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Insights on Foundations: Best Practices in the Business Office

April 25, 2023
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Annual financial reporting continues to present new challenges. Foundation boards and management need resources to assist in proactive budgeting and financial forecasting. In this informal and conversational session, we'll share best practices for financial reporting and how an audit can be your friend.

Learning Objectives

Upon completion of this program, participants will be able to: 

  • Identify best practices for financial reporting and internal controls
  • Demonstrate accurate budgeting and telling their financial story
  • Explain how key constituencies can use financial data


Gary Bishop, Lauren Denton, Patricia Perron

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