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Beyond the Audit: 6 Best Practices to Build and Strengthen Your Relationship with Your Audit Firm

sgEngage

Audit teams would then be caught off guard, unaware of either newly implemented accounting systems, new chart of accounts, or changes in processes and management roles. As part of this evaluation, review and discuss at length the management letter issued by the audit firm, both internally and with the audit firm.

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Don’t Jeopardize Your Nonprofit Compliance with a Commercial Accounting System?

sgEngage

The Role of Efficiency in Nonprofit Compliance Efficient and streamlined processes aren’t just important for your sanity—they are a key part of maintaining compliance. When evaluating an accounting system for your nonprofit, look for a segmented chart of accounts and record-based subfund tracking capabilities.

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Who is sharing nonprofit demographic data with Candid? 

Candid

It also seeks to provide a common baseline of the diversity of the field, as well as ensure that demographic data is available to those who can make use of it to evaluate their programs and assess progress around equity. Turns out that nonprofits’ subject areas play a role in which organizations share demographic data.

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Don’t Let Staff Turnover Affect Your Grantmaking Data Quality

sgEngage

Here are some best practices for effectively managing staff turnover and onboarding with your grantmaking software, including some methods of reassigning existing records to new staff members, establishing clear security roles, and building a comprehensive policies and procedures guide to keep everyone on the same page.

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Mastering The Art Of Idea Generation And Sharing

Bloomerang

Let’s begin with some practical strategies, including ground rules, defined roles, supplies, and tools. Define roles for each participant. In this role she will… Today, Cynthia will be the recorder. In this role she will… Today, everyone else will be an idea generator and sharer. Banish assumptions and criticisms.

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Training Nonprofit Staff & Volunteers Effectively in 5 Steps

Get Fully Funded

More importantly, are your staff and volunteers ready and trained to perform productively in their roles? Most importantly, with all of these changes, your team’s roles changed, too. Step 2: Person by person, redefine their role. There’s no doubt that just about everyone’s role changed in 2020. But are you ready?

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Trainer’s Notebook: Facilitating Brainstorming Sessions for Nonprofit Work

Beth's Blog: How Nonprofits Can Use Social Media

The ideas can be captured on a flip chart or participants can write them down on sticky notes and post them on a wall. A second process is used to evaluate the ideas – clustering the ideas into themes and identifying the best ones. Write them on a flip chart, white board, or slide so everyone can see it. see above).