The Charity CFO

MARCH 16, 2022

Theresa Guest is joining The Charity CFO team in the role of Accounting Manager. Theresa is an experienced leader in accounting and financial reporting, budgeting, and analysis, with an extensive finance career in the healthcare supply chain industry. We couldn’t be happier to welcome Theresa to our team!

CFO 98

CFO Accounting Nonprofit Auditing 98

The Charity CFO

DECEMBER 7, 2023

Welcome back to the Modern Nonprofit Podcast at The Charity CFO. Today, the show hosts someone very special to Charity CFO and that is the group’s very own partner & COO, Tim Hudson. Tosha shares that The Charity CFO focuses intentail energy on recruiting and their recruiters. Want to jump right into the episode?

Nonprofit 52

Nonprofit Auditing Budgeting CFO 52

CFO Talks

MARCH 14, 2024

Beyond the Basics: 7 Key Focus Areas for New CFOs 1. Introduction to the Evolving Role of the CFO In our previous discussion, we outlined the critical first steps a newly appointed CFO should take to establish a solid foundation within their organization. Delegation and Empowerment: No CFO can do it all alone.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

The Charity CFO

DECEMBER 27, 2023

Joint Ventures and Tax Implications Many nonprofits partner with for-profit entities to help advance their mission with the financial backing of their partner. 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

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. Proper revenue recognition is a core accounting principle that ensures proper financial reporting, ensuring that you remain compliant and maintain donor confidence.

Nonprofit 52

Nonprofit Accounting Principles Profit and Loss Auditing 52

Onplan

NOVEMBER 30, 2022

Adaptive is one option companies use for modeling, budgeting, forecasting, and financial reporting. In addition to offering financial and sales planning solutions, Workday Adaptive also caters to workforce and operational planning needs. Automated reporting also enforces compliance with GAAP and IFRS standards.

Financial Planning and Analysis (FP&A) 52

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