Zinner & Co. Blog and Newsroom

Zinner & Co. Supports The United Way of Greater Cleveland in 2019

Posted by Zinner & Co. on Mar 8, 2019 6:19:00 AM


Zinner & Co. is pleased and proud to support our long-time clients and friends at The United Way of Greater Cleveland for 2019.

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Topics: non-profits, not-for-profit, Zinner News, Community

Board Member's Fiduciary and Governance Responsibilities - Board Members' Series (Part 5)

Posted by Chris Valponi, CPA on Feb 19, 2019 6:38:00 AM

Part 5 of a 5 Part Series 

Can board members be held personally liable for actions of the organization? Yes!

Agreeing to sit on a board for a nonprofit is a great way to donate your time and expertise. However, it comes with a great deal of responsibility.

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Topics: non-profits, internal control, fundraising

Board Member's Responsibilities with Financial Operations - Board Members' Series - (Part 4)

Posted by Simon Smucker, CPA on Feb 14, 2019 5:41:00 AM

Part 4 of a 5 Part Series

Not-for-profit boards have an important role in reviewing and approving the financial reports of the organization. In order to effectively evaluate the organization’s activities, plan for the future, and make decisions, financial reports are almost always on the agenda at board meetings.

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Topics: audits, non-profits, non-profit reporting, management advisory, Business - Management, Issues & Concerns

Business Operations -Board Members' Series (Part 3)

Posted by Chris Valponi, CPA on Feb 12, 2019 7:09:00 AM

Part 3 of a 5 Part Series

An Organization’s management is charged with managing the day-to-day operations of the non-for-profit; however, this does not relieve Board Members from taking on certain oversight responsibilities.

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Topics: audits, non-profits, Business - Management, Issues & Concerns

Zinner Supports Accelerate 2019

Posted by Zinner & Co. Non-Profit Team on Feb 7, 2019 11:31:20 AM

Zinner & Co. is pleased to support Accelerate, an event being held by long-time Zinner client, The Cleveland Leadership Center.

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Topics: non-profits, Firm news, Zinner News, Community

Risk Assessment and Internal Controls - Board Members' Series (Part 2)

Posted by Simon Smucker, CPA on Feb 6, 2019 3:34:00 PM
Part 2 of 5
 
In the current social and economic environment not-for-profit organizations face morerisk assessment internal controls for board members risks than ever before. One of the major responsibilities of the Board, as well as management, is to continuously assess the risks facing the Organization, both externally and internally.
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Topics: Audit and Assurance Department, non-profits

Board Member Involvement and Oversight - Board Members' Series (Part 1)

Posted by Chris Valponi, CPA on Feb 4, 2019 4:18:00 PM

Part 1 of a 5 Part Series

Do you ever wonder what challenges Board members are facing and how they are board member involvement and oversightdealing with those challenges? Zinner and Co. plays a key role in helping organizations and their management team to overcome a wide range of obstacles. Our unique position of working with multiple entities allows us to take our experience and apply it to you and your organization.

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Topics: Audit and Assurance Department, non-profits

The Clarion Call for Nonprofit Transparency

Posted by Zinner & Co. Non-Profit Team on Jan 22, 2019 8:05:00 AM

The nature of charitable giving has changed, and there are four primary reasons for this:

  • Technology has made it not only easier to give to charities, but to know about charities and how efficiently they perform.
  • Changes in the U.S. tax code have created a disincentive for giving, especially for those who gave strictly for purposes of a tax deduction.
  • The rise of Donor Advised Funds (DAF) has made it easier for donors to contribute meaningfully to a cause.
  • Concerns for transparency and organizational efficiency have driven the need for increased disclosure and external oversight.
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Topics: audits, non-profits, non-profit reporting

The 1 Thing You Should do RIGHT NOW to Improve Your Non-Profit’s Event Sponsorships in 2019

Posted by Zinner & Co. Non-Profit Team on Dec 14, 2018 7:35:00 AM

One of the most difficult aspects of managing a Non-Profit is putting on successful fundraising events. Most fundraisers take months to plan and trying to get sponsors is always a last-minute scramble. 

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Topics: non-profits, fundraising

Ask the Expert: Am I Being an Effective Board Member?

Posted by Chris Valponi, CPA on Apr 6, 2017 12:34:43 PM

Chris Valponi, CPA
Audit and Assurance Manager

Q:  I volunteer as a Board member for a mid-sized not-for-profit. At times, I feel that I am just going through the motions of reviewing and approving the balance sheet or the Treasurer’s report during our monthly board meeting. Are there duties that I could take on to be a more effective board member?   
Pat M. – Volunteer board member, Cleveland

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Topics: non-profits, Chris Valponi, not-for-profit, Ask the Expert

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