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RECENT INSIGHTS:
Whitepaper | Succession Planning for Nonprofits
Developing future leaders and mapping out a succession plan in advance is one of the best ways to mitigate the risk of losing key personnel and prepare for the future needs and growth of an organization. This video offers tips and best practices for creating and implementing a succession plan for your nonprofit.
Civil Cyber-Fraud Initiative Will Crack Down on Government Contractors
The DOJ's Civil Cyber-Fraud Initiative will target government contractors and grant recipients' security procedures in order to limit future cybersecurity problems. In this article, we review what you should know about the new civil cyber-fraud initiative, what might lead to infractions, and how to avoid hefty fines.
BSA/AML and OFAC risk assessment: Best practices for financial organizations
BSA/AML and OFAC risk assessments can help alleviate concerns for financial organizations. Develop a strategy for BSA/AML and OFAC compliance.
PBMares CSR Program Awards Over $350,000 to Area Nonprofits
PBMares has launched a new corporate social responsibility platform, PBMares Cares, with an inaugural grant program to support the work of non-profit partners in the communities of the Firm offices’ footprint.
Changes to ERC Deductions for North Carolina Employers and Expansion of NC Business Recovery Grant Program for Phase Two Applications
North Carolina’s legislature recently changed state tax laws governing employers’ ability to deduct the employee retention credit from state taxable wages and significantly expanded eligibility for a business grant program with an application deadline of June 1, 2022.
Not-for-Profit Investment Policy Statements: Benchmarking Best Practices
Investment Policy Statements dictate how a nonprofit’s investment program operates. How is performance measured? Learning how to benchmark and measure success and organize the investment committee helps to ensure investment committee members satisfy their fiduciary duties.
