Insights on Foundations: Best Practices in the Business Office
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
CPE Information
FORVIS Private Client services may include investment advisory services provided by FORVIS Wealth Advisors, LLC, an SEC-registered investment adviser, and/or accounting, tax, and related solutions provided by FORVIS, LLP. The information in this presentation should not be considered investment advice to you, nor an offer to buy or sell any securities or financial instruments. The services, or investment strategies, mentioned in this presentation may not be available to, or suitable, for you. Consult a financial advisor or tax professional before implementing any investment, tax, or other strategy mentioned herein. The information herein is believed to be accurate as of the time it is presented and it may become inaccurate or outdated with the passage of time. Past performance does not guarantee future performance. All investments may lose money.
