February 7, 2020 Retirement Plan Improvement By Having Employees Join Many organizations face the problem of increasing employee participation in their retirement plans. Participation is crucial to the success of … Read More
February 6, 2020 Why CFOs Should Consider A Plan Administrator Many companies are outsourcing more and more activities, like plan administration, because outsourcing can provide cost savings and increase productivity. … Read More
February 6, 2020 Financial Wellness and Productivity: How are your Employees Affected? Employees worried about their personal finances are less productive, more distracted and are easier targets for poachers. While none of … Read More
February 6, 2020 Accounting For Indirect Job Costs The Right Way Construction contractors, professional service firms, specialty manufacturers and other companies that work on large projects often struggle with job costing. … Read More
February 6, 2020 How To Gather More Feedback From The People You Serve According to the Center for Effective Philanthropy, practically all not-for-profits in the United States solicit feedback from their clients when … Read More
February 6, 2020 What Are The Responsibilities Of An Audit Committee? Before you jump headfirst into the year-end financial reporting process, review the role independent audit committees play in providing investors … Read More
February 5, 2020 Conflict-Of-Interest Policies Are Too Important For Nonprofits To Neglect Does your not-for-profit organization have a conflict-of-interest policy in place? Do your board members, trustees and key employees understand how … Read More
February 4, 2020 How to Pick the Best San Francisco Wealth Management Firm Many options are available when it comes to wealth management firms in San Francisco. There are hundreds of them in … Read More
February 4, 2020 Benchmarking Financial Performance You already may have reviewed a preliminary draft of your company’s year-end financial statements. But without a frame of reference, … Read More
February 3, 2020 Stephen D. Mayer Honored with Riordan High School’s Chaminade Award SAN FRANCISCO, Calif. (February 3, 2020) — Stephen D. Mayer, founder and managing partner of SD Mayer & Associates, was … Read More
January 30, 2020 Executing Your Nonprofit’s Capital Campaign Nonprofit capital campaigns aim to raise a specific — usually, a significant — amount of money over a limited time … Read More
January 30, 2020 Can Financial Planning and Investment Apps Be Trusted? Wealth management and investment apps are changing the definition of what it means to be a purposeful investor. It’s easy … Read More
