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BIZTips: The building blocks to your better business. Our podcast gives you a glimpse into the future of a shifting economic and financial climate. Join our CBIZ Professionals as they pull from decades of experience to interpret and anticipate the factors that will affect your company the most. Fro…

CBIZ Inc.


    • Nov 18, 2022 LATEST EPISODE
    • monthly NEW EPISODES
    • 13m AVG DURATION
    • 114 EPISODES


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    Latest episodes from BIZTips

    ‘Tis the Season for 2023 Benefits Prep

    Play Episode Listen Later Nov 18, 2022 24:57


    2022 is coming to a close, which means it's time to get prepared for the year ahead. From reviewing notable benefits events of the last 12 months to uncovering key trends for 2023, we're walking you through everything you need to know to start off the new year on the right foot.  Tune in to this episode of BIZTips to hear from Eric Rustand, Senior Consultant for CBIZ Employee Benefits, on all things benefits prep. You'll gain insight into how to develop a long-term benefits strategy, tactics to align division leaders on that benefits strategy and trending offerings that are likely to dominate the benefits landscape in 2023. 

    Protect Your Talent Investment with Executive Benefits

    Play Episode Listen Later Nov 4, 2022 25:58


    Amid talk of rising inflation, “quiet quitting,” and skyrocketing health care costs, the Great Resignation seems to have fallen off the radar. However, it is not over. In fact, executives have joined the Great Resignation in droves, prompting employers to seek creative ways to hold on to high-level talent.  One solution involves enhancing your executive benefits program. In this episode of BIZTips, we're talking with Anne Long, President, CBIZ Life Insurance Solutions, about the importance of executive benefits and the must-have executive perks employers should be offering in 2023. 

    The Science of Uncertainty — An Actuary's Take on Inflation

    Play Episode Listen Later Aug 11, 2022 33:24


    We all know that inflation rates are skyrocketing. The Consumer Price Index rose 9.1% year-over-year in June, making it the largest 12-month increase since November 1981. What does this mean for employers, the employee benefits landscape and the actuarial industry as a whole?   Find out in this episode of BIZTips, featuring Matt Cline, Actuarial Analyst for CBIZ Employee Benefits. Listeners will hear from Matt on the shifting economic environment and how it's impacting employers' ability to retain top talent, protect their bottom line, project future uncertainties and more. 

    What Are ERGs & Why Do They Matter?

    Play Episode Listen Later Apr 27, 2022 19:35


    As the saying goes, life is growth. This is as true in the workplace as it is anywhere else. Employees today are seeking ways to sharpen their skills and connect with other members of their workforce, and employers must facilitate those opportunities or risk losing top talent. In this episode, we sit down with Elizabeth Newman, CBIZ Chief of Staff, to discuss employee resource groups — what they are, how to implement them, and why they matter now more than ever. 

    Out with the Old, in with the New — Increase Retention with Innovative Onboarding

    Play Episode Listen Later Feb 8, 2022 23:44


    It's no secret that employee turnover is higher than ever. Organizations are pursuing unique solutions to hold on to top talent, from improving employee benefits to increasing compensation. However, too few are focusing on onboarding — a process that can help employers significantly improve retention when done right. In this episode, we sit down with Juliana Alvey, National Communications Manager, to discuss the importance of embracing innovation in onboarding and the elements of an effective onboarding program in 2022.

    Demystifying Health Care Costs — How Can You Take Control?

    Play Episode Listen Later Nov 11, 2021 26:10


    Health care costs continue to rise, but that doesn't mean employers have to accept the expensive status quo. For those willing to go against the grain, there is ample opportunity for positive disruption in the world of employee benefits.  In this episode, we sit down with Chris Davis, Director of Health Innovation, to discuss the modern cost-containment strategies that can help employers take control of their health care expenses. 

    Want to Retain Top Talent? Create a Culture of Wellbeing!

    Play Episode Listen Later Sep 29, 2021 26:56


    The ‘Great Resignation' has turned the job market on its head. Now more than ever, employees have the power of choice, and employers need to think outside the box in order to remain competitive. In this episode, we sit down with Julie Fulton, Director of Wellbeing and Population Health Management, to discuss how having a comprehensive employee wellbeing program can help your organization attract and retain top talent.

    Another year, another renewal - Time to Evaluate your Strategy

    Play Episode Listen Later Aug 23, 2021 20:01


    Creating plans that have a meaningful impact on employees' health can be a tough task, so taking the time to evaluate your strategy is important. Whether you are looking for a new employee health plan or renewing your current plan, careful preparation can make your health plan renewals more effective.   In this episode, we talk with Kelly Abbott, Vice President of CBIZ Employee Benefits, about how being prepared means knowing your situation and the alternatives that exist to select the best plan for your company and employees. 

    What You Need to Know About PEOs

    Play Episode Listen Later May 3, 2021 24:08


    We usually avoid using jargon, because let's face it - employee benefits is confusing enough without throwing acronyms into the mix! In this episode, we talk about an acronym (PEO - Professional Employer Organization) that is becoming so common we often forget it's even an acronym. Tune in to hear from CBIZ PEO Consulting Practice Lead and New Jersey native, Jim O’Connor, about the pros and cons of PEO’s and the considerations employers should take when deciding if a PEO is the right fit for their organization.

    Talking Total Rewards - The Entire Package

    Play Episode Listen Later Mar 30, 2021 24:16


    When we say Total Rewards, we mean the entire package – benefits beyond the standard health offerings, such as those focused on mental health and financial wellbeing. In this episode, Danny and Blanca discuss the true definition of Total Rewards, the impact COVID has had on the value of rewards, and the most under-valued benefit.

    What Does HR Do Again?

    Play Episode Listen Later Feb 23, 2021 21:46


    COVID has changed most business functions, and HR services are no exception. In this episode, Megan Abatemarco dives into everything from employee handbooks and leave laws to her favorite crazy HR acronyms! Tune in to learn more about how the CBIZ HR Services team has learned to stay nimble and creative even in the most challenging times.

    A Fresh Start & Emerging Recovery

    Play Episode Listen Later Jan 21, 2021 20:38


    In this episode, we focus on a fresh start - discussing the lessons learned in 2020 and looking towards accelerating recovery and returning to business in 2021. Danny chats with Clare Schultz, a CBIZ Account Executive and organizational guru, about our duty as employee benefits consultants in preparing you for any challenge 2021 may bring.

    Let's talk Compliance - Playing by the Rules

    Play Episode Listen Later Nov 14, 2020 21:27


    In this episode, Danny chats with benefits consultant Cole Harris about everyone's favorite topic (especially in 2020) - compliance! They discuss updates coming soon in 2021, some of the legal changes related to COVID-19, open enrollment considerations, and what producers say when they don't know the answer to a compliance question. Tune in to learn a little, laugh a little, and to be prepared for 2021.

    Financial Wellbeing & the Employee Experience

    Play Episode Listen Later Oct 20, 2020 26:06


    Research shows that employees who feel more financially secure in their personal life are happier and more productive in their work lives. In this episode, our host, Danny Ritz, is joined by Stan and Sue, two CBIZ subject matter experts who discuss how employers can prioritize wellbeing and empower their employees to live their best financial lives.

    Get Ready … It’s Renewal Season!

    Play Episode Listen Later Aug 18, 2020 23:18


    Ready or not, renewal season is underway! In this episode, Polly Thomas, President of CBIZ Employee Benefits – Kansas City & Denver, shares tips on how to stay proactive during renewal season. Tune in to hear how to navigate renewal season with no surprises, as well as what Polly’s crystal ball is saying about the effects of COVID-19 on this year’s renewals.

    Digital Employee Communication in a Remote World

    Play Episode Listen Later Jul 28, 2020 27:56


    In this episode, we talk to CBIZ Employee Benefits’ National Director of Communications, Alex Lanning, who works with clients to develop effective benefits communications strategies that drive action and engage employees. You won’t want to miss her explain how important it is to have a digital communication strategy, why industry jargon should be removed from our vocabulary and what it takes to engage a remote workforce with “rock-enroll.”

    Diving into Diversity

    Play Episode Listen Later Jul 9, 2020 22:23


    While COVID-19 will remain an ongoing topic of discussion, this week’s episode is centered around Diversity and Inclusion. Steve Sublett, Chief Operating Officer of CBIZ Employee Benefits and leader of the CBIZ Diversity and Inclusion task force, joins us to provide insight on everything from horse farms to effective company diversity initiatives. Steve explains the business case for prioritizing diversity, the actionable steps we can all take to further this initiative, and the positive effects of glamping during COVID-19.

    Well, well, well: Wellbeing in a Time of Crisis

    Play Episode Listen Later Jun 9, 2020 25:35


    It won't come as a shock to anyone that Wellbeing has been a hot topic over the past few months, as people went from their normal office routine to working from home with little more than a few days to adjust. In this episode, we talk to Engagement & Wellbeing Consultant LaTonia McGinnis, who works with clients to help them better understand the benefits of a holistic approach to the wellbeing of their employees. With plenty of laughs along the way, LaTonia provides us with some tangible ways we can all support each other during these times. 

    Corporate Risk Managers: How do they sleep at night?

    Play Episode Listen Later May 19, 2020 22:31


    Kristen Peed is the Director of Corporate Risk Management for CBIZ, Inc. As COVID-19 took over the world, her position lent her a first-hand view of how the pandemic was affecting businesses and the corporate risk management realm.  In this episode of Biz Tips, Kristen talks about navigating unknown territory, adjusting risk strategies as things continue to change, and how to remain vigilant in order to protect your company and your employees. You won’t want to miss the great insights she shares, served (as always) with a little bit of humor on the side.

    COVID-19 Claims: The Benefit After-Shocks

    Play Episode Listen Later May 9, 2020 30:41


    Now that we are seeing COVID-19 claims hit the system, how exactly are they impacting employer sponsored health plans and how are hospitals getting reimbursed for COVID claims? This week, we talk with Chris Davis, the CBIZ Director of our Health Innovation Practice, to discuss the logistics of a COVID claim and what the law says about the way hospitals can charge for treating COVID patients.

    Employee Benefits Podcast Introduction

    Play Episode Listen Later Apr 28, 2020 2:48


    This CBIZ podcast aims to simplify all the benefits jargon we know is confusing. This podcast will feature discussions with our national experts on compliance, cost savings strategies, pharmacy considerations, benefit plan strategies, and health insurance 101. Whether you're an HR expert or a benefits novice, this podcast is for you.

    Ask the Actuary: COVID-19 By the Numbers

    Play Episode Listen Later Apr 24, 2020 23:10


    On this CBIZ BizTips Podcast episode called Ask the Actuary, your host Danny Ritz chats with CBIZ National Actuarial Practice Lead and Actuary, Dave Rubadue. You'll hear it all - from what it's like to have quadruplets to the effects of COVID-19 on employers’ claims costs. Dave breaks down the numbers and gives his expertise in a way that even a benefits rookie could understand!  

    CBIZ Prescribes: Coronavirus, A Pharmacist's Perspective

    Play Episode Listen Later Apr 14, 2020 23:22


    CBIZ Benefits Consultant Danny Ritz interviews CBIZ National Pharmacy Practice Lead and licensed pharmacist, Mike Zucarelli, on what is going on in the world of pharmacy during the COVID-19 era. Mike offers words encouragement and advice, and he delivers it all with a sense of humor.

    Tips Ahead of the October 15 Tax Extension Deadline

    Play Episode Listen Later Oct 4, 2019 9:43


    Biz Tips: The Need for a Directors and Officers Policy

    Play Episode Listen Later Aug 23, 2019 4:36


    CBIZ's Lee Nestel discusses the need for a directors and officers policy.

    Biz Tips: Protecting Your Business Income

    Play Episode Listen Later Aug 23, 2019 3:16


    Erik Hansey, Assistant Vice President of CBIZ Insurance Services, Inc., discusses risk and protecting your business.

    Biz Tips: Preventing Workers' Compensation Claims

    Play Episode Listen Later Aug 5, 2019 2:37


    Biz Tips: Creating a Culture of Safety

    Play Episode Listen Later Aug 5, 2019 3:05


    Biz Tips: Distinguishing Between Qualified Search Firms

    Play Episode Listen Later May 20, 2019 3:53


    Leslie Shaw and Dan Cummings discuss the process of distinguishing between qualified search firms and the positioning of EFL Associates in the industry.

    Why I Need to Worry about my Short Stay and Observation Problems

    Play Episode Listen Later Apr 30, 2019 45:54


    Discussing real-life examples of compliance issues regarding short stay admissions, observation status and overall level of care assignment.

    Medicaid Policy and Audit

    Play Episode Listen Later Apr 30, 2019 3:58


    Introduction to Medicaid Policy and Audit with Lucia Buffaloe Senior Manager, Policy & Audit

    BizTips: Board of Directors Search

    Play Episode Listen Later Apr 22, 2019 2:20


    Jay Meschke and Angie Salmon discuss the process of searching for board members for your organization and diversifying your board.

    BizTips: Private Equity

    Play Episode Listen Later Mar 8, 2019 2:20


    Dudley Morton discusses the current trends in private equity and how EFL Associates can assist a firm with their staffing needs.

    BizTips: Who is EFL Associates?

    Play Episode Listen Later Feb 13, 2019 2:34


    Jay Meschke, Angie Salmon, and Steve Waldron discuss the history of EFL Associates, their standing in the industry, and more.

    BizTips: Understanding Group Captives

    Play Episode Listen Later Feb 7, 2019 1:54


    Mark Stoltz, Regional President Texas - PC Texas, discusses group captives.

    BizTips: Key Elements of a Solid Insurance Strategy

    Play Episode Listen Later Feb 7, 2019 3:04


    Lisa Winchester, a Vice President of CBIZ Insurance Services, Inc. in the Mid-Atlantic region, discusses key elements of a solid insurance plan.

    BizTips: Protecting Community Associations from Risk

    Play Episode Listen Later Feb 7, 2019 2:18


    Matt Mercier, National Director within CBIZ Insurance Services, Inc. - Community Association Division, discusses risk and protecting community associations.

    3 Private Equity Trends to Watch in 2019

    Play Episode Listen Later Feb 1, 2019 8:31


    Importance and Difference Between an Employee Benefits Quote and Consultant

    Play Episode Listen Later Jan 14, 2019 3:15


    Polly Thomas, Consultant and Business Unit President within CBIZ's Employee Benefits division, discusses consult vs. quote in the employee benefits landscape.

    How the Midterm Election Results Will Impact Future Tax Law & Other Business Tax Topics

    Play Episode Listen Later Nov 19, 2018 7:53


    What to Expect in Kansas City in Five Years

    Play Episode Listen Later Aug 1, 2018 67:10


    At the most recent CBIZ Executive Advantage Series in Kansas City, leaders from across the city gathered to learn from local experts who were charged with answering the question What to Expect in Kansas City in Five Years.  The panel featured moderator David Warm, Executive Director of the Mid-America Regional Council, Dr. Kim Beatty, Chancellor of Metropolitan Community College; Dianne Cleaver, Executive Director of the Urban Neighborhood Initiative; and Troy Schulte, the City Manager of Kansas City, Missouri. The panelists each shared commons goals for the future of Kansas City and challenged the audience to consider continuous innovation to keep KC on the map.

    What Businesses Should Know about the Future of Tax Reform

    Play Episode Listen Later Jul 18, 2018 12:48


    Biz Tips: The Effects of the New Tax Law on Pass-Through Entities

    Play Episode Listen Later Mar 21, 2018 2:10


    Bill Smith, Managing Director from the CBIZ National Tax Office, discusses the effects of the new tax law on pass-through entities.

    Biz Tips: The Effects of the New Tax Law on Depreciation

    Play Episode Listen Later Mar 21, 2018 1:41


    Bill Smith, Managing Director from the CBIZ National Tax Office, discusses the beneficial changes that the new tax law has made to bonus depreciation and Section 179.

    Biz Tips: The Impact of the New Tax Law on Financial Reporting

    Play Episode Listen Later Mar 16, 2018 1:06


    Mark Winiarski, MHM Shareholder and member of their Professional Standards Group, discusses the the impact that the new tax law will have on your financial reporting.

    Biz Tips: The Effects of the New Tax Law on The Estate & Gift Tax

    Play Episode Listen Later Mar 16, 2018 1:16


    Bill Smith, Managing Director from the CBIZ National Tax Office, discusses the changes to the estate & gifts tax and how taxpayers still need to be diligent about estate planning both now and in the future.

    Biz Tips: The Effects of the New Tax Law on Cash Method Accounting

    Play Episode Listen Later Mar 16, 2018 1:25


    Bill Smith, Managing Director from the CBIZ National Tax Office, discusses the broader cash method accounting opportunities afforded by the new tax law.

    Biz Tips: The Effects of the New Tax Law on Business Losses and the AMT

    Play Episode Listen Later Mar 16, 2018 1:38


    Bill Smith, Managing Director from the CBIZ National Tax Office, discusses the repeal of the Corporate Alternative Minimum Tax and the significant changes in business loss deductions.

    Biz Tips: The Effects of the New Tax Law on Business Interest Deductions

    Play Episode Listen Later Mar 16, 2018 1:40


    Bill Smith, Managing Director from the CBIZ National Tax Office, discusses the negative changes that the new tax law has made to business interest deductions.

    Biz Tips: Understanding the New Tax Law

    Play Episode Listen Later Mar 16, 2018 2:27


    The new tax law has a wide-reaching impact and will change tax rates and deductions for both businesses and individuals. Managing Director Bill Smith of the CBIZ National Tax Office breaks down what those changes are and how they might affect you.

    The Opioid Epidemic: 5 Things That Will Surprise You (Seminar Recording)

    Play Episode Listen Later Jan 30, 2018 77:54


    The CBIZ Kansas City office hosted a seminar featuring subject matter expert panelists from a variety of relevant industries. The experts came together to discuss the epidemic, and ultimately agreed that the conversation surrounding it must begin and end with better education. Here are five discussion points from the panel that give a holistic view of the opioid epidemic.

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