Adopting essential business practices is a critical part of optimizing mission impact and sustainability. We will focus on incorporating best practices into holistic financial and management foundations to support planning and decision making in an efficient and effective manner. This workshop will focus on:
• The interrelationship of governance, internal controls, fraud prevention and business risks.
• Essential business practices for financial health and sustainability.
• Evaluating the essential role of liquidity and cash flow.
• Best practices and resources to establish policies and procedures.
Kate Serpe joined Wegner CPAs as an intern in 2010 and was hired full-time as part of the Accounting Solutions Group in 2011. Kate has experience providing controlership and CFO services to cooperatives and not for profit organizations and specializes in board presentations and assisting clients with strategic planning.
Melodi Bunting, CPA, CMA, CGMA, MBA Training and Career Development Manager Melodi joined Wegner CPAs’ Assurance Department in 2014 after spending twenty years in higher education. Melodi’s personable presentation skills mixed with her knowledge of the industry and real life examples gives her the ability to present on complex topics in a comprehensible way for her audience.