Blog
2021 Candidate – LLS Man & Woman of the Year Sharai Lavoie
Lavoie’s CEO, Sharai Lavoie, has been selected to participate in the 2021 Man & Women of the Year (10-week challenge) to help raise funds for the Leukemia & Lymphoma Society (LLS) for Blood Cancer Research. The competition kicked off in March 2021, and she...
The 3 Financial Strategies You Want To Remember in 2021
An organization’s financial strategy is critical to the health and success of the business. A well-crafted financial strategy enables an organization to optimize operations and can present additional opportunities for growth. In contrast, a poor financial plan can...
The Most Common Financial Mistakes CEOs Make
Many CEOs don’t have a background in financial planning yet are expected to develop strategies and make decisions that dramatically impact an organization’s financial health. As a result, CEOs make several common mistakes that can dramatically impact their company’s...
Strategic Financial Planning In 2 Questions
Developing a strategic financial plan can seem daunting; however, it can be boiled down into two questions: what are you doing now and where do you want to be? This article walks you through the process of answering these two questions, providing a foundation for...
The CEO’s Guide to Strategic Financial Planning
Lavoie Secures Kelley Michalski as Partner and Vice President of Operations
Lavoie secured Kelley Michalski as Partner and Vice President of Operations. Lavoie is excited to welcome Kelley Michalski to our team as our new Partner and Vice President of Operations in Charlotte, NC. In this role, Michalski will be responsible for managing client...
PRODUCT OVERVIEW
CFO INDICATOR REPORT: Q1 2017
