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A Modern Nonprofit Podcast: Talking Through WIN-WIN (Warehouse) Scenarios

The Charity CFO

The mission is simple, to connect nonprofit organizations with corporate excess inventory. WIN Warehouse Catalog To clarify, WIN Warehouse is a nonprofit organization, which is key to how everything works. In essence, corporations have the need to get rid of old supplies and nonprofits need the supplies to go about business function.

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Nonprofit Accounting Basics for Founders, Board Members & Executives

The Charity CFO

If you’re like most nonprofit leaders, you’re not researching nonprofit accounting basics to satisfy your curiosity. with this overview of nonprofit accounting basics. . What is nonprofit accounting? The basic accounting principles for nonprofit organizations are the same as accounting for for-profit companies. .

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Using Detailed Meeting Checklists to Drive Referral Growth

CFO News Room

Michael: So, it sounds like part of the challenge was, you live in a large company environment where, as is common for a lot of them, they organized study groups of top advisors, of top producers, of those that are doing well and growing well, and driving the business profitably. In fact, we probably would have been much more profitable.

Planning 130
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Unlocking Growth By Asking For A Referral And Showing Value

CFO News Room

Terry is the CFO and Co-Founder of Innovative Wealth Building, an independent RIA based in California, Maryland that oversees nearly $330 million in assets under management for almost 900 client households. He’s a loss leader.” Executive Summary. Welcome back to the 311th episode of the Financial Advisor Success Podcast !

Planning 130