Planful

MARCH 18, 2019

The financial reporting manager must be able to clearly explain specific financial concepts at a high level for busy executives. FP&A teams can do so by leveraging these four essential types of financial reports techniques. Department Budget vs. Actual Reports.

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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?

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Nonprofit Auditing CFO Budgeting 52

The Charity CFO

APRIL 23, 2024

Only Make Believe (OMB) is a 501c3 organization that creates interactive theater environments for children in hospital, special education, and care facility settings. When it comes to the mission of OMB, they meet children where they are by bringing performances to the care sites or educational systems they are present in.

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The Charity CFO

JUNE 7, 2023

Louis for 40 years providing resources, education, and support to serve those affected by asthma and allergies. Our educational programs and advocacy also reach families, schools, and nurses all over Missouri and Illinois. The financial piece of this is the mission of The Charity CFO.

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Nonprofit CFO Leadership Education 52

The Charity CFO

NOVEMBER 13, 2023

Their main focus is working with those in the domain of education. More specifically, Sheryl uses her skills in design and strategy research and thinking to help increase equitable outcomes in education. Except Sheryl and her team are more skilled in education than they are in flat tires. So what does all of that mean?

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Nonprofit Education Math CFO 52

CFO News Room

DECEMBER 16, 2022

Chief Financial Officer. As a financial executive, the chief financial officer (CFO) is responsible for the financial health of an organization. The CFO role is multi-faceted and includes everything from financial planning and analysis to business budgeting, financial decision-making, and risk management.

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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.

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Prioritization CFO Leverage Risk Management 52

The Charity CFO

NOVEMBER 20, 2023

Not only does the educational opportunity exist to share with them why Giving Tuesday is significant, but also the ability to leverage networks can act as one of the most powerful tools. To hear the full episode, y ou can find Tosha and the Charity CFO team on Spotify , YouTube , or our website, thecharitycfo.com ! Get the free guide!

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CFO Talks

OCTOBER 19, 2022

‘ A mindset focused on delivering results ‘ Welcome to the CFO Club Africa podcast, where we interview leading CFOs from Africa and beyond. CFO Club Africa is a division of the Chartered Institute of Business Accountants, the professional body for business accountants, financial managers and chief financial officers.

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CFO Education Finance Accounting 52

The Charity CFO

AUGUST 21, 2023

At the same time, paint a picture of the organization’s financial goals and needs in the future. Educating Donors It’s also vital to educate donors and other sources of financial support about the reason behind the large sums of money sitting in operating reserves. Get the free guide!

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Nonprofit Communication Education CFO 52

The Charity CFO

SEPTEMBER 14, 2022

It’s true that due to their uniquely valuable societal contributions, such as charitable actions or educational priorities, nonprofits receive tax exemption for income from activities substantially related to their primary purpose. . The post Understanding Unrelated Business Income in Nonprofits appeared first on The Charity CFO.

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Nonprofit Profit and Loss Education CFO 98

The Charity CFO

JANUARY 12, 2024

Nonprofits Require Extensive Legal and Accounting Compliance Nonprofits are subject to several layers of federal and state laws and financial reporting standards. But if you’re ready to take the plunge and learn more about the backend and financial requirements for starting a nonprofit, reach out to our team at The Charity CFO.

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Nonprofit CFO Healthcare Education 52

Generation CFO

JANUARY 5, 2022

But it was important to go back to basics of financial reporting to ensure stakeholders had the right information to make faster and better decisions.”. It’s also about educating and training people to see the benefits of automation and optimisation for themselves. I don’t think many people even knew who I was in the early days!

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Finance Budgeting Corporate Finance Accounting 197

The Charity CFO

MAY 6, 2022

Those numbers may be skewed by some outliers, like education, but, regardless, there is still a lot of federal money up for grabs. Your financial system must be in good working order before you even consider applying for federal funding. appeared first on The Charity CFO. Are my finances ready to apply for federal grants?

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Nonprofit Auditing CFO Financial Systems 119

The Charity CFO

JANUARY 22, 2024

Of course over time Alisa continued to educate herself, and is actually on the way towards her second Masters. Well tune in for the episode with Tosha and the Charity CFO team on Youtube or our website, thecharitycfo.com ! Do You Struggle to Make Sense of Your Financial Statements? How does she do it all? Get the free guide!

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Nonprofit CFO Education Investments 52

The Charity CFO

FEBRUARY 27, 2023

Tosha Anderson, CPA and CEO of The Charity CFO , discusses the do’s and don’ts of a treasurer in a recent episode of the “A Modern Nonprofit” Podcast. These tasks include organizing financial data into helpful reports to be presented to the other board members. Get the free guide!

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Nonprofit Compliance CFO Leadership 52

The Charity CFO

MARCH 13, 2023

million nonprofits in the United States, there are countless organizations available to provide shelter, medical assistance, and education, you name it! The Charity CFO can help you sort out the accounting considerations of hosting a fundraiser. Do You Struggle to Make Sense of Your Financial Statements? With over 1.3

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CFO Talks

AUGUST 3, 2022

Welcome to this SAIBA CFO podcast, SAIBA is the South African Institute of Business Accountants, it has more than 12 000 members in the country and specialises in a wide range of disciplines such as accountancy and tax, training and development, career enhancement, legislation, designations, recognition and financial reporting.

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The Charity CFO

DECEMBER 8, 2023

The tax-exempt status can benefit charities, churches and religious organizations, schools, educational organizations, social welfare organizations, civic leagues, social clubs, labor organizations, business leagues, and political organizations. We’re experts on everything from time-saving bookkeeping software to financial reports and audits.

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The Charity CFO

NOVEMBER 30, 2023

Solution: Educate Organizational Leaders on Worker Classification Classifying workers can be confusing, but it’s worth taking the time to educate yourself and other organizational leaders on how to do it right. That’s where The Charity CFO can help. Do You Struggle to Make Sense of Your Financial Statements?

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Nonprofit Auditing Compliance Education 52

The Charity CFO

JULY 10, 2023

They’re focused on “public good” activities, like: Educational Scientific Religious Sports Public safety Etc. Fortunately, The Charity CFO can offer a helping hand on the financial decision-making side of things. Do You Struggle to Make Sense of Your Financial Statements? Get the free guide!

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CFO Talks

SEPTEMBER 6, 2022

The CFO needs to be alive to changes’. Welcome to this SAIBA CFO podcast, SAIBA is the South African Institute of Business Accountants, it has more than 12 000 members and specialises in a wide range of disciplines such as accountancy and tax, training and development, career enhancement, legislation, designations and financial reporting.

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Auditing CFO Leadership Math 52

CFO Leadership

OCTOBER 10, 2023

AI coupled with The Digitization of the Finance Function create powerful levers for today’s CFO. This makes them versatile tools in various fields such as education, customer service, and even creative writing. For instance, could financial statements generated by ChatGPT withstand audit scrutiny?

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Finance Accounting Auditing IFRS 95

The Charity CFO

JANUARY 8, 2024

She shares too, education and understanding the program lead to the best results. Do You Struggle to Make Sense of Your Financial Statements? Get our FREE GUIDE to nonprofit financial reports, featuring illustrations, annotations, and insights to help you better understand your organization's finances. Get the free guide!

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Nonprofit CFO Education Budgeting 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.

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The Charity CFO

NOVEMBER 23, 2022

They are responsible for the financial health of the organization. They create and maintain financial records, prepare financial reports, and oversee the organization’s budget. This is the minimum educational requirement for most nonprofit finance director positions. How to verify. Get the free guide!

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Nonprofit Finance Strategic Planning Budgeting 52

The Charity CFO

AUGUST 28, 2023

Take the time to educate them on the committee’s role and responsibilities. These crucial groups can help nonprofits get the big, often complicated financial decisions right to enable them to do the work they care about. Do You Struggle to Make Sense of Your Financial Statements? Get the free guide!

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The Charity CFO

NOVEMBER 2, 2023

From there he was asked to come back and serve once more during a two-day educational event, and at that point his brand Tractus Events was here to stay. We’ve also linked Elias’ social media presence below: LinkedIn X Instagram YouTube You can find Tosha and the Charity CFO team on Youtube or our website, thecharitycfo.com !

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Future CFO

MAY 2, 2023

According to Gartner, success in digital investments and intended business outcomes are highly dependent on strong CFO-CIO partnerships. Is the company looking to improve the accuracy of its financial reporting, or to increase the efficiency of its financial close processes?

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Finance Benchmarking Leadership Communication 52

The Charity CFO

APRIL 13, 2023

This is why at The Charity CFO , we strive to provide relevant resources and support to ensure that your organization runs smoothly and efficiently. This week, we’ve rounded up 7 keys to nonprofit financial management. The Charity CFO specializes in helping nonprofits simplify their finances so they can be confident.

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The Charity CFO

AUGUST 16, 2023

An expert in design and programming, he’s also an educator at the college level. You can also find Tosha and The Charity CFO team on Youtube or our website, thecharitycfo.com ! Do You Struggle to Make Sense of Your Financial Statements? David started Wow Digital Inc. We welcome David to the show! Get the free guide!

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The Charity CFO

NOVEMBER 10, 2022

Whether you are an educational, charitable, religious, sports, or other public-benefit organization, you need to have a good handle on your finances in order to make the most impact. When you have a clear financial picture, it builds donor confidence and trust in your organization. . Generates accurate financial reports.

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CFO Leadership

OCTOBER 18, 2023

AI coupled with The Digitization of the Finance Function create powerful levers for today’s CFO. This makes them versatile tools in various fields such as education, customer service, and even creative writing. For instance, could financial statements generated by ChatGPT withstand audit scrutiny?

Finance 52

Finance Accounting Auditing IFRS 52

The Charity CFO

MAY 18, 2022

Your lack of a financial background does not relieve you of the obligation to oversee the financial performance of the nonprofit. Instead, it’s your responsibility to educate yourself on the basics of financial management and oversight. Review annual audit . Get the free guide!

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Nonprofit Auditing Compliance Budgeting 105

The Charity CFO

JANUARY 21, 2022

Most not-for-profit organizations and entities–like 501(c)(3) charities, churches, religious institutions, government agencies, nonprofit nursing homes and hospitals, and educational institutions– are required to use fund accounting. When you set up funds in your chart of accounts, they’ll show on your financial statements as well.

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The Charity CFO

APRIL 19, 2022

When most nonprofits think about ‘accounting issues,’ they’re concerned about poorly prepared financial reports, bookkeeping errors, gaps in communication with funders, bad audits and a million more things in this vein. But it’s not just the education and experience…. Have Nonprofit Financial Red Flags? Maybe We Can Help.

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CFO Simplified

JANUARY 5, 2024

Phishing attacks, in particular, can target financial information for not only your firm, but your clients as well, and educating staff on cybersecurity best practices is crucial. This is a critical factor in assuring that financial controls are in place. Training for employees on recognizing and preventing cyber threats is key.

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