IT Best Practices for Financial Managers

The complete guide to the basics of nonprofit financial management Let's be honest. Most books about financial management are densely written, heavy on jargon, and light on practicality. Expert financial consultant and author Tom McLaughlin takes a different approach with his fourth edition of Streetsmart Financial Basics for Nonprofit Managers. This comprehensive guide provides effective, easy-to-use tips, tools, resources, and analyses. The light, humorous tone in Streetsmart Financial Basics for Nonprofit Managers makes it an accessible resource for nonprofit executives, board members, students, and those new to the field. This book forgoes useless, pretentious verbiage in order to outline real-world strategies that work. This edition includes: New insights, updates, vignettes, case studies, and examples to deal with the implications of nonprofit financial management An examination of nonprofit business models in relation to growing demands from the government and other funders How to construct business plans for virtually any nonprofit entity Customizable resources—including financial worksheets, forms, and Excel templates to help nonprofit managers complete their day to day assignments A guided tour through common aspects of nonprofit management, such as financial analysis, accounting, and operations Practical and informative, Streetsmart Financial Basics for Nonprofit Managers is the go-to financial management reference for nonprofit managers, boards of directors, and funders.

Enterprise Dashboards: Design and Best Practices for IT is a one-stop resource of methodology and best practices for this dynamic and relevant information platform, packed with charts, reports, visual indicators, and alert mechanisms, all consolidated in a rich computer interface. This powerful book is both a guide and a handbook. It helps business leaders understand dashboarding while considering dashboards for their information needs and outlines a tested and proven, step-by-step implementation framework. Enterprise Dashboards covers strategies, vendor selections, execution steps, project milestones, dashboard types, case studies contributed by DaimlerChrysler, Emergency Medical Associates, and ING Direct, and more. Enterprise Dashboards: Design and Best Practices for IT is the perfect tool to help COOs, CIOs, CFOs, CTOs, IT managers, business intelligence managers, information analysts, and software consultants be successful at dashboard implementation.

How to use industry standards to create complete, consistent, and accurate equipment inventories The National Institute of Science and Technology estimates that the loss of information between the construction of buildings and their operation and maintenance costs facility owners $15.8 billion every year. This phenomenal loss is caused by inconsistent standards for capturing information about facilities and their equipment. In Equipment Inventories for Owners and Facility Managers, Robert Keady draws on his twenty+ years of experience in facility management and his intimate knowledge of CSI classification systems and standards to tackle this problem head-on. Using standards already in use in the AEC industry, he provides the road map for capturing everything owners and facility managers need to know to operate and maintain any facility. This comprehensive, step-by-step guide: Explains the different types of equipment inventories and why they are important Identifies and describes the types of information that should be captured in an equipment inventory Describes and compares the different industry standards (CSI OmniClass and UniFormat; COBie; and SPie) that can be used for equipment inventories Provides best practices for identifying and tagging equipment Walks through the equipment inventory process with real-world examples and best practices Provides the tools for conducting the equipment inventory—tables of all the possible information and data that need to be collected, and fifty maps of workflows that can be used to capture that data immediately

How to use industry standards to create complete, consistent, and accurate equipment inventories The National Institute of Science and Technology estimates that the loss of information between the construction of buildings and their operation and maintenance costs facility owners $15.8 billion every year. This phenomenal loss is caused by inconsistent standards for capturing information about facilities and their equipment. In Equipment Inventories for Owners and Facility Managers, Robert Keady draws on his twenty+ years of experience in facility management and his intimate knowledge of CSI classification systems and standards to tackle this problem head-on. Using standards already in use in the AEC industry, he provides the road map for capturing everything owners and facility managers need to know to operate and maintain any facility. This comprehensive, step-by-step guide: Explains the different types of equipment inventories and why they are important Identifies and describes the types of information that should be captured in an equipment inventory Describes and compares the different industry standards (CSI OmniClass and UniFormat; COBie; and SPie) that can be used for equipment inventories Provides best practices for identifying and tagging equipment Walks through the equipment inventory process with real-world examples and best practices Provides the tools for conducting the equipment inventory—tables of all the possible information and data that need to be collected, and fifty maps of workflows that can be used to capture that data immediately

Praise for Operational Risk Management «Ariane Chapelle is one of the world's leading teachers, thinkers and writers about operational risk. The combination of her professional experience as a practitioner in the financial services industry and her role as an advisor to regulators makes this textbook a must-read at all levels of both regulated and unregulated financial institutions.» —Am?d?e Prouvost, Director, Operational Risk, The World Bank «Insightful…That's the first adjective that came to mind when I read this book. Operational Risk Management: Best Practices in the Financial Services Industry offers a 360-degree perspective of operational risk, from triggers and causes to direct and indirect consequences. Besides, the book provides practical tips to set up an effective operational risk and control framework. There is not a single aspect of operational risk that is left in the shade – everything is brought to light – even the trickiest aspects such as Risk Appetite. This book is a must-read for any all-around OpRisk Manager!» —Dr. Bertrand K. Hassani, Universit? Paris 1 Panth?on-Sorbonne; Chief Solutions Officer, General Manager, INSTADEEP «The collection of Dr. Chapelle's knowledge and practitioner expertise, combined with her widely acknowledge ability to communicate complex ideas in a forthright and clear manner, makes this textbook a very valuable addition to any practitioner seeking clear, accurate, timely and insightful knowledge of key aspects of Operational Risk practice. I strongly endorse this text to practitioners seeking guidance on best practices in operational management.» —Prof. Gareth W. Peters, Chair Professor of Risk and Insurance, Heriot-Watt University, Edinburgh, UK The Authoritative Guide to the Best Practices in Operational Risk Management Operational Risk Management offers the most current information available for putting in place an effective risk management program for a financial services firm. Comprehensive in scope, the book outlines the frameworks, tools and techniques that successful firms use to identify, assess, mitigate and monitor risk within their organisations. The different chapters present a holistic approach, which helps to clarify the relationship between the different components of a risk management framework and offers a consistent view of effective risk management. This flexible framework can be tailored to each firm based on its own practices, size and business complexity. Operational Risk Management offers the information risk managers need not only to help their organisations avoid crises, but also to safely recognise new opportunities, achieve their full potential, and reach new heights of success.

How can not-for-profit organizations be sure they play by the rules when the rules aren't clear? Due to recent, very public accounting scandals and the resulting Sarbanes-Oxley Act and other regulations, public companies have strict guidance on financial governance and accounting, including the functions and responsibilities of audit committee members. Though not-for-profit organizations are subject to increased scrutiny, there has been no detailed guidance for their audit committees. This book fills the void and helps not-for-profit organizations answer these questions: * In today's skeptical environment, how can responsible financial governance and reporting reassure wary donors and supporters, and perhaps give the organization a competitive advantage? * How should the audit committee be structured? * Which Sarbanes-Oxley requirements (if any) should the audit committee adopt? * Which best practices best fit the organization's structure and financial reporting needs? Complete with checklists, sample questions, and an index for quick reference, Not-for-Profit Audit Committee Best Practices covers: * Different types and unique characteristics of not-for-profit organizations * The audit committee's role in preventing and detecting fraud * Important internal controls and the internal audit function * The relationship of the audit committee and the independent auditor This heads-up, hands-on guide helps audit committee members select and structure appropriate best practices and function in the most effective manner for their unique not-for-profit organizations. It's also a valuable reference for board members, managers, independent auditors, and advisors of not-for-profit organizations.

A thoroughly pragmatic guide to the U.S. Foreign Corrupt Practices Act (FCPA) This is a critical FCPA training resource for executives, managers, sales, marketing, finance and accounting personnel, as well as high level professionals. The ideal resource for any business that takes FCPA compliance seriously and truly desires to foster a deep understanding of real-world corruption issues in their employees A great resource for business school courses on international business or business ethics and anyone interested in understanding these issues for their own professional growth Includes in-depth analysis of all major FCPA risk areas, including discussions of how FCPA issues arise in real-world business situations Covers all aspects of bribery and FCPA compliance issues to ensure that your business is not exposing itself to financial scandal or criminal prosecution FCPA compliance is mandatory for nearly all international businesses operating in today's global economy. This book serves as the perfect training tool to mitigate your organization's risk to FCPA violations, which is one of the top enforcement priorities for the Department of Justice (DOJ) and the Securities and Exchange Commission (SEC). Praise for Foreign Corrupt Practices Act: A Practical Resource for Managers and Executives «Aaron Murphy's book is absolutely fantastic. As a seasoned lawyer and compliance professional, having worked for fortune 100 companies with global operations for many years and being an FCPA expert myself, I have never come across a more detailed yet easy to read book on FCPA. It contains practical advice and provides examples that are put into context, that the reader can easily relate to and that take into consideration different cultures and customs. A must read for any individual/ organization doing business abroad.» —Fabiana Lacera-Allen, Senior Vice President & Chief Compliance Officer, Elan Drug Technologies «This book is essential reading for anyone conducting business outside US borders. Executives, managers, sales, marketing, finance, and legal professionals will find sound practical advice to protect themselves and their companies from FCPA violations when operating globally. Much more than a general survey, this book offers scores of real world examples and serves as an easy-to-read, how-to resource for employees at all levels of a company. It will be a valuable reference tool for many years to come.» —Jeff Taylor, former US Attorney for the District of Columbia and former counselor to Attorneys General John Ashcroft and Alberto Gonzales «If you are a manager involved in any kind of international dealings—which is to say, if you work for any major firm in today’s global marketplace—you need to study Aaron Murphy’s comprehensive, precise and highly readable analysis of life under the Foreign Corrupt Practices Act (FCPA). Few FCPA violations are intentional, yet the consequences even of unwitting violations can be drastic for you, your colleagues, and your firm. Murphy’s book shows why business practices perfectly acceptable at home are federal crimes in other settings, how to think your way through ambiguous situations, and—perhaps most important—when to get expert advice. It is a field guide to a world where authority and discretion are all too often up for sale, and a resource that will help you avoid trouble—and even succeed—within the bounds of this crucial yet little-understood legislation.» —Michael Johnston, Charles A. Dana Professor of Political Science, Colgate University "Every businessperson working in the emerging markets should read and understand the way in which their actions and behaviour may fall subject to the FCPA. This

120 best practices to improve the total process of the payroll department Payroll Best Practices examines, in great detail, best practices for the payroll function, and how to install them to provide readers with an in-depth knowledge of how this critical functional area can be improved. Here, controllers, payroll managers, and CFOs will discover the exact work plans needed to implement each best practice in their organizations, and lays out pitfalls likely to be encountered and avoided along the way. This how-to resource for payroll improvements includes: * Techniques for reducing the workload and error rate of the payroll staff * Methods for switching from an in-house to an outsourced payroll solution * Ways to create or outsource a Web-based timekeeping system * Approaches to switching to an employee-driven payroll deduction system * Graphics indicating the cost and implementation duration for each best practice * Policies and procedures that support the best practices * A simplified best practices implementation plan * An appendix that summarizes the large number of best practices presented * A glossary of key payroll-related terminology * And much more

The latest and most important information for best practices in the inventory function Inventory Best Practices, Second Edition offers the latest and most important information on advanced techniques and strategies to improve on the accuracy of all ongoing inventories, configure a warehouse for optimum counting efficiencies, and more. Explains the difference between different types of distressed merchandise for disposal purposes Shows how to maximize the efficiency of inventory tracking systems by shifting selected inventory items into floor stock Examines inventory picking, storage, transactions as well as warehouse layouts, and inventory measurement Inventory Best Practices, Second Edition will not only show professionals how to cut their business costs but will demonstrate how to optimize their company's effectiveness as well.

Praise for CIO BEST PRACTICES «CIOs are challenged with bringing technology into alignment with business strategy. In order to be successful, today's CIO must translate the technical into business terms and to deliver solutions to the business to improve processes and end products. CIO Best Practices: Enabling Strategic Value with Information Technology provides a complete guide for the strategic CIO to help in these challenges. This book is a great tool for all CIOs.» —Ellen Barry, CIO, Metropolitan Pier and Exposition Authority «The demand for value from technology investment will only increase in the future, and major business trends like globalization, consolidation, optimization, and consumerism demand that IT leaders find ways to engineer high performance, agility, lean, and innovation into the way businesses work and compete. Enlightened CIOs will want to read this book and ensure they understand the game plan for the future.» —Patrick E. Moroney, President, The Barnier Group LLC «A terrific primer for technology professionals and a must-read for anyone aspiring to be a CIO or technology leader. This book focuses on the most relevant topics business and technology must grapple with including strategy development, strategic alignment and value creation, and the specific roles the CIO and IT must play. The book captures the collective wisdom of an impressive list of influential contributing authors who precisely frame and address the key issues CIOs must deal with today and for the foreseeable future.» —Stephen Fugale, Chief Information Officer, Villanova University, and former senior vice president and CIO, CIGNA Group Insurance «CIO Best Practices captures many of the things we have learned during our eight years of providing product outsourcing to U.S. companies. I recommend this book to anyone looking to quickly understand the decisions one will need to deal with before outsourcing.» —Anupam Bhide, PhD, CEO, Calsoft