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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.

Working with Andreas Alexandrou, and the entire team at Gelman, Rosenberg & Freedman, has been a pleasure from the beginning.  

Dustin Claussen |  Assistant Controller for Audit, Compliance and Special Projects
Public Health Institute