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7 Essentials Of Nonprofit Financial Management

The Charity CFO

When creating your fiscal policy, ensure that it complies with the Generally Accepted Accounting Principles (GAAP). Expenses: Typical expenses include salaries & benefits, insurance, consultant fees, office fees, travel, professional development, utilities, marketing and advertising, program expenses, and fundraising expenses.

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How Compliance Rules Vary For State- Vs SEC-Registered RIAs

CFO News Room

Yours truly has already written – at excruciating length – about the SEC’s (new) Marketing Rule and the fact that it now permits the use of client testimonials in SEC-registered adviser advertisements. Those that have rules that do not specifically prohibit testimonials and do not specifically defer to the SEC’s Marketing Rule.