Key Personnel

Highlights of the FFIEC BSA/AML Manual Update

The Federal Financial Institutions Examination Council (FFIEC) recently made significant changes throughout more than a dozen sections of the Bank Secrecy Act and Anti-Money Laundering (BSA/AML) Manual, the first update…

Read More

Mercadien Group Managing Directors earn prestigious PFS credential

The Mercadien Group is pleased to announce that two of the firm’s managing directors, Marguerite L. Mount and Michelle V. Everman, have been awarded the Personal Financial Specialist (PFSSM) credential…

Read More

Why and How a Nonprofit Should Establish an Operating Reserve

Congratulations!  The nonprofit organization you manage, or represent as a member of the Board of Governance, has made the strategic decision to establish an operating reserve.  Making this decision is…

Read More

The Affordable Care Act and Employers

The Affordable Care Act (ACA) contains several tax provisions that affect employers. Under the ACA, an employer’s workforce size is significant because this information determines which provisions apply.An employer’s size…

Read More

2015 Financial Literacy Month

Financial literacy, defined as the ability to use knowledge and skills to manage financial resources effectively for a lifetime of well-being, is a long-standing issue that was publically recognized in…

Read More

Marguerite Mount Named Annual Honoree by Family Guidance Center

The Mercadien Group is pleased to announce that Marguerite L. Mount, CPA, CGMA; managing director; principal in Mercadien, P.C., CPAs; and leader of the firm’s Individual Services Group, has been…

Read More

Performance Auditing – A Step Towards Improving Your Business

Although most everyone is familiar with the term audit, a lesser-recognized type of service provided through examination of records is known as a performance audit. These can be described as…

Read More

Learn How Impending New Regulatory Reforms Will Affect Your Entity

On December 26, 2013, the Office of Management and Budget (OMB) issued its final grant reform rules to the Uniform Administrative Requirements, Cost Principles and Audit Requirements for Federal Awards,…

Read More

Budget Less, Forecast In Real Time A Winning Strategy For Some

Budgeting seems to be going out of vogue in some company circles as financial markets, and the economy at large, is becoming increasingly volatile and more difficult to predict. In…

Read More

Ensure the Viability of Your Nonprofit Through Better Donor Retention

Given the current economic conditions, including an overall decrease in government funding, donor acquisition and retention strategies are more essential than ever for managing a nonprofit organization.  Over the last…

Read More