Brown Advisory

APRIL 20, 2022

Yet you should be able to expect more from your investment advisor at audit time than just regulatory compliance and a checklist for your CFO on investment levels, lockup and liquidity. Disclosures of the type of investments that an NFP holds and how they are valued are, of course, a fundamental part of audit process.

Investment Advisor 52

Investment Advisor Investments Investing Nonprofit 52

Steve Sanduski

AUGUST 27, 2024

How to create a strategic plan and hold team members accountable for following through. Integrating key strategic initiatives into paths to promotion and succession planning. And so this is where we put things like technology optimization, strong operations, a culture of compliance, and core cybersecurity.

Strategic Planning 59

Strategic Planning Clients Communication Assets 59

The Big Picture

AUGUST 20, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. We built a company that was focused on valuation, initially, actually targeting corporate strategic planning departments. So any compliance people listening, I’m just spitballing here.

Assets 167

Assets Management Portfolio Taxes 167