WE TURN EXPERTISE INTO RESULTS

Transcription

1 WE TURN EXPERTISE INTO RESULTS BEST PRACTICE INSIGHTS FOR PUSD FOUNDATIONS PREPARED FOR May 2, 2012 J.H. Cohn is an independent member of Nexia International

2 PRESENTATION AGENDA Presenter Profiles Firm Overview Industry Experience Best Practice Insights Why J.H. Cohn? 1

3 PRESENTER PROFILES Michael J. Good, CPA, is a partner at J.H. Cohn with more than 16 years of experience serving a variety of not-for- profit entities, including those subject to OMB Circular A-133 audit requirements. Craig A. Golding, CPA, is an audit partner at J.H. Cohn with more than 17 years experience serving not-for-profit organizations, specializing in issues of Federal and state regulatory compliance, including A-133 requirements PRESENT TER PROFILES Mike leads the efforts of our Firm s Not-for-Profit Industry Practice in Los Angeles and is a member of the national Executive Committee. Education B.S. in Accounting, Loyola Marymount University it Society/Board Memberships Loyola Marymount Accounting Advisory Board California Society of Certified Public American Institute of Certified Public Craig is the San Diego office leader of the Firm s Not-for-Profit Industry Practice and is a member of the national Not-for-Profit Executive Committee. Education B.S. in Accounting, California State University, Long Beach Society/Board Memberships Association of Corporate Growth - San Diego California Society of Certified Public American Institute of Certified Public 2

4 CREDENTIALS AT A GLANCE J.H. Cohn is an independent audit, tax, and business consulting firm founded in FIRM OVERVIEW Among the leading audit, tax, and business consulting firms in the country Ranked among the top accounting firms in our Southern California markets More than 170 partners 1,000+ employees 15 offices California Massachusetts New Jersey New York Connecticut Cayman Islands International reach via Nexia member firms in over 100 countries J.H. Cohn is an independent member of Nexia International 3

5 J.H. COHN S NOT-FOR-PROFIT INDUSTRY PRACTICE Our approach to serving the industry: We provide insightful, responsive, and personalized accounting, tax, and consulting services to the not-for-profit community by: Understanding each client s mission so we can anticipate needs Delivering quality, timely services to help clients achieve their objectives Investing our time, energy, and financial resources Who we serve: Quick Facts About J.H. Cohn s Not-for- Profit Industry Practice One of the largest dedicated regional not-for- profit accounting practices 40 partners and managers who are solely dedicated to serving not-for-profits INDUSTR RY EXPERIENC CE J.H. Cohn provides services to a myriad of not-for-profits, including: Associations Foundations Social service organizations Health care organizations Religious organizations Arts and culture organizations Serve more than 600 clients across all major not-for-profit segments Relief agencies Educational institutions Participate in the Government Audit Quality Center established by the American Institute of CPAs 4

6 BEST PRACTICE INSIGHTS FOR PUSD FOUNDATIONS Through J.H. Cohn s Not-for-Profit Industry Practice, we have helped hundreds of organizations deal with the challenges you face. Drawing upon our wealth of experience in this area, we will discuss the following issues as they relate to PUSD Foundations: BEST PRA ACTICE INSIG GHTS Organization Structure Board Governance Board Financial Oversight Financial Operations Internal Controls Other Best Practices/Risks 5

7 WHY J.H. COHN? Nearly 100 years helping our clients manage and grow their business WHY J.H. COHN? A commitment to client service and business insight TAKE ADVANTAGE OF OUR EXPERTISE. Technical expertise from dedicated engagement teams with active partner leadership and attention Not-for-profit industry-specific focus that gives us a deep understanding of your business drivers and is applied to help you maximize your bottom line and meet strategic goals The resources and commitment to excellence of a Big Four firm delivered in the streamlined structure of a leading nationally recognized firm International reach and experience in over 100 countries Unmatched integrity and earned trust and confidence of our clients, the financial community, and our professional staff 6