Insights: Accounting and CFO Outsourcing Team Members
Jill Ann Bartels
May 2017 | By:
A Tax Deduction for Charitable Giving for NJ?
Jill Ann Bartels tells her team, and her clients, to “take one day at a time.” As a Director with Mercadien, Jill Ann knows how overwhelming life can be. It’s her positive attitude and focus that gets her and her clients through the day. As part of Mercadien’s Individual Services Group, she focuses on tax…
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Sherise D. Ritter
May 2017 | By:
NJ Business Magazine features article on Risk Management by Sherise Ritter Sherise Ritter article on nonprofit mergers featured in NJAMHAA News MidJersey Chamber Features Nonprofit Cyber Security Article by Sherise Ritter Nonprofits Should Assess Cyber Security Risks and Preparedness Would Your Nonprofit Benefit From an Alliance or Merger? The New VUCA Paradigm Nonprofits Should Keep Strategic Planning Top of Mind Have You Heard the Word Merger Lately? Avoid Common Nonprofit Financial-Reporting Errors Why Sound Board Oversight is Essential to Your Organization Trends in Family Philanthropy 6 Challenges Nonprofit Executives are Facing Nonprofits Should Focus On Building Volunteerism As U.S. Volunteer Rates Continue To Decline Measuring Fundraising Effectiveness Assessing Near-Term Nonprofit Challenges A Sustainable Business Model - More Important Than Ever The IRS TE/GE Office 2018 Work Plan 3 Changes to Unrelated Business Income Focusing on 4 New Nonprofit Accounting Standards Updates Enterprise Risk – Are You Properly Managing It? The Bottom Line on Parking Benefits Our Annual Business Plan - We Have One Too! The Near-Term for Nonprofits Nonprofits, Tax Changes & The SECURE Act The Interim Final Rule from the SBA Paycheck Protection Program (PPP) Loan Forgiveness Implementation Guide Update to Our PPP Loan Forgiveness Implementation Guide Times Are Changing – Have You Reviewed & Updated Your Nonprofit’s Strategic Plan? Times Are Changing – Have You Reviewed & Updated Your Strategic Plan? Nonprofits - What’s Keeping You Up At Night? Benefits of an Outsourced or Fractional CFO 5 Tips for Managing Risk at Your Organization
Sherise Ritter, or Sherry to her colleagues and clients, is all about keeping lines of communication open. As a Managing Director and Co-Chair of the firm’s Nonprofit and Human Services Group, as well as the Advisory Services Group, communication is the key to success in Sherry’s eyes. Serving as a trusted advisor, she meets with all of…
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Conrad L. Druker
May 2017 | By:
Ashley Webb
Conrad Druker’s clients are confident in knowing they can count on him for all of their financial needs. As Managing Director and Principal of Mercadien, Conrad serves as a trusted advisor to large, closely-held and family-owned organizations spanning multiple generations. From assisting with tax, estate, or strategic planning to evaluate financing options or other business…
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