Resources

Perhaps your not-for-profit has lost a few board members in the turmoil of the past few years. Or maybe your current lineup simply isn’t meeting your organization’s leadership challenges. There are many reasons to review and rebuild a board of directors. But there’s no excuse to ignore problems and hope they’ll work themselves out. Here’s […]

It’s been a busy year for natural disasters, with Hurricane Ian only the latest calamity to befall the United States and its territories. If your not-for-profit operates in or serves clients in a disaster zone, you know how difficult the recovery process can be. Unfortunately, fraud perpetrators attempting to profit off the misery of others […]

An interesting tool called Benford’s Law can be effective in detecting fraud. But it also can be used during external auditing procedures to test journal entries for unusual numeric patterns. Here’s what you should know about this statistical technique, including its potential limitations. Random data sets According to Benford’s Law, in sets of random data, […]

Autumn is here and many not-for-profits are starting to think about their 2023 budgets. If your budget process is on autopilot, you might want to pause and think about changing things up this year—particularly if you’ve experienced recent shortfalls or found your budget to be less resilient than is ideal. Here’s how to rethink budgeting. A holistic […]

When did you join Waters|Ortiz? July 2021 Why did you choose Waters|Ortiz? Roxanne and Amanda are intelligent, warm, friendly, and strong women! They know how to put together a great team and create a positive work environment, and I cherish the thought of helping nonprofits. What do you love most about your job/profession? Helping people […]