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Publications

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.

Andreas is an ace in the hole for us.  We not only leverage his expertise to monitor our investments around the world, but we view his biggest asset as the ability to facilitate learning and capacity building across all of our partnerships.  

Michael Letta |  Chief Financial Officer
charity: water