Editor's note: This article first appeared in print as a sidebar on page 16 of the Fall 2007 issue of SAMI Matters newsletter, a publication of the Center for EBPs at Case. The fidelity review (or ...

What Is Financial Plan Implementation? Financial plan implementation is the process of putting into action the strategies and steps outlined in a financial plan to achieve specific financial goals. It ...

Dean Smith held the first facilitated two-day leadership retreat. The goal of this retreat was to identify areas of emphasis needed to operationalize the current strategic plan. Working from the ...

Kelly Main is a Marketing Editor and Writer specializing in digital marketing, online advertising and web design and development. Before joining the team, she was a Content Producer at Fit Small ...