Insights: Internal Audit

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

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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Kyle A. Neeld

May 2017 | By: Is Your Payroll Service Provider Really Remitting Your Taxes? Trending Now in the Nonprofit Sector Kyle Neeld featured in NJ Business Magazine - Trending Now in the Nonprofit Sector How Nonprofits Should Manage Risk Migration to EMV Chip Card Technology and Your Nonprofit What’s Your Organization’s Performance Score? When Nonprofits are Taxed on Unrelated Business Income The Future of Philanthropy is Bright as Millennials Mature Assessing Internal Controls Streamlining Fundraising Licensure Through a Single Portal Initiative Creating a Positive Donor Event Experience The Risk of Medicaid Recovery Audits Paycheck Protection Program (PPP) Loan Forgiveness Implementation Guide Update to Our PPP Loan Forgiveness Implementation Guide PPP2 is Here – What You Need to Know Summary & Highlights of the American Rescue Plan Act

Kyle Neeld is a managing director of The Mercadien Group and a principal with Mercadien, P.C., Certified Public Accountants. A seasoned public accounting professional with more than 20 years of experience, Mr. Neeld has significant experience in the areas of audits, reviews, compilations, agreed-upon procedures and various consulting engagements for nonprofit organizations and businesses. Mr.…

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Michelle V. Everman

May 2017 | By: 5 Steps to Achieve Your Financial Goals File & Suspend: A Social Security Strategy Donor Advised Funds: Efficient and Effective Planned Charitable Giving Congress Passes the PATH Act of 2015 and Makes Changes to Social Security in the Final Quarter of 2015 Retirement Planning for the Self-Employed End of an Era? Potential Termination of the NJ-PA Reciprocal Tax Agreement The Sandwich Generation Contemplating a Move to a State with Lower or No Income Taxes? Don’t Pack Your Bags Yet Self-Employed Retirement Plans: What Plan Is Right For You?

Every client is unique and special to Michelle Everman. As a Managing Director with Mercadien’s Individual Services and Family Office Group, Michelle provides tax, estate, financial and strategic planning to high net worth families and individuals. A true team player, she serves as a financial quarterback for her clients – whether it’s ensuring tax compliance,…

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Lisa M. Thouin

February 2017 | By: Does Your Audit Committee Have What It Takes? Same-Day ACH Goes Live Prevent Fraud With Stronger Consumer Profiling

“Be grateful and slow down.” These are words that Lisa Thouin lives by. As a Managing Director with Mercadien’s Financial Institutions Services Group, Lisa provides outsourced internal audit, risk assessment and consulting services to commercial and community banks as well as credit unions. This requires her to oversee a lot of moving parts, which she…

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Salvatore Zerilli

February 2017 | By: NJ Banker Magazine Features Article on Internal Audit by Salvatore Zerilli Assessing Your Cyber Security Risks and Preparedness Achieve Growth Through Compliance Leadership A World of Innovation

With almost 20 years of experience in the banking industry, Salvatore Zerilli is Managing Director and head of the firm’s Financial Institutions Services Group. He is a subject matter expert in numerous topics relating to the banking industry. As Chair of the Financial Institutions Services Group, Sal stays up-to-date on the strict policies and regulations affecting…

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