8 min listen
Trust Me: I’ve Worked with Hundreds of Nonprofit Finance Teams with Kelsey Vatsaas
Trust Me: I’ve Worked with Hundreds of Nonprofit Finance Teams with Kelsey Vatsaas
ratings:
Length:
37 minutes
Released:
Feb 12, 2019
Format:
Podcast episode
Description
Dolph and Kelsey Vatsaas, principal at CliftonLarsonAllen, discuss ways to streamline operations within the nonprofit finance department to improve efficiency, accuracy, and audit results. A good place to start? Step back and ask, “Do we actually use this information?” Learn what to track and what to let go. Links: Kelsey’s Firm CliftonLarsonAllen: www.claconnect.com Read Kelsey’s Blog: Signs of Finance Department Dysfunction and What to Do About It Freemium: Contact Kelsey for a Free 30-minute Consultation *****Timestamped Highlights***** (5:08) A record breaker: The client with a whopping 1,800 ledger accounts (9:48) Getting federal grants can be a good time for reflection (12:28) Don’t be scared to ask for help (14:35) A Gamechanger: Negotiate the Indirect Cost Rate (20:35) Show some flexibility with your audit timeline (22:32) Approaching your auditor when things don’t make sense (25:15) The management letter: a useful and under-utilized tool (30:25) Kelsey’s Wedding: a dysfunctional function? Nah.
Released:
Feb 12, 2019
Format:
Podcast episode
Titles in the series (100)
5 Things Every Fundrasier Should Do Before December 31: We offered tips on how to raise more money at the end of the year (and next year) by: #1: Reminding board members of their annual financial commitments #2: Calling board members who met their annual financial commitments to say “thank you”... by Successful Nonprofits Podcast