Knowledge and Insights: Newsletters

How Federal Agencies Can Overcome Common Challenges in Grant Management

Grant management is an important cornerstone of many federal agencies. Doing it well enables grant-funded organizations to provide essential services to populations that need them. But it’s not always easy.…

Read More

10 Transaction Monitoring Best Practices for Loan Guarantee Management

For loan guarantee programs, effective transaction monitoring helps mitigate risks, ensure compliance, and safeguard taxpayer interests. As regulatory environments shift and new challenges emerge, agencies will need to adopt robust…

Read More

How Federal Government Shutdowns Affect SBA Lending

Nearly all of us were following the news headlines or stories about the recent federal government shutdown and wondering when it would be over. While the duration and visibility of…

Read More

Preparing for an ERISA 103(a)(3)(C) Audit: A Guide for First-Time Plan Sponsors

Navigating an Employee Retirement Income Security Act (ERISA) 103(a)(3)(C) audit can be challenging, especially for plan sponsors who have never undergone a plan audit before.  However, with proper preparation and…

Read More

Best Practices & Fiduciary Responsibilities for Employee Benefit Plan Sponsors

In today’s competitive job market, offering comprehensive employee benefit plans can be a game-changer for attracting and retaining top talent. However, sponsoring an employee benefit plan comes with a set…

Read More

Selecting the Right Service Providers for Your Defined Contribution Retirement Plans

In the complex world of Defined Contribution (DC) retirement plans, the selection of service providers for custodial and recordkeeping services is a critical decision that can significantly impact the plan’s…

Read More

Fraud Week is Here! Why Should You Care?

For the last twenty-four years, the Association of Certified Fraud Examiners (ACFE) runs a week-long campaign encouraging business leaders and employees to proactively take steps to minimize the impact of…

Read More

Revised OMB Uniform Guidance Updates

The latest overhaul of the federal grant guidelines went into effect on October 1, 2024. The guidance from the Office of Management and Budget is meant to enhance clarity and…

Read More

Should Government Organizations Consider Internal Audit Functions?

In today’s rapidly evolving and fluid labor market, government organizations face many challenges, including labor shortages, retirement of key employees, and loss of institutional knowledge. To offset the impact from…

Read More

Best Practices for GASB 87 and 96 Implementation

During the last couple of years, many governmental entities were required to move long-term lease and software-based information technology arrangement (SBITA) agreements onto the balance sheet to enhance transparency and…

Read More