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A forum for association Chief Executive Officers/Presidents/Executive Directors to engage in conversation, swap ideas, and provide support and solidarity...because "it's lonely at the top."
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Financial Auditing Firm and Investment Managment Recommendations Needed

  • 1.  Financial Auditing Firm and Investment Managment Recommendations Needed

    Posted May 23, 2024 07:48 AM

    Hello, Everyone -

    This should be my last request for recommendations for a while. I am looking for financial auditing and investment management companies for a small non-profit with budget constraints. Any suggestions would be greatly appreciated.

    Thank you.

    dg



    ------------------------------
    Dawn Gannon, MBA, CAE
    President & CEO
    Dawn Gannon Consulting
    Palm Bay, FL
    +1-732-539-1350
    dawn@dawngannon.com
    ------------------------------
    CAE Prep Course


  • 2.  RE: Financial Auditing Firm and Investment Managment Recommendations Needed

    Posted May 24, 2024 07:22 AM

    I'm also looking to hire an audit firm for a $5M 501c6 with remote offices.



    ------------------------------
    Patrick Serfass
    CEO, Stone Harbor Group
    Washington DC
    patrick@stoneharbor.group
    ------------------------------

    Original Message
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