Harnessing the Power of Excel: Tips and Tricks for Financial Professionals
Despite the emergence of a number of new software tools, Microsoft Excel is still considered essential to many organizations for planning, forecasting and budgeting. Financial professionals gravitate to Excel’s simplicity and cost, but few have a good command of the valuable advanced features that can save time and improve reporting. Join Gelman, Rosenberg & Freedman…
Developing Our Women Leaders Requires Hands-On Involvement
By Jackie Cardello, CPA | Managing Partner What does it mean to inspire young women leaders? It is much more than lip service to hiring and promoting women and internal policies meant to encourage leadership. While progressive policies, leadership development, and mentoring programs are all important, leading by example is the most powerful message. As…
UG Compliance Requires Awardees Address Key Sub-Recipient Risk Areas
By Tom Netznik, CPA | Nonprofit Audit Manager Whether your organization has historically provided sub-awards to domestic or international nonprofit organizations or is new to these types of transactions, there are important steps you should take to not only ensure compliance with federal regulations, but also protect your organization from possible loss due to unallowable…
Avoid Penalties Under Unclaimed Property Laws with Best Practices for Compliance
By Janna Goudarzi, CPA | Nonprofit Tax Manager All 50 states have unclaimed property laws (also known as escheat laws) that require organizations to make reasonable efforts to contact those to whom they owe money or property and then remit any unpaid items to the state. These rules generally apply to all entities, including exempt…
Getting Employees Back in the Loop
Employees returning to their jobs after a long absence can face a series of challenges that require good management. The Problem During a temporary transfer, maternity leave or sabbatical, employees lose touch with changes in the office and in fellow employees’ lives. New relationships and work dynamics have been formed. The successful manager needs to…