Episodes

Friday Jan 15, 2021
27. How to Create Partnerships Through Business Development
Friday Jan 15, 2021
Friday Jan 15, 2021
This podcast episode is brought to by our host, Jack Moylan, and Lutz Business Development Manager, Paul Meyers. In this episode, you will learn all about creating partnerships through business development! The conversation helps answer the following questions:
- What is business development? What does a business development representative do?
- What skills or characteristics does someone need to be successful at business development?
- What advice would you give someone considering a business development job?
- How has COVID affected the world of business development?

Wednesday Dec 23, 2020
26. WTFinancial Statement?
Wednesday Dec 23, 2020
Wednesday Dec 23, 2020
This podcast episode is brought to by our host, Jack Moylan, and Lutz Audit Shareholder, Jared Hardy. In this episode, you will learn all about financial statements! The conversation helps answer the following questions:
- What is a personal financial statement and when would someone use this?
- Who should complete a personal financial statement?
- Can you prepare one yourself, or do you need to hire a professional?
- What documents do you need to fill out your personal financial statement?
- Are there resources individuals can utilize to get help with their financial statements?

Friday Dec 11, 2020
25. Developing Leadership Skills in the Workplace
Friday Dec 11, 2020
Friday Dec 11, 2020
This podcast episode is brought to by our host, Jack Moylan, and Lutz Consulting Shareholder, Ron Nebbia. In this episode, you will learn what it takes to be an effective leader in the workplace! The conversation helps answer the following questions:
- How would you define a leader in the workplace?
- What skills or characteristics does an effective leader possess?
- What would you say is the most difficult part about being a leader?
Links:
CliftonStrengths - https://www.gallup.com/cliftonstrengths/en/252137/home.aspx

Friday Dec 11, 2020
24. Is Starting a Nonprofit the Right Option for You?
Friday Dec 11, 2020
Friday Dec 11, 2020
This podcast episode is brought to by our host, Jack Moylan, and Lutz Audit Shareholder, Sam Addy. In this episode, you will receive tips and information on starting a nonprofit business! The conversation helps answer the following questions:
- What are the main differences between a nonprofit and for-profit business?
- What are the legal qualifications for starting a nonprofit?
- What makes a nonprofit business structure an attractive option for entrepreneurs?
- What mistakes do you see made when launching nonprofits?
- Is now a good time to start a nonprofit? Has COVID presented any challenges?

Tuesday Nov 17, 2020
23. Giving and Receiving Constructive Feedback
Tuesday Nov 17, 2020
Tuesday Nov 17, 2020
This podcast episode is brought to by our host, Jack Moylan, and Insights Analyst at Quantum Workplace, Todd Pernicek. In this episode, you will learn about how and when to give and receive feedback! The conversation helps answer the following questions:
- What is employee feedback and why does it matter?
- What are the different types of feedback?
- Who should you ask for feedback and when?
- What is the best way to ask for and receive feedback?
- How and when is it appropriate to give feedback to others?
Links:

Tuesday Nov 17, 2020
22. Making an Impact Through Charitable Giving
Tuesday Nov 17, 2020
Tuesday Nov 17, 2020
This podcast episode is brought to by our host, Jack Moylan, Lutz's Family Office Services Director, Lisa Strutzel, and the Omaha Community Foundation's Executive Vice President, Matt Darling. In this episode, you will learn about charitable giving and how to do it! The conversation helps answer the following questions:
- What does charitable giving all encompass?
- What are the benefits of charitable giving and how can I make the biggest impact?
- If I choose the donation route, how does that affect my taxes?
- How do you decide which charities you want to support?
- Has COVID-19 affected charitable giving?
Links:
- https://www.lutz.us/family-philanthropy-creating-shared-legacy/
- https://shareomaha.org/
- https://www.fidelitycharitable.org/guidance/disaster-relief/how-to-help-novel-coronavirus.html
- https://www.goodhousekeeping.com/holidays/gift-ideas/g391/gift-donation-charity/
- https://www.oprahmag.com/life/g25223818/gifts-that-give-back/
- https://www.guidestar.org/
- https://www.charitynavigator.org/
- https://www.charitynavigator.org/index.cfm?bay=content.view&cpid=847
- https://www.charitynavigator.org/index.cfm?bay=content.view&cpid=2247
- https://www.kiplinger.com/taxes/tax-deductions/601279/do-you-qualify-for-a-300-tax-deduction-under-the-cares-act
- https://www.omahagives.org/
- https://omahafoundation.org/

Tuesday Oct 27, 2020
21. Are You Using Safe Online Practices?
Tuesday Oct 27, 2020
Tuesday Oct 27, 2020
This podcast episode is brought to by our host, Jack Moylan, and Lutz Tech Account Manager, Jessica Murray. In this episode, you will learn about using safe passwords, how to secure your home network, and more! The conversation helps answer the following questions:
- What are the risks of unsafe online practices?
- What measures could you employ to reduce these risks?
- Are there any differences in risks at home vs. in public vs. at work?
- Are there any software or apps available to help you practice or monitor safe online habits?
Resources:

Monday Oct 19, 2020
20. What your business needs to successfully measure KPIs
Monday Oct 19, 2020
Monday Oct 19, 2020
This podcast episode is brought to by our host, Jack Moylan, and Lutz Tax Manager, Steven Nebbia. In this episode, you will learn about KPIs and how to successfully measure them! The conversation helps answer the following questions:
- What are KPIs and why are they important to businesses?
- When should you use KPIs?
- How do you set meaningful KPIs?
- What software or programs are available to help you track, measure, and report on KPIs?

Thursday Oct 01, 2020
19. Recognizing & Combatting Business Cybercrime
Thursday Oct 01, 2020
Thursday Oct 01, 2020
This podcast episode is brought to by our host, Jack Moylan, and Lutz Tech Shareholder, Gary Newton. In this episode, you will learn about cybercrime and ways to combat it! The conversation helps answer the following questions:
- What is cybercrime?
- Who are the cybercriminals?
- Where do you see cybercrime happen most (eg. work, home, etc.)?
- What do you do if your company falls victim to cybercrime?
- How can you protect your business from falling victim to cybercrime?
- Have you seen a rise in cybercrime during COVID-19?
Download the Lutz Tech scorecard and definitions sheets here.

Thursday Oct 01, 2020
18. Analytics vs. Reporting: Bringing Insight to Data
Thursday Oct 01, 2020
Thursday Oct 01, 2020
This podcast episode is brought to by our host, Jack Moylan, and Lutz Data Analytics Manager, Tony DeSantis. In this episode, you will learn about analytics vs. reporting! The conversation helps answer the following questions:
- What's the difference between reporting and analytics?
- What is the difference in results you can you expect from reports vs. analytics?
- Are there different tools you should use for reporting vs. analytics?
- What are some things you see businesses do wrong when it comes to generating reports or gathering analytics?