Nonprofit Knowledge Center Podcast Series:

The What, Why, and How of a Finance & Accounting Assessment

Ensuring the finance function is optimized for maximum efficiency is critical to effective decision-making and making sure that resources are appropriately deployed in support of the organization’s strategic objectives. A periodic outside assessment of the finance function can be beneficial in helping organizations to identify opportunities to improve process efficiency and better leverage technology.

In this episode of our Nonprofit Knowledge Center podcast series, Tate & Tryon Senior Managers John Kubichek and Maureen Downs discuss what a finance assessment is and how it can yield valuable insights that enable nonprofit finance teams to maximize efficiency and better support strategic decision-making.



What Plan Sponsors Need to Know about DOL Enforcement and Red Flags

Posted on , updated on

Employee Benefit Plans08/30/2019


Being selected for a Department of Labor (DOL) audit is not exactly a prize most plan sponsors want or intend to win. Often, plan sponsors think service providers will take the blame when compliance issues arise. But plan sponsors are ultimately responsible for plan administration and operation. Plan sponsors that don’t realize this can suffer devastating consequences and become a statistic on the agency’s annual enforcement report.

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