Top Four Finance and Development Collaboration Opportunities

Posted October 26th, 2022 & filed under Blog.

The numbers provided by the finance and development departments at not-for-profits often do not match 100 percent – and they don’t have to. However, the data must be reconcilable from one department to the other,

 » Read more

The Purpose and Benefits of Financial Policies and Procedures

Posted November 11th, 2020 & filed under Blog.

Does your organization have a complete set of financial policies and procedures? If so, when was the last time you reviewed them?

Effective financial policies and procedures can help provide efficient financial management,

 » Read more

Is It Too Late for a Governance and Financial Policy New Year’s Resolution?

Posted February 28th, 2017 & filed under Blog.

By Cheryl Olson, CPA, CGMA

Now that we’re in March, many of us have given up on our New Year’s resolutions. Some of us didn’t make resolutions to begin with based on past history.

 » Read more

3 Key Organizational Policies: Why Your Organization Needs Them and Tips for Creating Them

Posted April 29th, 2015 & filed under Blog.

By Sarah Wine, CPA

As auditors of not-for-profit organizations, we are often asked what policies are critical for organizations. Though much depends on the type and size of the organization,

 » Read more

Do You Have a Whistle-Blower Policy and, More Importantly, is it Working?

Posted September 18th, 2013 & filed under Blog.

By Mitch Hansen, CPA, CMA, CFE

If you want some real scary reading, put down your Steven King novel and read the Report to the Nations on Occupational Fraud and Abuse that is put out biannually by the Association of Certified Fraud Examiners.

 » Read more