Successful Finance Philosophies #1 – Keys


In this podcast episode – Successful Finance Philosophies #1, Leigh Fugger-Smith, Director of Tate & Tryon’s New York Region, sits down with prior year Nonprofit CFO of the Year award winners Eileen Frazier, COO of the Jewish Federation of Greater Washington and Jason Daisey, SVP, CFO, Treasurer of WETA.

They open this 6-part series discussing the key elements necessary to building a successful and well-run finance department.



2019 Nonprofit CFO of the Year Awards: Celebrating Nonprofit CFO Excellence

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Firm News05/30/2019


Help recognize the efforts and achievements of an exceptional CFO whose leadership has made an impact.  Nominate a CFO for the 2019 Nonprofit CFO of the Year Awards. Winners will be formally recognized at the 2019 Nonprofit CFO of the Year Awards Luncheon on October 10, 2019 at the Capital Hilton in Washington DC.

Important Compliance Updates for DC Organizations

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Exempt Organization Tax05/29/2019


As states move to streamline their tax and reporting systems, more filings are being offered for submission through electronic channels such as state business portals. The District of Columbia has been no stranger to this phenomenon, with multiple portals available through their Office of Tax and Revenue (OTR), the Department of Consumer and Regulatory Affairs (DCRA), and the Department of Employment Services (DOES).

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