Services
Combating Insider Abuse: An Ethical Epidemic
Unfortunately for financial institutions, there are universal business truths that do not go away with time, trends or wishful thinking. Insider abuse is one of those truths, as it is…
The Evolution of Internal Audit and Impact of Activist Investors
In a fast-changing business environment, it is imperative that an organization’s internal audit department adapt and evolve in order to stay relevant to key stakeholders. In recent years, there have…
Nonprofits Should Keep Strategic Planning Top of Mind
There is an old adage: those who fail to plan have planned to fail. If you stop and think about it, we all dream of our goals. But not everyone…
Make a List, Check it Twice, and Stick to it!
Setting a budget for holiday shopping is essential to avoid overspending, especially when it comes to utilizing credit cards. The debt you rack up can take months to pay off.…
$tressed Out in the Workplace
Most people understand that there are only so many hours in the week but are surprised that surveys show 20 hours of productivity are lost per month for financially stressed…
How Nonprofits Should Manage Risk
Given today’s fast-paced environment and the significant social, technological and regulatory changes that have occurred over the past few years, nonprofit organizations are subject to a myriad of risks. As…
Marguerite Mount Presents Financial Seminar at Girl Scout Leadership Summit
Marguerite L. Mount, CPA, CGMA, managing director of The Mercadien Group and chair of The Mercadien Foundation, presented a workshop, entitled “Securing Your Financial Future,” to parents and other adults…
Is Your Local Government in Compliance with Finance Notice 2014-13?
In August 2014, the Division of Local Government Services, Department of Community Affairs, State of New Jersey (DLGS) issued Local Finance Notice (LFN) 2014-13 as a reminder for local authorities…
HIPAA and the Risks with Contractors
Most public, private and governmental entities are well aware of their responsibilities, as covered entities, to protect health records and certain personal information. They have identified their areas of risk…
NJ Banker Magazine Features Article on Internal Audit by Salvatore Zerilli
Internal audit, when properly implemented, is an essential element to assist your financial institution in discovering control weaknesses, regulatory and policy violations, and operational inefficiencies. Such self-scrutiny provides an institution…