Services
How Does Your Board Stack Up?
The members of a board of directors collectively set the direction of an organization, steering it toward a better future by setting the tone that promotes sound and ethical legal…
Tax Scams On The Rise – Identity Theft A Major Threat To Americans
Most Americans filed their 2015 tax returns by the extended April 18th deadline this year and will do their best to forget about taxes until they’re due again in 2017. However,…
Lisa Thouin Presents on Risk Management to Central NJ Financial Managers Society
The NY/NJ Chapter recently held the third of a planned series of three breakfast meetings designed specifically to enhance the professional development of financial decision makers at community banks in…
Prevent Fraud With Stronger Consumer Profiling
When we hear the word fraud, our own personal ideas and experiences about it usually come to mind. An official definition of fraud as published by the Institute of Internal…
A Successful Business Requires Strong Governance
Begin With the Business Structure Good governance starts with the initial organization (or reorganization) of a business. For the sake of simplicity, we’ll focus on governance issues in the context…
Family Business Planning – Handing The Torch To The Next Generation
Every family business must transition control to the next generation someday. But will the next leader be another family member — or is there a better choice outside the family…
Why Sound Board Oversight is Essential to Your Organization
While not much these days shocks me, I am greatly disappointed when I learn that seemingly good organizations have gone off the rails. As co-leader of Mercadien’s Nonprofit Services Group,…
Is Your Nonprofit Addressing the New Cost Principle Reforms?
It’s not too late to get up to speed on new federal and state cost principles and other requirements for your federal and New Jersey grants. As you may be…
April is Financial Literacy Month: Learn 4 Important Steps for Getting Ahead!
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 publicly recognized in…
Protecting the Public Through Forensic Investigations
Recent headlines involving fraud, waste, and abuse within the public sector serve as constant reminders that conducting proactive audits in organizations are critical to cultivating success and accountability. These audits may uncover…