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Capital Management for Nonprofits
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.
Working with Ian Shuman, and more recently with Elinor Litwack, has been wonderful. Ian brings a wealth of CPA management experience, which has proven invaluable in helping our firm address management issues.
Ana Ramos | Associate Director for Administration
Stanley Medical Research Institute