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Policies and Procedures that Help Nonprofits Achieve Their Financial Goals

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Audit Partner Jim Larson and Senior Audit Manager Trevor Williams presented on the roles of policies and procedures for nonprofit organizations, including:

  • The legal protection they offer
  • The guidance they provide to management
  • The assistance they provide to achieve compliance with governmental laws
  • Their ability to facilitate uniform work standards, rules and regulations
  • Their ability to provide consistent and fair treatment of employees 

The presentation also covered a) the responsibilities of management and the Board of Directors, b) how to develop a manual outlining policies and procedures and c) areas of significance including a corporate credit card policy, travel and expense reimbursement, conflict of interest policy, a whistleblower policy, performance appraisals, payroll matters, the segregation of duties and the review of outsourced accounting functions.

The presentation was hosted by the Center for Nonprofit Advancement.

“We are a smaller client for Gelman, Rosenberg and Freedman, but they take our business seriously and never fail to make us feel important.”

Marcia Zier |  Vice President
Interactive Drama, Inc.