Category: Advisory Services

How to Share Your Non-profit’s Values and Limit Fraud Losses

Every two years, the Association of Certified Fraud Examiners releases its Report to the Nations, an occupational fraud study of for-profit, not-for-profit and government organizations. As in previous editions, the 2022 study reports that most organizations require employees to read and sign a code of ethics or conduct. This relatively simple control can result in… Continue reading How to Share Your Non-profit’s Values and Limit Fraud Losses

A Financial Dashboard Can Take Your Non-profit Where It Wants To Go

Does your board have a quick and easy way to assess your not-for-profit’s financial performance? It does if it has a dashboard with carefully chosen and up-to-date key performance indicators (KPIs). Dashboards can also be set up to provide critical information to multiple audiences regarding specific goals and fundraising campaigns. Here’s how you can get started.

ESG and Small Businesses

Pick up just about any public company’s most recent annual report, and you’ll find a section on ESG (Environment, Social, and Governance) and the trend of not only considering, but also measuring a company’s sustainability performance on ESG issues has become key. A new generation of investors is driving this movement as they become more… Continue reading ESG and Small Businesses