Newsletters Archives - Page 7 of 33

Nonprofit Succession Planning: Secure Continuity & Drive Growth

Posted on October 10, 2023

Succession planning is a critical component of organizational management and sustainability, especially for nonprofits. It involves identifying and developing individuals within an organization to take on key leadership roles when…

Lessons Learned for Nonprofits: Reflecting on the Lease Accounting Standard

Posted on October 9, 2023

By Lovepreet Buttar

ASC Topic 842, the accounting standard for leases, has brought significant changes for nonprofit organizations in their financial reporting. Over the past several years, these organizations have reassessed and reevaluated…

Model Governance: How to Formalize the Program

Posted on June 21, 2023

By Salvatore Zerilli

As a small financial institution, you may not have formalized a comprehensive model risk governance program. Model governance refers to the framework and structure an institution establishes to oversee and…

Buy-Side vs. Sell-Side Due Diligence: Benefits & Concerns

Posted on June 19, 2023

By Frank Pina

Buying or selling a business is no easy task. One of the most critical steps in that process is performing adequate due diligence, no matter what side of the transaction…

Surprise Audits Can Stop Fraud in its Tracks

Posted on June 18, 2023

By Frank Pina

Over the years, the Association of Certified Fraud Examiners (ACFE) has consistently estimated that occupational fraud costs the typical organization 5% of its revenue annually. In its most recent biennial…

The Importance of Long-Term Strategic Planning

Posted on June 16, 2023

By Myron M. Gellman

Strategic planning is an important, often overlooked facet of business growth. You see, business leaders who spend too much time working in the business forget to work on the business…

5 Tips for Managing Risk at Your Organization

Posted on June 7, 2023

By Sherise D. Ritter

You have heard the phrase “risk management” over and over again, but have you taken the time recently to step back and really think about what that means to your…

Embracing Change The Right Way: Reimagining Technology Management

Posted on June 7, 2023

By Kyle A. Neeld

When your organization is looking at new technology, it’s easy to get caught in the weeds of evaluation, weighing pros and cons, testing vendors, and more. It’s an arduous process…

7 Ways to Enhance Your Compliance Function

Posted on April 14, 2023

By Melissa Correa

Ensuring your bank’s compliance function is effective and meeting expectations is of the utmost importance to regulators. This is evident through the design of the examination process and creation of…

Do You Have an Exit Plan?

Posted on April 5, 2023

By Myron M. Gellman

Many business owners spend decades building their companies. But there will come a day for all when it is time to exit. Too many business owners allow time to lapse,…

Knowledge and Insights: Newsletters

Nonprofit Succession Planning: Secure Continuity & Drive Growth

Lessons Learned for Nonprofits: Reflecting on the Lease Accounting Standard

Model Governance: How to Formalize the Program

Buy-Side vs. Sell-Side Due Diligence: Benefits & Concerns

Surprise Audits Can Stop Fraud in its Tracks

The Importance of Long-Term Strategic Planning

5 Tips for Managing Risk at Your Organization

Embracing Change The Right Way: Reimagining Technology Management

7 Ways to Enhance Your Compliance Function

Do You Have an Exit Plan?

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