Case Studies

Case Study: Ensure the Effectiveness of Your Organization’s Internal Controls

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The Challenge
A newly hired CEO wanted to begin with a clean slate, and wanted assurance that the organization had cost-effective internal controls, and that they were documented, communicated, and monitored. The organization had always received “clean” financial statement audits in the past, but the CEO was well aware that a clean audit does not necessarily […]

Case Study: Enhancing the Effectiveness of Financial Governance

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The Challenge
Tate & Tryon’s professionals were recently called upon to assist a client with improving the organization’s financial governance practices. Financial oversight responsibilities were unclear and misunderstood, resulting in increasing frustration between the board of directors and senior management. An outdated committee structure had the finance team running in circles to accommodate the constant informational […]

Case Study: Creating a Better Financial Strategy with Tate & Tryon

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The Challenge
A $100-million-dollar nonprofit accumulated a liquid reserve of $120 million, and The Board was at odds as to what their next steps should be. Some believed the reserve was excessive and were concerned about potential IRS problems, negative ratings by watchdog groups, and constituent perceptions about a large war chest. Others expressed concerns about […]

Case Study: How to Protect From Internal Fraud

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The Challenge
According to a 2016 study by the Association of Certified Fraud Examiners (ACFE), organizations lost $3.7 trillion worldwide due to fraud. Effective fraud monitoring is a key management responsibility for future financial security.
Recently, Tate & Tryon’s team of Certified Fraud Examiners were called in during typical internal audit engagement to help one of our […]

Case Study: How Tate & Tryon improved RAD-AID’s GuideStar Financial Transparency Rating from a Bronze Star to a Gold Star

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The Challenge
Since its inception, RAD-AID International has expanded to more than 6,100 volunteers in 20 countries.  Management desired real-time and meaningful programmatic and geographic data to monitor outcomes, allocate resources, and plan for continued growth.  Another operational imperative was a more efficient cloud-based volunteer expense reporting and reimbursement system. RAD-AID needed a partner with a […]

Case Study: How to Streamline Accounting Processes to Better Support Global Business

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The Challenge
The Higher Education User Group (HEUG) began in 2001 with just eight Oracle users that wanted to collaborate and facilitate the sharing of ideas, information, and experiences among users of Oracle application software. Today HEUG boasts over 23,000 users from over 900 campuses and 34 countries.  But with that kind of massive growth, HUEG […]

Case Study: How to Improve Collaboration Among Staff Members Working in Disparate Locations?

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The Challenge
The Society for Simulation in Healthcare (SSH) was established in 2004. Their mission; to improve performance and reduce errors in patient care using simulation. SSH serves over 3,200 clinicians, physicians, nurses, researchers, educators, and developers around the world.  Collaboration with staff members in numerous locations was a challenge and providing accurate and timely management […]

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