effects of soil degradation on commodity crop yields and supply stability.

This evergreen guide explains economic forecasting approaches, data integration techniques, and policy implications essential for assessing how soil degradation reshapes yields, costs, and global commodity markets over extended horizons.

Louis Harris

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August 12, 2025

Business strategy

Strategies for building a strategic approach to partner profitability analysis that informs investments, discounts, and enablement prioritization decisions.

A practical guide to crafting a holistic profitability framework for partners, integrating data, governance, risk, and market signals to steer investment, pricing, and enablement choices that maximize sustainable value.

Matthew Clark

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July 30, 2025

Currencies & forex

Strategies for using statistical arbitrage across currency pairs while accounting for transaction costs and slippage risks.

A practical guide detailing principled statistical arbitrage methods in currency markets, emphasizing robust data, fee-aware optimization, market microstructure insights, and risk controls to navigate slippage and execution costs.

Charles Scott

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July 25, 2025

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