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Financial Leadership: Best Practices

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Tax-exempt organizations have many choices to make and relationships to build to ensure the operational success of their organizations. Audit partners Jackie Cardello and Amy Boland help financial managers navigate these issues through a discussion of management and board roles and responsibilities and provide an oversight of financial statements, operating reserves and internal financial statements. The presentation included an overview of GAAP versus non GAAP principles, cash versus accrual accounting, reserves, internal financial reporting and common red flags financial and executive leaders should avoid.

Jackie’s leadership allowed me to stay focused when faced with an audit a month after returning from extended leave. She stays in contact with me throughout the year and responds immediately to any questions ... I am always impressed by the quick turnaround time. Our audit always goes smoothly.

Feng Zhang |  Finance Manager
The Arc of the United States