The Balance CitizenRacecar

Is there anyone less popular than an accounting firm’s Quality Control Department? On today’s episode, Brad Muniz from SobelCo chats with Amy about how nonprofit finance pros can stop seeing QC as the bad cop, and instead welcome them as a valuable advisor. 

Further Resources:

Brad Muniz - CPA, CGMA, SobelCo 
https://sobelcollc.com/about/our-people/brad-muniz/ 

Amy Karson - Chief Executive Officer, Brand K Partners
https://www.brandkpartners.com/ 

Staying engaged with your donors is the name of the game in the nonprofit realm. That’s easier said than done in a world that’s increasingly leaning on remote tech. So, how exactly do we grow a team of supporters, express sincere gratitude, maintain infectious energy, and keep those essential face-to-face interactions with the people behind our mission?

Stephanie Arcella, co-founder of TakeTwo services, joins us and brings a fascinating dual-perspective of someone who’s not only a talented fundraiser but also an experienced social worker. She’s our guide on this episode of The Balance — shining light on the heavy work we have to be doing, as well as some opportunities to lighten the load.

Further Resources:

Stephanie Arcella - Co-founder, Take Two Services
https://www.take2services.com/who-we-are/
https://www.linkedin.com/in/stephaniearcella/
https://mobile.twitter.com/take2services

Amy Karson - Chief Executive Officer, Brand K Partners
https://www.brandkpartners.com/ 

Regulations for managing nonprofit finance can be a bit of a moving target. Organizations like the Financial Accounting and Standards Board exist not only to set the standard, but to educate and disseminate information to our nonprofit world. In this episode, we have someone bringing broad experience as an auditor, controller, preparer, and user. Rick Cole, partner at FORVIS Accounting, joins Amy to talk about staying updated and informed in an ever-changing financial landscape.

Further Resources:
Richard Cole - Partner, FORVIS Accounting
https://www.forvis.com/ 
Amy Karson - Chief Executive Officer, Brand K Partners
https://www.brandkpartners.com/ 

Your Board of Directors can be your organization’s greatest asset, but only if they are properly engaged and utilized. In this episode, Amy talks to Dennis Miller of DCM about what the Board’s role should (and shouldn’t) be when it comes to fiscal governance, and how to make sure your Board is leading your organization forward instead of holding it back!

Further Resources:

Dennis Miller - Founder and Chairman of DCM

https://denniscmiller.com/ 

Amy Karson - Chief Executive Officer, Brand K Partners
https://www.brandkpartners.com/ 

Successfully managing grant money is a huge task for any nonprofit. On today’s episode, Amy and her colleague Priya Pachkawde talk with Fraser Mooney of Doctors of the World about navigating grant restrictions, building good relationships with funders, and why not all money is worth taking. 

Further Resources:

Fraser Mooney - Executive Director, Doctors of the World
https://doctorsoftheworld.org/who-we-are/our-team/fraser-mooney/ 

Priya Pachkawde - Vice President, Brand K Partners 

Amy Karson - Chief Executive Officer, Brand K Partners
https://www.brandkpartners.com/ 

Diana Breen — “The Transition Whisperer” — is a career interim CEO who has guided nonprofits through all kinds of challenging situations. On this week’s episode of The Balance, Diana talks with Amy about navigating institutional change without fear and maintaining sound financial management when your organization is in flux. 

Further Resources: 

Diana Breen - Interim Executive Director/CEO 

https://www.dianabreen.com/ 

Amy Karson - Chief Executive Officer, Brand K Partners 

https://www.brandkpartners.com/