Author: matt

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 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 […]

The Right Size, Right Fit

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