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Capital Management for Nonprofits

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Senior Audit Manager Trevor Williams presented on “The Effective Management of Nonprofit Investments: The Auditor’s Perspective” at a September 18, 2012 seminar entitled Capital Management for Nonprofits. Mr. Williams co-presented with Dwayne Jackson, a principal at Rembert Pendleton Jackson and Mike Gordon, vice president at Stout & Teague, and reviewed the following items:

  • Keys to a successful audit
  • Auditor vs. auditee responsibilities
  • Board of directors vs. investment committee
  • Ingredients of managing investments
  • What auditors look for
  • Common management letter comments

Click “Download this “Publication” above to access Mr. Williams’ presentation.

We want to commend your firm, especially Amy Boland, on the outstanding service recently provided to the Close Up Foundation during our FY07 audit.

Rick Rockelli |  Chief Operating Officer
Close Up Foundation