VCFO

APRIL 23, 2023

through identifying revenue-threatening errors and developing audit procedures. Jonathon went on to hold high-level finance positions at companies in industries such as private equity, manufacturing, healthcare, and trucking/transportation. There, he saved the company $1.5M

CFO 52

CFO Auditing Transportation Strategic Planning 52

The Charity CFO

DECEMBER 7, 2023

Combing all experience and exposure to the industry, The Charity CFO has had the opportunity to work closely in: Accounting Financial Management Fundraising Grant Management Board Engagement Hiring/Firing Succession Planning Although their main focus is accounting, yes, they certainly stay busy in conversations outside of it as well.

Nonprofit 52

Nonprofit Auditing Budgeting CFO 52

Spreadym

OCTOBER 24, 2023

Data integrity is vital in various industries, including finance, healthcare, government, and e-commerce, where accurate and reliable data is essential for regulatory compliance, customer trust, and decision-making. Audit Trail Integrity: Maintaining an audit trail, which records who accessed and modified data, is crucial for data integrity.

Auditing 59

Auditing Compliance Securities Healthcare 59

The Charity CFO

DECEMBER 27, 2023

The IRS provides UBIT exceptions and exclusions to account for situations where a nonprofit uses for-profit activities to advance its exempt purpose. For example, a mental health organization might create a joint venture with a for-profit healthcare system to establish mental health facilities in underserved areas.

Nonprofit 52

Nonprofit Profit and Loss CFO Communication 52

PYMNTS

DECEMBER 11, 2020

Procurement Partners , a procure-to-pay technology provider designed for the healthcare industry, did not disclose how much it raised from Serent Capital when it announced the growth investment. The company supports the full purchasing cycle with invoice integration and compliance auditing capabilities.

B2B 77

B2B eCommerce Banking Healthcare 77

PYMNTS

DECEMBER 7, 2020

Plus, Pioneer Bank sues over MyPayrollHR scandal, Procurement Partners secures new funding, and ImagineTime partners on FinTech for accountants. Procurement Partners , which works on procure-to-pay services for healthcare providers, has received an investment from Serent Capital , according to a press release.

B2B 63

B2B Finance Practice Management Invoicing 63

The Charity CFO

JANUARY 26, 2023

Start With the Fundamentals of Nonprofit Tax Filing Non-profit organizations operate in many areas of society, including education, healthcare, sports, and social services. NPOs should track all donations, grants, and investments made to their organization to make sure they are properly accounted for.

Nonprofit 52

Nonprofit Accounting Principles Profit and Loss Auditing 52

Spreadym

JULY 6, 2023

It is important to regularly review and update Business Continuity Planning to account for evolving threats, changes in the business environment, and lessons learned from exercises and real incidents. This can be particularly valuable in industries where continuity of operations is critical, such as healthcare, finance, and transportation.

Planning 52

Planning Prioritization Compliance Communication 52

CFO Talks

MARCH 14, 2024

Joint Planning and Forecasting: Involving leaders from various departments in the financial planning and forecasting process encourages a sense of ownership and accountability for the company’s financial performance. Technology Audit: List current technologies and data analytics tools in use.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

CFO News Room

NOVEMBER 19, 2022

Health Savings Accounts (HSAs) have become an increasingly popular tool for consumers , particularly those in good health and with extra income to save. Additionally, unlike Flexible Spending Accounts (FSAs), there is no deadline for the contributions to be spent. cash management programs ). Jennifer Lea Reed | Financial Advisor).

Planning 130

Planning Leadership Healthcare Accounting 130

Centage

MAY 8, 2023

Lowe, CPA, CGMA As a nonprofit finance leader, you are accountable to many stakeholders – especially your Board of Directors. You then have your financial statements – cash flows, performance, budgets and audits. She is a CPA licensed in Massachusetts and a Chartered Global Management Accountant (CGMA). with Susan C.

Nonprofit 98

Nonprofit Budgeting CFO Finance 98

PYMNTS

AUGUST 21, 2019

The drive to eliminate paper in the accounts payable process, to cut the steps that lead to inefficiencies, continues to get a boost from technology. Legislation like the Sarbanes-Oxley Act and others have put pressure on companies to be able to show an auditable and measurable process in all their financial systems,” Flynn said.

Accounts Payable 46

Accounts Payable Invoicing Financial Systems Compliance 46

CFO Talks

DECEMBER 16, 2021

Today’s podcast is sponsored by Draftworx, which provides automated drafting and working paper financial software to more than 8000 accounting and auditing firms and corporations. CFO Talks is a brand of the South African Institute of Business Accountants. First of all, welcome, Henk, where are you based?

Problem Solving 68

Problem Solving CFO Auditing Accounting 68

The Charity CFO

FEBRUARY 23, 2022

I’m your host, Tosha Anderson, the founder and CEO of The Charity CFO, but we’re not talking necessarily about accounting today. And I kind of, I can kind of relate to that because I think that’s how people handle accounting. Welcome back to another episode of A Modern Nonprofit Podcast. I kind of need to know.

Nonprofit 98

Nonprofit Accounting Healthcare Securities 98

Barry Ritholtz

MAY 9, 2023

You begin in audit practice at KPMG. And my dad had always said, as many young kids get this advice, doctor, lawyer, accountant, engineer. SALISBURY: And accountant seemed like a reasonable option. And I kind of stumbled my way into accounting. That background of being an accountant was just great bedrock training.

Investments 116

Investments Banking Advertising Finance 116

Onplan

NOVEMBER 30, 2022

Users report that locked versions change as accounts, level structures, or simple formula calculations change, which can be frustrating for less tech-savvy budget owners. Centage Budget Maestro: You can use Centage Planning Maestro in conjunction with Centage Budget Maestro for your general accounting software needs.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Budgeting Forecasting Planning 52

Barry Ritholtz

OCTOBER 19, 2022

I didn’t know you guys have a healthcare calculator. So healthcare cost estimator is a really great example. And we offer that module and a lot of materials around it and client materials to advisors to help them talk about healthcare with their clients. And it’s basically a separate account, but very scalable.

Investments 111

Investments Profit and Loss Education Advertising 111

Barry Ritholtz

DECEMBER 5, 2023

But if I had a plan as to how to do that when I went to college, it was learn as much as I could, as fast as I could and get a ba and then become an accountant and a lawyer. And that at least annually, those evaluations are typically subjected to audit as part of the audit process. The auditors look at those valuations.

Mergers and Acquisitions (M&A) 69

Mergers and Acquisitions (M&A) Investments Valuation Numbers 69

Barry Ritholtz

JULY 18, 2023

You start out spending five years at Ernst & Young doing hedge fund accounting. WAGNER: Yeah, I started as a certified public accountant and one of the early engagements that I was tasked with was in the space of asset management and I recall doing the audit on Jeffrey Vinik’s very first year as a hedge fund manager.

Investments 52

Investments Profit and Loss Restructuring Accounting 52