The purpose of a corporation has shifted to reflect modern concerns. Instead of focusing exclusively on maximizing shareholder value, the Business Roundtable’s updated Principles of Corporate Governance recognizes the importance of employees, suppliers, customers, lenders and communities to building long-term corporate value. The statement urges companies to adopt sustainable business practices that fight climate change, reduce income inequality, promote diversity and improve public health. We can help you draft financial statement disclosures that explain your sustainability efforts to stakeholders clearly and objectively and highlight links to financial performance. Contact us for more.
CPAs offer a wide menu of services. One of the lesser-known options is an agreed upon procedures (AUP) engagement. It uses procedures similar to...
Investment advisors aren’t just for large not-for-profits. Even smaller nonprofits with modest endowments can benefit from hiring an investment manager. Ask peer organizations and...
Not-for-profit board members, whether compensated or not, have a fiduciary duty to the organization. If your board hasn’t reviewed its fiduciary duties recently, it...